AVOIDING SETTLEMENT HORROR STORIES

Friday, March 20, 2015

Your client has moved from rags to riches almost overnight....
What responsibility do you have to protect them?


Friday, March 20, 2015
1:00 pm - 3:00 pm
Lunch Included

Sponsored by:

Creative Capital, Inc.

Czepiga Daly Pope

Raymond Wealth Advisors

MODERATOR:

Sharon L. Pope, Esquire, Czepiga Daly Pope, Hartford


SPEAKERS:

Steven J. Errante, Esquire, Lynch Traub Keefe & Errante, PC, New Haven

Marty Jacobson, Esquire, Creative Capital, Inc., East Brunswick, NJ

Michael D. Raymond, PhD, Raymond Wealth Advisors, North Haven
 

PROGRAM:

A significant percentage of personal injury recoveries are gone within 5 years.  What should you do to secure a positive and lasting financial outcome for your client? This program will include 3 short videotapes of seriously injured parties telling their nightmare stories....now it's years later. Discussion of these segments will be led by a panel addressing what you can do to help your client avoid financial disaster. 

PROGRAM TOPICS:

  • It takes a team: Trial Attorney; Trust/Benefits Attorney; Structured Settlement Expert; Financial Advisor
  • Medicare Compliance and Set-Aside Allocations
  • Avoiding Constructive Receipt
  • Protecting Needs Based Government Benefits
  • Wealth Management & Financial Planning Options
  • Avoiding Structured Settlement Factoring Abuse

REGISTRATION FEES:

CTLA Member: $15.00 / Non-CTLA Member: $25.00

After 3/17/15, add $10 to above fees.

CTLA members may register online or call CTLA at (860) 522-4345

OR MAIL CHECK MADE PAYABLE TO:
"CIVIL JUSTICE FOUNDATION", 150 TRUMBULL ST, 2ND FLOOR, HARTFORD, CT  06103
 

This Continuing Legal Education program is appropriate for both newly-admitted and experienced attorneys, and has been approved in accordance with the requirements of the New York Continuing Legal Education Board for a maximum of 1.5 credit hours, of which 1.5 credit hours can be applied to the Skills requirement.

 

Speakers

Sharon L. Pope, Esq. (chair) Czepiga Daly Pope & Perri
Marisa A. Bellair, Esq. Lynch Traub Keefe & Errante, PC
Marty Jacobson Creative Capital, Inc.
Michael D. Raymond, PhD, PhD Raymond Wealth Advisors

CLE Credits

This Continuing Legal Education program is appropriate for both newly-admitted and experienced attorneys, and has been approved for the following credits in accordance with the rule requirements of these states:

Skills
New York 2.00 cr
Connecticut 1.50 cr

Venue

441 Clark Ln., Orange CT 06477