AVOIDING SETTLEMENT HORROR STORIES

Friday, March 20, 2015

Agenda

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