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Publications

Articles

Structured Installment Sales: The Baby Boomer’s Best Friend When Selling Real Estate, Realty Times (August 21, 2023)

An Introduction to Structured Installment Sales, The CPA Journal, (October/November, 2021), pp. 12-15

Structured Installment Sales: Leave Capital Gains Taxes Behind When You Leave California, Realty Times (December 29, 2020)

Are You Too Trusting?, Plaintiff (November, 2018), pp. 36-39

A Good Fit, Workers’ Compensation (January, 2017), pp. 31-33

Understanding Nonphysical Injury Structured Settlements, Claims Management (July, 2016), pp. 36-38

Taxable damage awards and the use of structured settlements, Plaintiff (August, 2013), pp. 40-43

Taxable Damage Structured Settlements, Advocate (May, 2013), pp. 92-97.

Letter to the Editor: Structured Settlements Offer Financial Security in Good and Bad Times, Daily Journal (January 13, 2010)

Guides

E-Guide to Structured Settlements

Save Money by Structuring Your Attorney Fees

A Day in the Life of a Factoring Transaction

Newsletters

2025
06.12What’s Safer than Safe for Your Injury Settlement Proceeds? 04.07Don’t Fear the Bear 02.25Structured Settlements Industry Reports Best Year Ever
2024
05.30Protecting Your Nest Egg With Fixed Indexed Annuities 04.10Safety and Security 04.01Celebrating Fifteen Years of Securing Our Clients’ Futures
2023
09.12Present Value Calculations Revisited 08.17All Signs Point Up for the Future of Structured Settlements 06.12National Annuity Awareness Month 03.28Nuclear Verdicts and the Role of Structured Settlements
2022
09.30Don’t Retire (Until You Do This) 05.12The Trouble with Hindsight 04.28Structured Settlements Are Cool Again 03.24The Baby Boomer Dilemma 01.13Major News on Structured Installment Sales
2021
11.17Unsettled 09.29Best’s Insurance Law Podcast 08.25Personal Injury Attorney Poll Results 08.05Structured Installment Sales 07.15Create Your Own Pension Income 04.22Talking Trusts 03.10Affinity Scammers 01.25Claims Professionals Appreciation Week
2020
10.14Employment Litigation Tax Efficiency 09.24Survey Results: Attorney Are Influencers 09.17Better Life Care Planning 08.10Traffic Fatalities Down, Up 05.12Warren Buffet on Structured Settlements 03.26Structured Settlements Today 03.16Time and Money 03.09Safety First 01.15New Structured Settlement Option Now Available
2019
11.07Legal Malpractice Lawsuit Discussion 09.27Major Announcement from Metlife 08.16Rule One: Don’t Lose Money 07.22The Rolling Stones Touting Annuities 04.17New Structured Settlement Option Available 04.01Our 10th Anniversary 01.23New Video on Our YouTube Channel
2018
10.11We’re Here for You 09.12Bravo Judges Mahon and Salisbury 06.30Ibbotson on Bonds Versus Fixed Indexed Annuities 04.17To DB or Not To DB 01.10MetLife Announces New Option for Taxable Settlements
2017
10.14Pension Review Surprise 08.22The Annuity Happiness Link 05.22Warren Buffet Knows (and Likes) Structured Settlements 03.24Just Your Average Performer
2016
10.25Employment Disputes: New Brochure and Video Added 09.23Structuring Settlements for Employment Disputes 08.11New MCLE Offerings 06.28APEX 2016 01.19Emotional Distress
2015
10.20S&P Linked Structured Settlement 09.14When You’re Sixty-Four 05.28Survey Says… 01.22The Need-Want-Need Technique
2014
10.22Kim’s Story 10.01We’ve Added a New Service 04.16Pacific Life’s Indexed Structure 03.05Robin’s Story 01.23The Cost of Waiting
2013
11.152 Steps to a Happier Life 08.20Plaintiff Magazine Publishes Taxable Damages Article 07.26A.M Best Insurance Law Podcast on Structured Settlements 05.06My Structured Settlement Article in CAALA’s Advocate 03.06Our “Best” Endorsement Yet 02.21Relief From Taypayer Relief 01.28Claims Professionals Appreciation Week 01.10Why Is This Man So Blue?
2012
10.12Structured Settlements Survey Results 08.16Structured Marital Property Transfers 07.17Structured Taxable Damages 07.02Structured Settlements v Blocked Accounts 05.31Barry and Larry 05.10The Secret to Living Well at 100 04.10Of Attorneys, Taxes and Fees 01.24Treasury Says “No” to Single Claimant QSF Request
2011
11.15Structured Settlement Myths 11.07Claims Journal Interview on Structured Settlements 10.20ABA President on Structured Settlements and State Court Funding 08.10Structured Oil & Gas Leases 07.04A Paycheck for Life 06.16ABA President-Elect on Structured Settlements 04.27Young Workers: Make Mine Guaranteed 03.02DePuy ASR Hip Recall Litigation 02.21The Best Thing Since Sliced Bread 01.19What’s Your Retirement Vulnerability? 01.06You’ve Got a Friend
2010
12.15Income Floor Strategy for Retirement 11.15Structured Settlements for Exonerated Prisoners 11.07Entertainment Expert Discovers Structured Settlements 10.13Annuities Are The New Black 10.01STRUCTURE ALERT: Gov. Schwarzenegger Signs SB 1408 09.30Top Financial Advisor’s Views on Structured Settlements 08.25Social Justice “Living Legend” Talks Structures 08.17Bonds, Not James Bonds 07.29National Advocacy Group Elects Dan Finn President 07.24WSJ Sheds Light on “After Market” Structured Settlements 07.20You, Me and Those Darned Assumptions 06.29New York Life Improves Attorney Fee Choice 06.18Woe is Muni 05.17Too Old for Financial Security? 04.07NFL Players, Dementia and the CA Workers’ Comp System 04.02The Truth Behind Structured Settlement Buyouts 03.24Attorneys Agree on Benefits of Structured Settlements 03.19World Series Champion Now Pitching For Our Team! 03.09Retirement and Benefit Funding Solutions 03.04The World’s Most Admired Companies 03.02Structured Celebrity Endorsements 02.03Then and Now 01.28It’s Oscar Time 01.23New Videos Added to Our Website 01.14My Letter to the Editor 01.07A Boost for Structured Attorney Fees
2009
11.08Never Give Up 11.04Got Life . . . ? 10.28Live Longer . . . Buy Annuities 10.08Daily Journal Article on Attorney Fee Structures 09.24Historical Interest Rates 09.14AirCraft Casualty Emotional Support Services 08.1921st Century Security Scoreboard: 130-0 08.11Sen. Dick Durbin (D-IL) on Structures 08.04Announcement of Web Site