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State Bar of California Approved Activities

August 11, 2016
- In an effort to advance our commitment to helping clients better understand the settlement tools available to them when involved in resolving personal injury disputes, I'm pleased to announce the availability of several new seminars created as a service to the legal community.

These intentionally concise seminars have been approved for MCLE credit by the State Bar of California and were designed to allow us to conduct "lunch & learn" sessions directly on site at your firm or to easily plug into available slots for your bar or other professional association meetings or conferences.

Available MCLE Approved Educational Activities

1. Structured Settlements & Special Needs Trusts - 0.5 hours

Attendees will learn about the laws and rules surrounding structured settlements and special needs trusts and when to consider using them. Relevant tax codes and letter rulings will be discussed leaving participants with a better understanding of why combining these two settlement strategies can often be so financially advantageous.

2. Taxable Damage Structured Settlements - 0.5 hours

Federal and state tax reform in 2012 had a tremendously adverse impact on many taxable damages settlements. Attendees of this seminar will learn about the tax authority for injury compensation and the legal distinction between physical and nonphysical injuries, especially where emotional distress is concerned. A case study then helps quantify the value of nonphysical injury structured settlements for many types of torts.

NOTE: This one's a MUST for attorneys
handling employment litigation!

3. Structured Settlements for Minors - 0.5 hours

This session compares and contrasts the various options generally available when injury settlements involve minors. Applicable tax codes will be discussed and the potentially adverse impact of failing to take kiddie taxes into consideration will be demonstrated.

4. Structured Settlement Basics for Attorneys - 0.75 hours

Conceived as a "Structured Settlements 101 for Attorneys," this seminar covers the history of structured settlements, tax authority for injury compensation, the Qualified Assignment process, the impact of rated ages and how to identify the best candidates for structured settlements. An excellent primer for those new to the field or anyone with limited exposure to this popular settlement option.

Call to schedule any or all of these seminars TODAY or to let us know how we can otherwise help your firm meet its educational needs.

Worth mentioning: While only submitted for approval by the State Bar of California at this time, these sessions could easily be modified to fit other state jurisdictions and would be of benefit for many national audiences.

 Let us know how we can help!

As a former Training Coordinator responsible for curriculum development for a major insurance carrier and as a once-upon-a-time public school teacher, I feel uniquely qualified to present this information and can promise a highly professional presentation. You won't be disappointed.

Thank you for the opportunity to be of service and best wishes for continued success in your personal and professional lives.

The Best,

Dan Finn, CPCU, MSSC™, RICP�
Masters Certificate in Structured Settlement Consulting™
Retirement Income Certified Professional�  

NOTE:  This newsletter is presented for educational purposes only
using material freely available in the public domain and should
not be construed as tax or legal advice. All rights reserved.

 Scales image courtesy of Sira Anamwong at FreeDigitalPhotos.net 

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About Finn Financial Group 

The Finn Financial Group is a full-service, specialty planning firm with a commitment to ensuring the long-term financial stability of its clients. We believe this can best be achieved through a stream of guaranteed, tax-advantaged payments carefully tailored to each individual's specific needs. Our diligent work has resulted in a long list of satisfied clients across all lines of advocacy and a high degree of trust. 


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Find out more and watch an informative video now at  www.ASRHipSettlement.com.

Dan Finn, CPCU, MSSC™, RICP� | Finn Financial Group, LLC | 949.999.3322 FinnFinancialGroup.com | CA Insurance License: 0A96173

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