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Courses/Law/Law Practice Management

Diligently Drafted Documents: Settlement Papers

Avoiding pitfalls in settlement documentation and structured settlements.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
Diligently Drafted Documents: Settlement Papers

What You'll Learn

check_circleIdentify common settlement document issues and how to prevent them.
check_circleUnderstand tax-free structures, indemnification, and constructive receipt concerns.
check_circleLearn best practices for settlements involving wrongful death, incapacity, and special needs trusts.
check_circleNavigate Medicare, lien issues, and attorney’s fee structures effectively.

About This Course

Avoid the drama whether settling for cash or with a structured settlement! Our presenters will address common settlement document pitfalls and teach you how to avoid them.

This course provides a comprehensive guide to drafting settlement documents with precision and legal effectiveness. Learn the essential components, tax implications, and common pitfalls to avoid when structuring settlements. Led by experienced legal professionals, this session covers best practices in settlement agreements, structured settlements, and compliance considerations to ensure successful resolutions.

Topics included:

  • Settlement Agreements: Key Clauses & Compliance
  • Cash vs. Structured Settlements & Tax Implications
  • Constructive Receipt & Tax-Free Structures
  • Wrongful Death & Wrongful Imprisonment Cases
  • Settlements Involving Minors & Incapacitated Persons
  • Medical Indemnity Fund & Interim Settlements
  • Attorney’s Fee Structures & Confidentiality Considerations
  • Medicare, Liens & Special Needs Trusts
  • CORA Affidavit & Commutation Issues
  • Indemnification & Risk Management in Settlements

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

MARTIN  JACOBSON
MARTIN JACOBSON

JACOBSON

Martin Jacobson is General Counsel and Principal of Creative Capital. A proud member of the NYS Academy of Trial Lawyers, Marty is a licensed NY and NJ attorney with extensive trial experience in both state and federal courts. He's a renowned lecturer and regularly presents seminars to the bench, bar, and law firms. Marty and CCI’s legal team draft, review, and/or revise all of the legal documents needed in Structured Settlements and Periodic Judgments for our attorney clients.

LAURIE  COHEN
LAURIE COHEN

CREATIVE CAPITAL

Laurie Cohen is the Senior Paralegal at Creative Capital. Laurie, a certified paralegal, joined CCI in 1995. As a member of the legal team, she prepares settlement documents, handles premium submissions to life companies, and liaises with them to complete cases.

Credit Information

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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