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Why Annuities Really Matter or How you Can Save Money for Your Next Client with A Medicare Set Aside Case

May 19, 2015 by Randy Levine Leave a Comment

balancing-platesThe reality of legal practice is that lawyers are almost always scrambling to keep up with the rush of events. This is particularly true for personal injury lawyers who often find themselves juggling dozens of active cases at any given time, with their attention jumping from the complaint that needs to be drafted on a new matter to the depositions scheduled for tomorrow to witness preparation for a trial that begins next week. We know the story from our own law practice and also see in our consulting practice how most of our lawyer clients contend with similarly hectic schedules in their working lives. Running a successful personal injury practice reminds us of nothing so much as the old vaudeville routine of the guy rushing around trying to keep the spinning plates in the air.

That’s part of the reason we decided to establish our consulting practice. We know many highly skilled trial attorneys who simply don’t have the time to master everything they need to know about structured settlements and financial service products in order to serve their clients well when it comes time to settle the case, particularly if the case involves complications related to Medicare.

[Read more…]

Filed Under: Annuities, Financial Planning, Medicare, Uncategorized Tagged With: annuities, annuity, Medicare, Medicare Secondary Payer Act, Medicare Set Aside, medicare set asides, MSA, tax free annuity

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