Tax & Financial Planning at Personal Injury Settlement - On Demand CLE

Settlement success is measured by more than what a defendant pays. It's also what the plaintiff keeps. The tax and financial decisions attorneys make presettlement can greatly affect their clients’ long-term financial stability and public benefit eligibility. In this session, Jeremy Babener will explore how plaintiffs’ attorneys can proactively address and reduce tax exposure through strategies and formal arrangements. Attorneys will also learn when and how to involve outside professionals to strengthen their clients’ post-settlement position. Babener will cover: Key tax and financial issues to identify before finalizing a settlement Strategies for protecting eligibility for needs-based benefits How to structure settlements to reduce tax liability and maximize value When to involve tax advisors, financial planners, and other specialists Jeremy Babener is a nationally recognized tax attorney who focuses on lawsuit awards, settlements, and complex structures. This On Demand Program is a pre-order. It will be available for streaming in your account on or before 9/10/26. Click here for Access Instructions for On Demand Programs. Each user must register individually as they will need their own login to access the program and comply with CLE requirements. Need accreditation in another jurisdiction? Fill out this form and note Course No.260826D00 Shop all Continuing Legal Education videos for lawyers.