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August 30, 2021

These are the Best Tax Planning Tools for Contingent Fee Lawyers

Attorneys have a unique opportunity, not available to others who earn professional fees, to take their contingent legal fees and invest them on a pre-tax and tax-deferred basis to smooth out their income. This article answers some frequently asked questions about attorney fee structures and deferral of contingent legal fees.

August 4, 2021

What’s the Difference Between a Pooled Trust and a Standalone Special Needs Trust?

A Special Needs Trust is a trust that can be created pursuant to federal law whose corpus or any assets held in the trust do not count as resources for purposes of qualifying for Medicaid or SSI. These trusts are an indispensable planning tool for making sure your clients remain eligible for means-based benefits like Medicaid after receiving a settlement. But there are several types of special needs trusts, including a standalone (d)(4)(A) Special Needs Trust, and a (d)(4)(C) trust, commonly known as a pooled trust. What’s the difference, and what’s right for your client?

July 2, 2021

2021 Florida Trend’s Florida Legal Elite™

Trial Lawyer View host, Jason D. Lazarus, Esq., Orlando, FL, Amazon best-selling author of “The Art of Settlement” and nationally recognized settlement compliance expert, was recently recognized in the 2021 edition of Florida Trend’s Florida Legal Elite™. The list of 1,263 honorees represents just over 1% of the active Florida Bar members, including attorneys in private practice as well as top government and non-profit attorneys who practice in Florida.

June 30, 2021

Jason D. Lazarus on Grow Your Law Firm Podcast

Jason D. Lazarus was recently featured on Grow Your Law Firm podcast with Ken Hardison of PILMMA.

October 7, 2020

Jason Lazarus’ New Book on Dealing with Catastrophic Claims

Attorney Jason Lazarus, author and CEO of Synergy Settlements, joins CEO and Chairman, Michael J. Swanson, to discuss Mr. Lazarus’s new book “The Art of Settlement: A Lawyer’s Guide to regulatory compliance when resolving catastrophic claims.”

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