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SETTLEMENT PLANNING CHECKLIST #1

The Letter of Acknowledgment

by Rick Bishop
Principal, Settlement Planners

When it comes to financial settlements, not everyone needs a structured annuity, but everyone could benefit from a detailed settlement plan.

Our Settlement Planning Checklist ensures that every client has access to a wide range of financial options along with the expert guidance to make the right choice.

One key element of every settlement plan is the signed letter of acknowledgement – a document that describes the process and the client’s participation, ultimately protecting the plaintiff attorney from settlement liability.

To find out more about how we can help you navigate this surprisingly complex area of you practice, call today for a free consultation: (800) 727-3885.

 


The Settlement Checklist Series:

ITEM #1: THE LETTER OF ACKNOWLEDGEMENT >>>

ITEM #2 THE FULL MARKET SURVEY >>>

ITEM #3: HIPAA DISCLOSURE >>>

ITEM #4: UNDISCLOSED AFFINITY ARRANGEMENTS >>>

ITEM #5: GET THE FACTS ON MEDICARE SET ASIDES >>>

ITEM #6: THE ADVANTAGES OF STRUCTURED ATTORNEY FEES >>>

ITEM #7: BUSINESS AS USUAL... IS NO LONGER BUSINESS AS USUAL >>>

ITEM #8: SOLVING THE SETTLEMENT MAZE >>>

ITEM #9: Five Questions You Should Ask
Before Consulting a Settlement Planner >>>

 

 

 

“...always put’s the needs and the security of the clients first and foremost.”

Sal Liccardo, Esq.
San Jose, CA