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Presentation
I Litigation Phase
Arrow   Medicaid Analysis & Forecasting
Arrow   Age Rating Analysis
Arrow   Structured Settlement Analysis
 
II Settlement Phase
Arrow   Mediation Support
Arrow   Comprehensive Settlement Planning
Arrow   468(b) Advisement
 
III Post Settlement Phase
Arrow   Special Needs Trust Advisement
Arrow   Structure Optimization
Arrow   Guardianship Advisement
 
 
 
Home » Comprehensive Settlement Planning
 

Comprehensive Settlement Planning
Once a dollar figure has been identified as part of a settlement, UFS has the expertise to pull all the components of a settlement together in a way that creates the most value for the client.

First, UFS will analyze all settlement offers to determine if the client's needs can be met and - just as important - calculate the actual cost of any structured settlement annuity that may be offered in relation to available alternatives. Once an offer is on the table, this is the time to work with the universe of insurance providers to ensure that the structuring is done on the most favorable terms available to the client.

In addition to ensuring an optimal settlement structure, we will also evaluate how the settlement meshes with Medicaid benefits for which the client may be eligible, and help determine the advisability of utilizing a Special Needs Trust. Finally, we can put together a financial plan that utilizes appropriate investment options for the assets not covered by the structured settlement. The plan may encompass variable annuities, mutual funds, and individual securities.