Yes, these courses qualify for mandatory continuing legal education for: National Association of Legal Assistants, State Bar of California, Florida, North Carolina, and Louisiana State Paralegal Association. For all others please check with the corresponding institutions.
ODW2512 – Settlement Ethics for PI Firms: Excluding Specialized Subjects
Discover strategies for how personal injury firms can ethically navigate settlements and minimize risks. Explore how to maximize plaintiff recovery through solutions like trusts and structured settlements.
Course Category: On-Demand Webinars
Course Level: Basic
CLE Credit: Legal Ethics
CLE Hours: 1.0
Fees: $49 for Members and $70 for Nonmembers
Course Materials: Recording and PDF of the power point slides.
Description: Personal injury firms have ethical responsibilities at settlement beyond maximizing recovery. Settlement language and planning typically affect how much of a recovery the plaintiff can keep. Often, proper settlement planning changes what they keep by more than half.
This presentation will cover your firm’s ethical obligations and how to exclude specialized subjects (tax, finance, government benefits) from your firm’s scope of representation. It will offer techniques for spotting risks and opportunities and explain the critical effect of settlement language on the treatment of settlement proceeds. It will explore how to maximize plaintiff recovery through solutions such as trusts, escrows, settlement funds, structured settlements, and Medicare Set-Aside Accounts.
Instructor Biographies: Jeremy Babener is a tax lawyer and settlement consultant to personal injury plaintiffs and lawyers. He writes on settlement planning for Forbes, Bloomberg, and the ABA and presents to trial lawyers across the country.
Rachel is Chief Trust Officer at Eastern Point Trust Company, which offers all manner of settlement-related trusts. She regularly coordinates qualified settlement funds, plaintiff recovery trusts, and settlement escrow trust solutions. She consults on efficiencies and workarounds to make sure cases close quickly while preserving flexibility of settlement options, including structured settlements, attorney fee deferral, and lien resolution.
Course Year: 2025
After successfully completing this course a completion email will be sent stating that your certificate is now available. To view your certificate and transcript please visit nala.education. Click on the blue arrow in the top right and select transcript. From this menu, you can view or print certificates or your transcript.
Courses are priced for individual use and consumption and are not intended for rebroadcast and sharing.