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    • Resources for Attorneys
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MetLife Video Explains Structured Attorney Fees

MetLife Video Explains Structured Attorney Fees

By Patrick C. Farber On August 3, 2022 · 10:01 AM · Add Comment

If you haven’t considered structuring your fee, take two minutes and watch this informative video. It’s time well spent.

MetLife has come out with a new video about its Non-Qualified Assignment (NQA) annuity product that enables plaintiff attorneys to structure their contingency fees.

NQA Highlights:

Lower tax liability when compared to a lump sum payout Guaranteed annual income over the life of the structure [...]
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Structured Settlements Offer Financial Security in Volatile Times

Structured Settlements Offer Financial Security in Volatile Times

By Patrick C. Farber On July 12, 2022 · 11:57 AM · Add Comment

Anyone who owns investments tied to the stock market knows how brutal this year has been. The S&P 500 closed the first half of 2022 down nearly 21%. A high inflation rate, supply chain issues and the war in Ukraine all are contributing to the markets’ dismal showing.

Safe from market gyrations are the stable returns produced by structured settlement annuities. Annuity funds are placed [...]

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Medicare Set-Aside Funds No Longer Count Toward State Medi-Cal Eligibility and Asset Limits | Advocate Magazine

By Patrick C. Farber On June 15, 2022 · 2:30 PM · 1 Comment

NEW LAWS EFFECTIVE JULY 1 PERMIT DISABLED PERSONS TO KEEP MORE ASSETS WHILE STILL QUALIFYING FOR MEDI-CAL BENEFITS

California’s 2022 budget includes wording that dramatically increases the amount of assets a disabled person can retain and still be eligible for Medi-Cal coverage.

Previously, California (as with all other states), would cap a disabled individual’s assets at $2,000 (not including a home or vehicle) to qualify [...]

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Patrick Farber Sponsors Black Women Lawyers Foundation Scholarship & Luncheon June 4th 2022

Black Women Lawyers Foundation (BWLF) 46th Annual Scholarship Fundraiser & Awards Luncheon | June 4th

By Patrick C. Farber On May 26, 2022 · 1:17 PM · Add Comment

For the 46th year, the Black Women Lawyers Foundation (BWLF) will hold its scholarship fundraiser and awards luncheon. The date is Saturday, June 4 and will take place at the Beverly Hilton Hotel.

Back in 1975 when the foundation began, there wasn’t an organization that addressed the distinct needs of Black women lawyers or young women who hoped to one day practice law. A group [...]

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Clarification on Medicare Set-Asides and Medi-Cal Eligibility

Clarification on Medicare Set-Asides and Medi-Cal Eligibility

By Patrick C. Farber On April 14, 2022 · 3:43 PM · Add Comment

In November 2021, Medi-Cal issued a memo clarifying its position concerning Medicare Set-Aside (MSA) funds and whether they are countable as income and property when determining an individual’s eligibility for Medi-Cal benefits.

Medivest, a provider of Medicare Secondary Payer compliance solutions to the workers’ compensation and general liability industries, recently prepared an overview of the Medi-Cal memo, including its impact on Special Needs Trusts.

[...]
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Big Jump In Medicaid Asset Limits Will Affect Eligibility

Big Jump In Medicaid Asset Limits Will Affect Eligibility

By Patrick C. Farber On February 3, 2022 · 10:53 AM · Add Comment

California’s 2022 budget includes funding that will drastically increase the amount of assets a disabled person can retain and still be eligible for Medicaid coverage.

Previously, California (as does all other states), would cap an individual’s assets at $2,000 (not including a home or vehicle) to qualify for Medicaid coverage. As of July 1, 2022, California will increase the cap to $130,000 with an additional [...]

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Case Studies Focus On Non-Qualified (Taxable) Settlements

Case Studies Focus On Non-Qualified (Taxable) Settlements

By Patrick C. Farber On December 17, 2021 · 2:48 PM · Add Comment
MetLife has just put together three case studies to help plaintiffs better determine whether structuring their non-qualified (taxable) settlement proceeds is right for them. Although there are many types of damage settlements that fall into the non-qual category, MetLife offers these case study examples...
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This article is about settlement solutions for minors and incapacitated adults

Settlement Solutions For Minors And Incapacitated Adults :: CAOC Forum Article

By Patrick C. Farber On November 30, 2021 · 8:24 AM · Add Comment

California judges are becoming much stricter when it comes to how settlement funds are held and distributed in cases involving minors and incapacitated adults. Will Lindahl, executive director at CPT Institute and myself had the opportunity to write about the issue in the November/December issue of CAOC’s Forum magazine.

The article talks about three trust options that meet the stringent [...]

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Was Your Structured Settlement Tax-Free In 1918? An article by Patrick Farber

Was Your Structured Settlement Tax-Free In 1918?

By Patrick C. Farber On October 14, 2021 · 9:06 AM · Add Comment

Most of us think the availability of a tax-free settlement option for injured parties began in the early 1980s. In fact, its roots go back to the Income Act of 1918. At that time, Congress stated that income resulting from “personal injury or illness” was exempt from taxation.

1979: Fast forward to 1979 when the IRS issued guidelines that state recurring payments to personal injured [...]

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Post title image of Patrick Farber's article MetLife's New Chart Compares Structured Settlements With Other Investment Options

MetLife’s New Chart Compares Structured Settlements With Other Investment Options

By Patrick C. Farber On September 27, 2021 · 5:02 PM · Add Comment
Sometimes a picture (or in this case a chart is worth a thousand words. MetLife has just published a comparison between structured settlements and other types of investments. Besides structures, the investment product comparison list includes cash, trusts, municipal bonds,& investment portfolios, CDs, Treasury bonds, real estate and 529 College Plans.
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    “Our clients lives are forever changed by the time they come to our law firm. When we are able to get them the results they deserve, structured settlements are essential in providing for their future needs. Our main goal is to then make sure we are able to maximize their settlement funds and be able to provide for medical and, if necessary, round-the-clock nursing care”

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  • American Board of Trial Advocates (ABOTA) Consumer Attorneys Association of Los Angeles (CAALA) Consumer Attorneys of California (CAOC) National Association of Insurance & Financial Advisors (NAIFA) National Association of Life Underwriters (NALU) National Structured Settlements Trade Association (NSSTA) Orange County Trial Lawyers Association (OCTLA) San Francisco Trial Lawyers Association (SFTLA) Southern California Association for Healthcare Risk Management (SCAHRM)
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    —Andrew Skinner, Co-Founder, Triumph Foundation


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    Brain SoCal is a non-profit organization founded by TBI (Traumatic Brain Injury) attorney and advocate Tina Odjaghian


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Recent Posts

  • How to Use a Personal Injury Settlement to Buy a Home: The Dual Tax Advantage

    How to Use a Personal Injury Settlement to Buy a Home: The Dual Tax Advantage

    September 25, 2026
    Key Takeaways for Personal Injury Attorneys & Claimants: With 30-year …Read More »
  • See you at the CAOC’s 2026 Class Action Seminar on Thursday, September 24 in Newport Beach

    See you at the CAOC’s 2026 Class Action Seminar on Thursday, September 24 in Newport Beach

    September 21, 2026
    We are proud to be a sponsor for the Consumer …Read More »
  • MetLife’s White Paper Provides Overview of Non-Qualified Assignments

    MetLife’s White Paper Provides Overview of Non-Qualified Assignments

    September 9, 2026
    MetLife has published a white paper that provides an excellent …Read More »

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MetLife Video Explains Structured Attorney Fees
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