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Utilizing Trusts in Settlements 2016

Product ID: CA2507D
Presented By: State Bar of Wisconsin PINNACLE

Trusting in trusts

At Utilizing Trusts in Settlements, explore and understand the significant value of adding trusts to your client’s settlement plan as a way to preserve the money. You’ll become skilled at identifying different types of settlement trusts, including their functions and benefits. Also learn how settlement trusts can be blended with structured settlement annuities to deliver the best results for your client.

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OnDemand seminar

Pricing

Member $89.00

Non-Member $139.00

Credits are no longer available for this OnDemand program.

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Maximum quantity must be less than or equal to 1.

Trusting in trusts

At Utilizing Trusts in Settlements, explore and understand the significant value of adding trusts to your client’s settlement plan as a way to preserve the money. You’ll become skilled at identifying different types of settlement trusts, including their functions and benefits. Also learn how settlement trusts can be blended with structured settlement annuities to deliver the best results for your client.

Read More ↓

Deanna Haught and Ben Malsch serve as Business Development Officers of Midland States Bank’s Settlement Trust Group. Between them they have more than 30 years’ experience administering and marketing settlement trusts.

Deanna is a graduate of the University of Wisconsin-Oshkosh and of the American Bankers Associations’ National Trust School. She is licensed to sell life insurance and annuities. Prior to her work with settlement trusts, Deanna was a financial planner at two major investment firms.

Ben holds a bachelor’s degree in finance from the University of Wisconsin – Milwaukee. He holds a Certified Structured Settlement Consultant (CSSC) designation from the National Structured Settlements Trade Association, and is a graduate of the American Bankers Association’s National Trust School.

  • Know the value of adding trusts to your clients’ settlement plans
  • Understand the different types of settlement trusts
  • Find out how to blend settlement trusts with structured settlement annuities
  • Learn to recognize trust scenarios
  • Get tips for presenting trust options at settlement
  • Personal injury lawyers
  • Worker’s compensation attorneys
  • Estate planners
  • Probate lawyers
  • Guardians ad litem
  • General practitioners
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