Perrinâ€™s Legal Webinar Series: After Settlement Success
Event Date/Time: Aug 10, 2011
End Date/Time: Aug 10, 2011
Brian S. Michaels, Esq., Brook-Hollow Financial LLC, Chicago, IL
Christopher J. Princis, Vice President, Brook-Hollow Financial LLC, Chicago, IL
This educational webinar will provide an update on whatâ€™s new regarding structured settlements and tax deferred options for contingency fee arrangements. Itâ€™s important to note that any contingent attorney fee arrangement can be structured into a tax deferred and pre-tax growth cash flow. The attorney can defer these fees regardless if the claimant does a structured settlement. A recent development also allows for these fees to be structured using equity based financial products. These investment options are designed specifically based on risk tolerance and goals of the individual or firm. This is similar to a personal uncapped 401(k) plan. Qualified settlement funds will also be covered, as they are a powerful settlement tool.
Practice areas that will benefit from this webinar include: Personal Injury and Wrongful Death, Business, Divorce, Civil and Commercial Litigation, Director and Officer Liability, Employment and Labor, Environmental, Estate Planning, Family Law, Insurance Defense, Intellectual Property, Intra-Company Disputes, Mediation - Arbitration, Mergers and Acquisitions, Probate Litigation, Product Liability, Real Estate, Securities Litigation, and Tax.
Agenda Topics to be covered:
â€¢Structured Settlements â€“ personal physical injury cases (including workerâ€™s compensation)
â€¢Structured Settlements â€“ non-personal physical injury cases
â€¢Structured Attorney Fees - ANY contingency fee arrangement can be designed for a tax deferred, pre-tax growth cash flow
â€¢Qualified Settlement Funds
Cost: Complimentary, CLE available.
CLE Credit: 1.5-2.0 CLE credits, depending on state requirements.
Applications are being made to all CLE states as requested by attendees.
Brian S. Michaels, Esq., Brook-Hollow Financial LLC
Brian S. Michaels has served since 2007 as General Counsel of Bradford Settlement Company, Brook-Hollow Financial LLC, and Kenmare Assignment Company Ltd., a group of financial services companies headquartered in Chicago, Illinois that specialize in providing structured settlement and related settlement consulting services. In addition, Mr. Michaels manages the Southwestern Regional office of Bradford Settlement Company in Scottsdale, Arizona.
Previously Mr. Michaels was Vice President with ATG Trust Company where he specialized in providing trust and structured settlement services to individuals. In addition, Mr. Michaels was previously a tax attorney and Senior Tax Manager with Deloitte & Touche and Tax Associate with Pricewaterhouse Coopers, where he specialized in taxation matters related to individuals, business transactions and closely held businesses.
Mr. Michaels is a graduate of the University of Northern Iowa (B.A. â€“ Accounting) and William Mitchell College of Law and is a member of both the Arizona and Minnesota Bars and is a CERTIFIED FINANCIAL PLANNERâ„¢.
Mr. Michaels is a recognized expert in the area of structured settlements and settlement related tax issues. He has presented numerous seminars over the past 20 years on tax and settlement related topics to attorneys, CPAs and related professionals.
Christopher J. Princis, Vice President, Brook-Hollow Financial LLC
Christopher J. Princis, since 2008 has served as Vice President for Brook-Hollow Financial LLC, Waterville Advisors, and Kenmare Assignment Company Ltd., a group of financial services companies headquartered in Chicago, Illinois that specialize in providing structured settlement and related deferral and growth consulting services.
Chris oversees the firmâ€™s Real Estate Division, and is acting Vice President for expansion of the structured settlement and tax deferred structuring of attorney fees divisions. He has an in depth knowledge of IRC 453, and years of training on the subject matter to Attorneys and CPAs. He has over 10+ years in educating clients and corporations looking to tax defer their proceeds and settlements. Chris earned his undergrad at Northern Illinois University, and Masters at DePaul University.