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In episode 20 of Trial Lawyer View, Jason D. Lazarus, the host and CEO of Synergy, had an intriguing conversation with Tom Edwards of Edwards & Ragatz, P.A. During the interview, Tom discussed his journey to becoming a trial lawyer and how his firm prioritizes a compassionate legal process. Tom began college with the intention […]
September 30, 2021 Josh Pettingill, MBA, MS, MSCC All structured settlements are not created equal. There is a strong possibility you are leaving money on the table for your client with your existing settlement consultant or worse, relying on the insurance carrier’s structure broker. In this brief article, I will explain some of the methods […]
In Episode 19 of Trial Lawyer View, TLV host and Synergy CEO Jason D. Lazarus had a conversation with Brett Turnbull of Turnbull, Holcomb & LeMoine, PC. Turnbull talked about his journey from pursuing an international finance career to becoming a trial lawyer. He also shared how he balances his family life while working on […]
September 9, 2021 Rasa Fumagalli JD, MSCC, CMSP-F The American Bar Association’s Model Rules of Professional Conduct provide a blueprint for attorneys to follow when representing clients. The first Rule and arguably one of the most important ones, outlines a basic expectation in the client-lawyer relationship. Rule 1.1 states: “A lawyer shall provide competent representation […]
September 9, 2021 Samantha Webster Structured settlements may be used to fund a Workers’ Compensation Medicare Set-Aside (WCMSA). Samantha Webster, Synergy’s Director of Case Management, addresses two common questions that come up about funding of a WCMSA with a structured settlement annuity. Question #1: “Are there different structured settlement options to fund a Medicare Set-Aside […]
In Episode 18 of Trial Lawyer View, TLV host and Synergy CEO Jason D. Lazarus had a lively conversation with Megan Whiteside, a litigation attorney at Brown & Barron, LLC, and host of the Mom Life and Law Podcast. The two discuss her passion for the law and her drive to succeed as a woman […]
Attorneys have a unique opportunity, not available to others who earn professional fees, to take their contingent legal fees and invest them on a pre-tax and tax-deferred basis to smooth out their income. This article answers some frequently asked questions about attorney fee structures and deferral of contingent legal fees.
In Episode 17 of Trial Lawyer View, host and Synergy CEO Jason D. Lazarus spoke with Mark Avera of Avera & Smith. The podcast touched upon several interesting topics such as his journey from working as a sheriff’s deputy to following his father’s footsteps as a trial lawyer. They discussed the various challenges he faced […]
August 12, 2021 Teresa Kenyon, Esq. When handling a third-party liability case and you know your client had health insurance that paid the medical expenses, should you check to see if there is a lien interest on the settlement funds? Or maybe you have settled a case and you just received a notice letter from […]