This blog post begins S2KM's reporting and outlines results from the 2011 annual meetings of the Society of Settlement Planners (SSP - May 15-17) and the National Structured Settlement Trade Association (NSSTA - May 18-20).
Elections
- NSSTA
- President - Dan Finn
- New Directors - Tom Donahue; Christine Logan; Kevin Silo; Mike Wostoupal
- SSP
- President - Jack Meligan
- New Directors - Tony Alfieri; Tim Denehy; Charles Schell; Michelle Whitmore.
Honors - NSSTA
- President's Award - Betty Gregware
- Leadership Award - Toni Warbington
- CSSC Designation Certificates
- NSSTA Past Presidents - honoring NSSTA's 25th Anniversary
Educational Programs - speakers by topic with recommended related resources from "Structured Settlements and Periodic Payment Judgments" (S2P2J), S2KM wikis and prior S2KM blog posts.
Legislative Update
- NSSTA - Eric Vaughn: Washington Update
- SSP - Roy Franco: HR 1063
Government Benefits
- NSSTA
- MSA Panel -Toni Warbington; Doug Brand; David Korch; David Hayes
- Special Needs Trusts - Jay Sangerman
- SSP
- Liability MSAs - Jason Lazarus; Roy Franco; Mark Pololizio; Doug Shaw
- Liens Panel - Roy Franco; Tevra Johnson
- Recommended resources
- S2P2J Chapter 15 - "Government Benefits and Structured Settlements"
- S2 wiki - "Government Benefits"
Taxation
- NSSTA: 468B QSF Funds - Martin Jacobson
- SSP
- 468B QSF Funds - Robert Wood
- Taxation of Damages - Robert Wood
- Medical Expense and Estate Tax Issues - Jeremy Babener
- Recommended resources
- S2P2J Chapter 2 - "Taxation of Damages"
- S2P2J Section 3.08B - "Section 468B Settlement Funds"
- S2 public policy wiki pages featuring: Robert Wood and Jeremy Babener
Stakeholder Perspectives
- NSSTA
- Attorneys - William Robinson lll, President-Elect of the American Bar Association
- Legal Committee Update (including secondary market) - Peter Vodola; Amy Ravitz; Kathy Scanlon
- Financial Planners - Laura Tarbox
- Judges - Peter Vodola, Edward Burke, Stephen Denton
- Unions - Michael Rott
- SSP
- Special Needs Attorneys - Kevin Urbatsch; Michele Fuller
- Plaintiff Attorneys - Jay Fisher
- Recommended resources
- S2P2J Chapter 4 - "Defense Counsel"
- S2P2J Chapter 5 - "Plaintiff Counsel"
- S2P2J Chapter 6 - "Case Preparation"
- S2P2J Section 16.05 - "Judicial Review of Transfer Applications"
- S2 wiki - "Secondary Market"
- S2KM blog - "Ceron v. Henderson"
Marketing
- NSSTA: Business Communications - LuAnn Reeb
- SSP
- Marketing to Personal Injury Attorneys - Joe Didier
- Electronic Media and Social Networking - Mark Wahlstrom
- Recommended resources
- S2 wiki - "S2 and KM"
- Web 2.0 for Lawyers wiki
Practice Improvement and New Products
- NSSTA: CSSC Continuing Education Online - Karen Meyers; Kathy Moghadas
- SSP
- Dissecting a Settlement Plan - Jack Meligan; Joseph Tombs
- Non-qualified Assignments - Brian Michael
- Indexed Annuities - Rick Miller
- Re-cycling Structured Settlement Payment Rights - Anthony Prieto; Tim Denehy
- Recommended resources
- S2P2J Section 3.06A - "Non-Qualified Assignments"
- S2 wiki - "Re-thinking Structured Settlements"
- S2 wiki - "Settlement Consulting"
- S2 wiki - "Business Standards and Practices"
- S2 wiki - "Spencer v. Hartford"
- S2KM blog - "Online S2P2J"
Strength of Life Companies
- NSSTA
- Strength of Life Insurance Companies - Jim Morris, Chairman, President and CEO of Pacific Life Insurance Company
- State Guarantee Associations - Tom Ronce; Craig Ulman
- ELNY Update - Len Blonder; Randy Dyer; Dan Finn; Craig Ulman
- Recommended resources
- S2P2J Section 3.05[9] - "Life Insurance Guaranty Associations"
- S2P2J Section 3.05[10] - "Executive Life Insolvency"
- S2KM blog - "Executive Life of New York"
For S2KM reporting and analysis of prior SSP and NSSTA meetings, see S2KM's structured settlement wiki.
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