Jeremy consults for professional businesses, regularly advising firms focused on law, finance, and tax. He brings practical experience in technical concepts and implementation. Among other projects, he helped create trust structures that reduce tax, law firm engagements that reduce malpractice premiums, and investments that reduce risk.
Marketing complex arrangements requires an understanding of the details, the audience, and direct ways to show added value. For over 10 years Jeremy has “marketed through education” to lawyers, advisors, and financial institutions, specializing in compliance and strategy.
Paul Isaac, Jr. is the Director of Operations of Paramount Settlement Planning and President of the Society of Settlement Planners. He has extensive experience in settlement planning across a wide range if issues.
Paul regularly advises plaintiffs and plaintiff counsel on financial and lien issues at settlement, and regularly contributes to industry discussions as a thought leader.
I earned my doctoral degree in clinical psychology from Georgia State University in 2001. In 1993, I completed my undergraduate degree at the University of Scranton. I’m licensed in the states of New Jersey & Pennsylvania, currently practicing in Easton, PA.
I received extensive experience and training in psychotherapy. Since becoming licensed in 2003, I have continued to advance my psychotherapy skills through the study of acceptance & commitment therapy, psychodynamic psychotherapy, and more recently sex/couple therapy. I am a certified sex therapist (CST) through AASECT.
Patrick Hindert has been a leader in the structured settlement industry for over 40 years. At Independent Life, Patrick is responsible for New Business Development, including new products, new clients and new markets. Patrick also represents Independent Life within multiple national professional associations.
Before joining Independent Life, Patrick served as President of a national structured settlement intermediary that he owned and managed for 22 years.
Patrick co-authors a legal treatise utilized by the National Structured Settlements Trade Association (NSSTA) and the Society of Settlement Planners (SSP) in their certification programs. He also authors Independent Life’s blog “The Chronicle” and is a frequent speaker at national structured settlement conferences.
Michele P. Fuller is the founder of Michigan Law Center, P.L.L.C, and President of Advocacy, Inc., a non-profit organization. Her law practice focuses on advocacy, protection, and asset preservation for persons with disabilities, including working in the following areas of law: elder law, special needs planning, special needs trust administration, and settlement planning.
Michele was recently appointed Special Assistant Attorney General to assist in settlement planning for the Flint Water cases. She is the former Chair of the Elder Law and Disability Rights Section (ELDRS) of the State Bar of Michigan and has leadership positions in several national organizations: Advisory Board Member of the Academy of Special Needs Planners (ASNP) and Michigan Chapter of NAELA Board of Directors.
She is also active in the National Academy of Elder Law Attorneys (NAELA), the Michigan Association for Justice, and a regular contributor for the Institute for Continuing Legal Education (ICLE).
Kelley is a trial lawyer and sits on the AAJ Board of Governors. She specializes in the representation of those who have been catastrophically injured from the negligence of others. She has tried numerous cases in state and federal court, helping secure tens of millions of dollars for clients.
During high school she learned firsthand what it’s like to be a plaintiff, filing a product liability suit for a defective seat belt design. She then went on to graduate law school and help those who have been wrongfully and catastrophically injured. Outside the courtroom she launched the Wheel2Ride campaign, focused on education and policy in accessibility for Transportation Network Providers, and serves as the Director of Law and Advocacy for SPINALpedia.com.
John Darer is a Structured Settlement Expert, Registered Settlement Planner, Certified Financial Transitionist/Sudden Money® transition advisor (one of only 2 settlement experts with this professional designation), financial blogger, deep listener, communicator, thought leader, problem solver and industry watchdog who provides comprehensive settlement solutions for all types of claims and litigation as part of a community of practice.
With a broad credentials and experience John has unique capability to serve you. Services include comprehensive pre/post settlement planning for injured persons, working with clients in transition, people who have special needs, and milestone life events like retirement, structured MSAs, annuity, alternate recovery management solutions and NY CPLR 50A /50B Judgment calculations, life care plan analysis, pricing/projections. Strategic assistance at mediation, settlement conferences & settlement negotiation.
Greg Maxwell is an attorney, Certified Financial Planner, and settlement planner with Amicus Settlement Planners, LLC. He is also a partner in the law firm Amicus Law Firm and co-founded Amicus Settlement Planners in 2006. His practice specializes in special-needs planning, government benefits planning, financial planning for settling plaintiffs, and income tax planning for attorneys.
He is a past president and board member of the Society of Settlement Planners, a national organization advocating for plaintiff’s rights in the settlement planning process.
Greg is a member of the American Association for Justice, the Utah Association for Justice, the Financial Planning Association, and the American Bar Association. Greg is a 2003 graduate of the Texas Tech University School of Law.
Sandra Jones partners with insurance industry clients to address and resolve legal and regulatory challenges, as well as coverage and claims disputes that may be impeding their businesses.
She advises insurance industry clients on pre-litigation and litigation matters stemming from accusations of bad faith policy lapses and disputes, claims issues, coverage matters and regulatory issues. She often handles complex interpleader matters and compliance-related issues, including policy administration, rescissions and other coverage disputes. Sandy also represents insurance companies in individual and class actions at the trial and appellate levels in state and federal courts nationwide.
Chris Bua is a plaintiff-only settlement consultant based in Jacksonville, Florida. He works directly with trial lawyers and their clients on maximizing their settlement recovery through holistic planning inclusive of annuities, trusts, and market-based solutions. Since 2008, Chris has played a role in the creation of over $2 billion in structured settlements, spanning thousands of cases.
Chris graduated from the University of Florida in 2004 with a business degree and graduated from law school in 2007. He began his career in the structured settlement industry soon after and has since developed a unique skill set across multiple roles and organizations. He is currently serving a 3rd-term as board member of the Society of Settlement Planners and is a nationally respected expert in structured settlements.
Prior to forming Bua Settlements, Chris was the Senior Vice President of Sales at Independent Life, where he oversaw sales and operations for the company’s first $800 million in structured settlements, created and hosted the popular podcast, “Settlement Nation,” and took the lead in rolling out the company's innovative index-linked structured settlement annuity, iStructure.
I am an attorney with over 38 years experience. I specialize primarily in compensation law (under the Code and ERISA). (The day job.) I also specialize in creative planning to address unique challenges. These include working with so-called "new pooled income funds" - one of the most interesting and unique tax planning opportunities out there. In addition, we have developed solutions to address and minimize the extremely onerous tax consequences associated with the so-called "contingent fee tax trap" (where an individual reports a full taxable litigation recovery, including the attorney fee portion but cannot deduct the attorney fee portion - essentially a double tax).