CCI LEGAL

The CCI legal team is headed up by Martin Jacobson, Founder, Vice President and General Counsel to the company. Marty regularly provides legal support to the company's field offices - including those offices run by or associated with locally licensed attorneys.

Laurie Cohen, Paralegal, assists Marty by drafting closing documents (Settlement Agreement and Release; Qualified Assignment forms; suggested decretal paragraphs for court orders approving settlement; etc.) under his direct supervision for use by the parties, in their discretion, in finalizing each structured settlement handled by the Home Office. [Field office cases are reviewed by the Home Office and Marty gets involved whenever legal issues arise which threaten to jeopardize the validity of the structured settlement].

WE FIGHT FOR YOU

Occasionally, an adversary or the court wants to document the structure in a way which might jeopardize the validity of the transaction. As in the past, CCI will work with you; your adversary; and/or the court to ensure that the structure is properly documented. It would be easy for us to turn a blind eye on errors in the documents, but we will not do that.

YOU AND YOUR CLIENT COME FIRST! Your case may be a $10,000 structure where the court inserted language in the order which was intended to be protective of the infant plaintiff, but which actually creates a Constructive Receipt problem or a violation of the Economic Benefit Doctrine. The tax-free structure that was properly negotiated may be jeopardized by a failure to document the case properly e.g. by a well intended, but defective court order.

We want the benefits that should be tax free to actually be tax-free. In the past we have literally written a brief reciting chapter and verse why such a court order had to be amended to convince the court that its well-meaning intentions might actually backfire. In every case, over a 20-year history, defective orders (or other closing documents) have been successfully corrected to protect the parties.

NO CCI STRUCTURED SETTLEMENT HAS EVER COLLAPSED FOR FAILURE TO COMPLY WITH THE LEGAL, TAX OR INSURANCE REQUIREMENTS OF A PROPER STRUCTURED SETTLEMENT!

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