Ep 10: How Settlement Planning Works

– The Colonel in Your Corner with Karl Truman Episode 010 Todd Morrow
Todd Morrow is Todd Morrow is a 1988 graduate of Texas State University (formerly Southwest Texas  State University), graduating with a BBA in Accounting in three and a half years. Shortly after becoming a CPA, Todd began working in the structured settlement industry for The James Street Group in 1994. The James Street Group was a pioneer in assisting plaintiff attorneys and their clients with their structured settlement needs. Todd’s background and experience played an important role in helping The James Street Group grow to be one of the largest and most recognized firms in the country, structuring in excess of $500 million dollars in 2013. As an expert in all areas of settlement planning, Todd has appeared as a speaker in continuing legal education programs and seminars for attorneys across the country. In addition, Todd has been involved with thousands of cases and has attended hundreds of mediations since 1994, which gives him a unique insight on the many issues associated with personal injury cases. 
 
Todd started Morrow Settlement Services, LLC in 2014 to continue the tradition of offering the most comprehensive settlement planning services in the country. Morrow Settlement Services is an affiliate of Sage Settlement Consulting.
 
Highlights of our conversation include:
What a structured settlement is and how it works
Why getting advice from outside sources such as family and friends can result in you wasting your settlement money
How a structured settlement works for a child turning 18
What a special needs trust is and how you can use it with a structured settlement annuity to save money on trust fees
What a Medicare Set Aside account does
 
Connect with Todd:
Website: https://www.morrowsettlementservices.com/
Connect with Karl:
Website: https://trumanlaw.com/
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