The Settlement Alliance-WEST

Website

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Address: 9210 Irvine Center Dr Irvine 92618

The Settlement Alliance-WEST
Category: Banks & Financial Services

Key contact details for The Settlement Alliance-WEST
Phone
800 354-2258
Email
Email business
Website
alliance-west.com/#6Bg5pK
Address
9210 Irvine Center Dr, Irvine, 92618
 

Legal Services

Financial Planner

Financial Consultant

Business profile

ABOUT TSA-WEST Originally established in June 2008 by Managing Partner Traci Kaas, Kaas Settlement Consulting has partnered with The Settlement Alliance (TSA) to become TSA's West Coast division, The Settlement Alliance-WEST. A complimentary approach to settlement planning set the stage for the partnership in July 2014. Rather than merely serving as structured settlement brokers, both companies share the fundamental belief that injured claimants deserve much more comprehensive assistance for their financial and medical needs. The merger with TSA provides The Settlement Alliance-WEST's clients with greater access to a national network of reputable and highly rated insurance carriers, corporate trustees, and wealth managers. OUR SETTLEMENT AND PLANNING EXPERTISE Appraisal of complicated, multi-faceted cases involving: Structured settlement annuities Tax-deferred annuities Lien resolution Medicare/ CMS approvals Special needs trust planning Mass tort settlement resolution Qualified settlement funds Government benefits protection Attorney fee deferrals Estate planning issues Philanthropy planning Tax planning issues Individualized settlement plan design for each claimant Supporting attorney clients with litigation, mediations, settlement conferences, life care planning and present value cost evaluations at no cost to attorney or client

  • Business profile

    ABOUT TSA-WEST Originally established in June 2008 by Managing Partner Traci Kaas, Kaas Settlement Consulting has partnered with The Settlement Alliance (TSA) to become TSA's West Coast division, The Settlement Alliance-WEST. A complimentary approach to settlement planning set the stage for the partnership in July 2014. Rather than merely serving as structured settlement brokers, both companies share the fundamental belief that injured claimants deserve much more comprehensive assistance for their financial and medical needs. The merger with TSA provides The Settlement Alliance-WEST's clients with greater access to a national network of reputable and highly rated insurance carriers, corporate trustees, and wealth managers. OUR SETTLEMENT AND PLANNING EXPERTISE Appraisal of complicated, multi-faceted cases involving: Structured settlement annuities Tax-deferred annuities Lien resolution Medicare/ CMS approvals Special needs trust planning Mass tort settlement resolution Qualified settlement funds Government benefits protection Attorney fee deferrals Estate planning issues Philanthropy planning Tax planning issues Individualized settlement plan design for each claimant Supporting attorney clients with litigation, mediations, settlement conferences, life care planning and present value cost evaluations at no cost to attorney or client

The Settlement Alliance-WEST's Keywords

Legal Services | Financial Planner | Financial Consultant