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Resources

» Fundamentals

» Tax & Legal

» Article Reprints

» Related Web Sites

» Suggested Reading


Resources

Fiduciaries confront unique issues at settlement, often without ready access to pertinent technical information. Without intending to be your sole source, we designed our Resources section to give you immediate access to primary information and directional guidance on more complex issues.

Go to Fundamentals for further information on:

  • Fiduciary Duty
  • Prudent Investor Standard
  • Risk and Return
  • Effect of Taxation
  • Basics of Structured Settlements

Go to Tax & Legal to find:

  • Relevant Structured Settlement Statutes
  • Internal Revenue Service Private Letter Rulings
  • Other Statutes
  • Significant case law

Go to Article Reprints to find:

  • Miscellaneous published articles related to fiduciary duty and settlement

Go to Related Web Sites to find:

  • links to other web sites found useful by other settlement fiduciaries

Go to Suggested Reading to find:

  • Books offering notable insight on investing