Non-Qualified Structured Settlements

NON-QUALIFIED STRUCTURED SETTLEMENTS

Certain types of settlements do not qualify for income tax exclusion via a traditional structured settlement annuity. Fortunately, a non-qualified structured settlement annuity offers guaranteed1 tax-deferred payments for a wide range of cases.

Maximize Your Settlement with Non-Qualified Annuities

Non-qualified structured settlements are those that do not qualify for income tax exclusion under Section 104 of the Internal Revenue Code. A non-qualified assignment offers a claimant involved in a non-physical injury case the opportunity to place all or a portion of the settlement proceeds in a structured settlement.

The claimant receives the settlement funds in a series of periodic payments and is liable only for the taxes on the funds received within a given tax year. In the meantime, the pre-tax settlement funds continue to earn interest.

Benefits of Non-Qualified Structured Settlement Annuities

  • Defer paying taxes on the lump sum settlement proceeds
  • Create a stable, long-term source of income
  • Receive guaranteed payments1

Eligible Claims for Non-Qualified Settlements

Non-qualified structured settlements can be used to resolve many different types of claims, including, but not limited to:

  • Employment litigation (e.g., wrongful termination, sexual harassment, discrimination, and mental anguish)
  • Construction defects
  • Contract disputes
  • Punitive damages
  • Environmental claims
  • D&O and E&O claims

Explore Investment Options Beyond Annuities

In addition to structured settlement annuities, there are other investment options available to claimants involved in non-physical injury settlements. To learn more, visit our Market-Based Structured Settlements page.

Contact Us for Personalized Settlement Solutions

For more information about non-qualified structured settlements, contact us today.

1Guarantees are subject to the claims-paying abilities of the issuing insurance company. ```

See What clients Are Saying

    “I highly recommend Lance and will use him again on other structured settlements.”
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    You certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client. Thanks for all your hard work on this case.

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    “With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”
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    From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

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    “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”
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    They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

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    - Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA
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    - Mitchell Proner, Proner & Proner | New York City, NY
    “I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.”
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