Jack L. Meligan RSP, BCFE


Profession LogoFINANCIAL PLANNER
Jack L. Meligan RSP, BCFE

Settlement Professionals, Inc.

1800 Blankenship Road
Suite 160
West Linn, OR 97068
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Jack Meligan is Chairman of SPI Holdings, Inc. and President of Settlement Professionals, Inc., a national plaintiff-only settlement planning firm.  In addition, Jack is the Founding President of the Society of Settlement Planners, an association of settlement planners, structured settlement specialists, and special needs settlement-planning attorneys from around the country advocating for settlement planning as a process to uncover and plan for the needs of injury victims and their families.

Settlement planning incorporates a wide variety of income replacement strategies (not just structured settlements) with wholistic financial planning and extensive trust planning, including, but not limited to:  Special Needs Trusts, Qualified Settlement Funds, Medicare Set-Asides, and Settlement Preservation Trusts.

As a 32-year veteran of the financial planning, structured settlement, and now settlement planning industries, Jack has assisted a multitude of plaintiffs and their attorneys across the U.S. in major, high-dollar catastrophic injury cases, with pre-settlement negotiations, lien settlement strategies and negotiations, and then post-settlement comprehensive settlement planning using multiple, diverse products and strategies.  At trial Jack assists to defeat improper annuity testimony.

In the past 10 years, he has been a pioneer in designing and implementing solutions for the tax dilemma that plaintiffs encounter when settling substantial taxable damage tort cases.

Jack is a Board Certified Forensic Examiner (BCFE) in the field of annuity testimony, and he is also one of the first Registered Settlement Planners (RSP) in the country.

Jack lives in West Linn, Oregon, and Palm Springs, California, with his wife, Kathleen.  They have two grown daughters.

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