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.
Settlement and Retirement Planning. Structured Settlement Advice. Wealth Management and Preservation, and more.
View our company introduction video by copying/pasting clicking on the YouTube video at the bottom of this page, or click here: http://youtu.be/BEpybzJv71g
SPI PROVIDES COAST TO COAST CONCIERGE FINANCIAL SERVICES FOR INJURY VICTIMS,TRIAL ATTORNEYS, AND SELECT OTHERS. REFERRAL ONLY.
Settlement Professionals, Inc. is one of the Nation's Leaders in TRUE Settlement Planning. Innovative and Comprehensive Written Settlement Plans that address all the financial needs of personal injury victims and their families.
SPI also supplies Trial Attorneys with the additional services of Lien Resolution, MSA and MSP Compliance, Mass Torts Administration, Term Life Insurance, Disability Insurance, key-person retention programs, and retirement/succession planning.
SPI MISSION STATEMENT: "To serve Injury Victims, their Attorneys, their Families, and Select Others with the highest level of planning expertise and financial management in America."
SPI VALUES STATEMENT: "Our clients' needs are served first before anyone else. ANYONE. What is best for the client, is what is ultimately best for our employees, partners, management and Company".
INNOVATIVE,YET SAFE. COMPREHENSIVE, YET SIMPLE. SPI EQUALS SOLUTIONS. SAFE, SIMPLE, SOLUTIONS.
Settlement Planning, Structured Settlement advice, Lien Resolution, MSA Administration, Wealth Management & Preservation, Retirement Planning, Mass Tort Administration, Term Life Insurance Expertise
ABOUT PMLS: THE PLAINTIFF’S MSA AND LIEN SOLUTION
The PMLS team has years of experience serving plaintiff attorneys, injury victims and their families. Our expertise is in MSAs and lien resolution, but our roots go back to settlement planning and the settlement process itself.
Back in 1987, we saw a critical flaw in the way personal injury victims were treated during the settlement process. Everything, from the size, structure and provider of the settlement to the amount, was determined by the defendants. Essentially, it was time for a change.
We turned the tide and started Settlement Professionals Inc. (SPI), pioneering a plaintiff-ONLY focus that truly places the attention on what’s best for the injury victim and their family…while limiting the liability of the plaintiff attorney.
That focus led to the development of SPI’s signature Settlement Planning Process. This process helps plaintiffs and claimants meet their financial needs and goals through comprehensive and holistic planning. By doing so, it creates resources that will last for the rest of their lives.
In recent years we have created strategies to help those same plaintiffs and attorneys when Medicare, Medicaid or ERISA are involved; resulting in the launch of The PLAINTIFF’S MSA AND LIEN SOLUTION (PMLS).
Give us a call at 888-MSA-PLTF or 888-672-7583, or browse our website to see how we can help you.
Tell us about your special needs issue and we will put you in touch with Jack L. Meligan RSP, BCFE, MSCC, CMSP-F