Jack L. Meligan RSP, BCFE, MSCC, CMSP-F

Jack L. Meligan RSP, BCFE, MSCC, CMSP-F

Settlement Professionals, Inc. (SPI) and The Plaintiff's MSA & Lien Solution, LLC (PMLS)

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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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.