RSP Courses

Part 1: Settlement Planning Seminar

RSP Part 1: Settlement Planning Seminar explores the emerging profession of
settlement planning.

Topics include: settlement planning fundamentals, structured settlement annuities, controlling dissipation risk, factoring structured settlements, taxation of settlement issues, qualified settlement funds, ethics of settlement planning, and how to write a settlement plan.

You can view the course syllabus by clicking on the following link: View Syllabus for RSP Part 1: Settlement Planning Seminar

RSP Part 1 is split into six different sections:

• RSP Part 1, Section 1: Introduction to Settlement Planning
• RSP Part 1, Section 2: Dissipation Risk and Factoring
• RSP Part 1, Section 3: Qualified Structures
• RSP Part 1, Section 4: QSFs, Non-Qualified Structures, and Other Options
• RSP Part 1, Section 5: Taxation of Damages and Ethics of Settlement Planning
• RSP Part 1, Section 6: How to Write a Settlement Plan

If you click on the name of the section listed above, you will be taken to a page that shows further details on each section. On that page you can click on “Expand All” to see specific requirements for each section.

When you purchase RSP Part 1: Settlement Planning Seminar, you will immediately have access to all six sections.

To purchase any of the RSP courses, please contact Daniel Maxwell at [email protected]. 

Part 2: Law for Settlement Planners

RSP Part 2: Law for Settlement Planners addresses legal issues surrounding settlement planning.

Topics include: basics of litigation, alternative dispute resolution, civil liability principles, estate planning, incapacity, property transfers, planning for government benefits, special needs trusts, disability benefits, OASDHI, Medicare liens, and Medicare Set Asides.

You can view the course syllabus by clicking on the following link: View Syllabus for RSP Part 2: Law for Settlement Planners

RSP Part 2 is split into five different sections:

• RSP Part 2, Section 1: Trial Procedure and ADR
• RSP Part 2, Section 2: Civil Liability
• RSP Part 2, Section 3: Estate Planning, Estate and Gift Tax Planning, and Property Transfers
• RSP Part 2, Section 4: Government Benefits and Special Needs Trusts
• RSP Part 2, Section 5: MSP Compliance

If you click on the name of the section listed above, you will be taken to a page that shows further details on each section. On that page you can click on “Expand All” to see specific requirements for each section.

When you purchase RSP Part 2: Law for Settlement Planners, you will immediately have access to all five sections.

To purchase any of the RSP courses, please contact Daniel Maxwell at [email protected]. 

Part 3: Financial Planning for Settlement Planners

RSP Part 3: Financial Planning for Settlement Planners covers financial principles that are essential for settlement planning.

Topics include: taxation of individuals, taxation of investments, time value of money, life insurance and annuities, claims procedures, investment concepts and principles, retirement planning, and employment benefits.

You can view the course syllabus by clicking on the following link: View Syllabus for RSP Part 3: Financial Planning for Settlement Planners

RSP Part 3 is split into five different sections:

• RSP Part 3, Section 1: Basic Financial Concepts
• RSP Part 3, Section 2: Income Taxation
• RSP Part 3, Section 3: Insurance Concepts and Claims Procedure
• RSP Part 3, Section 4: Investment Concepts and Vehicles
• RSP Part 3, Section 5: Retirement Planning and Employment Benefits

If you click on the name of the section listed above, you will be taken to a page that shows further details on each section. On that page you can click on “Expand All” to see specific requirements for each section.

When you purchase RSP Part 3: Financial Planning for Settlement Planners, you will immediately have access to all five sections.

To purchase any of the RSP courses, please contact Daniel Maxwell at [email protected].