Most legal disputes end with a settlement agreement reached between the parties. Contrary to popular belief or your favorite TV show, everyone does not get their “day in court.” In cases of personal injury, and other cases that lawyers accept on contingency (they get paid when you get paid), your attorney would prefer to settle the matter out of court. Settlements usually mean that the case is over with faster and the attorney has to spend less of his own money up front to “get the job done.”
If you are a plaintiff in a lawsuit (the injured party seeking monetary damages) and there is a possibility that you will receive a significant sum of money, your attorney should take steps to make certain that you have resources available to help you manage that money. I am not going to pick a magic number and say that if you get more than a certain amount, then the financial advice should kick in. It could be argued that it is important with any amount. Because whether it’s $20,000 or $2 million, when it’s gone, it’s gone.
If you are involved in a settlement/arbitration/mediation in an attempt to bring your case to resolution, and your case is “worth” a significant sum, your attorney should make available to you, at the time of the conference, a financial advisor. The discussion may involve decisions about a lump sum payment versus an annuity, which will make payments to you over time, or a combination of financial payments. You need to understand what these options will really mean for your particular life situation. For the most part, annuities are attractive to the insurance company that has to pay because they are cheaper for them. And if you will have trouble managing your money over the long haul, an annuity may be in your best interests. However, a lump sum payment that is handled wisely, could be better in the right situation. You need to have an independent, objective advisor.
When it comes to dollar signs at settlement time, your attorney is NOT an independent party. They are seeing dollar signs, too, and may find it difficult to separate their own financial interests from yours. This is another one of those times to remember this — Don’t check your common sense at the door!




