Business Details
Expert Financial Transition Guidance in Newport Beach, CA
At Kaas Settlement Consulting, we specialize in guiding individuals and legal professionals through complex financial transitions with expertise and compassion. Our team understands that financial decisions during life-changing events require both technical precision and emotional sensitivity. With decades of combined experience in structured settlements, government benefit preservation, and trial support, we provide tailored solutions that protect clients' long-term security. Our certified professionals work closely with attorneys, CPAs, and families to navigate injury settlements, wrongful death cases, and employment transitions.We prioritize transparency, ethical standards, and comprehensive planning to ensure clients achieve financial stability. Our mission emphasizes client-centered service, combining industry-leading certifications with personalized attention. Through speaking engagements and educational resources, we share our expertise nationally while maintaining local roots in Newport Beach, California. Our approach integrates FINRA-licensed financial products with innovative strategies to address both immediate needs and future goals.
Services
Structured Settlements
Financial Transition Planning
Government Benefit Preservation
Trial Support Services
Medicare Set-Asides
Lien Resolution
Trust Services
Attorney Fee Deferral
Highlights and features
- Certified experts with 10+ years in settlement planning industry
- FINRA-licensed professionals offering market-based solutions
- Specialized in both injury and non-injury financial transitions
- Proven track record with personal injury attorneys nationwide
- Comprehensive approach combining technical and emotional support
Associations and certifications
- Certified Financial Transitionist (CeFT)
- Certified Structured Settlement Consultant (CSSC)
- Certified Medicare Secondary Payer Professional (CMSP)
Services
Structured Settlements
Customized financial solutions for injury and non-injury cases using tax-advantaged annuities. Our certified specialists design payment streams that ensure long-term financial security while meeting legal requirements. We work directly with attorneys and clients to create court-approved settlement structures that protect beneficiaries' eligibility for government programs.
Government Benefit Preservation
Specialized planning to maintain Medicaid, SSI, and other government assistance eligibility post-settlement. Our team implements compliant trust structures and spending strategies that protect clients' access to critical benefits while maximizing financial resources through structured payment arrangements.
Trial Support Services
Expert witness testimony and financial analysis for personal injury and wrongful death cases. We provide damage calculations, future care cost projections, and settlement strategy guidance to legal teams. Our services include court documentation preparation and mediation attendance to support favorable case resolutions.
Medicare Set-Asides
Medicare Secondary Payer compliance solutions that protect beneficiaries' healthcare coverage. We create court-approved allocation plans for future medical expenses, ensuring proper CMS reporting and fund management. Our certified professionals handle both Workers' Compensation and Liability Insurance MSAs.
Attorney Fee Deferral
Market-based fee deferral strategies that allow attorneys to receive structured payments while maintaining case control. We design customized payment schedules that comply with ethical guidelines while optimizing tax advantages for legal professionals handling large settlements.
People
Traci Kaas
Owner/President
Certified Financial Transitionist with 15+ years in settlement planning. Holds FINRA Series 7, 65, and 63 licenses across all 50 states. Specializes in structured settlements, Medicare compliance, and attorney fee deferral strategies. Author of 'What You Can Expect When Expecting a Settlement.' Active in Saddleback Church community.
Questions
What types of financial transitions do you handle?
We specialize in injury settlements, wrongful death cases, employment transitions, business sales, and non-personal injury class actions. Our services address both technical financial planning and emotional support needs.
How do structured settlements benefit clients?
Structured settlements provide tax-free, guaranteed income streams that protect government benefit eligibility while meeting long-term financial needs. We design customized payment plans that align with clients' specific life circumstances.
Do you work directly with attorneys?
Yes, we collaborate with personal injury attorneys, estate planners, and legal professionals nationwide. Our team provides trial support, damage analysis, and settlement documentation services to support case resolution.
How are Medicare Set-Asides handled?
We create CMS-compliant allocation plans for future medical expenses, ensuring proper fund management and reporting. Our certified specialists handle both liability and workers' compensation Medicare Set-Asides.
What makes your approach unique?
We combine FINRA-licensed financial products with emotional support strategies, addressing both technical requirements and personal challenges during financial transitions. Our team's multiple certifications ensure comprehensive solutions.
Are services available outside California?
While based in Newport Beach, we provide nationwide support for legal professionals and clients through virtual consultations and court appearances. Our FINRA licenses cover all 50 states.
