Structured Settlements 4Real®Blog 2026
Structured settlements expert John Darer reviews the latest structured settlements and settlement planning information and news, and provides expert opinion and highly regarded commentary. that is spicy, Informative, irreverent and effective for over 20 years.
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Category: SEC v Lazarus
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Synergy Defendants Fail to Dismiss SEC Fraud Claims. In a March 24, 2023 ruling, Synergy Settlement Services, Inc., Jason D. Lazarus, Anthony F. Preto, Jr. and Special Needs Law Firm, PLLC have had motions to strike and motions to dismiss denied in the SEC fraud case filed last year.
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SEC alleged True Link, which is not affiliated with the for-profit company (Synergy) or nonprofit company (Foundation for Those with Special Needs), acted as investment and asset manager for the Pooled Trusts amid warning signs of the improper management of the trusts by Synergy for its profit.
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Synergy and Foundation’s joint press release claims Government action is unwarranted and have adamantly denied that any trust beneficiary or retainer funds were improperly used and they intend to vigorously defend the case in Court.
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The SEC announced fraud charges against Synergy Settlement Services, Inc., Jason D. Lazarus, Esq., Orlando, FL, and Anthony F. Prieto, Jr. of Tampa, FL, for allegedly defrauding individuals with disabilities into believing that they were placing their funds in a pooled trust managed by a non-profit