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: Tampa Settlement Planning
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The article discusses the dangers of hidden credit entanglements that can harm individuals, particularly injury victims and settlement payees. Co-signing occurs informally through arrangements like shared phone plans and utility accounts, leading to significant credit damage. This vulnerability is exploited by predatory actors, creating a cycle of financial distress and manipulation.
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Lazarus and Prieto each admitted that allegations in Amended Complaint Are True. Synergy to Pay SEC the Net Profits Gained, Prejudgment Interest and a Civil Penalty. Lazarus and Prieto Jt each must pay a Civil Penalty.
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This SNT Class Action Lawsuit is a BIG DEAL exposing a lack of governance/oversight for financial and nonprofits for vulnerable disabled persons..A tragic loss to the victims with special needs. No way to sugarcoat the level of deception and incompetence if one is to believe what’s in Class Action Complaint.
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Alliance for Pooled Trusts seeks to provide peer review of the administration of Pooled Special Needs Trusts through the process of accreditation and continual ongoing training opportunities, resources, and tools.
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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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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
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The American College has enhanced the Chartered Financial Consultant® (ChFC®) designation, now requiring nine college-level courses starting October 1, 2009. This includes elements of the CFP certification and specialized electives. Established in 1982, the ChFC® signifies a high standard of knowledge in financial planning, distinct from the CFP credential.