Selecting a trust company, the three things a trial lawyer must know

In the first part of this trial lawyer due diligence series, Mark Wahlstrom looks at the issue of how to select a trust company to handle funds for a personal injury client.

Mark looks at conflicts, disclosure issues, investment selection and understanding fiduciary standards. With so many firms claiming to be experts in settlement planning and structured settlements, this brief tutorial gives you the three essential questions to ask of every potential trust company or asset manager. To learn more go to

Posted on March 19, 2018 .

The Fiduciary standard and structured settlements

In this edition of The Settlement Channel host Mark Wahlstrom looks at the issue of whether the Fiduciary standard, which is rapidly becoming the defacto standard on many investment and annuity product sales, will soon impact the structured settlement profession and structured settlements.

Does litigation against the profession indicate greater scrutiny of our sales practices, disclosures and duty to claimants? Watch and find out more or go to

Posted on March 15, 2018 .

Structured settlement planning conflict of interests, is the planner a fiduciary?

In this edition of The Settlement Channel, host Mark Wahlstrom looks at the issue of compensation disclosure, compliance and what standard the planner is bound by who is offering your client a structured settlement, or settlement plan.

Too often structured settlements are put forward with out a clear indication of who is being paid and who the agent or broker is working for. Further, in settlement plans using alternative or managed accounts, many RIA's, while bound by a fiduciary standard are also selling commissioned product under another standard.

Perfectly legal but is it the best way to do business? Visit Wahlstrom & Associates to learn more.

Posted on March 14, 2018 .