Jack L. Meligan

President, Settlement  Professionals, Inc.

Keynote Speaker

Jack Meligan is the founder and president of Settlement Professionals, Inc. (“SPI”), a national plaintiff-only settlement planning firm, and founder and managing member of The Plaintiff’s MSA & Lien Solution, LLC (“PMLS”), a national plaintiff-only Medicare and MSP Compliance and lien resolution service firm, and founder and managing member of Settlement Capital Advisors, LLC (“SCA”), a premier investment advisory firm for injury victims, trial attorneys and select others. In addition, Jack is the founding president of the Society of Settlement Planners (SSP), an association of settlement planners, structured settlement specialists, and special needs settlement-planning attorneys from around the country advocating for settlement planning as a process to uncover and plan for the needs of injury victims and their families.

Settlement planning incorporates a wide variety of income replacement and settlement preservation strategies (not just structured settlements) with wholistic financial planning and extensive trust planning, including, but not limited to: Special Needs Trusts, Qualified Settlement Funds, Medicare Set-Asides, and Settlement Preservation Trusts.

Since 1985, Jack has been a pioneer of the financial planning, structured settlement, and now settlement planning industries. Jack has assisted over 1,500 plaintiffs and their attorneys across the U.S. in major, high-dollar catastrophic injury cases, with pre-settlement intelligence and negotiation strategies, lien settlement strategies and resolutions, and then post-settlement comprehensive settlement planning using multiple, diverse products and strategies. At trial, Jack assists to defeat improper annuity testimony.

In 2014, Jack obtained the Medicare Set-Aside Certified Consultant (MSCC) credential. The MSCC credential is designed to identify those professionals who have achieved specific pre-approved training in Medicare Set-Aside trust arrangements and have demonstrated a breadth of knowledge regarding the development and application of the Medicare Set-Aside trust arrangement process. Additionally, this credential is designed to express to the consumer that the person holding the MSCC credential has agreed to come under the scrutiny of a certifying review board (CHCC), to be peer-reviewed, and to adhere to a set of standards governing ethics and professional behaviors.

In 2015, Jack obtained the Certified Medicare Secondary Payer Professional (CMSP) credential, and his Fellow designation in 2018 (CMSP-F). The CMSP-F credential is designed to identify those professionals who work within the workers’ compensation and liability insurance industry, such as insurance claims adjusters, attorneys, personal injury and special needs attorneys, life care planners, disability and rehabilitation management specialists, structured settlement professionals, and case managers who have demonstrated extensive knowledge regarding the development and application of the Medicare Set-Aside Allocation (MSA) process.

Since 2003, Jack has been an innovator in designing and implementing solutions for the tax dilemma that plaintiffs encounter when settling substantial taxable damage tort cases.
Jack is also a Board-Certified Forensic Examiner (BCFE) in the field of annuity testimony, as well as one of the first Registered Settlement Planners (RSP) in the country.
Jack lives in Portland, Oregon with his wife, Kathleen. They have two grown daughters, a granddaughter, and two grandsons.