National Structured Settlements Trade Association

Past President, Board Of Directors

Settlement Planning Services, LLC

Currently maintain a North Carolina resident Life and Health agent’s license in good standing and non-resident L&H licenses in all states with life insurers in the structured settlement marketplace plus South Carolina, Virginia, and Tennessee.  Continuous North Carolina State Bar membership as a licensed North Carolina attorney since August 1991 (without any formal or informal complaints, reprimands or disciplinary action).

President

Lawyers Insurance Agency

Placed over $120 million in structured settlement premiums.

Director, Settlement Planning & Structured Settlements

Structured Sales, Inc.

Co-founder and head of first company in the United States to focus exclusively on the sales and marketing of a new non-qualified assignment product introduced to the structured settlement markets in 2005 by Allstate, called a “structured sale.”  Emphasis on introducing this new product to real estate attorneys, real estate brokers, commercial developers, business transactional attorneys, estate and trust attorneys, CPA’s and CFP’s.  This annuity product is designed to provide tax-deferral for the capital gains incurred on the sale of major assets, such as real property, commercial developments, businesses and partnerships, and significantly-valued personal property including planes, boats, art work, and jewelry.

President/Chief Executive Officer

Cranfill, Sumner & Hartzog, LLP

Insurance Defense &amp; Appellate Attorney, licensed in all North Carolina state and federal courts.
• Chairman &amp; Founder, CSH Appellate Section; Member, CSH Medical Malpractice and Employment Law Sections; Founder of CSH ERISA Litigation Group.
• Handled over 25 appeals in the North Carolina and federal appellate courts.
• Case load: averaged 40-45 on-going civil defense files in state and federal courts for over 12 years.
• Professional Memberships: North Carolina State Bar; North Carolina Bar Association; North Carolina Association of Defense Attorneys; Defense Research Institute (DRI); DRI’s Life, Health, Disability and ERISA Claims Committee.

Attorney/Partner

Supreme Court of North Carolina

Prepared initial drafts of, and revisions to, appellate opinions authored by the Chief Justice; prepared the Chief Justice for oral arguments by summarizing the facts, legal issues and case law on matters before the Supreme Court and by making recommendations to the Chief Justice for disposition of those appeals.

Law Clerk to Chief Justice James G. (Jim) Exum

Aetna Life & Casualty

Employee Benefits Representative (ERISA Plans over 200 ee's)

Immediate Past President, National Structured Settlements Trade Association Board of Directors.  Settlement planner and attorney with 30 years experience in litigation and settlement planning.  Skilled in Structured Settlements, Medicare Set-Asides and Special Needs Trusts, Civil Litigation, Appeals, Medical Malpractice, and ERISA & Employee Benefits litigation.

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