Traci Kaas, CSSC
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Settlement & Planning Expertise:
- Specializes in case evaluation with challenging, multi-faceted cases: structures, special needs trusts, Medicare or CMS approvals, qualified settlement funds, estate and tax planning issues
- Helps design the precise settlement for the claimant and supports attorney clients with litigation, mediations, settlement conferences, life care planning and present value cost evaluations
- No cost, no fee for services to the attorney and the claimant
Professional Experience:
- Millennium Settlements, Inc., Irvine CA
Settlement Consultant
Professional Licenses & Designations:
- NSSTA Certified Structured Settlement Consultant (CSSC)
- Securities Licensed (FINRA), Series 6 and 63
- Life and Health Insurance License – Multiple State Registrations
Memberships:
- Consumer Attorneys Association of Los Angeles
- Consumer Attorneys of California
- National Structured Settlements Trade Association (NSSTA)
- Orange County Bar Association
- Orange County Trial Lawyers Association
- Orange County Women Lawyers Association
Education:
- NSSTA Certified Structured Settlement Consultant
NSSTA designation developed in conjunction with the University of Notre Dame - Mendoza College of Business Executive Education Program
- NSSTA, How Consultants Get the Maximum Out of Mediation, October 2009
- Orange County Trial Lawyers, Preparing the Case to Settle Before, During, and After Mediation, June 2009
- Back to the Basics of Structured Settlements
OCTLA Gavel, January 2010 - Structuring Your Future
OCTLA Gavel, Summer 2009
“Traci, I can’t thank you enough. This weekend I will make referrals and references to Bononi, Allred and Goldberg. I have enclosed a picture to remind you of me. You know I was dead set against the structured settlement and was told bad idea about it from everyone. Not just family, advisors and attorneys as well. This leads me to believe there needs to be much more education in this area. I know I was in no way your largest structured settlement, but yet if not the most consuming client, close!!! I am absolutely 100% comfortable I made the right decision and that decision was best for me and will probably save me much more heartache in the future. Instead of having money for a lifetime it would have been gone in a few years. I would be glad to write about my experience, act as a reference or speak on your behalf. It’s not that you need me. You are quite dynamic, and your character, work ethic, and compassion makes me proud to be a powerful woman. Anytime we are in the same area together, please let me tell my story. Gloria will tell you, I can be quite a positive, convincing speaker myself. What I don’t understand is there are all of these commercials…..Get Your Money Now and Cash in Your Settlement. These lead people in the wrong direction. Where is the information saying this is a good, not good, great, and protective, life saving move? Just a thought. Keep up the good work!”
Sandy B.
Irvine, CA
“I am a firm believer in Structured Settlements for both client and attorney. When resolving any case, I strongly urge a client to consider a portion of the proceeds to be placed into a structure. This ensures that the client will continue to make wise business decisions, have some predictability as to their investment and the benefit of significant tax advantages.
Millennium Settlements and Traci Kaas are instrumental in assisting me and my clients. I can rest easy knowing my clients’ economic futures are bright and safeguarded by virtue of Traci Kaas’ hard work.”
Jeffrey A. Milman, Esq.
Hodes Milman, LLP
Irvine, CA
Millennium Settlements
3500 Financial Plaza, 4th Floor
Tallahassee, Florida 32312
(800) 573-8853 | (850) 894-4265 | (850) 894-4269 (fax)
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Primary Geography: Tallahassee, Florida. Cities: Orlando, Fort Lauderdale, Boca Raton, Palm Beach, Lakeland, Coral Gables, Clearwater, Melbourne, Coral Springs, Fort Myers, Gainesville, Hialeah, Hollywood, Jacksonville, Miami Beach, Palm Bay, Pembroke Pines, Plantation, Pompano Beach, Port St. Lucie, St. Petersburg, Sunrise, Tallahassee, Tampa, and West Palm Beach. Counties: Miami-Dade, Broward, Palm Beach, Lee, Pinellas, St. Lucie, Hillsborough, Collier, Sarasota, Manatee, Orange, Seminole, Osceola, Pasco, and Monroe.
