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 Affiliations:
- Evolve Securities, Inc. Registered Representative, Investment Advisor Representative
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
*Securities offered through Evolve Securities, Inc.
Member FINRA/SiPC (www.FINRA.org)
5300 Bee Caves Road, Building III, Suite 100
Austin, TX 78746 888.557.0222
Millennium Settlements, Inc. and Evolve Securities, Inc. are not affiliated.
“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.
