Name Biography Topic

Jeremy Babener

Jeremy Babener concentrates his practice in the area of Taxation. Prior to joining Lane

Powell he worked as a Tax Policy Fellow in the U.S. Treasury Department’s Office of

Tax Policy, focusing on partnership tax issues including non-compensatory partnership

options and debt-equity exchanges. He has written and spoken on the taxation of per-

sonal injury damages, structured settlements, and qualified settlement funds.

Legal Committee

Update and “Tax

Questions Every

Settlement Planner

Should Ask”

Dan Durbin

Dan Durbin is currently consulting for a group of insurance executives who wish to bring a new life insurance company into the structured settlement industry. Durbin began his structured settlement career in 1983, and through his career as a broker, he handled liability and workers compensation cases in addition to actively promoting the expansion of the structured settle-ment industry into the nonqualified assignment marketplace. In 2002, Durbin moved on to All-state Life Structured Settlements. In addition to marketing all structured settlement products, Durbin focused on the development of new markets for their nonqualified assignment product. He is experienced in the use of nonqualified assignment products for attorney fees, employ-

ment cases, property sales and many other taxable transactions.

The Rolling Out of a

New Life Market

Michele Fuller

Michele Fuller is Founder of the Michigan Law Center. Her practice focuses on elder and disability law, as well as post-settlement planning. Fuller frequently serves as Guardian Ad Litem for a variety of courts, and frequently participates in seminars for attorneys, paralegals, service providers and parent groups. She has participated in community outreach and education programs with Blue Cross/Blue Shield and partici-pated in an American Bar Association special needs trust webinar on administration issues. Fuller frequently publishes articles for probate and trial lawyers on special

needs trust and settlement issues on a local and national level.

Top 10 Game Chang-

ers: Are You Ready?

Megan Hargroder

Megan Hargroder developed Conversations, LLC in 2010 to pursue her passion: help-

ing startups create social media strategies that work, and empowering them to build an

online buzz around their brands! She works exclusively with companies and individu-

als that she loves, believes in and wants to see thrive. Hargroders’s background is in

broadcast journalism, video production and non-profit communications.

How Social Media

Can Build Your

Business

Steve Harris

Stephen Harris is a member of the firm’s Life Insurance & Annuities Practice Group. His prac-

tice is focused on representation of insurers in structured settlement and coverage litigation. He

has tried cases in federal, state and bankruptcy courts, the Pennsylvania Board of Claims and

numerous arbitration panels. Harris has also acted as counsel for insurers in appellate matters,

including representation of trade associations as amicus curiae. He advises insurers on pay-

ment obligations and liability issues arising out of the administration of annuities and litigates

these matters on their behalf throughout the country. Stephen has spoken to numerous trade

associations, structured settlement brokers and judges on structured settlement issues.

Factoring Panel

Guest

Name Biography Topic

Dave Hickey

David Hickey specializes in providing guaranteed lifetime income strategies through Settlement Annuity Options. Since 1991, he has assisted clients across the country in increasing their fi-nancial confidence for their futures. Most recognizable are his efforts on behalf of U.S. clients in high profile cases including the Pan Am 103 disaster in Scotland and the 9-11 Victims Compen-sation Fund. Using state-of-the-art financial analysis and excellent listening skills, Hickey cre-ates innovative financial strategies to address any income need. He is a founding principal of Settlement Annuity Options, YourOwnRetirement, LLC as well as the managing partner of Brant

Hickey & Associates, Inc.

Settlement Annuity Options: Incorporat-ing New Products and Strategies to Increase Your Business and Benefit More Clients

Pat Hindert

Patrick Hindert is an attorney, author, educator and online journalist who resides in Warren County, Ohio and specializes in structured settlements and personal injury settlement plan-ning. Hindert is a member of the Ohio Bar Association and the National Academy of Elder Law Attorneys (NAELA). He is a graduate of Harvard University and the University of Michi-gan Law School. Hindert was the keynote speaker at the first national structured settle-ment conference in Australia in 1994. Hindert has also provided expert testimony concern-ing structured settlements before federal and state legislative committees including the United States House Ways and Means Committee.

Moderating

Factoring Panel

Jack Kely

John A. "Jack" Kelly is a partner in the McPherson Group LLP. He has extensive legislative and public policy experience in structured finance and tax-related issues. He was the federal lobbyist for the legislative clar-ification of tax issues related to the transfer of structured settlements. In addition to federal advocacy, Kelly coordinates the McPherson Group's state and local practice.

How Politics Affect

the Economy

Don McNay

Don McNay served from 1998 to 2001 as one of six directors of the National Structured

Settlement Trade Association, the highest office directly elected by the members of the

association. He has spoken at their annual convention several times and for a number

of years taught an introductory course for new people joining the profession. McNay

has been featured in a number of financial publications such as Forbes Magazine.

Why Dave Ramsey &

Suzy Orman Hate

Annuities & Why You

Should Not

Christine Melancon

Christine Melancon is a founder of EZ-MSA, a company providing MSP compliance solu-

tions. She is a Registered Nurse and graduate of the University of New Orleans. She

brings 17 years experience in Catastrophic Case Management, Life Care Planning, and

Medicare Set-Aside allocations. Melancon holds national certifications as a Medicare Set-

Aside Consultant Certified (MSCC), Certified Medicare Secondary Payer Professional

(CMSP), and as a Certified Nurse Life Care Planner (CNLCP).

“Confessions of a

Medical Professional”

Panel Guest

Name Biography Topic

Earl Nesbitt

One of the two founding members of Nesbitt Vassar & McCrown, LLP, Earl Nesbitt represents clients in commercial/business litigation, business tort, and tort cases, in-cluding prosecution and defense of business and contractual disputes, collection cas-es, loan and note cases, real estate disputes, UCC disputes, business torts, and other matters. Nesbitt also represents national companies in the structured settlement and annuity purchasing industry. He played a key role in the development of state legisla-tion for the regulation of settlement purchases and is a nationally recognized attorney

in the field.

Factoring Panel

Guest

Sally Stalcup

Sally Stalcup began her Medicare career with the Oklahoma Part B Medicare contrac-tor in 1974. Over the years she managed a variety of Part B Medicare contractor de-partments such as Beneficiary and Provider Inquiries, Congressional Inquiries, Inter-nal/External Outreach and Education, Electronic Medicare Claim Submission, Provid-er Enrollment, Provider Reimbursement and, Program Integrity (Fraud and Abuse). She spent one year in the private Managed Care arena before moving to The Centers for Medicare & Medicaid Services in 1999 where she now serves as the Region VI

Coordinator for the Medicare Secondary Payer (MSP) Program.

Medicare Secondary

Payer & Liability

MSAs

Eddie Stone

Edward Stone has practiced law and represented individuals, entrepreneurs and growth stage companies in various capacities in the structured settlement, life settlement, litigation finance and insurance industries for more than fifteen years. Stone is also the President of Stone Capital Assets, consultants and advisors in the specialty finance and insurance industries.

ELNY: Lessons

Learned & The

Impact Going

Forward

Joe Tombs

Joe Tombs is a founding partner of Amicus and serves as a financial planner and set-

tlement planner in the Lubbock, Texas office. Before helping to found Amicus, Joe

served as a professor (University of Georgia, Georgia State University and Texas

Tech University), a tax and estate planning attorney, and an Associate VP of First

Colony Life Insurance Company. Tombs’s education includes JD and MBA degrees

from Texas Tech University. He also holds the CFP®, ARM, CLU and ChFC designa-

tions.

Settlement Planning

Reimagined: Tools

& Techniques to

Empower Our

Clients & Improve

Our Engagements

Kevin Urbatsch

Kevin Urbatsch is a principal of the estate planning law firm, Myers Urbatsch PC, located in San Francisco, CA. He also serves as National Director of the Academy of Special Needs Planners, a national organization of special needs planning professionals. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. In May 2011, he was presented the NAELA’s Presidential Recognition Award for his work in special needs planning. In 2013, Parenting Magazine named Urbatsch as one of the nation’s Top Child Advocates for his work in fighting for the

rights of children with special needs.

Affordable Care Act