Nasp 2014 Program - National Association of Settlement Purchasers

November 4-7, 2014
Marriott San Antonio Riverwalk
San Antonio, Texas

PLATINUM SPONSOR OF THE
2014 NASP CONFERENCE

National Association of Settlement Purchasers
2013Annual
Conference
presented by
PARIS & November 4-7, 2014
Marriott San Antonio Riverwalk
San Antonio, Texas

With offices in New York and New Jersey, Adam Zoldessy PC
has represented numerous stakeholders in Structured Settlement
Transactions since 1998.
SETTLEMENT TRANSFERS ~ SETTLEMENT TRANSACTION LITIGATION
BANKRUPTCY ~ BUSINESS LAW ~ REAL ESTATE ~ PERSONAL INJURY
John Z. Shafai
ATTORNEY AT L AW
SOLICITOR OF ENGLAND & WALES
John Z. Shafai has been representing the Structured Settlement Purchasing industry since 1996.
Settlement Transfers ✦ Settlement Transaction Litigation
Business Law ✦ Real Estate ✦ Personal Injury
170 South Beverly Drive
Suite 305
Beverly Hills, California 90212
Phone: (310) 788-2889
Fax: (310) 788-2885
jshafai@aol.com

Welcome to the 10th NASP Annual Conference. Since 2005,
NASP has hosted ten conferences in fi ve different cities. These
conferences add up to over one hundred different speaker
presentations, over 1,500 attendees and the publishing of
thousands of pages of educational material. We certainly have
come a long way over these ten conferences, and it’s a good
time to look back.
In typical NASP fashion, the fi rst conference came about
from a casual discussion among members. We recognized
that many of the new entrants to our industry did not know
the history of settlement purchasing and the genesis of
state and federal regulation. Our members knew that a
conference could bridge that gap in knowledge. With more enthusiasm than skill, NASP
quickly arranged for the fi rst meeting in Hollywood, Florida without realizing the folly
of hosting a conference in South Florida during the height of hurricane season.
Upon arriving at that fi rst conference, members were handed a binder weighing roughly
ten pounds that included all conference materials. NASP had no conference sponsors,
no CLE credits available, and only NASP members companies and their lawyers were
permitted to attend. Our fi rst attendees listened to discussions on the history of the
industry, issues in court approval, and the future of the marketplace. With the specter
of Hurricane Wilma bearing down on Broward County, Florida, many attendees elected
to cut their visit short. Despite the hurricane, everyone acknowledged that our fl edgling
conference was a success.
In looking back at that fi rst conference, we have come a long way. We enjoy a diverse
group of conference sponsors whose contributions have allowed us to raise the level of
conference experience for all attendees. We have electronic registration and materials,
CLE credits in many states, and we opened attendance to non-NASP members. While we
have improved the overall conference experience, we have retained what made that very
fi rst conference such a smashing success.
As I reviewed our 2005 materials, I noted that we had eleven speakers at that conference,
and eight of those speakers are presenting again this year. If you think that you know
the eight speakers who spoke in 2005 and 2014, make a point of searching me out this
year to let me know who they are.
Patricia LaBorde
President, NASP
NASP MEMBER COMPANIES
123 LUMPSUM, LLC
Annuity Transfers, Ltd.
BofI Federal Bank
CBC Settlement Funding
Client First Settlement Funding, LLC
DRB Capital
JG Wentworth Funding, LLC
MyLumpsum LLC
Northeastern Capital Funding LLC
Novation, LLC
Patriot Settlement Resources, LLC
Peachtree Settlement Funding
Seneca One Finance, Inc.
Settlement Capital Corporation
Singer Asset Finance Company, LLC
Stone Street Capital, LLC
Strategic Capital Corporation
NASP OFFICERS
President
Patricia LaBorde
Vice President / Chair–2014 NASP
Conference Committee
Ken Barnett
Treasurer / Chair – Membership
and Finance Committee
Andrew Savysky
123 LUMPSUM, LLC
Secretary
Dustin Nelson
DRB Capital
Chair – Legislative and
Legal Committee
Robin Shapiro
Novation, LLC
Chair – NASP Database
and Website Committee
Stephen Kirkwood
JGWPT Holdings, LLC
NASP Executive Director
Earl Nesbitt
Nesbitt, Vassar & McCown LLP
NASP Association Administrator
Susan Barnes
Barnes & Company
Patricia LaBorde
Welcome to the 2014 Annual
Conference of the National Association
of Settlement Purchasers.

November 4-7, 2014
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NASP Board of Directors/Members List
MEMBER COMPANIES
123 LUMPSUM, LLC
Annuity Transfers, Ltd.
BofI Federal Bank
CBC Settlement Funding
DRB Capital
JG Wentworth Funding, LLC
MyLumpsum, LLC
Northeastern Capital Funding LLC
Novation, LLC
Patriot Settlement Resources, LLC
Peachtree Settlement Funding
Seneca One Finance, Inc.
Strategic Capital Corporation
BOARD OF DIRECTORS /OFFICERS
President
Patrica LaBorde
Vice President/
Chair – 2014 NASP
Conference Committee
Ken Barnett
Treasurer / Chair – Membership
and Finance Committee
Andrew Savysky
123 LUMPSUM, LLC
Secretary
Dustin Nelson
DRB Capital
Chair – Legislative and
Legal Committee
Robin Shapiro
Novation, LLC
Chair – NASP Database Committee
Steven Kirkwood
JGWPT Holdings, LLC
Board Member
Deborah Rosen
Board Member
Bob Thompson
Annuity Transfers, Ltd
Board Member
Richard Connelly
JGWPT Holdings, LLC
NASP Executive Director
and General Counsel
Earl Nesbitt
Nesbitt, Vassar & McCown, LLP
2014 CONFERENCE COMMITTEE
Ken Barnett, Chair
Elena Banfi
Susan Barnes
NASP Association Administrator
Luigi Brandimarte
Sacco and Fillas, LLP
Paul Burns
123 LUMPSUM
Doyle Chisholm
Seneca One Finance, Inc
Roger Dunaway
Law Office of Roger Dunaway, PLLC
Marc Harris
Laryssa Korduba
Korduba & Rogers LLP
Patricia LaBorde
Earl Nesbitt
Nesbitt, Vassar & McCown, L.L.P.
Monica Ray
Northeastern Capital
Ann Rosevear
Walsh, Baker & Rosevear P.C.
Duane West
123 LumpSum LLC

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Schedule of Events
T IME Tuesday, November 4, 2013 LOCAT ION
5:00 pm – 8:00 pm NASP Welcome Cocktail Party
Sponsored by Sacco & Fillas, LLP
River Terrace Room
Wednesday, November 5, 2013
8:00 am – 9:00 am
Breakfast
Sponsored by Jones Walker LLP
River Terrace Room
9:00 am – 4:00 Pm
Conference
Breaks sponsored by Portfolio Financial Servicing Co.
Alamo Ballroom
12:00 pm – 1:30 pm
Lunch
Sponsored by Allied Servicing Corporation
River Terrace Room
5:30 pm – 8:00 pm
Cocktail Reception
Sponsored by Adam Zoldessy PC and Law Offices of John Shafai
Salon C Foyer
Thursday, November 6, 2013
8:00 am – 9:00 am
Breakfast
Sponsored by Eason & Tambornini and
The Law Offices of Roger T. Dunaway
River Terrace Room
9:00 am – 4:00 pm
Conference
Breaks sponsored by Portfolio Financial Servicing Co
Alamo Ballroom
12:00 pm – 1:00 pm
Lunch
Sponsored by Camacho Law Group PA
River Terrace Room
Friday, November 7, 2013
9:00am – 2:00pm NASP General Membership Meeting Travis Room

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Marriott Riverwalk
Meeting Room Floor Plan

Join us in Las Vegas for the
NASP 2015 Annual Conference
The iconic Sahara has been transformed into a new legend:
SLS Las Vegas
November 2015
Sponsorship opportunities are available now
and are sure to sell out early. See next page
for sponsorship details.

November 4-7, 2014
Sponsorship Opportunities at the
2015 NASP Annual Conference
Sponsorship opportunities for the NASP 2015 Annual Conference are available on a first-come-first-
served basis. To reserve your 2015 sponsorship, fill out the form below and return it to the
Conference Reservation Desk. Here are just some of the benefits of sponsorship:
GOLD LEVEL:
Exclusive Breakfast or
Lunch Sponsor ($4,500)
»» Brand Recognition
»» Your corporate logo
featured on NASP website,
conference promotion
materials and broadcast
e-mails with your
company description
»» On-Site Exposure
»» Opportunity to distribute
company materials
»» Logo and tabletop signage
at sponsored event
»» Logo included in
conference materials
»» Exhibitor space
»» Conference Program
»» Logo displayed inside
»» Half-page ad
»» Conference Registrations
»» One free registration
6
EXCLUSIVE PRESENTING
SPONSOR ($12,500)
featured on NASP
website, in conference
promotion materials and
broadcast e-mails
»» Banner displayed in main
session room or Gobo
logo projection
»» Opportunity to make brief
remarks and distribute
company materials
»» Logo on conference
signage
»» Logo inside
»» Full-page ad on back
cover
»» Conference Registrations
»» Three free registrations
PLATINUM LEVEL:
Exclusive Cocktail Event
Sponsor ($6,500)
featured on NASP
website, in conference
promotion materials and
broadcast e-mails
»» Opportunity to make
brief remarks and
distribute company
materials
»» Logo on signage and
projected via Gobo at
the cocktail event
»» Logo on conference
signage
»» Logo displayed inside
»» Full-page ad
»» Conference Attendance
»» Two free registrations
SIGN UP NOW:
NAME E-MAIL
NAME OF COMPANY PHONE NUMBER
SILVER LEVEL: NASP
Speaker Sponsor ($3,000)
featured on NASP website,
conference promotion
materials and broadcast
e-mails with your
company description
»» Logo displayed in
conference materials
»» Verbal recognition at
conference
»» Quarter-page ad
BRONZE LEVEL:
Sponsor or Exhibitor
Space ($1,500)
»» Verbal recognition at
conference
»» Logo in program
I am interested in:
£ Exclusive Presenting Sponsor £ Silver Level: NASP Speaker Sponsor
£ Platinum Level: Exclusive Cocktail Event Sponsor £ Bronze Level: Sponsor or Exhibitor Space
£ Gold Level: Exclusive Breakfast or Lunch Sponsor

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Conference Agenda
Wednesday, November 5, 2014
TIME DETAILS LOCATION
8:00 am
BREAKFAST
River Terrace Room
9:00 am
Sponsored by Jones Walker LLP
9:00 am
9:15 am
WELCOME REMARKS AND INTRODUCTIONS
Patrica LaBorde, NASP President
Alamo Ballroom
9:15 am
9:45 am
LEGISLATIVE AND REGULATORY DEVELOPMENTS AT STATE AND FEDERAL LEVEL
Jack Kelly, Esq., The McPherson Group, LLP
Sponsored by Fox Rothschild, LLP
Alamo Ballroom
9:45 am
10:45 am
LITIGATION UPDATE AND THE IMPACTS OF UNETHICAL CONDUCT
Earl Nesbitt, Esq., Nesbitt, Vassar and McCown
Alamo Ballroom
10:45 am
11:00 am
BREAK
Sponsored by Portfolio Financial Servicing Co
Salon C Foyer
11:00 am
11:30 pm
DRAFTING TRANSFER AGREEMENTS: WHY IS THAT IN THERE?
Jason Sutherland, DRB Capital and Brian Mack, Mack Law Group
Alamo Ballroom
12:00 pm
1:30 pm
LUNCH AND PRESENTATION OF THE HAMILTON AWARD
Presentation by Debbie Rosen, CEO Settlement Capital Corporation
Sponsored by Allied Servicing Corporation
Riverview Terrace Room
1:30 pm
2:00 pm
THE COMING INTEGRATION OF THE PRIMARY AND SECONDARY MARKETS
Peter Arnold, Arnold Consulting Group, LLC
Sponsored by Stolzenberg Gelles Flynn & Arango, LLP
Alamo Ballroom
2:00 pm
3:00 pm
PRIMARY MARKET PANEL
MODERATOR: Patrick Hindert, S2KM Limited
PANELISTS: Medora Marrisseau
Mark Wahlstrom
Daniel Durbin
Alamo Ballroom
3:00 pm
3:15 pm
Break
Salon C Foyer
3:15 pm
4:00 pm
ETHICS ISSUES IN STRUCTURED SETTLEMENT TRANSFERS
Pery D. Krinsky, Esq., Krinsky PLLC Alamo Ballroom
5:30 pm
8:30 pm
COCKTAIL RECEPTION
Sponsored by Adam Zoldessy PC and Law Offices of John Shafai
Riverview Terrace Room

8
Jose Camacho
expresses his gratitude to NASP members
for their continued loyalty and support;
together, shaping Florida Transfer Law for the future.

November 4-7, 2014
NOVEMBER 5, 2014 | 9:15am – 9:45am
Legislative and Regulatory Developments at
State and Federal Level
Sponsored by Fox Rothschild, LLP
The McPherson Group, LLP
925 15th Street NW
5th Floor
Washington, DC, DC 20005
9
Jack Kelly, Esq.,
Partner
202-289-1011
202-342-0650 (Fax)
www.mcphersongroup.us
jkelly@mcphersongroup.us
John A. (Jack) Kelly is a partner in the McPherson Group LLP. He has extensive legislative and public policy experience
in structured fi nance and tax-related issues. He was the federal lobbyist for the legislative clarifi cation of tax issues
related to the transfer of structured settlements. In addition to federal advocacy, he coordinates the McPherson Group’s
state and local practice. A political aide to Presidents Reagan and George H.W. Bush, he previously served as a legislative
assistant to Rep. Charles B. Rangel (D-NY) and held staff positions in both the New York and federal courts. For 28 years
until his retirement, Kelly served in active and reserve components of the United States Army, including command of a
Special Forces unit. His awards and decorations include the Legion of Merit. He presently serves as chairman of the US
Advisory Committee on National Cemeteries and Memorials.

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NASP Executive Director and General Counsel Earl Nesbitt is a partner with Nesbitt, Vassar, and McCown, LLC. He
specializes in commercial and business litigation, and represents many structured settlement purchasing companies.
He formerly was general counsel for the Settlement Capital Corporation and a partner in Jackson Walker, LLP in Dallas,
Texas. Nesbitt takes a central role in NASP’s lobbying efforts, notably in the enactment of federal legislation governing
the secondary market (26 U.S.C. § 5891). He is a graduate of Texas Tech University School of Law and the University of
Texas at Austin.
Legal Update Outline
Reference Materials
NOVEMBER 5, 2014 | 9:45am – 10:45am
Litigation Update and
The Impacts of Unethical Conduct
Earl Nesbitt, Esq.
General Counsel and
Executive Director, NASP
Nesbitt, Vassar & McCown, L.L.P
15851 Dallas Parkway
Suite 800
Addison, Texas 75001
972-371-2411
www.nvmlaw.com
enesbitt@nvmlaw.com

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November 4-7, 2014
NOVEMBER 5, 2014 | 11:00am – 11:30am
Drafting Transfer Agreements:
Jason Sutherland
Director of Capital Markets
47
Mr. Sutherland is the Director of Capital Markets for DRB Capital, LLC and a board member of NASP. He has over 14
years of experience as an attorney and executive in the specialty funding arenas and is also the Founder and Managing
Director of Citadel Financial, Ltd. Prior to founding Citadel, he was the Vice President of Legal Affairs for Peachtree
Settlement Funding, where he also concentrated on the creation of fi nancing facilities and was also an Associate
Attorney at Brian Cave LLP. Jason received his B.A. from The University of Georgia and his J.D. from New England Law
- Boston.
Brian Mack
DRB Capital, LLC
1625 South Congress, Suite 200
Delray Beach, FL 33445
Mack Law Group
Suite 800
866-502-1397
www.drbcapital.com
972-371-2411
www.nvmlaw.com
enesbitt@nvmlaw.com
Why is That in there?

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NORTH TO THE FUTURE: COVERING YOUR LEGAL NEEDS IN ALASKA
The lawyers at Hozubin, Moberly, Lynch & Associates have the skills and experience to
assist clients with virtually any aspect of structured settlement transfers in Alaska. Our
team of experienced lawyers provides the highest quality of service in all areas of:
• Structured Settlement Transfers
• Bankruptcy and Creditor Rights
• Commercial and Business Litigation
• Business and Commercial Transactions
• Real Estate
• Insurance and Insurance Defense
• Aviation
For assistance with any settlement transfer matter, please contact Wayne G. Dawson at
wayne@akdefenselaw.com or 907.276.5297. For more information with respect to other
legal services we can provide, please contact us at 907.276.5297 or
www.akdefenselaw.com.
HOZUBIN, MOBERLY, LYNCH & ASSOCIATES*
711 M STREET, SUITE 2
ANCHORAGE, ALASKA 99501
P: 907.276.5297
F: 907.276.5291
www.akdefenselaw.com
*Our lawyers are licensed in Alaska, California, Massachusetts, and Washington.

November 4-7, 2014
NOVEMBER 5, 2014 | 1:30pm – 2:00pm
The Coming Integration of the
Primary and Secondary Markets
Arnold Consulting Group, L.L.C.
1225 I Street, NW, Suite 250
Washington, DC 20005
55
Peter Arnold
Founder
703-629-8552
PArnold@Arnold-Consulting.com
www.Arnold-Consulting.com
Peter Arnold founded Arnold Consulting Group in 1998 after more than 15 years of lobbying, White House and Capitol
Hill experience. Since then, he has served as executive director and spokesman for several major industry coalitions,
compiling a successful record in media advocacy and lobbying.
From 1995 to 2014, Peter was a consultant to the National Structured Settlements Trade Association, most recently
serving three years as NSSTA’s Deputy Executive Director. He was responsible for NSSTA’s media efforts and designed
its successful outreach to disability rights leaders and consumer advocates, enlisting their support to win passage of
favorable legislation for the structured settlement industry.
As executive director for a telecommunications industry coalition (2006-10), he managed a successful federal and
12-state lobbying and public relations campaign against broadband “neutrality” regulation.
He was also spokesman for a high-tech coalition’s successful effort to pass a federal Internet tax moratorium (1997-
99) and executive director for a cable television coalition that successfully opposed state and federal “open access”
broadband regulations (1999-2002).
In each capacity, he testifi ed before government legislatures and frequently appeared on television and radio.
Since 2008, Peter has been the Director of Media Services for Dawson & Associates, the nation’s premier Federal
environmental lobbying fi rm. Working with more than a dozen retired Generals from the U.S. Army Corps of
Engineers, Peter oversees the fi rm’s offerings in environmental crisis communication and grassroots advocacy.
A former White House speechwriter and Congressional press secretary, Peter ran his fi rst national media campaign from
1993 to 1995 as director of public affairs for UN-50 in New York, which organized the United Nations’ 50th anniversary.

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November 4-7, 2014
MODERATOR
Patrick Johann Hindert
Managing Director
S2KM Limited
3 Elm Ledge
Terrace Park, OH 45174
64
NOVEMBER 5, 2014 | 2:00pm – 3:00pm
Primary Market Panel
513-248-2452
www.s2km.com
patrick@s2km.com
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 planning. 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 Michigan Law School.
Prior to entering the structured settlement industry in 1977, Hindert taught French and coached varsity tennis at
Cranbrook Academy in Bloomfi eld Hills, Michigan and practiced trust and estate law in Michigan and Ohio. In 1995,
Hindert served as Chairman of the Board of Directors of R.A. Jones, Inc., an international packaging machinery
company headquartered in Northern Kentucky. Hindert previously served as Managing Director of the Settlement
Services Group from 2009 to 2013 and currently is Managing Director for S2KM Limited.
Hindert has been a leader within the United States structured settlement industry since its inception. He co-founded
Benefi t Designs, Inc. in 1977 and developed it into a national structured settlement intermediary before selling the
company in 1998. Hindert has previously served as President of the National Structured Settlement Trade Association
(NSSTA) and Executive Director of the Society of Settlement Planners (SSP). The National Association of Settlement
Purchasers (NASP) honored Hindert as the 2012 recipient of its Alexander Hamilton award.
Hindert co-authors “Structured Settlements and Periodic Payment Judgments,” a legal treatise published in 1986 by Law
Journal Press and updated semi-annually. Both NSSTA and SSP feature “Structured Settlements and Periodic Payment
Judgments” in their certifi cation programs. Hindert also authors S2KM’s blog “Beyond Structured Settlements” and S2KM’s
public wikis including the “structured settlement wiki” and the “web 2.0 for lawyers wiki.”
Hindert appears frequently as a featured speaker at national conferences sponsored by professional associations
including: NSSTA, SSP, NASP, NAELA, the Academy of Special Needs Planners (ASNP), and the National Association of
Medicare Set-Aside Professionals (NAMSAP). Hindert was the keynote speaker at the fi rst national structured settlement
conference in Australia in 1994. Hindert has also provided expert testimony concerning structured settlements before
federal and state legislative committees including the United States House Ways and Means Committee.

November 4-7, 2014
NOVEMBER 5, 2014 | 2:00pm – 3:00pm
Dan Durbin, CSSC 1311 South Walnut Avenue
Arlington Heights, IL 60005
65
847-346-4423
Ddurbin316@comcast.net
Currently, Dan is consulting for a group of insurance executives who wish to bring a new life insurance company into
the structured settlement industry.
Dan began his structured settlement career in 1983 as a broker for Galaher Settlements, and in 2001 joined Structured
Financial Associates (SFA). As a broker, Dan handled liability and workers compensation cases in addition to actively
promoting the expansion of the structured settlement industry into the nonqualifi ed assignment marketplace.
In 2002, Dan moved on to Allstate Life Structured Settlements. In addition to marketing all structured settlement
products, Dan focused on the development of new markets for their nonqualifi ed assignment product. He is
experienced in the use of nonqualifi ed assignment products for attorney fees, employment cases, property sales and
many other taxable transactions. In 2009, Dan also became the Senior Manager responsible for Operations with a
primary focus on the New Business unit that issued all annuity contracts and funding agreements for the Structured
Settlement Distribution channel. Additionally, Dan interacted weekly with the Product unit to develop prices that met
Allstate’s profi t margin and return goals.
Dan is a Past President (2009-2010) of the National Structured Settlements Trade Association (NSSTA). Prior to joining
the NSSTA Board of Directors in 2008, Dan co-chaired the NSSTA Marketing/PR Committee, working with other NSSTA
members and the Board on strategies to promote our industry’s products.

November 4-7, 2014
Medora Marriseau
Shareholder
Karr Tuttle Campbell
701 Fifth Avenue, Suite 3300
Seattle, Washington 98104
66
NOVEMBER 5, 2014 | 2:00pm – 3:00pm
206-223-1313
206-224-8045 Direct
mmarisseau@karrtuttle.com
Medora Marisseau provides employment, ERISA, and employee benefi ts advice and litigation services to large and small
employers throughout the Pacifi c Northwest and Alaska. Ms. Marisseau has more than 20 years of experience assisting
clients with investigating and defending claims for discrimination, civil rights, wage and hour violations, disability
accommodation, retaliation, and wrongful discharge, and assisting clients with non-compete agreements and trade
secret violation litigation. She counsels employers on all aspects of policies, procedures and training, offering creative
and practical business solutions for avoiding disputes and claims by employees.
Ms. Marisseau represents employers, plan administrators, insurers, and other plan fi duciaries to ensure their compliance
with ERISA, HIPAA, and COBRA. A substantial portion of her practice is devoted to defending clients in ERISA benefi t
and fi duciary liability claims, and in the defense of life, health, and disability insurance claims for many of the nation’s
largest insurers. She also has signifi cant experience in assisting clients with structured annuity transfer issues and serves
as national coordinating counsel for a major life insurance company.

November 4-7, 2014
NOVEMBER 5, 2014 | 2:00pm – 3:00pm
Mark Wahlstrom
President
7585 East Redfi eld Road
Suite 103
Scottsdale, AZ 85260
67
480-478-0183
Mark@wahlstromandassociates.com
Mark Wahlstrom, President of Wahlstrom & Associates, founded of one of the nation’s fi rst plaintiff only structured
settlement fi rms in 1983, and is a renown specialist in settlement planning, structured settlement annuities, structured
legal fees and the administration of large, complex multi-claimant settlements using qualifi ed settlement funds and
trusts. Located in Scottsdale, AZ he manages a national practice with clients in every part of the country.
As a pioneer in the specialty of Settlement Planning, he has made it his life’s work and mission to expand the process of
Settlement Planning across the country and into every trial lawyers practice, so as to insure that every injured plaintiff
or their family has access to competent, unbiased, planning that takes into account the unique nature of their fi nancial
circumstances. Mark fought for over two decades to curtail the now discredited practice of defendants mandating
settlement terms and investment choices to unrepresented or uninformed plaintiffs. As a result of his and other
dedicated planners efforts, every plaintiff and their attorney has the right to engage their own settlement expert to help
them design, place and determine the suitability of a structured settlement.
Mark Wahlstrom, President of Wahlstrom & Associates
Mark is also one of the nation’s recognized experts in the application of structured settlement annuity concepts in the
taxable damages arena. His strategic vision and creative designs pioneered innovative uses in the structured sale of farm
land, commercial property, oil and gas lease bonus payments, divorce settlements and structured legal fees. He has also
become widely known for his innovative development of an online broadcast platform, now known as Sequence Media
Group, upon which he has produced hundreds of hours of shows for The Legal Broadcast Network, and The Settlement
Channel, with the content being of interest to attorneys, paralegals, judges and settlement professionals all over the
United States.

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great legal teams
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Conference Agenda
Thursday, November 6, 2013
TIME DETAILS LOCATION
8:00 am
9:00 am
BREAKFAST
Sponsored by Eason & Tambornini and The Law Office of Roger T. Dunaway
Riverview Terrace
Room
9:00 am
9:10 am
WELCOME REMARKS
Patricia LaBorde, NASP President
Alamo Ballroom
9:10 am
10:00 am
RESPONDING TO TRANSFER OBJECTIONS RAISED BY THE INSURERS
MODERATOR: Michael Damore, General Counsel, Novation Capital LLC
PANELISTS: John Shafai, Law Offices of John Shafai; John Mott, Mott and Mott, PLLC; Michael
Green, Green, Silverstein & Groff; Steven Mastrantonio, Niekamp,Weisensell, Mutersbaugh
& Mastrantonio, LLP; and Madis Smit, State Farm
Alamo Ballroom
10:00 am
10:50 am
BREAK OUT SESSION I
Track A: Preparing Versus Coaching a Problem Payee: An Ethical Discussion of Who is
Your Client and How Far You Should Go
SESSION LEADERS: Laryssa Korduba, Korduba and Rogers LLP and Elyse Strickland, Offit Kurman
Track B: Addressing Judicial Concerns
SESSION LEADERS: Roger Dunaway, Law Office of Roger T. Dunaway, PLLC and Andrew Hillman, Specialty
Asset Advisors, Inc
Track C: Life Contingent Issues
SESSION LEADERS: Michael Fasano, Fasano Associates and Dan Bonner, Stone Street Capital
Track D: Bankruptcy Issues
SESSION LEADERS: Michael Damore, Novation LLC and Adam Zoldessy, Adam Zoldessy, PC
Alamo Ballroom
Salon E
Alamo Ballroom
Salon F
Bowie Room
Travis Room
10:50 am
11:10 am
BREAK
Salon C Foyer
11:10 am
12:00 pm
BREAK OUT SESSION II
(Tracks same as Session I)
(see Session I)
12:00 pm
1:00 pm
LUNCH
Sponsored by Camacho Law Group PA
Riverview Terrace
Room
1:00 pm
1:30 pm
ILLINOIS LITIGATION
Earl Nesbitt, Esq., Nesbitt, Vassar and McCown
Alamo Ballroom
1:30 pm
2:30 pm
JUDICIAL PANEL: Practical and Ethical Considerations in Structured Settlement
Transfers
MODERATOR: Matthew Bracy, Scheef & Stone LLP
PANELISTS: The Honorable Lynne M. Parker, Commissioner of the Superior Court, Wilmington, Delaware
The Honorable Patricia M. Summe, Kenton Circuit Judge, Covington, Kentucky
The Honorable Travis L. Francis, Assignment Judge, Middlesex County, New Jersey
Sponsored by Westlaw Court Express – Thomson Reuters
Alamo Ballroom
2:30 pm
2:50 pm
BREAK
Salon C Foyer
2:50 pm
3:50 pm JUDICIAL PANEL (continued) Alamo Ballroom
3:50 pm
4:00 pm
CLOSING REMARKS
Patricia LaBorde, NASP President
Alamo Ballroom

November 4-7, 2014
NOVEMBER 6, 2014 | 9:10am – 10:00am
Responding to Transfer Objections Raised by
73
Michael A. Green
Principal
Green, Silverstein & Groff, LLC 215
South Broad Street, Suite 700
Philadelphia, PA 19107
p. (215) 972-5520
f. (215) 972-5544
www.gsglawfi rm.com
Steven Mastrantonio Niekamp,Weisensell, Mutersbaugh
& Mastrantonio, LLP
23 S. Main St., 3rd Floor
Akron, OH 44308
330-958-0486
mastrantonio@nwm-law.com
Madis Smit State Farm Insurance Companies
1 State Farm Plaza
Bloomington, IL 61710
309-766-5672
the Insurers
MODERATOR:
Michael Damore
General Counsel
Novation Settlement Solutions
1641 Worthington Road
Suite 410
West Palm Beach, FL 33409
916-692-8839 (Direct)
800-747-6472 X313
www.novationventures.com
mdamore@novationventures.com
John Shafai Law Offi ce of John Z. Shafai
170 South Beverly Drive
Suite 305
Beverly Hills, CA 90212
310-788-2889
JShafai@aol.com
John Mott Mott & Mott, PLLC
Po Box 979
Mckinney, TX 75070
214-212-2036

November 4-7, 2014
NOVEMBER 6, 2014 | 10:00am – 10:50am | 11:10am – 12:00pm
Breakout Sessions
Track A: Preparing Versus Coaching a Problem Payee: An Ethical
Discussion of Who is Your Client and How Far You Should Go
Laryssa Korduba
Principal
Korduba and Rogers LLP
Elyse Strickland
Principal
Offi t Kurman
Washington
4800 Montgomery Lane
9th Floor
Bethesda, MD 20814
74
Laryssa Korduba, Esq. is the founding attorney for the fi rm of Korduba and Rogers LLP. She has been practicing
exclusively in the world of Transfer of Structured Settlement work since 2006. Her fi rm has a stellar reputation of
aggressively and tenaciously pursuing every fi le from application to approval. The fi rm offers client’s coverage for
the entire state of Texas and Oklahoma. This year the fi rm welcomes Barbara Rogers, Esq. as it’s new named partner.
Ms. Rogers joins the fi rm after 30 years in the bankruptcy world. We are honored she is bringing the expertise to our
practice and know she will be a valuable asset to all of our clients.
240-507-1770 (Tel)
240-507-1735 (Fax)
www.offi tkurman.com
estrickland@offi tkurman.com
Elyse Strickland has been representing Structured Settlement Purchasers since 1996 in both litigating cases and to
obtain court approval of structured settlement transactions. In addition, Elyse has extensive experience in complex civil
litigation, including managing all aspects of commercial litigation and family law matters.
Elyse takes a practical approach to resolving confl icts, and assists her clients in managing risk and achieving a sensible
and successful resolution of problems.

November 4-7, 2014
Breakout Sessions
Track B: Addressing Judicial Concerns
Roger T. Dunaway
Andrew Hillman
Law Offi ce of Roger T. Dunaway, PLLC
321 High School Rd. NE
STE D3 PMB 612
Bainbridge Island, WA 98110-2648
Specialty Asset Advisors, Inc
550 Okeechobee Blvd.
Suite 1219
75
206-842-2003 Offi ce
206-719-4396 Mobile
206-338-3154 Fax
roger@rtdlaw.com
www.rtdlaw.com
Roger T. Dunaway is the Owner of the Law Offi ce of Roger T. Dunaway, PLLC in the greater Seattle area. Roger has
been self-employed for about three years handling transactional business and real estate matters along with structured
settlement transfers. Roger was previously with a Pacifi c Northwest regional law fi rm for years and formerly served as
General Counsel for a real estate acquisition, development and investment company.
Roger graduated Cum Laude from Seattle University School of Law in 1987. Roger is currently licensed to practice in
Idaho, Oregon and Washington. Roger has been an active NASP member and worked with NASP General Counsel
Earl Nesbitt last year on changes to the Oregon Structured Settlement Transfer Act. Roger has handled well over 5,000
structured settlement transfers since 2001 with a high success rate.
561-386-4307
ahillman1@aol.com
Mr. Hillman was a pioneer in the secondary market for structured settlements. He was instrumental in bringing to the
capital markets the fi rst fi nancing (securitization) of structured settlement payment streams and advising companies
entering into the advance funding markets de novo. Mr. Hillman was a primary negotiator of the compromise
between the National Structured Settlement Trade Association (“NSSTA”) and the National Association of Settlement
Purchasers (“NASP”) that resulted in federal and state legislation to foster the orderly and consumer protective transfer
of structured settlement payments. He was a partner in a large Philadelphia based AV rated law fi rm and a general
counsel at NASP member compsnies and banks, and specialized in corporate and fi nancing transactions and fi nancial
institution regulatory compliance issues (consumer and commercial). Mr. Hillman has a Bachelor of Arts Degree from
The American University, Washington. D.C. and a Juris Doctorate from Temple University School of Law, Philadelphia,
Pennsylvania. He is a member of the Pennsylavania Bar and is a FL Authorized House Counsel. He is a frequent lecturer
and has published various articles on banking and other fi nancial services topics.

November 4-7, 2014
Breakout Sessions
Track C: Life Contingetn Issues
Michael Fasano, FLMI
President
Fasano Associates
NAHB Building
1201 15th Street, N.W.
Suite 250
Washington D.C. 20005
7316 Wisconsin Avenue
Suite 500
Bethesda, MD 20814
76
Tel: 202 457-8188,
202 457-1275
Fax: 202 457-8198
Michael Fasano began his career in 1972 at the White House Offi ce of Management and Budget, where he served
as Senior Budget Examiner until 1976. From 1976 until 1983, Mr. Fasano served as Investment Advisor to General
Investment Funds, a pension management group with $2 billion in assets under management. In 1983 Mr. Fasano was
appointed Executive Vice President of Trans-General Life Insurance Company, and in 1986 he was named President. Mr.
Fasano served as President and CEO of Trans-General until 1990, when he started Fasano Associates.
Mr. Fasano now serves as President of Fasano Associates, with primary responsibility for directing the fi rm’s
underwriting business. Mr. Fasano has written numerous articles published in Best’s Review, Pensions and Investments,
and the National Underwriter, and has authored underwriting chapters in Wiley Finance text books on life settlements
and reverse mortgages. He is a frequent speaker at industry seminars and conferences. Currently, Mr. Fasano serves on
the Executive Committee of the European Life Settlement Association (ELSA) and a member of the Board of Directors of
the Institutional Longevity Markets Association (ILMA).
Daniel Bonner
Director of Sales
301-951-8900
www.stonestreet.com
After graduating from the University of Pennsylvania in 2002, Dan joined JG Wentworth, a specialty fi nancial fi rm
based in Radnor, PA, as an Account Executive. While honing his inside sales skills at JGW, Dan was promoted several
times while the company enjoyed rapid growth. His responsibilities included running an origination team responsible
for one third of the company’s revenue as well as building a new mortality linked product line that complemented the
company’s established structured settlement and annuity purchase business.
Since joining Stone Street Capital of Bethesda, MD in 2010, Dan has enjoyed the responsibility of leading, coaching and
managing the company’s structured settlement division underneath the 2013 AA-ISP Executive of the Year, Gary Milwit,
along with a diverse and talented team of inside sales and operations managers.

November 4-7, 2014
Breakout Sessions
Track D: Bankruptcy Issues
Michael Damore
General Counsel
Novation Settlement Solutions
1641 Worthington Road
Suite 410
Michael Damore is the General Counsel for Novation Settlement Solutions.
Adam Zoldessy Adam Zoldessy, P.C.
235 Lafayette St. #4B
New York, NY 10012
77
916-692-8839 (Direct)
800-747-6472 X313
www.novationventures.com
mdamore@novationventures.com
Ph. 212-673-9394
Fax 212-673-7934
The law fi rm of Adam Zoldessy, P.C. provides a broad range of legal services to individuals and business clients
throughout New York State and Northern and Central New Jersey. Our fi rm is a full service law fi rm, representing and
advising clients in the areas of bankruptcy law, business & commercial law, personal injury and real estate law. Our
fi rm represents clients in every level of state and federal courts. The Founding Member, Adam Zoldessy, has extensive
background in all Firm fi elds of practice. Federal practice includes: Clerk, Chief Judge Clarkson S. Fisher, Sr., United
States District Court for the District of New Jersey; fi rm Associate and assistant for Standing Chapter 13 Trustee, State of
New Jersey, Wood, Broege, Neumann and Fisher; State and Federal litigation includes: Law Offi ces of Hugh H. Mo (New
York, NY-International Law/Commercial Involuntary Bankruptcy/Admiralty/Corporate); Hill Wallack, (Princeton, NJ)
Senior Associate Bankruptcy/Creditor Rights Division; Founding Member, Adam Zoldessy, PC.

78
Join us in Las Vegas for the
NASP 2015 Annual Conference

November 4-7, 2014
NOVEMBER 6, 2014 | 1:00pm – 1:30pm
Illinois Litigation
Earl Nesbitt, Esq.
General Counsel and
Executive Director, NASP
Nesbitt, Vassar & McCown, L.L.P
Suite 800
79
972-371-2411
www.nvmlaw.com
enesbitt@nvmlaw.com
NASP Executive Director and General Counsel Earl Nesbitt is a partner with Nesbitt, Vassar, and McCown, LLC. He
specializes in commercial and business litigation, and represents many structured settlement purchasing companies.
He formerly was general counsel for the Settlement Capital Corporation and a partner in Jackson Walker, LLP in Dallas,
Texas. Nesbitt takes a central role in NASP’s lobbying efforts, notably in the enactment of federal legislation governing
the secondary market (26 U.S.C. § 5891). He is a graduate of Texas Tech University School of Law and the University of
Texas at Austin.

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Matt Bracy, Partner
Scheef & Stone, LLP
2601 Network Blvd.
Suite 102
Frisco, Texas 75034
94
NOVEMBER 6, 2014 | 1:30pm – 2:30pm | 2:50pm – 3:50pm
Judicial Panel:
Practical and Ethical Considerations in
Structured Settlement Transfers
214.472.2149 (Direct)
214.472.2100 (Main)
214.472.2150 (Facsimile)
matt.bracy@solidcounsel.com
www.solidcounsel.com
Matt Bracy is a partner in the Dallas, Texas law fi rm of Scheef & Stone, practicing business and commercial law. For
more than 10 years he was general counsel of Settlement Capital Corporation, and prior to that was the director of
Government Relations for Metropolitan Mortgage & Securities. In both of these positions he was actively involved
in drafting and implementing structured settlement transfer legislation in states and in the U.S. Congress. Matt is a
former Board member and president of NASP, heads the Judicial Education Program, and is a featured commentator on
structured settlement issues on the Legal Broadcast Network. Matt has a BA from the University of California, Irvine,
and a JD from the University of Houston.
Commissioner Lynne M. Parker
Commissioner of the Superior Court, Wilmington, Delaware
The Honorable Lynne M. Parker became a Commissioner
of the Superior Court of the State of Delaware on July 24,
2008. Commissioner Parker received her B.S. from Drexel
University, where she graduated with high honors. She
received her J.D. from Villanova University School of
Law.
Commissioner Parker is admitted to practice law before
the Supreme Court of Delaware, Supreme Court of New
Jersey, Supreme Court of Pennsylvania, U.S. Court of
Appeals for the Third Circuit, and District Courts of
Delaware, New Jersey, and Pennsylvania. Commissioner
Parker’s present term ends December 18, 2018.
The Honorable Patricia M. Summe
Kenton Circuit Judge, Fourth Division, Covington, Kentucky
Judge Patricia M. Summe has presided as a Kenton
County Circuit Court Judge since 1994. Kenton County
has the third largest caseload in the Commonwealth of
Kentucky. She is a 1979 graduate of Chase College of
Law. Her private practice included real estate, zoning,
municipal, probate, personal injury, and family law. She
currently serves as Chief Circuit Judge. She has been
active with local and state bar committees and groups
that promote the legal profession. Judge Summe has been
a member and president of several charities sponsored by
educational, faith, women and children’s organizations.
Judge Summe received the Kentucky Post’s “Woman
of the Year” award in 1998, the “Martin Luther King
Award”, from the local chapter of the NAACP, in 2003,
and the Chase Alumni Association “ Exceptional Service
Award” in 2006.

November 4-7, 2014
95
NOVEMBER 6, 2014 | 1:30pm – 2:30pm | 2:50pm – 3:50pm
Judicial Panel:
Practical and Ethical Considerations in
Structured Settlement Transfers
The Honorable Travis L. Francis
Assignment Judge, Middlesex County, New Jersey
Judge Travis L. Francis is the Assignment Judge of
Middlesex County New Jersey. Prior to his appointment
to the bench on January 15, 1992, Judge Francis was a
private practitioner in New Brunswick, New Jersey.
Judge Francis earned his Juris Doctorate from Rutgers
University School of Law in Newark in 1981 and became
a member of the New Jersey Bar and the United States
District Court the same year.
Judge Francis joined the staff of the Public Advocate in
the Middlesex County Public Defenders Offi ce. Judge
Francis then worked for the Prudential Insurance
Company as a trial attorney and a senior trial attorney for
Fireman’s Fund Insurance Company, until 1990 when he
entered private practice.
Judge Francis has served as a member of the Supreme
Court Committee on Minority Concerns since 1993
and Chair of the Subcommittee on Juvenile justice and
the Family. Judge Francis co-chairs the Supreme Court
Bench-Bar-Media Committee. Judge Francis has served
on the Supreme Court Civil Practice Committee, the
Supreme Court Capital Punishment Advisory Committee,
the Supreme Court special Committee on Preemptory
Challenges and Jury Voir Dire. Judge Francis serves as
Chair of the Conference of Wiretap and Communication
Data Warrant Judges and is Vice-Chair of the Supreme
Court Advisory Committee on Outside Activities of
Judicial Employees.
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• Speed – fast delivery of essential legal information
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Contact us today!
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presented by:
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FIL INGS

P L AT I N U M S P O N S O R O F
T H E 2 0 1 4 N A S P C O N F E R E N C E
TONINO SACCO, ESQ.
ELIAS N. FILLAS, ESQ.
Luigi Brandimarte, Esq.
Andrew Wiese, Esq.
Lamont K. Rodgers, Esq.
Brad S. Levin, Esq.
Edward J. Quigley, Esq.
Maria Barnett, Esq.
Larry I. Badash, Esq.
Albert Matuza, Esq.
Si Aydiner, Esq.
Kenneth Esehak, Esq.
Jeremy Ribakove, Esq.
Adam Cohen, Esq.
Andrew Siegel, Esq.
Mathew W. Beckwith, Esq.
Renata Vizental, Esq.
Salvatore Asaro, Esq.
Andreas Koudellou, Esq.
Alex Constantopes, Esq.
George Vomvolakis, Esq.
Igor G. Grichanik, Esq.
Nissim Abaev, Esq.
Simons C. Dimas, Esq.
Edward C. Lehman, Esq.
James P. Benintendi, Esq.
Christopher P. DelCioppio, Esq.
PARALEGALS
Mercedes M. Arias
Michael Bores
Paul Alvarado
Rosalind Mendoza
Retoria Estaphan
John Dunne
Catherine Mitrotasios
Kelly Mihalios
Destiny Torres
Samantha Reynoso
Elefetheria Giannakopoulos
Miguel Alar
Jessica Tobar
Litzy Acevedo
Mila Benzon
Charisse Richardson
Danielle Kuchinskas
Elba Garin
OF COUNSEL
Hon. Peter F. Vallone, Sr., Esq.
BAYSIDE OFFICE
42-40 Bell Blvd.
Suite 301
Bayside, New York, 11361
ASTORIA OFFICE
MAIN OFFICE
31-19 Newtown Avenue
Seventh Floor
Astoria, New York 11102
JACKSON HEIGHTS OFFICE
78-05 Roosevelt Avenue
Suite 1
Jackson Heights, NY 11372
FEDERAL &
STATE ADMISSIONS
New York, New Jersey, Connecticut
U.S. Eastern District
U.S. Southern District
U.S. Northern District
PHONE: (718) 746-3440
FAX: (718) 746-4117
www.saccofillas.com
Servicing the
structured settlement
secondary market
since 1997.
A FULL SERVICE LAW FIRM CONCENTRATING IN ALL AREAS OF STRUCTURED SETTLEMENT
AND LOTTERY PRIZE TRANSACTIONS • PERSONAL INJURY • REAL ESTATE TRANSACTIONS
AND LITIGATION • LANDLORD TENANT • LEASING • WILLS • MEDICAL MALPRACTICE
PROBATE AND ESTATES • EMPLOYMENT LAW • BUSINESS SALES & ACQUISITIONS
CORPORATE • CRIMINAL • INSURANCE • MATRIMONIAL • IMMIGRATION • COMMERCIAL
WORKERS COMPENSATION • SOCIAL SECURITY DISABILITY • CONSTRUCTION & GENERAL
LITIGATION • GOVERNMENT RELATIONS • PUBLIC AFFAIRS & BUSINESS DEVELOPMENT

Case
Closed
BULBROOK DRISLANE
We’ve been in this business for 30 years. In that time, we have distributed more than $12
billion in life insurance and hundreds of millions in traditional annuities. More recently, we
have been buying and distributing structured settlements, with more than 1600 cases over the
past 5 years.
At Bulbrook/Drislane, we deal directly with individuals and institutions, offering competitive
rates on guaranteed, hedged and naked deals. And when we commit
to a deal, we close the deal. It’s as simple as that.
I’d like to personally thank our suppliers and NASP for making all of this possible.
I’m honored to be a sponsor of this conference.
BULBROOK DRISLANE
BULBROOK DRISLANE
57 RIVER STREET, STE. 200 WELLESLEY, MA 02481-2056 • 781-254-8550 • JOHN@BULBROOKDRISLANE.COM

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