working with attorneys and clients to help ensure peace of mind.

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The Settlement Alliance-WEST provides settlement planning support for claimants and attorneys resolving personal injury, wrongful death, employment dispute lawsuits, and assists those navigating personal financial transitions. No matter who we work with, our goal is consistent: to ensure that clients enjoy emotional and financial peace of mind, not just for a one-time settlement or windfall, but throughout the rest of their lives.

PARA EL RECLAMANTE

Liquidación Aliance-Oeste, le guiaremos a través del proceso de liquidación, ayudándole a tomar las mejores decisiones que afectarán el resto de su vida. Pero primero vamos a responder a algunas preguntas sobre cómo funciona una solución estructurada y cómo podemos trabajar con usted y su abogado.

En pocas palabras, una solución estructurada ayuda a garantizar que el dinero estará disponible para sus necesidades - ahora y en el futuro. Liquidación Aliance-Oeste trabaja con usted para determinar sus gastos fijos el dinero que absolutamente necesita ahora y en el futuro de cada mes para el cuidado médico, el cuidado de asistentes, el ingreso perdido o disminuido, otras necesidades y para ayudarle a organizar su liquidación para cubrir los gastos.

Con nuestra ayuda usted tiene una cosa menos que le inquiete porque la estructuración de su liquidación significa que va a recibir un flujo de ingresos regularmente en su futuro. También podemos ayudarle a crear un plan que va a financiar sus metas y sueños personales, lo que resulta en una vida más significativa y enriquecedora. Todo sin costo ni de tarifa para usted.

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About us

About TSA-WEST

Originally established in June 2008 by Managing Partner Traci Kaas, Kaas Settlement Consulting has partnered with The Settlement Alliance (TSA) to become TSA’s West Coast division, The Settlement Alliance-WEST. A complimentary approach to settlement planning set the stage for the partnership in July 2014. Rather than merely serving as structured settlement brokers, both companies share the fundamental belief that injured claimants deserve much more comprehensive assistance for their financial and medical needs. The merger with TSA provides The Settlement Alliance-WEST’s clients with greater access to a national network of reputable and highly rated insurance carriers, corporate trustees, and wealth managers.

Our Settlement and Planning Expertise

  • Appraisal of complicated, multi-faceted cases involving:
    • Structured settlement annuities
    • Tax-deferred annuities
    • Lien resolution
    • Medicare/ CMS approvals
    • Special needs trust planning
    • Mass tort settlement resolution
    • Qualified settlement funds
    • Government benefits protection
    • Attorney fee deferrals
    • Estate planning issues
    • Philanthropy planning
    • Tax planning issues
  • Individualized settlement plan design for each claimant
  • Supporting attorney clients with litigation, mediations, settlement conferences, life care planning and present value cost evaluations at no cost to attorney or client

Traci Kaas, CSSC
Managing Partner
Settlement Planner
Certified Structured Settlement Consultant
Certified Financial Transitionist™

traci

Traci Kaas is motivated to help clients make the most of their money and in turn, their lives. Traci uses her knowledge as a Certified Structured Settlement Consultant (CSSC) to help clients settle a broad spectrum of cases, from catastrophic cases like product liability or medical malpractice, to workers’ compensation, mass torts, and cases involving minors. Her breadth of experience also includes non-personal injury cases such as class actions, divorce, defamation, employment, the sale of business or property, and much more.

Armed with extensive and ongoing training as a Certified Financial Transitionist™ from the Sudden Money® Institute, Traci understands how to best navigate the technical and personal issues clients will experience during their financial transitions. Traci has found that thoughtfully and purposefully approaching each case on an individual basis results in the best, most customized solutions for clients’ personal and financial goals. Her areas of expertise include Structured Settlements, Special Needs Trusts, Medicare Set-Asides, Qualified Settlement Funds, Estate Planning, Tax Planning, Philanthropy Planning, and Life Care Planning.

Traci earned her Certified Structured Settlement Consultant (CSSC) designation in 2008 in conjunction with the University of Notre Dame’s Mendoza College of Business. In addition to being a CSSC and a Certified Financial Transitionist™, her professional credentials include a Series 7/FINRA Securities License, Series 65/FINRA Securities License, Series 63/FINRA Securities License, and a Life and Health Insurance License registration for multiple states. She also maintains affiliations and memberships with Orange County Trial Lawyers Association, Orange County Women Lawyers Association, Orange County Bar Association, San Francisco Trial Lawyers Association, Sudden Money® Institute, Consumer Attorneys Association of Los Angeles, Consumer Attorneys of California, National Structured Settlements Trade Association (NSSTA) and the California Applicants' Attorneys Association.

Traci believes that her business approach is best summed up with a favorite quote from Proverbs: “Plans fail for lack of counsel, but with many advisers they succeed.”

Tanis Kelly, Esq.
Settlement Planner

Tanis Kelly, Esq.

Tanis Kelly is dedicated to helping plaintiffs and their families make the most of their settlements. Tanis joined The Settlement Alliance-WEST after attending U.C. Hastings College of the Law and practicing law for a number of years in San Francisco. During her legal career, Tanis litigated personal injury cases and saw firsthand how important it was for plaintiffs to have a caring, skilled professional by their side to help them plan for their future.

Tanis’ background as a litigation attorney is invaluable to attorneys and claimants alike. She has an in-depth knowledge of settlement planning and the nuances of government benefits and trusts. Attorneys can rely on Tanis to attend mediations, meet with clients, prepare personalized settlement plans and help clients understand their options. Tanis’ familiarity with the courts ensures that settlements requiring court approval will be approved quickly.

Tanis understands what her clients have been through and what they will face as their litigation comes to an end. Utilizing The Settlement Alliance-WEST’s national network of experts and business partners, Tanis is able to offer clients a broad array of options to maximize their settlement and ensure financial security for the future.

Tanis lives in San Francisco with her husband and daughter. She loves skiing and snowboarding, traveling and cheering for the Giants. She is a proud supporter of the San Francisco Bar Association’s Putting for the Pipeline charity golf event and likes to think of herself as a golfer, despite her horrible short game.

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