“The Talk”: What Do You Say to Your Client about Settlements? with Brendan Lupetin and Greg Unatin
Episode Summary
Settlement discussions are where “so many different factors” collide — a client’s relationship with money, their grief, their fear of trial, and their lawyer’s duty to give candid advice. Host Brendan Lupetin sits down with his law partner Greg Unatin of Lupetin & Unatin, LLC to tackle the ethical tightrope every trial lawyer walks: How do you advise clients when you can’t predict verdicts, when clients resist good offers, and when trial is looming? Brendan and Greg explore how data studies inform — but don’t replace — candid client conversations, how settlement disagreements can have a psychological toll, and how lawyers can use a practical tool for documenting when a client overrules your advice.
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- Brendan and Greg introduce the episode’s central challenge: Settlement discussions come up far more often than trials, yet they expose a “new side” of clients that lawyers may not have anticipated.
- Brendan explains how large-sample jury data studies — from focus groups to verdict-prediction platforms — help him form concrete settlement recommendations.
- Brendan tells clients plainly when he cannot confidently say a verdict will beat the offer on the table and that the final decision always belongs to the client.
- Greg suggests one strategy: designating a separate settlement counsel — someone other than the trial lawyer — to handle negotiations.
- Brendan describes a practical “informed consent” approach: having clients sign a letter acknowledging they’ve been advised that an offer is favorable and are choosing to reject it.
- Greg offers a strategy for knowing when to stop advising and start preparing: If you find yourself repeating the same settlement advice, you’ve done your job.
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