Settlement and Assignment document preparation
An important service we provide in order to ensure a tax-free settlement and the proper transfer of liability. We can prepare the initial documents or review existing documents.
Lifecare Plan Quantitative Analysis
Our proprietary service for analyzing complex and extensive lifecare plans. An easily understandable spreadsheet is then prepared that illustrates the actual cost (damages) required to provide for the claimant’s lifetime medical needs, including inflation.
Custodial and Trust Account Services
Medical trust and case management services offered through nationally recognized institutions and providers.
Settlement Preservation Trusts
Used to provide spendthrift protected taxable or tax-free payments plus liquidity and flexibility. Can be used alone or in combination with a Structured Settlement annuity.
Qualified Settlement Funds [IRC Sec. 468(B)]
A court ordered “safe harbor” advantageous to the claimants as it gives them complete control in the selection of the various funding vehicles available to them (i.e. Structured Settlement annuity, managed investment account or other individual investments). It is established to resolve or satisfy one or more contested or uncontested claims.
Special Needs Trusts and Medicare Set-Aside Trusts
Used to protect, preserve and upgrade the Medicaid and Medicare benefits provided through government programs.
Investment Portfolio, Structured Settlement or Both?
Our proprietary case specific analysis uses historical investment data to determine the most advantaged allocation between Structured Settlements and managed investment accounts.
Deferred Compensation for Attorneys
An excellent opportunity for attorneys to take advantage of deferring current year income tax liability and creating an income stream for a secure future. This option is available even if your client accepts a cash settlement