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Our Services

We strive to understand each client's unique situation, and work closely with each client to maximize their settlement recovery and make the transition to post-injury life as seamless as possible. This is done by creating a personalized settlement plan for each client that identifies and addresses that client's unique circumstances, needs, and life goals. We specialize in comprehensive settlement planning including but not limited to:

· Structured settlement annuities

· Special Needs Trusts

· Asset management

· Medicare Set Aside trusts

· Settlement Preservation Trusts

· Life Care Plan annuitization

· Needs analysis

· Structured attorneys fees

· Comprehensive financial planning for claimants & attorneys

· Tax analysis

· Mediation preparation and attendance

· Government entitlement preservation

· Estate and taxation planning