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
Our Approach