Comprehensive Settlement Expertise
We help personal injury attorneys handle settlement-related issues so they can focus on advocating for their clients.
Welcome to Amicus settlement planners
We Provide Solutions to Simplify Settlement
We help personal injury attorneys and their clients with issues that arise at settlement.
Our firm was built by attorneys who focus on serving fellow attorneys. Our team is made up of attorneys, CFPs, CFAs, and CPAs.
We specialize in structured settlement annuities, government benefits planning, trusts and asset management services, and attorney fee deferral strategies.
PROTECT
Structured Settlement Annuities
We help attorneys and their clients evaluate their unique situation to determine if a structured settlement is the right fit for a portion of the settlement funds. Our structured settlement solutions are designed to prepare for and meet the client’s future needs.
Manage
Trusts and Asset Management
We analyze your clients’ risk profiles, situations, and goals to determine if they could benefit from the flexibility and protection found in a trust-based solution or from personalized asset management. We then design a solution to ensure your client’s future well-being.
PRESERVE
Government Benefits Planning
We help ensure that receiving a legal settlement does not impact the ongoing government benefit eligibility of your clients or their household members. We also help attorneys comply with the requirements of the Medicare Secondary Payer Act.
REDUCE
Tax Deferral of Attorney Legal Fees
Personal injury attorneys have the unique ability to defer the receipt of their legal fee to future tax years. We specialize in creating customized strategies for attorneys to minimize taxes, fund retirement or other future goals, normalize firm cash flows, and retain key employees.
One Size Fits One
We Create a Strategy That Makes Sense For Your Clients
We know that every client’s situation is unique — and that’s why we believe there’s no such thing as a one-size-fits-all approach. We create customized, tailored solutions to ensure the best possible outcome.
practice area spotlight
Tax Deferral of Attorney Legal Fees
Contingency fee-based attorneys have the unique ability to control the amount of income tax they pay in any given tax year. This video outlines why electing to receive a portion of your legal fees in future tax years may save you thousands of dollars in income tax.
Related Articles
If you want to learn more about attorney fee deferrals, we suggest starting with the following articles:
How Personal Injury Attorneys Can Avoid the Cash Flow Roller Coaster
Personal injury attorneys with a contingency fee-based practice typically experience a financial roller coaster. Some…
How Personal Injury Attorneys Can Avoid the Cash Flow Roller Coaster
Personal injury attorneys with a contingency fee-based practice typically experience a financial roller coaster. Some…
Payout Period Overview for Attorney Deferred Compensation Plans
Many contingency-based plaintiff attorneys are interested in deferring their legal fees to future tax years…
Payout Period Overview for Attorney Deferred Compensation Plans
Many contingency-based plaintiff attorneys are interested in deferring their legal fees to future tax years…
Using a Deferred Compensation Plan for Retirement
If you are a personal injury attorney trying to plan for your future retirement, you have a unique opportunity that is available…
Using a Deferred Compensation Plan for Retirement
If you are a personal injury attorney trying to plan for your future retirement, you have a unique opportunity that is available…
Blog
Resources and Blog
At Amicus, we pride ourselves on providing relevant, helpful, and value-packed videos, blogs, and other resources to help you and your clients. Check out some of our latest resources and blog articles below.
When a Legal Recovery is Considered Taxable to the Client
Introduction: As a plaintiff attorney, it is important to ensure that a client will get a fair amount out of their settlement award....
Tax Planning Tips for Personal Injury Attorneys
Personal injury attorneys have two main tax strategies they can use to maximize their legal fees and defer income taxes. The first method is to...
How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?
When a client receives a settlement, they often need a trust to protect the money. It could be a settlement protection trust or a special needs...
The Difference Between a Structured Settlement and a Fixed Income Annuity
When it comes to settlement plans, attorneys and clients are most likely familiar with a structured settlement annuity. It is one of the most...
Fee Deferral Best Practices for Growing Wealth Successfully
Here at Amicus Settlement Planners, we have worked with hundreds of contingency fee-based plaintiff attorneys over the years. In working with...
When to Recommend a Special Needs Trust for a Settling Client
A special needs trust may be an appropriate planning tool for a client who has a disability and has been awarded money from a lawsuit— and the...
The Benefits of a Structured Settlement Annuity
A structured settlement annuity is an excellent vehicle for those who are receiving a personal injury settlement and want to receive income on a...
What are the Differences Between a 401k Plan and a Deferred Compensation Plan for Plaintiff Attorneys?
A 401k plan and a nonqualified deferred compensation plan both allow individuals to make contributions to an account meant to help fund future...
What is the Difference Between a Special Needs Trust and an ABLE Account?
Special needs trusts and ABLE accounts are both financial vehicles that are specifically designed to help individuals with special needs. They...
Meet our team
Dedicated Planners. Unparalleled Expertise.
Greg Maxwell
JD, CFP®
Joseph Tombs
JD, CFP®
Larry Peterson
MS, RSP, CFP®
Daniel Maxwell
JD
Kent Hansen
JD, MS, RSP
Dustin Cordell
Registered Settlement Planner, CTFA
Patrick Tombs
JD, RSP, CTFA, CFP®
David Tombs
MS, CFP®
Lee Salmon
MS
Marco Figueroa
CFP®, AFC®
Jenny Hamblin
Contact
Let Us Help You
Our goal at Amicus Settlement Planners is to be the premier, comprehensive resource for personal injury attorney for all of the financial and legal issues that arise at the time of settlement.
We'd love to explore how we can help you and your clients.