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.
Flow of 1099s When Using a Deferred Compensation Plan
Common questions we get from attorneys who are interested in deferring their contingent legal fees include: “How does the flow of 1099s...
An Outsourced Solution to Government Benefits Planning
Our firm has created a tool specifically for plaintiff attorneys and their settling clients to help determine if any special planning is needed...
When to Consider Using a Qualified Settlement Fund
A qualified settlement fund is a court-overseen settlement tool that receives settlement funds from one or more defendants. A qualified...
Exploring the Loan Feature of Deferred Compensation Plans
Many attorneys are not aware that if they defer fees into their deferred compensation plan, there is an option offered by the plan...
What Are a Plaintiff Attorney’s Obligations to Medicare When Settling a Case?
As a plaintiff attorney, it is important to understand your obligations to Medicare when settling a personal injury case. There are two parts to...
Other Annuity Options Aside from Structured Settlement Annuities
In a settlement situation, typically when annuities are discussed, the focus is on structured settlement annuities. A structured settlement...
Using Deferred Compensation Plans as a Wealth Transfer Tool
One of the most common questions that we get regarding attorney fee deferred compensation plans is: "What happens to my plan once I pass away?”...
Setting Up a Settlement Trust for a Competent Adult
In most competent adult settlement situations, it is common for attorneys to feel that competent adults can make decisions for themselves, so...
Considerations Before Terminating a Special Needs Trust
If you set up a special needs trust for a disabled minor who is receiving Medicaid and SSI, what happens to the money inside the special needs...
Meet our team
Dedicated Planners. Unparalleled Expertise.
JD, CFP®
Joseph Tombs
JD, CFP®
MS, RSP, CFP®
Daniel Maxwell
JD
JD, MS, RSP
Registered Settlement Planner, CTFA
JD, RSP, CTFA, CFP®
MS, CFP®
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.