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.
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.
Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case
One common question we get is about Medicare and plaintiff attorneys’ obligations to Medicare when they're settling a case. There are two...
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...
Issues to Consider 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...
Consider Adding This Language to Your Attorney-Client Fee Agreement
If you are an attorney who is looking to defer your legal fees to future tax years to save on income taxes and plan for retirement, here is an...
Why the Affordable Care Act is Great for Personal Injury Plaintiffs
In determining how to help injured plaintiffs, the ongoing medical coverage and care they need is one of the primary concerns we handle as...
The Mechanics of Setting Up a Settlement Trust
Here at Amicus Settlement Planners, settlement trust is a topic that we often get asked about. People usually want to know: "What are the...
Why Plaintiff Attorneys Haven’t Heard About Deferred Compensation Plans
In the past several months, we have spoken with over two hundred personal injury attorneys and contingency fee-based attorneys from all over the...
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.