Comprehensive Settlement Expertise
We help plaintiff 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.
As Featured In
As Featured In
As Featured In
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.
How to Avoid Paying Taxes on Settlement Money: 5 Essential Tips
Book a 15-Minute Phone Call Are you wondering how to avoid paying taxes on settlement money? What if we told you there are legal ways to...
Options to Protect Your Client’s Medicaid and SSI
One of the most important facets of settlement planning is to ensure that needs-based government benefits like Supplemental Security Income...
How to Establish a Structured Settlement Annuity For Your Client
A structured settlement annuity is a financial instrument that provides periodic payments over several years. Clients who want to maximize their...
How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity
Plaintiff attorneys may be approached by past clients with questions about whether it's a good idea to sell their annuity for “cash now” or how...
How the Tax Cuts and Jobs Act Created the Plaintiff Double Tax Trap
The Tax Cuts and Jobs Act (TCJA) of 2017 had a significant impact on plaintiffs receiving taxable settlements. Prior to this change in the law,...
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...
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
Director of Communication & Client Success
Dani Whitlock
Client Success & Executive Operations Manager
Contact
Let Us Help You
Our goal at Amicus Settlement Planners is to be the premier, comprehensive resource for plaintiffs and plaintiff attorneys 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.