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.
What is the Medicaid Payback Provision in a Special Needs Trust?
In a personal injury settlement situation, it is common to set up a first-party special needs trust to preserve a client’s Medicaid or...
Want Millions More in Retirement? Use a Deferred Compensation Plan
If you are a personal injury attorney trying to plan for your future retirement, you have a unique opportunity that is available to almost no...
Medicaid: When a Settlement May Jeopardize Ongoing Eligibility
Medicaid is a topic that comes up frequently in personal injury settlements — and for good reason, because dealing with Medicaid presents many...
Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?
Many plaintiff attorneys are often held back from deferring their income to future tax years because of the belief that if they are not a...
The Mechanics of How to Set Up a Special Needs Trust
If you are in the settlement phase of a case and your client is receiving needs-based government benefits like Medicaid, SSI, or some...
How Does a Settlement Impact a Client’s Medicare Benefits?
Attorneys often ask us how a settlement check can impact a client's Medicare benefits. Medicare is an entitlement for people who are 65 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 because of the many benefits fee...
Is a Client Not Returning Your Calls? This Might Be the Problem…
If a client is not returning your calls or responding to other communication efforts in pursuing a personal injury case, one reason might be...
When You Should Consider a Medicare Set Aside for a Client
Medicare Set Aside Accounts Personal injury attorneys often ask us: "Do I need to set up an MSA for my client?" An MSA or a Medicare Set Aside...
Meet our team
Dedicated Planners. Unparalleled Expertise.
JD, CFP®
Joseph Tombs
JD, CFP®
MS, CFP®
JD
JD, MS
Registered Settlement Planner
JD, Registered Settlement Planner
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.