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.
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.
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.
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.
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.
“I have developed complete confidence in Amicus’ expertise in the technical and rapidly changing areas of structured settlement annuities and special needs trusts. When I have concerns about preserving settlement funds or protecting against post-settlement threats to my clients’ recoveries, my first call is to Amicus.”
SCOTT D. BROWN • NUTTALL, BROWN & COUTTS
“Amicus Settlement Planners assisted me with the preparation of a settlement trust for a personal injury case. My client was not satisfied with the traditional options for protection of minor personal injury settlement money. She wanted a vehicle that would give her some control going forward. Amicus offered that in the form of a settlement trust. I hired them to draft the trust. They got it done quickly at a very reasonable price.”
REX BUSH • BUSH LAW FIRM
“Amicus Settlement Planners, LLC has been outstanding in assisting my clients through both very large and modest settlements in Utah as well as national and international settlements to best protect their settlements while growing their money.”
ALAN W. MORTENSEN • DEWSNUP, KING & OLSEN
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.
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.
Attorneys often wonder when it is too late to defer legal fees on a particular case. If you're deferring fees using a deferred compensation...
It’s common for plaintiff attorneys to consider settlement planning needs for their clients. There may be a need to set up a special needs trust...
When we work with personal injury attorneys and their clients and discuss options for settlement proceeds planning, one common topic we discuss...
Deferring contingent legal fees using a structured settlement annuity versus using a deferred compensation plan has advantages and...
Amicus Settlement Planners works almost exclusively with personal injury attorneys and their settling clients. For Plaintiff Attorneys. We work...
In a minor settlement situation, plaintiff attorneys will often first think about using a structured settlement annuity as the settlement...
Plaintiff attorneys often don’t know about the tax planning opportunity that lets them defer fees using deferred compensation plans (instead of...
One of the most common questions that we often get from clients or attorneys that are thinking about establishing a special needs trust is: ”...
Plaintiff attorneys who need to protect their client’s Medicaid and SSI benefits may have heard of the terms “first-party special needs trust”...
Meet our team
Dedicated Planners. Unparalleled Expertise.
MS, RSP, CFP®
JD, MS, RSP
Registered Settlement Planner, CTFA
JD, RSP, CTFA, CFP®
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.