Keep More of Your Settlement With Expert Tax & Financial Planning

We help plaintiffs and plaintiff attorneys with tax, legal, and financial planning to make the most of their settlements.

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Plan Your Settlement

Calculate Your Taxes

Protect Gov't Benefits

Book a Call With Us

Plan Your Settlement

Calculate Settlement Taxes

Protect Gov't Benefits

Book a Call With Us

Trusted By

We Help You Make the Most of Your Settlement

We help plaintiff attorneys and their clients with tax, legal, and financial planning at the settlement stage of a case.

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 settlement tax planning, structured settlement annuities, government benefits planning, trusts and asset management services, and attorney fee deferral strategies.

Maximize

Settlement Tax Planning

We help plaintiffs receiving a legal settlement avoid having to pay too much in taxes. We work closely with the client to determine which settlement tax planning solution best fits their unique situation to ensure they maximize their after-tax net recovery.

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.

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.

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.

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 Customized Strategy For Every Client

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

Meet our team

Dedicated Planners. Unparalleled Expertise.

**Logan Smith**

Settlement Planning Specialist

**Jenny Hamblin**

Director of Communication & Client Success

**Dani Whitlock**

Client Success & Executive Operations Manager

**Gaby Ojeda**

Senior Administrative Assistant

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Let Us Help You

Our goal at Amicus Settlement Planners is to be the premier, comprehensive resource for plaintiffs and plaintiff attorneys nationwide 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.