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.
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.
Lien Resolution — Best Practices and Pitfalls to Avoid
Lien Resolution Webinar On this webinar, Dave Place and Greg Maxwell discuss troubling lien resolution issues on your existing cases and share...
Deferring Your Legal Fees: Annuities Aren’t the Only Option
Attorneys who have deferred their legal fees in the past or who have heard about attorney fee deferrals may be familiar with using structured...
The Difference Between SSDI and SSI (and Why It Matters)
Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) are government benefits for clients with disabilities....
How Medical Underwriting (a Rated Age) Can Help Your Client
A structured settlement annuity is a great tool to replace future income, particularly when an injury victim will either be unlikely to work in...
What Expenses Can a Special Needs Trust Pay For?
There are certain items that a special needs trust can and cannot pay for on behalf of the beneficiary for clients receiving Medicaid or...
Two Case Studies: When a Structured Settlement May Make Sense
Structured settlement annuities can be used in a variety of situations. In this article, we’ll highlight two case studies of instances where a...
Here’s How to Protect Your Clients From “Cash Now” Companies
An attorney recently called me with a concern about his client. He was about to settle a big case for his client — and he was worried because...
ABLE Accounts vs. Special Needs Trusts: What You Need to Know
ABLE accounts and special needs trusts are settlement planning options for personal injury clients who are disabled. ABLE Accounts ABLE Accounts...
The Mechanics of How to Set Up a Structured Settlement Annuity
The process of setting up a structured settlement annuity is different than when your clients take a simple cash settlement. There are a few...
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.