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.
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.
https://youtu.be/vBqj5cMWr-o If you have a client who is disabled and receives Medicaid or Supplemental Security Income (SSI), some planning...
Structured settlement annuities are not taxable — they're completely tax exempt. It's a common question that we are asked by personal injury...
Settlement Planning is a term that settlement planners commonly use, but is not a common phrase. Most people probably don't know what settlement...
In helping thousands of personal injury recipients over the years, we’ve found that most personal injury settlement recipients are not...
When is the right time to bring in a settlement planner? This is a common question from attorneys. They call us to ask when they should get us...
One of our favorite topics to discuss with contingency fee attorneys is attorney fee deferrals. You may have also heard of attorney fee...
Why is it important for plaintiff attorneys to retain their own structured settlement expert and settlement planner in a case? On...
https://www.youtube.com/watch?v=lN_nzgmLLJg One question that we often get from attorneys is, "What are the settlement planning options for my...
One question personal injury attorneys often ask us as they're settling cases is: Which government benefits received by my client will be...
Meet our team
Dedicated Planners. Unparalleled Expertise.
Registered Settlement Planner
JD, Registered Settlement Planner
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.