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Beware of Defense Control

Published: November 8, 2025Last Modified: July 30, 2026
Published: November 8, 2025Last Modified: July 30, 2026

Key Takeaways

  • Guard against defense control that prioritizes cost savings over the plaintiff’s long-term interests.
  • Recognize that defense-driven structures may increase dissipation risk and reduce financial security.
  • Maintain plaintiff-side independence in settlement design and decision-making.
  • Ensure all settlement options are evaluated solely based on the client’s needs and outcomes.

Meet the Author

Greg Maxwell, Esq. CFP®

Greg Maxwell is an attorney, Certified Financial Planner, and settlement planner. He specializes in settlement tax planning, government benefits planning, and financial planning for plaintiffs and plaintiff attorneys.

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Many of you have asked why the defense is so insistent on using their “approved broker” to handle the structured settlement annuity for your clients. Click here to view a a one-page PDF that outlines the reasons behind the defense’s insistence in this area. Hint: It has nothing to do with protecting you or your client.

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