The following article was published in the Fall 2016 Utah Trial Journal. Written by Greg Maxwell and Daniel Maxwell. ABLE Accounts - An Introduction As settlement planning attorneys, we are consistently asked how to handle small settlements for injured [...]
Why You Should Include a “No-1099” Provision in Settlement Agreements At the recent annual conference of the Society of Settlement Planners, one of the presenters suggested adding a provision regarding Form 1099s to settlement agreements. Defendants or their insurers [...]
Over a thirty year legal career, the average lawyer is sued for malpractice three times[1]. Of the 40,000 claims for legal malpractice every year, 12,000 result in some recovery of money damages[2]. Between the last two studies performed by the ABA, [...]
Protecting the Settlement Recovery: Planning Options for Settlement Recipients and their Attorneys Greg B. Maxwell, Esq., CFP®, and Joseph W. Tombs, Esq., CFP® Note: This article was originally published in the Utah Trial Journal in the Spring / Summer [...]
A settlement plan is a detailed, comprehensive look at a client's financial situation with specific recommendations designed to help a client be in the best possible financial position after receiving settlement proceeds. What is Settlement Planning? Settlement planning involves allocating [...]
There's a lot to remember when you're dealing with a personal injury case. At Amicus, we see some of the common mistakes made by attorneys, and we want to help you avoid those same mistakes. This articles lists some [...]
As attorneys representing injury victims, you know that many of your clients rely on needs-based government benefits such as Medicaid or SSI. A net settlement of anything over $2,000 likely means your client will need to spend their settlement down in [...]
Greg Maxwell and Kent Hansen wrote an article that was published in the Utah Trial Journal. The title of the article is "Medicare Set Asides in Liability Cases: What do we do now?" The text of the article follows: Medicare Set [...]
Plaintiff attorneys need to be aware that by disbursing settlement funds to their clients they could be jeopardizing their client’s current and future needs-based public benefits, and putting themselves at risk for malpractice claims. Many injury victims arrive at the [...]
Earlier this year, the Ethics Advisory Opinion Committee of the Utah State Bar issued Ethics Advisory Opinion Number 14-01 concerning a lawyer’s use of third party lien resolution companies and passing the cost of such service to the client. [...]
