Other Settlement Planning Topics

How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

When a client receives a settlement, they often need a trust to protect the money. It could be a settlement protection trust or a special needs trust, depending on the client’s situation. Attorneys often ask us who should be the trustee of the client’s trust. Option...

What Happens When a Past Client Decides to Sell Their Annuity

It’s common for some clients to ask their attorneys if it is possible to sell their structured settlement annuities which have been established years prior. Annuity holders are legally allowed to sell their annuities. However, Internal Revenue Code section 5891 and...

What Are the Special Needs Trust Distribution Guidelines?

Clients often ask us about the distribution guidelines of a special needs trust. Clients who will benefit from a special needs trust are most likely receiving needs-based government benefits like SSI and Medicaid, so it is a good idea for them to understand the items...

How to Protect Clients From a Large Tax Bill in Taxable Damage Cases

Here at Amicus Settlement Planners, most of the calls we receive are for case settlements that are based on a personal physical injury. But every now and then we get calls for a taxable damages case. Taxable damages lawsuits include cases involving breach of...

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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.

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