Other Settlement Planning Topics

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...

How Can Attorneys Protect Clients with Annuities from Factoring Companies?

Past settlement recipients who elected to receive all or a portion of their settlement funds via a structured settlement annuity might be tempted to sell their annuity payments to factoring companies (more commonly known as “cash now” companies). These companies often...

Who Is Eligible for a Special Needs Trust?

Personal injury attorneys frequently call our office and ask who is eligible for a special needs trust. There are 3 requirements for an individual to be eligible for a special needs trust:  The client must be 64 years old or younger.The client must be deemed...

Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

One common question we get is about Medicare and plaintiff attorneys’ obligations to Medicare when they're settling a case.  There are two parts to consider in Medicare's interests. First is the Medicare conditional lien, which is Medicare's right of recovery...

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