Trusts and Asset Management

Setting Up a Settlement Trust for a Competent Adult

In most competent adult settlement situations, it is common for attorneys to feel that competent adults can make decisions for themselves, so they settle a case, give the client the money, and hope for the best.  In some cases, clients are savvy enough to find a...

Issues to Consider Before Terminating a Special Needs Trust

If you set up a special needs trust for a disabled minor who is receiving Medicaid and SSI, what happens to the money inside the special needs trust if that minor gets to the point where he/she is well enough to work and generate income, and therefore lose his/her...

The Mechanics of Setting Up a Settlement Trust

Here at Amicus Settlement Planners, settlement trust is a topic that we often get asked about. People usually want to know: "What are the mechanics of setting up a settlement trust, and how do we actually go about doing it? Does the defendant have to pay directly to...

The “4-Bucket” Approach to Settlement Proceeds Planning

Many people often ask us, "What do you mean when you say settlement planning?" Basically, settlement planning is the process of deciding how to allocate a plaintiff's settlement. The 4-bucket approach to settlement proceeds planning involves allocating the funds...

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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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