Trusts and Asset Management

Plaintiff Attorneys and Settling Clients Need Specialized Advice

Amicus Settlement Planners works almost exclusively with personal injury attorneys and their settling clients. For Plaintiff Attorneys. We work with personal injury attorneys for their own tax planning and investment planning to make sure they are not paying any more...

Maximizing Flexibility and Liquidity in Minor’s Cases

In a minor settlement situation, plaintiff attorneys will often first think about using a structured settlement annuity as the settlement planning vehicle for the minor. Annuities for minors can be a great solution. The annuities are backed by the largest life...

What are the Costs Involved in Setting Up a Special Needs Trust?

One of the most common questions that we often get from clients or attorneys that are thinking about establishing a special needs trust is: ” What are the costs involved in setting up a special needs trust?” Initial Costs Initially, the legal fee to get a trust up and...

The Difference Between a First-Party and Third-Party Special Needs Trust

Plaintiff attorneys who need to protect their client’s Medicaid and SSI benefits may have heard of the terms “first-party special needs trust” and “third-party special needs trust”. What do these terms mean? To understand what first-party and third-party special needs...

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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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