Options to Protect Your Client’s Medicaid and SSI
One of the most important facets of settlement planning is to ensure that needs-based government benefits like Supplemental Security Income (SSI) and Medicaid are protected once a plaintiff...
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How to Establish a Structured Settlement Annuity For Your Client
A structured settlement annuity is a financial instrument that provides periodic payments over several years. Clients who want to maximize their settlement money might like to receive their...
How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity
Plaintiff attorneys may be approached by past clients with questions about whether it's a good idea to sell their annuity for “cash now” or how they go about selling either a portion or all of...
How the Tax Cuts and Jobs Act Created the Plaintiff Double Tax Trap
The Tax Cuts and Jobs Act (TCJA) of 2017 had a significant impact on plaintiffs receiving taxable settlements. Prior to this change in the law, plaintiffs could list their attorney's fees as a...
When a Legal Recovery is Considered Taxable to the Client
Introduction: As a plaintiff attorney, it is important to ensure that a client will get a fair amount out of their settlement award. Unfortunately, for taxable damages cases, clients have to pay...
Tax Planning Tips for Personal Injury Attorneys
Personal injury attorneys have two main tax strategies they can use to maximize their legal fees and defer income taxes. The first method is to use the traditional qualified plans and tax...
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....
The Difference Between a Structured Settlement and a Fixed Income Annuity
When it comes to settlement plans, attorneys and clients are most likely familiar with a structured settlement annuity. It is one of the most popular annuities for settlement, primarily because...
Fee Deferral Best Practices for Growing Wealth Successfully
Here at Amicus Settlement Planners, we have worked with hundreds of contingency fee-based plaintiff attorneys over the years. In working with attorneys all over the country, we’ve been able to...
When to Recommend a Special Needs Trust for a Settling Client
A special needs trust may be an appropriate planning tool for a client who has a disability and has been awarded money from a lawsuit— and the client wishes to maintain eligibility for government...
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