One question we often get asked is: "Does my client need a settlement trust?" That is a very good question — and in...
When is a Settlement Protection Trust a Good Idea?
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On this page, check out some of our recent videos, articles, and other helpful resources.
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Check Out Our Videos, Articles, and More
What is the Medicaid Payback Provision in a Special Needs Trust?
In a personal injury settlement situation, it is common to set up a first-party special needs trust to preserve a...
Want Millions More in Retirement? Use a Deferred Compensation Plan
If you are a personal injury attorney trying to plan for your future retirement, you have a unique opportunity that is...
Medicaid: When a Settlement May Jeopardize Ongoing Eligibility
Medicaid is a topic that comes up frequently in personal injury settlements — and for good reason, because dealing...
Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?
Many plaintiff attorneys are often held back from deferring their income to future tax years because of the belief...
The Mechanics of How to Set Up a Special Needs Trust
If you are in the settlement phase of a case and your client is receiving needs-based government benefits like...
How Does a Settlement Impact a Client’s Medicare Benefits?
Attorneys often ask us how a settlement check can impact a client's Medicare benefits. Medicare is an entitlement for...
Payout Period Overview for Attorney Deferred Compensation Plans
Many contingency-based plaintiff attorneys are interested in deferring their legal fees to future tax years because of...
Is a Client Not Returning Your Calls? This Might Be the Problem…
If a client is not returning your calls or responding to other communication efforts in pursuing a personal injury...
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