Grow and Safeguard Your Wealth With Trusts and Asset Management
Settlement trusts and prudent investments provide flexibility, liquidity, and growth for settlement proceeds. Special needs trusts preserve vital government benefits like Medicaid and SSI.
Managing and protecting your wealth can feel overwhelming, especially with the complexities of modern financial planning. For attorneys handling structured settlements or individuals looking to secure their financial future, trusts and asset management offer powerful solutions. With the right strategies, you can grow, protect, and efficiently transfer your wealth while minimizing taxes and securing your legacy.
Trusts & Asset Management Solutions Tailored to Your Needs
Every individual's financial situation is unique. That's why it's essential to have personalized solutions designed to meet your specific needs and goals. At Amicus Settlement Planners, we specialize in creating customized trust structures and asset management plans that align with your objectives, whether you're preserving wealth, minimizing taxes, or planning for future generations.
Our team works closely with you to understand your financial picture and craft solutions that provide peace of mind and long-term security. Our trust administration services ensure that your trusts are managed efficiently, while our asset protection strategies safeguard your wealth from unexpected risks.
Grow, Protect, and Transfer Your Wealth With Trust Solutions
Trusts are powerful tools for wealth management. Here's how they can help:
Grow Your Wealth
With the right trust fund management and investment strategy, your assets can grow tax-efficiently over time.
Protect Your Assets
Trusts can shield your wealth from creditors, lawsuits, or unexpected life events with effective asset protection strategies.
Efficiently Transfer Wealth
Avoid probate, reduce estate taxes, and ensure a smooth transition of assets to your beneficiaries.
By leveraging trusts and asset management, you can achieve financial stability while safeguarding your legacy for future generations.
Ready to build a plan around your settlement?
We will look at your goals and current picture and design a trust and asset management plan that fits.
Free, no obligation. Or call (801) 683-7362.
Why You Need Trusts and Asset Management Services
Without proper planning, your wealth may be at risk due to high taxes, legal complications, or poor financial decisions. Trusts and asset management services can:
Our Comprehensive Trusts and Asset Management Services
At Amicus Settlement Planners, we offer a wide range of services, including:
Attorney Fee Deferrals
Perfect for attorneys looking to defer income taxes on legal fees.
Settlement Management Trusts
Designed to protect plaintiffs' settlement proceeds for long-term needs.
Special Needs Trusts
Providing financial security for loved ones with disabilities.
Revocable and Irrevocable Trusts
Tailored to meet your unique financial goals with expert trust fund management.
Tax Planning Strategies
Minimize your tax liabilities with expert advice.
Investment Management
Ensure your assets grow steadily and securely through professional asset management.
What Sets Us Apart
Our team has decades of experience in trusts and asset management.
We take the time to understand your unique needs.
Our clients consistently achieve financial stability and growth.
From trust fund management to asset protection strategies, we cover it all.
Not sure which structure fits?
Tell us about the case and the client, and we will lay out the options and where each one fits.
30 minutes, no obligation. Or call (801) 683-7362.
How Our Asset Management Experts Work
Our process is simple yet thorough:
Discovery Call
We start with an in-depth discussion to understand your goals, concerns, and current financial situation.
Tailored Recommendations
Based on your needs, we design a personalized trusts and asset management plan.
Implementation
Our team handles the setup, ensuring compliance and efficiency with expert trust administration services.
Ongoing Support
We'll monitor and adjust your plan as your needs evolve, ensuring long-term success through comprehensive asset management.
Customized Solutions For You
Settlement Plan Design
Your clients have a variety of options for the settlement proceeds.
Because every client has different needs, wants, and goals, there simply isn't a one-size-fits-all approach to allocating settlement proceeds.
At Amicus, we pride ourselves at creating and designing comprehensive, unique settlement plans for each client.
Settlement Protection Trusts
At Amicus, we find that Settlement Protection Trusts are a great way to provide clients with liquidity and flexibility, while also adding dissipation protection.
The terms of a Settlement Protection Trust can be drafted so that the duration of the trust meets the future needs and goals of the client (lump sum at a future age, retirement needs, college and education planning, and more).
Investment Management
In certain situations, it may be advantageous for your client to have a portion of their settlement managed in an investment account.
Investment management can be in a stand-alone investment portfolio, or an investment account can be created within a settlement protection trust or special needs trust.
Through our affiliate financial planning firm, Amicus Financial Advisors, we offer managed portfolio solutions to clients. We consider a client's risk profile, cash flows, assets, and goals and then prepare a personalized "investment policy statement" (IPS).
Special Needs Trusts
If your client is disabled or has special needs, it is often helpful to place the settlement funds into a Special Needs Trust. A Special Needs Trusts offers many of the same benefits as a Settlement Protection Trust.
However, funds placed into a Special Needs Trust are not considered an asset when determining ongoing eligibility for needs-based government benefits such as Medicaid and Supplemental Security Income (SSI).
Frequently Asked Questions (FAQs)
How Do Professional Trust Management Services Work?
What Is the Difference Between Revocable and Irrevocable Trusts?
- Revocable Trusts: Flexible and can be modified during your lifetime. Ideal for estate planning.
- Irrevocable Trusts: Cannot be changed but offer significant asset protection and tax benefits.
Who Should Consider Setting Up a Trust for Wealth Protection?
What Are the Tax Benefits of Trusts and Asset Management?
Can Trusts Help Secure Assets for Future Generations?
What Types of Assets Can Be Managed Within a Trust?
Learn More About Trust & Asset Management
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Let Us Help You
Our goal at Amicus Settlement Planners is to be the premier, comprehensive resource for plaintiffs and plaintiff attorneys nationwide for all of the financial and legal issues that arise at the time of settlement.
We'd love to explore how we can help you and your clients.