2015 Utah Association for Justice Conference Follow Up

It was great to see and speak with many of you at the recent UAJ annual conference. We appreciate our relationship with the UAJ and are happy to sponsor that event each year.

It’s always interesting to see what questions you have and what issues you are currently dealing with in your practices.

Many of the questions you asked centered around special needs trusts.

Our team of attorneys is experienced in preparing special needs trusts.  If you have a client that is receiving government benefits that need to be preserved, please give me a call.

I’ve included links to a few articles regarding special needs trusts and lien resolution to this email that may be of interest to you (see links at the bottom of the page).

As a reminder, our goal at Amicus is to be the plaintiff bar’s comprehensive, one-stop resource for all the legal and financial issues that arise at the time of settlement.  Our services include:

  • Structured Settlement Annuities
  • Special Needs Trusts (to preserve Medicaid, SSI, etc.)
  • Government Benefits Planning (SSI, Medicaid)
  • Medicare Compliance (MSA analysis, etc.)
  • Trust and Investment Management
  • Attorney Fee Structures (deferring taxes on your legal fees)
  • Qualified Settlement Fund Administration

I look forward to working with you in the future.

Sincerely,

Greg Maxwell, JD, MS, CFP®

Related Links:

Settling Cases for Clients Receiving Medicaid or Other Needs-based Benefits

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Click through the slideshow below to find other
articles from our e-Newsletters.

  • Liability Medicare Set Aside

    October 2017 Update on Liability Medicare Set Asides

    Over the past several months, plaintiff attorneys and the settlement planning community have anticipated that the Centers for Medicare and Medicaid Services (CMS) would be publishing some sort of guidance regarding Liability Medicare Set Aside Accounts (LMSAs) and No-Fault [...]

  • Healthcare and ERISA Lien Resolution Solution

    Healthcare and ERISA Lien Resolution Solution

    One of the most common questions we receive is about how to deal with healthcare and ERISA liens. As you know, resolving liens is often one of the most frustrating and time-consuming aspects of your cases. We’re excited to announce [...]

  • Protect your clients from “cash now” companies

    Protect Your Clients from “Cash Now” Companies

    As a personal injury attorney, you hate it when your former clients that are receiving structured settlement annuity payments are targeted by the “cash now” companies we all see on TV.  All of the planning done at the time of [...]

  • Include a “No-1099” Provision in Settlement Agreements

    Why You Should Include a “No-1099” Provision in Settlement Agreements

    Why You Should Include a “No-1099” Provision in Settlement Agreements At the recent annual conference of the Society of Settlement Planners, one of the presenters suggested adding a provision regarding Form 1099s to settlement agreements. Defendants or their insurers [...]

  • Lessons from the Powerball

    Lessons from the Powerball

    Lessons from the Powerball On Jan. 14, 2016, it was announced that winners from three different states will share the largest Powerball jackpot ever - $1.6 billion. After the winners finish celebrating, they will have an important choice to [...]

  • Rule 11 Language

    Rule 11 Language

    Proper Rule 11 language will allow your client some breathing room after mediation to develop a personalized settlement plan, and permit them to choose which annuity companies or trust companies, if any, will be used to fund their future payments. [...]

  • Top Attorney Malpractice Pitfalls in Personal Injury Cases

    Top Attorney Malpractice Pitfalls in Personal Injury Cases

    There's a lot to remember when you're dealing with a personal injury case.  At Amicus, we see some of the common mistakes made by attorneys, and we want to help you avoid those same mistakes.  This articles lists some [...]

  • ABLE Accounts: Another Option for Clients on Medicaid and SSI

    Utah Association for Justice Conference Follow Up

    It was great to see and speak with many of you at the recent UAJ annual conference. We appreciate our relationship with the UAJ and are happy to sponsor that event each year. It’s always interesting to see what questions [...]

  • New Attorney Joins the Amicus Team

    New Attorney Joins the Amicus Team

    Amicus Settlement Planners, LLC is pleased to announce the addition of Daniel Maxwell, to the firm. Daniel recently graduated summa cum laude from Creighton University School of Law and passed the Utah State Bar exam. He will be working with Amicus’ settlement [...]

  • Improving Your Case Intake Form for Smoother Settlements

    Improve Your Case Intake Form for Smoother Settlements

    Injury victims are increasingly relying on government programs like Medicaid, SSI, and Housing Benefits in order to make ends meet and get the medical care that they need. Clients often fail to inform their attorneys about the government benefits that [...]