Independent fiduciary settlement planning
Refer your clients to afiduciarywho protects their settlement.
Minted Settlement Planning turns a personal-injury settlement into lifelong security — structured income, medical-cost planning, and benefit protection, in all 50 states.
- Advanced designations
- CFP® +5
- Top of the Table
- MDRT
- PI experience
- 20+ yrs
- By legal duty
- Fiduciary
- Served nationwide
- 50 states
Advanced designations
Top of the Table
PI experience
By legal duty
Served nationwide
The case for structure
Won once.
Built to last.
An unplanned lump sum is often gone within a few years — to taxes, market losses, and the everyday weight of a life upended by injury. A structured plan converts that one-time award into protected, often tax-advantaged income that endures. The same recovery; a very different lifetime.
How structured settlements workWhy attorneys refer to Minted
Three reasons plaintiff attorneys trust us with their clients’ recoveries.
Independent & fiduciary
Legally bound to act in your client’s best interest — objective advice, never a commission-driven product pitch.
Long-term medical-cost planning
Future care, rehabilitation, and Medicare Set-Asides built into every plan — the step most planners overlook.
Exceptionally credentialed
CFP® plus five advanced designations and an MDRT Top of the Table advisor working your client’s case.
What we do
Coordinated settlement planning, end to end.
Structured settlements
Convert a lump sum into guaranteed, tax-advantaged income that can’t be outlived.
Learn moreMedical-cost planning
Projected care and Medicare Set-Asides funded inside the plan, protecting future treatment.
Learn moreBenefit preservation
Special Needs Trusts and ABLE accounts that keep Medicaid and SSI eligibility intact.
Learn moreAttorney fee deferral
Defer contingency fees and coordinate QSFs to smooth income and reduce taxes.
Learn moreFor personal-injury attorneys
Protect your client.
Protect your practice.
Referring to an independent fiduciary closes the benefit and Medicare gaps that create malpractice exposure — and opens fee-deferral planning for you.
- No benefit, MSA, or Medicare missteps left on the table
- Attorney fee deferral and Qualified Settlement Fund coordination
- Whole-picture, fiduciary planning — explained in plain English
- A partner who keeps you in the loop from referral to lifetime support
Choosing a settlement planner?
The big firm isn’t the only choice.
A fair, sourced look at how a boutique fiduciary compares to the largest national firm.
Fiduciary standard
Independent fiduciary
Relationship
Boutique — the credentialed team works your case
Medical-cost focus
Built into every plan
A small, exceptionally credentialed firm
The people who will work your client’s case — directly.
Settlement Planning Specialist
James Jurica
CFP® and five advanced designations; a career devoted to protecting and structuring personal-injury settlement proceeds.
Settlement Planning Specialist
Chris Benson
MDRT Top of the Table & Court of the Table. Risk management, income, and tax-aware planning after settlement.
Director of Business Development
Gilbert Cortes
20+ years in healthcare and personal-injury business development, connecting attorneys and clients with planning resources.
Business Development
Ava Reynolds
Helps attorneys and clients connect with Minted’s settlement-planning resources.
Common questions
Answers, before you ask.
The questions attorneys and clients ask most. See the full, sourced answers in our FAQ.
Read the full FAQSettlement planning helps a personal-injury recipient turn a settlement into lasting financial security — coordinating structured income, taxes, future medical costs, and government benefits into one plan.
A fiduciary is legally bound to act in your best interest. Many structured-settlement brokers are compensated by the insurer and are not held to that standard. Minted is an independent fiduciary.
Compensation for physical injuries or physical sickness is generally excluded from income under IRC §104(a)(2). Other components — such as punitive damages or interest — can be taxable, so the structure matters.
It can. Needs-based benefits like Medicaid and SSI have asset limits, so an unplanned lump sum can disqualify a recipient. Special Needs Trusts and ABLE accounts can preserve eligibility.
Yes. Minted Settlement Planning is based in San Antonio, Texas and serves personal-injury recipients and the attorneys who refer them in all 50 states.
Refer a client with confidence.
Send us the case — we’ll protect the recovery, preserve the benefits, and keep you in the loop.