Resources
Settlement-planning insights for attorneys and clients — fiduciary, cited, and written in plain English.
The criteria that actually matter when choosing a settlement planner — fiduciary alignment, independence, and breadth of services — plus ten questions to ask and the red flags to avoid.
A special needs trust lets a Medicaid/SSI recipient hold settlement proceeds without losing eligibility — but it must be built into the settlement before the client takes possession. The structures explained.
A QSF lets a defendant pay, deduct, and exit — while plaintiffs gain time to allocate proceeds, resolve liens, set up trusts, and decide on structures before constructive receipt. How and when to use one.
In catastrophic-injury cases, future medical care is the largest piece of damages and the most overlooked. Life-care plans, MSP compliance, MSAs, and how structured funding ties it together.
Attorney fee deferral lets a contingency-fee lawyer spread a large fee across future years and pay tax as paid — validated by Childs v. Commissioner. The rules, timing, and pitfalls.
A fiduciary settlement planner is legally bound to put the injured client first — the highest of three standards of care. Here is why that protects clients and reduces attorney malpractice risk.
A personal-injury settlement can suspend Medicaid and SSI but rarely affects Medicare or SSDI. Here is how special needs trusts, pooled trusts, and ABLE accounts preserve benefits.
A fiduciary breakdown of structured settlements vs. lump sums for personal-injury recipients — tax treatment, guaranteed income, liquidity, and who each option fits.