Settlement Planning Tips for Personal Injury Attorneys: Recent Episodes
Amicus Settlement Planners
The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.
Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability.
This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!
Plaintiff attorneys often ask us what the options are for clients to maintain needs-based government benefits after receiving a settlement.
In this episode, Greg Maxwell outlines the four main options available to clients on needs-based benefits, discusses the differences between them, and when each of the options may make sense for the client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A structured settlement annuity can be an excellent option for a client receiving a settlement from a personal injury.
In this episode, Greg Maxwell outlines the process of establishing a structured settlement annuity for a settling client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If a past client finds themselves in a situation where they may need/want immediate access to cash, it's not uncommon for them to be tempted by predatory factoring companies. (Think of the commercials with the singing, dancing Vikings...)
In this episode, Greg Maxwell discusses how attorneys can help a client who has decided to sell their future annuity payment get the best possible deal.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In addition to the typical tax planning strategies recommended to most business owners (e.g., 401(k), IRAs, etc.), personal injury attorneys have access to some powerful tax planning options that are unique to contingency fee-based attorneys.
In this episode, Greg Maxwell shares how contingency fee-based attorneys can defer their taxes and grow their wealth using both traditional options and the unique options available to them.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
When we work with a client to set up a settlement trust, one of the most important decisions we make with the client is helping them choose the trustee of the trust.
In this episode, Greg Maxwell discusses the two most common trustee options, outlines the important differences between the two, and gives some guidance on what we typically recommend.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
For clients in a low-income tax bracket, not every client necessarily needs the tax benefits that a structured settlement annuity provides. In some cases, a fixed income annuity may be the better option (due to higher long-term rates of return).
In this episode, Greg Maxwell talks about the differences between a structured settlement annuity and a fixed income annuity, and the situations when one tool may make more sense for your clients.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
We work with contingency fee-based attorneys nationwide to help them establish deferred compensation plans.
In this episode, Greg Maxwell shares the specific planning approach that has yielded the best results for our clients. (Hint: it doesn't involve waiting for the "big one" to defer fees).
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A special needs trust is a valuable settlement tool — but may not be an available or viable option for many clients.
In this episode, Greg Maxwell discusses when it may make sense to recommend a special needs trust to a settling client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One of the main benefits of using a structured settlement annuity with a personal injury client is the annuity provides dissipation protection.
In this episode, Greg Maxwell talks about why dissipation protection is so important — and he shares some of the other benefits a structured settlement annuity offers.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
We often get asked by attorneys whether they should max out their 401(k) plan or instead establish and fund a deferred compensation plan.
In this episode, Greg Maxwell discusses the differences between a 401(k) plan and a deferred compensation plan for attorneys, and why we think it's smart to have both.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Special needs trusts and ABLE Accounts provide similar benefits, but there are some key differences.
In this episode, Greg Maxwell discusses the differences between special needs trusts and ABLE accounts, and when to consider one (or both) for your client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In some cases, clients who have set up structured settlement annuities are marketed to about selling their future payments in exchange for a lump sum. These deals are rarely a good idea for clients.
In this episode, Greg Maxwell shares what can be done to advise and protect clients interested in pursuing a factoring transaction.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
When deferring contingent legal fees, attorneys have the option to use either a structured settlement annuity or a deferred compensation plan as the funding vehicle.
In this episode, Greg Maxwell talks about the process of deferring fees using these two funding vehicles and the differences between them.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A special needs trust cannot pay for expenses that SSI is already paying for; otherwise, a beneficiary can use the funds in their special needs trust to pay for nearly anything that the beneficiary may need.
In this episode, Greg Maxwell talks more about the distribution guidelines of special needs trusts.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One of the most common questions we get from settling plaintiffs is this: "If I choose a structured settlement annuity for all or a portion of my settlement, are the future payments taxable?"
In this episode, Greg Maxwell discusses the code sections regarding structured settlement annuities and the preferential tax treatment if certain conditions are met.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Many attorneys struggle to attract and retain key associates without having to give up equity in their firm.
In this episode, Greg Maxwell discusses how attorneys can use deferred compensation plans as an incentive ("golden handcuffs") to retain key associates.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Plaintiffs in taxable damage cases are often left with a large tax bill as a result of their settlement (due to changes from the Trump tax laws).
In this episode, Greg Maxwell shares how attorneys can help mitigate their client's tax liability in taxable damages cases.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Factoring companies ("cash now" companies) often prey on injury settlement recipients and convince them to sell their future annuity payments.
In this episode, Greg Maxwell discusses how attorneys can protect their clients from these predatory factoring companies.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Unlike other professionals (or even other lawyers), personal injury attorneys have the unique ability to defer their legal fees to future tax years.
In this episode, Greg Maxwell shares the case law that allows for contingency fee-based attorneys to defer fees.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A special needs trust is a great solution to help personal injury settlement recipients keep their Medicaid and SSI benefits after receiving a settlement.
In this episode, Greg Maxwell outlines the eligibility requirements for a special needs trust.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
When we work with attorneys to establish their deferred compensation plans, they often ask us how to handle IRS Form 1099s.
This episode outlines the typical flow of 1099 forms when a plaintiff attorney defers contingent legal fees into a deferred compensation plan.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In this episode, Greg Maxwell outlines the benefits of our proprietary Government Benefit Assessment.
The Assessment allows your firm to outsource government benefits planning issues to our firm — all at no cost to your firm.
In short, our goal is to make sure that a client's settlement doesn't jeopardize their ongoing eligibility for needs-based government benefits, and it removes this hassle from your firm.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
This episode shares when it may make sense for plaintiff attorneys to use a Qualified Settlement Fund (QSF).
A QSF can be an excellent settlement tool that benefits all parties involved in the case: the plaintiff attorneys, the defendants, and the clients.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One concern we hear from plaintiff attorneys who place funds into a private deferred compensation plan is this: "What if I need access to funds more quickly than the deferred compensation plan allows?"
In this episode, Greg Maxwell outlines the ability to establish a line of credit with the deferred compensation program administrator to fund immediate cash flow needs.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Settling a case for a client who receives Medicare presents particular challenges and potential pitfalls.
In this episode, Greg Maxwell discusses navigating Medicare's past and future interests in a client's settlement.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In personal injury settlement, structured settlement annuities are one of the most commonly used settlement planning tools.
However, there are annuities — other than structured settlement annuities — that are available to settling clients.
In some situations, using a fixed indexed annuity or equity-indexed annuities may make more sense (particularly in our historically low interest-rate environment).
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A common question that we receive about attorney deferred compensation plans is: "What happens to the funds in my plan when I pass away?"
In this episode, Greg Maxwell explores the different planning opportunities that deferred compensation plans allow at the time of your death, including the ability to use your plan as a wealth transfer tool.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Placing settlement funds into a structured settlement annuity when the client is a competent adult may not make sense in some situations.
In this episode, Greg Maxwell outlines why we often prefer to set up a settlement trust instead of using a structured settlement annuity for cases involving competent adults.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In this episode, Greg Maxwell discusses issues that need to be considered before terminating a first-party special needs trust.
In particular, Greg shares how to make sure that most of the funds in the trust benefit the client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you're an attorney and you may be interested in deferring contingent legal fees to save on your income tax, it's best practice to add some specific language to your retainer agreement.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In this episode, Greg Maxwell discusses why the Affordable Care Act is a significant benefit for plaintiffs.
Greg also shares when it may make sense for your client to purchase a healthcare policy on the Marketplace and forgo using a special needs trust to preserve Medicaid eligibility.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In this episode, Greg Maxwell shares the mechanics of setting up a settlement trust for a client — and he outlines how the process compares to situations when your client places funds into a structured settlement annuity.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Many of the plaintiff attorneys that we speak with are surprised to learn about the option to defer their legal fees using deferred compensation plans — mostly because they had no idea this approach was even an option.
In this episode, Greg Maxwell shares why most attorneys have not heard about deferred compensation plans — and why nearly every attorney tells us, "I wish I had known about this option sooner."
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Settlement proceeds planning essentially boils down to allocating a plaintiff's settlement into one of four different buckets.
This episode discusses what the "Four-Bucket" approach is and the advantages and disadvantages of each bucket.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Did you know that your clients can save significantly on their tax bill when settling a taxable damages case (a case that is NOT based on a physical personal injury)?
In this episode, Greg Maxwell talks about how using a non-qualified structured settlement annuity can help plaintiffs in taxable damages cases reduce the total amount of taxes they must pay.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One common question we hear about deferring contingent legal fees is: "Can I still defer my fees on a particular case — or is it too late?"
In this episode, Greg Maxwell answers this question and explains when it's too late to defer the attorneys fee on a case.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Without careful planning, a client's personal injury settlement could create unintended estate planning issues.
In this episode, Greg Maxwell shares examples of when your client may need to address estate planning concerns when settling a case.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Structured settlement annuities offer many different payout options and designs.
In this episode, Greg Maxwell talks about the payout options available to a client when establishing a structured settlement annuity — and why we compare annuities to concrete.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
The two most common options for deferring contingent legal fees are structured settlement annuities and deferred compensation plans.
Both have advantages and disadvantages depending on the goals and preferences of the attorney.
In this episode, Greg Maxwell shares situations when each option may make sense.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Plaintiff attorneys and their clients have unique needs and need specialized expertise — and Amicus Settlement Planners was built to handle these unique issues.
Amicus helps attorneys minimize their own income taxes through strategies available only to contingency fee-based attorneys.
Amicus helps clients develop a plan for their settlement proceeds that encompasses their legal and financial issues.
In short — at Amicus, we work solely with plaintiff attorney firms and their clients. If you're looking for a specialist — someone who understand your practice — we're here to help.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In a minor's settlement case, most attorneys will use a structured settlement annuity. But there are more options for the minor client depending on their needs.
In this episode, Greg Maxwell talks about the different options to maximize flexibility and liquidity in minor's cases.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Many CPAs give the same tax planning strategies to plaintiff attorneys as they do to doctors, dentists, and business owners.
In this episode, Greg Maxwell shares a story of an attorney who applied a tax planning strategy available only to plaintiff attorneys.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One common question we get from clients and personal injury attorneys is, "How much does setting up a Special Needs Trust cost?"
In this episode, Greg Maxwell outlines the process and the possible costs involved when a Special Needs Trust is established.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
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Email: Contact@AmicusPlanners.com
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In this episode, Greg Maxwell discusses the differences between a first-party and third-party Special Needs Trust — and which trust type usually applies in personal injury settlements.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
"Can a settlement trust pay a parent for being the caregiver of the injured child?"
In this episode, Greg Maxwell answers this question and discusses some things you need to consider when exploring this option.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In this episode, Greg Maxwell answers a common question that we hear from settlement clients and their attorneys:
“Can a client own a home and still be eligible for Medicaid and SSI?"
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A common question we often hear from attorneys is: "Most of my cases are small. Can I still defer my legal fees?"
In this episode, Greg Maxwell discusses if there's a minimum amount required to defer contingent legal fees.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Using a settlement protection trust is common for cases involving minors. However, it can also be an effective planning tool for adults as well.
In this episode, Greg Maxwell shares when a settlement protection trust may be a good idea for an adult client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In a first-party special needs trust, where does the money go if the client passes away and there are funds left in the trust?
In this episode, Greg Maxwell discusses the mandatory Medicaid Payback Provision found in first-party special needs trusts.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you are a personal injury attorney looking to efficiently plan for retirement, you have access to a unique planning opportunity.
In this episode, Greg Maxwell shares how investing pre-tax and tax-deferred (using a deferred compensation plan) can help you significantly increase your retirement nest egg.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Settlements can be quite tricky whenever you have a client that’s on Medicaid, and it’s a topic that personal injury attorneys often ask our firm about.
In this episode, Greg Maxwell discusses the two most common types of Medicaid and what you can do to avoid getting your client kicked off of Medicaid after settlement.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Plaintiff attorneys sometimes ask us, “I really want to defer my fees, but I’m not a partner in the firm — what now?”
In this episode, Greg Maxwell reveals how you can still defer your legal fees — even if you're not a partner in your firm.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Setting up a special needs trust is a common option to preserve your client’s Medicaid or SSI benefits.
In this episode, Greg Maxwell discusses what steps you need to take in order to correctly set up a special needs trust for your client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
“If I send my client a settlement check, how will that affect their Medicare benefits?”
In this episode, Greg Maxwell shares what will happen if you send a settlement check to a client who is on Medicare.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
“How do distributions work for deferred compensation plans?”
In this episode, Greg Maxwell gives a detailed overview of how the payout period works if you choose to defer your contingent legal fees to future tax years using a deferred compensation plan.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Do you have a client who won't return your calls? This might be the reason...
In this episode, Greg Maxwell shares one of the common reasons clients may not be returning your calls. (Hint: it has to do with their government benefits.)
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you have a client who is on Medicare (or will soon be entitled to Medicare), it’s important to determine if you should set up a Medicare Set Aside account for them.
In this episode, Greg Maxwell sheds some light on whether an MSA is required and what it means to consider Medicare's future interest.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Deferred compensation plans are a tax planning tool that over 90% of Fortune 500 companies use for their executives. Did you know that attorneys use this tool as well?
In this episode, Greg Maxwell discusses how deferred compensation plans can used by contingency fee-based attorneys to minimize income taxes (just like the Fortune 500 CEOs).
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Clients receiving SSI benefits can lose those benefits when you send them their settlement check.
In this episode, Greg Maxwell discusses how SSI is affected by receiving settlement — plus, Greg discusses a quick tip to help you determine if your clients are receiving SSDI or SSI.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Contingency fee-based practices often have uncertain cash flows from year to year.
In this episode, Greg Maxwell discusses how attorney fee deferrals can normalize your firm's cash flows and avoid the financial roller coaster of a contingency fee-based practice.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One common question we get from attorneys is: "Who is eligible for special needs trust and when should I consider it for my client?"
In this episode, Greg Maxwell discusses the eligibility requirements and use cases of special needs trusts.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Can receiving settlement affect a client's SSDI eligibility?
In this episode, Greg Maxwell talks about the difference between SSDI and SSI — and which is jeopardized by a legal settlement.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Did you know that you can use deferred legal fees to incentivize key associates to stay with your firm?
In this episode, Greg Maxwell talks about using attorney fee deferrals instead of company equity as golden handcuffs.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you don't enjoy doing lien resolution on your cases, is it ethical to outsource it?
In this episode, Greg Maxwell discusses the ethics of outsourcing lien resolution.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
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One common question we get from personal injury attorneys is: "Do we still need to involve a settlement planner if the client is not receiving any government benefits?"
In this episode, Greg Maxwell explains why it is in the client's best interest to have a settlement planner explore the financial planning options for a client's settlement funds.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
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If you are having second thoughts about deferring your legal fees because of how involved the defense has to be in the process, here's some good news: there's a fee deferral option that requires ZERO defense involvement.
In this episode, Greg Maxwell discusses the privacy advantages of a private, deferred compensation plan to defer your legal fees.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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It's time for some real talk. It seems like anyone who sells structured settlement annuity calls themselves a "settlement planner."
In this episode, Greg Maxwell explains the difference between a structured annuity broker and a professional settlement planner.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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Attorneys often ask us: “Can I receive settlement funds into my IOLTA, and then directly send the funds to a special needs trust?”
That’s a good question. In this episode, Greg Maxwell talks about whether receiving settlement funds into an IOLTA might affect your clients' government benefits.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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Deferring a large portion of your income may seem limiting, especially if you worry you might need access to your funds in the future.
In this episode, Greg Maxwell talks about a solution to this common concern surrounding deferring legal fees.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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Click here to join: https://amicus.llc/Attorney-Group
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"How can you maximize the value of your client’s settlement, especially in catastrophic injury cases?"
In this episode, Greg Maxwell talks about a case study that illustrates the importance of truly comprehensive settlement planning.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Protecting a client’s SNAP benefits can be tricky in certain settlement situations.
In this episode, Greg Maxwell talks about how receiving a settlement can affect a client's SNAP benefits (better known as food stamps).
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
"Why Did You Become a Settlement Planner?"
Other attorneys often ask us how we ended up doing settlement planning. In this episode, Greg Maxwell shares his path to settlement planning — and why he's so passionate about it.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you are planning to defer your contingent legal fees, did you know that you don't have to use an annuity?
In this episode, Greg Maxwell discusses how to setup your own, private deferred compensation plan.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
One question we commonly get from attorneys is: "My client is on Medicaid and SSI. Can I just send the settlement check to a family member instead of the client so they can keep their Medicaid and SSI benefits?"
In this episode, Greg Maxwell explains why sending settlement funds to a family member is almost always a very bad idea.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
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To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
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— Contact Amicus —
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
At Amicus, we often receive questions about constructive receipt.
In this episode, Greg Maxwell explains what the doctrine of constructive receipt is, and when you need to worry about it in your cases.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Structured settlements are common for cases based on personal, physical injury.
However, using a structured settlement in a taxable damages case (defamation, employment litigation, etc.) can save your client a significant amount of income tax.
In this episode, Greg Maxwell discusses some of the advantages of using structured settlement annuities in taxable damages cases.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A common question we often hear regarding special needs trusts is: "What happens to the funds in the trust when the beneficiary passes away?"
In this episode, Greg Maxwell answers these questions and outlines a few additional things to consider before setting up a special needs trust.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
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You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
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— Blog Content —
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If you're involved in cases with minors, placing the settlement funds in a blocked bank account means that once the clients turn 18 years old, they have immediate access to the entire settlement amount.
In addition, the interest earned on funds in blocked bank accounts is minimal.
In this episode, Greg Maxwell explains why using a structured settlement annuity can be a great option for cases involving minors.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
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— Blog Content —
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Using a structured settlement annuity isn't the only way to defer contingent legal fees to future tax years.
In this episode, Greg Maxwell discusses another great option for deferring attorneys' fees. (This option avoids many of the downsides of using an annuity.)
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
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— Blog Content —
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Your clients often do not know if they are receiving SSDI or SSI because both benefits come directly from the Social Security Administration, and both are only available to disabled individuals.
However, it's important to verify which benefits your client is receiving, because receiving a personal injury settlement will likely impact SSI benefits, but has no impact on SSDI benefits.
In this episode, Greg Maxwell explains some of the differences between SSDI and SSI — and why it matters for your clients.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
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You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
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— Blog Content —
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For catastrophically-injured clients receiving a structured settlement annuity, a rated age can be assigned based on the degree of their injuries.
If a client is able to receive a high rated age, then the structured settlement annuity rate of return will be higher. In other words, a higher rated age yields a higher overall rate of return on the annuity.
In this episode, Greg Maxwell discusses medical underwriting (requested a rated age) and how it fits into the overall structured settlement annuity process.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Funds placed into a special needs trust are not counted by Medicaid and SSI when determining ongoing eligibility.
A special needs trust can be a great solution for disabled clients who are unable or unwilling to spend down on the allowed items in the calendar month they receive the settlement.
In this episode, Greg Maxwell discusses what types of expenses a special needs trust can pay for on behalf of the beneficiary.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
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You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Structured settlement annuities can be a valuable tool for personal injury clients.
In this episode, Greg Maxwell shares two case studies where using a structured settlement annuity often makes sense for clients.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
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You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Your clients may be tempted to sell their annuity to "cash now" companies. How can you prevent them from being taken advantage of and receiving pennies on the dollar from predatory "cash now" factoring companies?
In this episode, Greg Maxwell shares one of his favorite strategies to protect settlement recipients from "cash now" companies.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
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— YouTube Content —
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— Contact Amicus —
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
What's the difference between an ABLE account and a special needs trust?
In this episode, Greg Maxwell explains the difference between the ABLE Accounts and Special Needs Trusts — and the benefits and basic details of each option.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If your clients want to place a portion of their settlement funds into a structured settlement annuity, there are certain unique steps and actions that must be taken — as well as a few pitfalls to avoid.
In this episode, Greg Maxwell discusses the mechanics of setting up a structured settlement annuity.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
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To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
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Email: Contact@AmicusPlanners.com
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Deferring your contingent legal fee is a great way to reduce income taxes. However, did you know that there are other creative use cases and options that are available to you when you defer your legal fees?
In this episode, Greg Maxwell gives a couple of creative use cases for attorney fee deferrals.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
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You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
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Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Even in the current low-interest-rate environment, some clients may still benefit from structured settlement annuities.
In this episode, Greg Maxwell explains some factors to consider when looking into whether a structured settlement annuity makes sense for your client.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Special Needs Trusts are a government benefits planning option for clients who need to protect their Medicaid or SSI eligibility.
In this episode, Greg Maxwell explains when you should consider using a special needs trust for a client who receives Medicaid or SSI.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
What are the settlement planning options for a personal injury client?
In this episode, Greg Maxwell discusses the different financial planning options for a client's settlement funds, and how they can be combined and customized according to a client's specific needs.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you didn't rely on any of the defense's experts during the litigation process, why would you start relying on the defense's experts when looking into a structured settlement annuity?
In this episode, Greg Maxwell explains why it is important to retain your own settlement planner in your cases.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
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— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If you're a contingency fee-based attorney, did you know that you can defer your contingent legal fees to future tax years?
In this episode, Greg Maxwell discusses how attorney fee deferrals can help reduce the amount of income tax you pay every year.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Personal injury lawyers often call us and ask this question: "When is the right time to get a settlement planner involved in a case?"
The answer is: the earlier, the better. In this episode, Greg Maxwell of Amicus Settlement Planners shares why it's helpful to get a settlement planner involved early in the case life cycle.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Greg Maxwell of Amicus Settlement Planners highlights the tax-exempt status of Structured Settlement Annuities. Internal Revenue Code § 104(a)(2) and Internal Revenue Code § 130 discuss the taxation of personal, physical injuries and qualified structured settlement annuities.
In addition, Greg Maxwell shares some examples of situations where the tax-exempt status of Structured Settlement Annuities can be particularly helpful/important.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Can Receiving a Settlement Jeopardize a Client's Government Benefits? Greg Maxwell of Amicus Settlement Planners discusses the impact that receiving a legal settlement may have on a client's government benefits (like Medicaid, SSI, and other benefits).
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
When personal injury lawyers work with clients who are less financially sophisticated, it's obvious they would benefit from some settlement planning advice. However, even clients who have experience handling money benefit from sitting down and reviewing their future needs and goals.
In this episode, Greg Maxwell highlights why settlement planning is beneficial for ALL your clients.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
At Amicus, we often use the term "Settlement Planning" — but realize that phrase isn't widely used.
Greg Maxwell defines "Settlement Planning." Settlement planning is a detailed, comprehensive look at a personal injury recipients' financial situation with specific recommendations designed to help a client be in the best possible financial position after receiving settlement proceeds.
Settlement planning involves allocating the net recovery from a legal settlement to maximize the ability of the recipients and their guardians to meet their needs and goals. Settlement planning should end in a transition to a more permanent financial planner that will assist the claimants to take control of their financial future. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of achieving financial goals is greatly increased.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
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LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
The Settlement Planning Tips for Personal Injury Attorneys Podcast aims to help personal injury attorneys become informed and educated about the issues that arise at the settlement phase of a case. This podcast is hosted by Greg Maxwell, JD, CFP® of Amicus Settlement Planners.
Greg Maxwell started his career working for a personal injury law firm and was often tasked to handle issues that arose at the time of settlement. He quickly realized that these issues fall outside the category of personal injury law (into what is now called settlement planning law).
Greg left the personal injury firm and started Amicus Settlement Planners. Amicus focuses exclusively on the legal and financial issues that arise at the time of a personal injury settlement. Amicus is comprised of attorneys and CFP® professionals who focus solely on these issues.
Amicus has helped hundreds of attorneys across the country deal with settlement-related issues, including government benefits planning, special needs trusts, structured settlement annuities, and attorney fee deferrals.
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