Settlement Planning Tips for Personal Injury Attorneys

⁠— 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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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

The Tax-Exempt Status of Structured Settlement Annuities

Mon, 03 Feb 2020 09:00:09 +0000

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 ⁠—

⁠— 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 —

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

Can Receiving a Settlement Jeopardize a Client's Government Benefits?

Mon, 20 Jan 2020 13:02:12 +0000

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 ⁠—

⁠— 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 —

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

Settlement Planning for Non-Traditional Clients

Mon, 20 Jan 2020 13:01:10 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 is Settlement Planning?

Mon, 20 Jan 2020 13:00:08 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Reduce Income Taxes and Build Wealth Using Your Contingent Fees

Mon, 15 Jan 2024 09:00:12 +0000

To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/call-with-greg-maxwell

In this special episode, attorney Greg Maxwell shares a powerful tax planning strategy that allows plaintiff attorneys to significantly reduce their income taxes by deferring their 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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Employment Attorneys Can Dramatically Increase Their Clients After-Tax Net Recovery

Sun, 26 Nov 2023 09:00:10 +0000

To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall

In this special episode, attorney Greg Maxwell shares with attorneys a powerful tax planning strategy that can significantly increase their client’s after-tax net recovery while providing them with liability protection and peace of mind.

Tune in to learn how this strategy can benefit both clients and attorneys in employment and labor law 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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Taxable Damages Cases: How Plaintiff Attorneys Can Double (or Triple) Their Client's After-Tax Net Recovery

Mon, 06 Nov 2023 09:00:10 +0000

To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall

Since the Tax Cuts and Jobs Act of 2017, plaintiffs have been taxed on the full gross recovery in cases not based on personal injury (including the attorney fees). We call this the Plaintiff Double Tax Trap.

This special episode shares a powerful tax planning strategy that can help clients avoid paying the Plaintiff Double Tax Trap — which can double or triple the client's after-tax net recovery.

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Options to Protect Your Client's Medicaid / SSI

Mon, 15 Nov 2021 09:00:12 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Establish a Structured Settlement Annuity For Your Client

Mon, 08 Nov 2021 09:00:14 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

Mon, 01 Nov 2021 08:00:17 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Tax Planning Tips for Personal Injury Attorneys

Mon, 25 Oct 2021 08:00:13 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

Mon, 18 Oct 2021 08:00:10 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Difference Between a Structured Settlement and a Fixed Income Annuity

Mon, 11 Oct 2021 08:00:16 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Fee Deferral Best Practices for Growing Wealth Successfully

Mon, 04 Oct 2021 08:00:09 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Recommend a Special Needs Trust for a Settling Client

Mon, 27 Sep 2021 08:00:09 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Benefits of a Structured Settlement Annuity

Mon, 20 Sep 2021 08:00:08 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Differences Between a 401k Plan and a Deferred Compensation Plan?

Mon, 13 Sep 2021 08:00:09 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Is the Difference Between a Special Needs Trust and an ABLE Account?

Mon, 06 Sep 2021 08:00:18 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Happens When a Past Client Decides to Sell Their Annuity?

Mon, 30 Aug 2021 08:00:16 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Defer Contingent Legal Fees Using Two Different Funding Vehicles

Mon, 23 Aug 2021 08:00:18 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Special Needs Trust Distribution Guidelines?

Mon, 16 Aug 2021 08:00:23 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Are Structured Settlement Annuities Taxable?

Mon, 09 Aug 2021 08:00:17 +0000

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 —

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 to Use Deferred Compensation Plans to Attract and Retain Key Associates

Mon, 02 Aug 2021 08:00:22 +0000

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 ⁠—

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How to Protect Clients From a Large Tax Bill in Taxable Damage Cases

Mon, 26 Jul 2021 08:02:42 +0000

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.

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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

How Can Attorneys Protect Clients with Annuities from Factoring Companies?

Mon, 19 Jul 2021 08:00:32 +0000

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.

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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

This Tax Law Allows Personal Injury Attorneys to Defer Their Legal Fees

Mon, 12 Jul 2021 08:00:21 +0000

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.

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Who Is Eligible for a Special Needs Trust?

Mon, 05 Jul 2021 08:00:44 +0000

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.

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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

Flow of 1099s When Using a Deferred Compensation Plan

Mon, 28 Jun 2021 08:00:20 +0000

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.

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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

An Outsourced Solution to Government Benefits Planning

Mon, 21 Jun 2021 08:00:59 +0000

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.

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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

When to Consider Using a Qualified Settlement Fund

Mon, 14 Jun 2021 08:00:47 +0000

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.

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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

Exploring the Line of Credit Feature of Deferred Compensation Plans

Mon, 07 Jun 2021 08:00:17 +0000

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.

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⁠— YouTube Content ⁠—

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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

Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

Mon, 31 May 2021 08:02:11 +0000

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.

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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

Annuity Alternatives to Structured Settlements

Mon, 24 May 2021 08:00:18 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

Using Deferred Compensation Plans as a Wealth Transfer Tool

Mon, 17 May 2021 08:00:29 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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⁠— Contact Amicus⁠ —

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

Setting Up a Settlement Trust for a Competent Adult

Mon, 10 May 2021 08:00:17 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

Issues to Consider before Terminating a Special Needs Trust

Mon, 03 May 2021 08:00:31 +0000

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.

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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

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

Consider Adding this Language to Your Attorney-Client Fee Agreement

Mon, 26 Apr 2021 08:00:14 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

Why the Affordable Care Act is Great for Plaintiffs

Mon, 19 Apr 2021 08:02:05 +0000

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.

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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

⁠— 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

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Phone: (801) 683-7362

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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

The Mechanics of Setting Up a Settlement Trust

Mon, 12 Apr 2021 08:00:17 +0000

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.

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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

⁠— 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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To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

The #1 Question I'm Asked About Deferred Compensation Plans

Mon, 05 Apr 2021 08:00:06 +0000

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.

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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

⁠— 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 —

Phone: (801) 683-7362

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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

The "4-Bucket" Approach to Settlement Proceeds Planning

Mon, 29 Mar 2021 08:00:23 +0000

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.

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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

⁠— 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 —

Phone: (801) 683-7362

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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

How Non-Qualified Annuities Can Reduce Your Client's Tax Bill

Mon, 22 Mar 2021 08:00:19 +0000

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.

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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

⁠— 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 —

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

When Is It Too Late to Defer Legal Fees on a Case?

Mon, 15 Mar 2021 08:00:21 +0000

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 ⁠—

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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

⁠— 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 —

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

Estate Planning Considerations for Settling Plaintiffs

Mon, 08 Mar 2021 09:00:17 +0000

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 ⁠—

⁠— 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 —

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

The Menu of Structured Settlement Annuity Payout Options

Mon, 01 Mar 2021 09:00:17 +0000

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 ⁠—

⁠— 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 —

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

Attorney Fee Deferrals: Annuities vs. Deferred Compensation Plans

Mon, 22 Feb 2021 09:00:19 +0000

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 ⁠—

⁠— 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 —

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

Plaintiff Attorneys & Settling Clients Need Specialized Advice

Mon, 15 Feb 2021 09:00:19 +0000

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.

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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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To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Maximizing Flexibility and Liquidity in Minor's Cases

Mon, 08 Feb 2021 09:01:08 +0000

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.

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A Solution to a Typical Plaintiff Attorney's Tax Planning Frustrations

Mon, 01 Feb 2021 09:00:18 +0000

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.

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⁠— YouTube Content ⁠—

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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

What are the Costs Involved in Setting Up a Special Needs Trust?

Mon, 25 Jan 2021 09:00:23 +0000

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.

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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

What's the Difference Between First Party and Third Party Special Needs Trusts?

Mon, 18 Jan 2021 09:00:21 +0000

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.

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⁠— YouTube Content ⁠—

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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

Can a Settlement Trust Pay a Parent for Care Provided to a Child?

Mon, 11 Jan 2021 09:00:20 +0000

"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.

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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

Can a Client Own a Home and Still Receive Medicaid / SSI?

Mon, 04 Jan 2021 09:00:19 +0000

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.

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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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⁠— YouTube Content ⁠—

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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

"Can I Defer My Contingent Fees if I Only Get Small Cases?"

Mon, 28 Dec 2020 09:00:12 +0000

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.

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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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⁠— YouTube Content ⁠—

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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

When is a Settlement Protection Trust a Good Idea?

Mon, 21 Dec 2020 09:00:09 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

What is the Medicaid Payback Provision in a Special Needs Trust?

Mon, 14 Dec 2020 09:00:54 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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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

Want Millions More in Retirement? Use a Deferred Compensation Plan

Mon, 07 Dec 2020 09:00:10 +0000

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.

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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⁠— Contact Amicus⁠ —

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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

Medicaid: When a Settlement May Jeopardize Ongoing Eligibility

Mon, 30 Nov 2020 09:00:15 +0000

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.

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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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⁠— 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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To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?

Mon, 23 Nov 2020 09:00:11 +0000

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 ⁠—

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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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⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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⁠— Contact Amicus⁠ —

Phone: (801) 683-7362

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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

The Mechanics of How to Set Up a Special Needs Trust

Mon, 16 Nov 2020 09:00:13 +0000

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 ⁠—

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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

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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⁠— Contact Amicus⁠ —

Phone: (801) 683-7362

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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

How Does a Settlement Impact a Client's Medicare Benefits?

Mon, 09 Nov 2020 09:00:13 +0000

“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 ⁠—

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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

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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⁠— Contact Amicus⁠ —

Phone: (801) 683-7362

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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

Payout Period Overview for Attorney Deferred Compensation Plans

Mon, 02 Nov 2020 09:00:14 +0000

“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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

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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

Is a Client Not Returning Your Calls? This Might Be the Problem...

Mon, 26 Oct 2020 08:00:23 +0000

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 ⁠—

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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

⁠— 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 —

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

When You Should Consider a Medicare Set Aside for a client

Mon, 19 Oct 2020 08:00:16 +0000

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.

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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

⁠— 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 —

Phone: (801) 683-7362

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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

Want to Be Like a Fortune 500 CEO? You Should Do This...

Mon, 12 Oct 2020 08:00:49 +0000

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.

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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

⁠— 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 —

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 Your Client Receives SSI, Make Sure to Plan Ahead

Mon, 05 Oct 2020 08:00:13 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 PI Attorneys Can Avoid the Cash Flow Roller Coaster

Mon, 28 Sep 2020 08:00:13 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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: Eligibility Requirements and Use Cases

Mon, 21 Sep 2020 08:00:15 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Will Receiving Settlement Impact SSDI?

Mon, 14 Sep 2020 08:00:16 +0000

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 ⁠—

⁠— 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 —

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

Golden Handcuffs: How to Keep Key Staff Without Giving Up Equity

Mon, 07 Sep 2020 08:00:20 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?

Mon, 31 Aug 2020 08:00:54 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Planning Options When a Client is Not Receiving Government Benefits

Mon, 24 Aug 2020 08:00:17 +0000

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.

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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To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Defer Fees With Zero Defense Involvement (and Straight From IOLTA)

Mon, 17 Aug 2020 08:00:13 +0000

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.

⁠— 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

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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Phone: (801) 683-7362

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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

Real Talk: Settlement Planners vs. Structured Annuity Brokers?

Mon, 10 Aug 2020 08:00:08 +0000

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.

⁠— 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

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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Phone: (801) 683-7362

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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

Case Study: What Comprehensive Settlement Planning Looks Like

Mon, 20 Jul 2020 08:00:13 +0000

"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.

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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

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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Phone: (801) 683-7362

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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

Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps

Mon, 13 Jul 2020 08:00:09 +0000

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.

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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

⁠— 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

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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

My Story — How and Why I Became a Settlement Planner

Mon, 06 Jul 2020 08:00:11 +0000

"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 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 —

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

The Mechanics of Setting Up Your Own Private, Deferred Comp. Plan

Mon, 29 Jun 2020 08:00:17 +0000

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 ⁠—

⁠— 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 —

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

Don't Send a Client's Settlement Check to a Family Member

Mon, 22 Jun 2020 08:00:15 +0000

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 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 —

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

When You Need to Worry About Constructive Receipt in PI Cases

Mon, 15 Jun 2020 08:00:09 +0000

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 ⁠—

⁠— 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 —

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

Advantages of Using Annuities in Taxable Damages Cases

Mon, 08 Jun 2020 08:00:12 +0000

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 ⁠—

⁠— 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 —

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

What Happens When a Special Needs Trust Beneficiary Passes Away?

Mon, 01 Jun 2020 10:00:10 +0000

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 ⁠—

⁠— 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 —

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

Minor's Cases: Why a Structured Settlement Can Be a Good Fit

Mon, 25 May 2020 08:00:18 +0000

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 ⁠—

⁠— 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 —

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

Deferring Your Legal Fees: Annuities Aren't the Only Option

Mon, 18 May 2020 08:00:14 +0000

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 ⁠—

⁠— 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 —

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

The Difference Between SSDI and SSI (and Why It Matters)

Mon, 11 May 2020 10:00:19 +0000

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 ⁠—

⁠— 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 —

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

How Medical Underwriting (a Rated Age) Can Help Your Client

Mon, 04 May 2020 10:00:16 +0000

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 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 —

Phone: (801) 683-7362

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Twitter: https://www.amicus.llc/Amicus-Twitter

⁠— 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 Expenses Can a Special Needs Trust Pay For?

Mon, 27 Apr 2020 10:00:05 +0000

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 ⁠—

⁠— 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 —

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

Two Case Studies: When a Structured Settlement May Make Sense

Mon, 20 Apr 2020 08:00:10 +0000

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 ⁠—

⁠— 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 —

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

Here's How to Protect Your Clients From "Cash Now" Companies

Mon, 13 Apr 2020 08:00:08 +0000

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 ⁠—

⁠— 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 —

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

ABLE Accounts vs. Special Needs Trusts: What You Need to Know

Mon, 06 Apr 2020 08:00:15 +0000

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.

— Rate & Review the Podcast ⁠—

⁠— 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 —

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

The Mechanics of How to Set Up a Structured Settlement Annuity

Mon, 30 Mar 2020 08:00:11 +0000

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.

— Rate & Review the Podcast ⁠—

⁠— 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 —

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

Deferring Contingent Legal Fees: Creative Use Cases

Mon, 23 Mar 2020 08:00:15 +0000

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.

— Rate & Review the Podcast ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 You Need to Know About Interest Rates of Structured Settlement Annuities

Mon, 16 Mar 2020 08:00:17 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 You Should Consider Using a Special Needs Trust for a Client

Mon, 09 Mar 2020 08:00:11 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Basic Options for Allocating a Client's Settlement Proceeds

Mon, 02 Mar 2020 09:00:17 +0000

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 ⁠—

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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

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 Is It Important to Retain Your Own Settlement Planner?

Mon, 24 Feb 2020 09:00:17 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— 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 is an Attorney Fee Deferral?

Mon, 17 Feb 2020 09:00:17 +0000

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 ⁠—

⁠— 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 —

Phone: (801) 683-7362

⁠— Follow us on Social Media⁠ —

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

Episode 0 - Introducing the Settlement Planning Tips for Personal Injury Attorneys Podcast

Sun, 19 Jan 2020 12:59:00 +0000

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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