My Case Settled. Now What?

The complexities of navigating post-settlement decisions can be overwhelming, especially when protecting your clients’ government benefits and helping them make wise financial choices — all while considering your own tax planning options as an attorney.

Join Greg Maxwell and Daniel Maxwell of Amicus Settlement Planners for an informative session that dives deep into these crucial topics, including:

• Impact on Government Benefits: Will your client’s settlement affect their eligibility for Medicaid, SSI, SSDI, or Medicare?
• Special Needs Trusts and ABLE Accounts: Learn when these planning tools are appropriate for your clients and how they can be used together.
• Settlement Planning Options: Explore various strategies for managing settlement proceeds, including the pros and cons of structured settlement annuities.
• Settlement Trusts: Discover when a settlement trust is appropriate and how it can provide growth and liquidity.
• Minor Settlement Options: Learn the best alternatives to blocked bank accounts for minors receiving settlements.
• Tax Planning for Plaintiff Attorneys: Gain insights into several unique tax-saving strategies available only to contingency fee-based plaintiff attorneys.

This comprehensive webinar will provide insights to help your clients make strategic settlement decisions while equipping you with tools to reduce your personal tax bill.