Settlement Planning Tips for Personal Injury Attorneys
Podcast by Amicus Settlement Planners
The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case. Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability. This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!
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69 episodes
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 [Maxwell@AmicusPlanners.com] if you have any questions about this podcast episode. — Rate & Review the Podcast — https://amicus.llc/review [https://amicus.llc/review] — Join the Personal Injury Attorney Facebook Group — Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice. Click here to join: https://amicus.llc/Attorney-Group [https://amicus.llc/Attorney-Group] — YouTube Content — To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip [https://amicus.llc/QuickTip] You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] — Contact Amicus — Website: https://www.AmicusPlanners.com/ [https://www.amicusplanners.com/] Email: Contact@AmicusPlanners.com [Contact@AmicusPlanners.com] Phone: (801) 683-7362 — Follow us on Social Media — Twitter: https://amicus.llc/Amicus-Twitter [https://amicus.llc/Amicus-Twitter] Facebook: https://amicus.llc/FB-Page [https://amicus.llc/FB-Page] YouTube: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] LinkedIn: https://amicus.llc/Linked-In [https://amicus.llc/Linked-In] — Blog Content — To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles [https://amicus.llc/Articles]
In this episode, Greg Maxwell shares the mechanics of setting up a settlement trust for a client — and he outlines how the process compares to situations when your client places funds into a structured settlement annuity. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com [Maxwell@AmicusPlanners.com] if you have any questions about this podcast episode. — Rate & Review the Podcast — https://amicus.llc/review [https://amicus.llc/review] — Join the Personal Injury Attorney Facebook Group — Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice. Click here to join: https://amicus.llc/Attorney-Group [https://amicus.llc/Attorney-Group] — YouTube Content — To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip [https://amicus.llc/QuickTip] You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] — Contact Amicus — Website: https://www.AmicusPlanners.com/ [https://www.amicusplanners.com/] Email: Contact@AmicusPlanners.com [Contact@AmicusPlanners.com] Phone: (801) 683-7362 — Follow us on Social Media — Twitter: https://amicus.llc/Amicus-Twitter [https://amicus.llc/Amicus-Twitter] Facebook: https://amicus.llc/FB-Page [https://amicus.llc/FB-Page] YouTube: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] LinkedIn: https://amicus.llc/Linked-In [https://amicus.llc/Linked-In] — Blog Content — To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles [https://amicus.llc/Articles]
Many of the plaintiff attorneys that we speak with are surprised to learn about the option to defer their legal fees using deferred compensation plans — mostly because they had no idea this approach was even an option. In this episode, Greg Maxwell shares why most attorneys have not heard about deferred compensation plans — and why nearly every attorney tells us, "I wish I had known about this option sooner." Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com [Maxwell@AmicusPlanners.com] if you have any questions about this podcast episode. — Rate & Review the Podcast — https://amicus.llc/review [https://amicus.llc/review] — Join the Personal Injury Attorney Facebook Group — Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice. Click here to join: https://amicus.llc/Attorney-Group [https://amicus.llc/Attorney-Group] — YouTube Content — To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip [https://amicus.llc/QuickTip] You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] — Contact Amicus — Website: https://www.AmicusPlanners.com/ [https://www.amicusplanners.com/] Email: Contact@AmicusPlanners.com [Contact@AmicusPlanners.com] Phone: (801) 683-7362 — Follow us on Social Media — Twitter: https://amicus.llc/Amicus-Twitter [https://amicus.llc/Amicus-Twitter] Facebook: https://amicus.llc/FB-Page [https://amicus.llc/FB-Page] YouTube: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] LinkedIn: https://amicus.llc/Linked-In [https://amicus.llc/Linked-In] — Blog Content — To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles [https://amicus.llc/Articles]
Settlement proceeds planning essentially boils down to allocating a plaintiff's settlement into one of four different buckets. This episode discusses what the "Four-Bucket" approach is and the advantages and disadvantages of each bucket. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com [Maxwell@AmicusPlanners.com] if you have any questions about this podcast episode. — Rate & Review the Podcast — https://amicus.llc/review [https://amicus.llc/review] — Join the Personal Injury Attorney Facebook Group — Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice. Click here to join: https://amicus.llc/Attorney-Group [https://amicus.llc/Attorney-Group] — YouTube Content — To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip [https://amicus.llc/QuickTip] You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] — Contact Amicus — Website: https://www.AmicusPlanners.com/ [https://www.amicusplanners.com/] Email: Contact@AmicusPlanners.com [Contact@AmicusPlanners.com] Phone: (801) 683-7362 — Follow us on Social Media — Twitter: https://amicus.llc/Amicus-Twitter [https://amicus.llc/Amicus-Twitter] Facebook: https://amicus.llc/FB-Page [https://amicus.llc/FB-Page] YouTube: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] LinkedIn: https://amicus.llc/Linked-In [https://amicus.llc/Linked-In] — Blog Content — To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles [https://amicus.llc/Articles]
Did you know that your clients can save significantly on their tax bill when settling a taxable damages case (a case that is NOT based on a physical personal injury)? In this episode, Greg Maxwell talks about how using a non-qualified structured settlement annuity can help plaintiffs in taxable damages cases reduce the total amount of taxes they must pay. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com [Maxwell@AmicusPlanners.com] if you have any questions about this podcast episode. — Rate & Review the Podcast — https://amicus.llc/review [https://amicus.llc/review] — Join the Personal Injury Attorney Facebook Group — Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice. Click here to join: https://amicus.llc/Attorney-Group [https://amicus.llc/Attorney-Group] — YouTube Content — To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip [https://amicus.llc/QuickTip] You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] — Contact Amicus — Website: https://www.AmicusPlanners.com/ [https://www.amicusplanners.com/] Email: Contact@AmicusPlanners.com [Contact@AmicusPlanners.com] Phone: (801) 683-7362 — Follow us on Social Media — Twitter: https://amicus.llc/Amicus-Twitter [https://amicus.llc/Amicus-Twitter] Facebook: https://amicus.llc/FB-Page [https://amicus.llc/FB-Page] YouTube: https://amicus.llc/You-Tube [https://amicus.llc/You-Tube] LinkedIn: https://amicus.llc/Linked-In [https://amicus.llc/Linked-In] — Blog Content — To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles [https://amicus.llc/Articles]
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