Settlement Planning Tips for Personal Injury Attorneys

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!

  1. 1.
    How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?
    4:31
  2. 2.
    The Difference Between a Structured Settlement and a Fixed Income Annuity
    3:37
  3. 3.
    Fee Deferral Best Practices for Growing Wealth Successfully
    3:32
  4. 4.
    When to Recommend a Special Needs Trust for a Settling Client
    2:50
  5. 5.
    The Benefits of a Structured Settlement Annuity
    3:30
  6. 6.
    What are the Differences Between a 401k Plan and a Deferred Compensation Plan?
    4:24
  7. 7.
    What Is the Difference Between a Special Needs Trust and an ABLE Account?
    3:12
  8. 8.
    What Happens When a Past Client Decides to Sell Their Annuity?
    3:20
  1. 9.
    How to Defer Contingent Legal Fees Using Two Different Funding Vehicles
    4:18
  2. 10.
    What Are the Special Needs Trust Distribution Guidelines?
    3:24
  3. 11.
    Are Structured Settlement Annuities Taxable?
    2:10
  4. 12.
    How to Use Deferred Compensation Plans to Attract and Retain Key Associates
    2:55
  5. 13.
    How to Protect Clients From a Large Tax Bill in Taxable Damage Cases
    2:58
  6. 14.
    How Can Attorneys Protect Clients with Annuities from Factoring Companies?
    3:11
  7. 15.
    This Tax Law Allows Personal Injury Attorneys to Defer Their Legal Fees
    2:58
  8. 16.
    Who Is Eligible for a Special Needs Trust?
    3:00
  9. 17.
    Flow of 1099s When Using a Deferred Compensation Plan
    1:59
  10. 18.
    An Outsourced Solution to Government Benefits Planning
    4:47
  11. 19.
    When to Consider Using a Qualified Settlement Fund
    3:31
  12. 20.
    Exploring the Line of Credit Feature of Deferred Compensation Plans
    2:16
  13. 21.
    Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case
    2:41
  14. 22.
    Annuity Alternatives to Structured Settlements
    3:50
  15. 23.
    Using Deferred Compensation Plans as a Wealth Transfer Tool
    2:39
  16. 24.
    Setting Up a Settlement Trust for a Competent Adult
    3:24
  17. 25.
    Issues to Consider before Terminating a Special Needs Trust
    3:12
  18. 26.
    Consider Adding this Language to Your Attorney-Client Fee Agreement
    1:49
  19. 27.
    Why the Affordable Care Act is Great for Plaintiffs
    2:38
  20. 28.
    The Mechanics of Setting Up a Settlement Trust
    2:39
  21. 29.
    The #1 Question I'm Asked About Deferred Compensation Plans
    2:53
  22. 30.
    The "4-Bucket" Approach to Settlement Proceeds Planning
    4:06
  23. 31.
    How Non-Qualified Annuities Can Reduce Your Client's Tax Bill
    3:03
  24. 32.
    When Is It Too Late to Defer Legal Fees on a Case?
    2:13
  25. 33.
    Estate Planning Considerations for Settling Plaintiffs
    3:22
  26. 34.
    The Menu of Structured Settlement Annuity Payout Options
    2:50
  27. 35.
    Attorney Fee Deferrals: Annuities vs. Deferred Compensation Plans
    3:58
  28. 36.
    Plaintiff Attorneys & Settling Clients Need Specialized Advice
    2:59
  29. 37.
    Maximizing Flexibility and Liquidity in Minor's Cases
    3:22
  30. 38.
    A Solution to a Typical Plaintiff Attorney's Tax Planning Frustrations
    3:07
  31. 39.
    What are the Costs Involved in Setting Up a Special Needs Trust?
    3:25
  32. 40.
    What's the Difference Between First Party and Third Party Special Needs Trusts?
    3:41
  33. 41.
    Can a Settlement Trust Pay a Parent for Care Provided to a Child?
    2:30
  34. 42.
    Can a Client Own a Home and Still Receive Medicaid / SSI?
    2:42
  35. 43.
    "Can I Defer My Contingent Fees if I Only Get Small Cases?"
    2:36
  36. 44.
    When is a Settlement Protection Trust a Good Idea?
    3:02
  37. 45.
    What is the Medicaid Payback Provision in a Special Needs Trust?
    2:25
  38. 46.
    Want Millions More in Retirement? Use a Deferred Compensation Plan
    3:41
  39. 47.
    Medicaid: When a Settlement May Jeopardize Ongoing Eligibility
    3:17
  40. 48.
    Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?
    1:58
  41. 49.
    The Mechanics of How to Set Up a Special Needs Trust
    3:17
  42. 50.
    How Does a Settlement Impact a Client's Medicare Benefits?
    2:34

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