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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.
    Can a Settlement Trust Pay a Parent for Care Provided to a Child?01/11/2021
    2:30
  2. 2.
    Can a Client Own a Home and Still Receive Medicaid / SSI?01/04/2021
    2:42
  3. 3.
    "Can I Defer My Contingent Fees if I Only Get Small Cases?"12/28/2020
    2:36
  4. 4.
    When is a Settlement Protection Trust a Good Idea?12/21/2020
    3:02
  5. 5.
    What is the Medicaid Payback Provision in a Special Needs Trust?12/14/2020
    2:25
  6. 6.
    Want Millions More in Retirement? Use a Deferred Compensation Plan12/07/2020
    3:41
  7. 7.
    Medicaid: When a Settlement May Jeopardize Ongoing Eligibility11/30/2020
    3:17
  8. 8.
    Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?11/23/2020
    1:58
  1. 9.
    The Mechanics of How to Set Up a Special Needs Trust11/16/2020
    3:17
  2. 10.
    How Does a Settlement Impact a Client's Medicare Benefits?11/09/2020
    2:34
  3. 11.
    Payout Period Overview for Attorney Deferred Compensation Plans11/02/2020
    2:53
  4. 12.
    Is a Client Not Returning Your Calls? This Might Be the Problem...10/26/2020
    2:31
  5. 13.
    When You Should Consider a Medicare Set Aside for a client10/19/2020
    3:40
  6. 14.
    Want to Be Like a Fortune 500 CEO? You Should Do This...10/12/2020
    2:24
  7. 15.
    If Your Client Receives SSI, Make Sure to Plan Ahead10/05/2020
    3:16
  8. 16.
    How PI Attorneys Can Avoid the Cash Flow Roller Coaster09/28/2020
    2:07
  9. 17.
    Special Needs Trusts: Eligibility Requirements and Use Cases09/21/2020
    2:15
  10. 18.
    Will Receiving Settlement Impact SSDI?09/14/2020
    1:50
  11. 19.
    Golden Handcuffs: How to Keep Key Staff Without Giving Up Equity09/07/2020
    2:54
  12. 20.
    Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?08/31/2020
    2:33
  13. 21.
    Planning Options When a Client is Not Receiving Government Benefits08/24/2020
    2:30
  14. 22.
    Defer Fees With Zero Defense Involvement (and Straight From IOLTA)08/17/2020
    2:13
  15. 23.
    Real Talk: Settlement Planners vs. Structured Annuity Brokers?08/10/2020
    2:42
  16. 24.
    Does Receiving Funds in an IOLTA Impact Government Benefits?08/03/2020
    2:26
  17. 25.
    What if You Need Access to Capital but You've Deferred Legal Fees?07/27/2020
    2:39
  18. 26.
    Case Study: What Comprehensive Settlement Planning Looks Like07/20/2020
    3:05
  19. 27.
    Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps07/13/2020
    2:58
  20. 28.
    My Story — How and Why I Became a Settlement Planner07/06/2020
    5:21
  21. 29.
    The Mechanics of Setting Up Your Own Private, Deferred Comp. Plan06/29/2020
    2:31
  22. 30.
    Don't Send a Client's Settlement Check to a Family Member06/22/2020
    2:39
  23. 31.
    When You Need to Worry About Constructive Receipt in PI Cases06/15/2020
    3:23
  24. 32.
    Advantages of Using Annuities in Taxable Damages Cases06/08/2020
    3:14
  25. 33.
    What Happens When a Special Needs Trust Beneficiary Passes Away?06/01/2020
    3:17
  26. 34.
    Minor's Cases: Why a Structured Settlement Can Be a Good Fit05/25/2020
    2:33
  27. 35.
    Deferring Your Legal Fees: Annuities Aren't the Only Option05/18/2020
    2:34
  28. 36.
    The Difference Between SSDI and SSI (and Why It Matters)05/11/2020
    3:13
  29. 37.
    How Medical Underwriting (a Rated Age) Can Help Your Client05/04/2020
    2:52
  30. 38.
    What Expenses Can a Special Needs Trust Pay For?04/27/2020
    3:26
  31. 39.
    Two Case Studies: When a Structured Settlement May Make Sense04/20/2020
    2:48
  32. 40.
    Here's How to Protect Your Clients From "Cash Now" Companies04/13/2020
    3:28
  33. 41.
    ABLE Accounts vs. Special Needs Trusts: What You Need to Know04/06/2020
    3:04
  34. 42.
    The Mechanics of How to Set Up a Structured Settlement Annuity03/30/2020
    3:45
  35. 43.
    Deferring Contingent Legal Fees: Creative Use Cases03/23/2020
    3:53
  36. 44.
    What You Need to Know About Interest Rates of Structured Settlement Annuities03/16/2020
    3:11
  37. 45.
    When You Should Consider Using a Special Needs Trust for a Client03/09/2020
    2:42
  38. 46.
    Basic Options for Allocating a Client's Settlement Proceeds03/02/2020
    3:54
  39. 47.
    Why Is It Important to Retain Your Own Settlement Planner?02/24/2020
    3:23
  40. 48.
    What is an Attorney Fee Deferral?02/17/2020
    3:40
  41. 49.
    When is the Right Time to Bring in a Settlement Planner?02/10/2020
    3:04
  42. 50.
    The Tax-Exempt Status of Structured Settlement Annuities02/03/2020
    2:33
  43. 51.
    Can Receiving a Settlement Jeopardize a Client's Government Benefits?01/20/2020
    2:47
  44. 52.
    Settlement Planning for Non-Traditional Clients01/20/2020
    3:04
  45. 53.
    What is Settlement Planning?01/20/2020
    3:37
  46. 54.
    Episode 0 - Introducing the Settlement Planning Tips for Personal Injury Attorneys Podcast01/19/2020
    7:52

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