Innovative Settlement Planning & Administration

Milestone is a financial firm that optimizes settlement dollars for trial lawyers and plaintiffs.

See the Difference
 

Where Savvy Trial Lawyers Manage Settlements

As you approach a settlement, a Milestone qualified settlement fund offers your client extra time to plan for the road ahead. You and your firm receive unparalleled income control through expert tax planning, tax-deferred growth, and up to 50% in annual income tax savings.

See How
 

Gain Complete Income Control

Keep more of what you make. Solidify your life’s work. Attorney fee deferral is the single greatest tool in any trial lawyer’s arsenal. Milestone shows attorneys how and when to receive their fees through strategies such as permanent whole life insurance or private wealth portfolio with unmatched, tax-deferred earnings potential.

Become a feeMaster

Evolved Settlement Solutions
for Attorneys & Plaintiffs

A financial journey does not end with the conclusion of a lawsuit. Milestone works with attorneys and plaintiffs to implement strategies for long-term planning, ensuring hard-earned settlement proceeds are as beneficial as possible. Our innovative approach to settlement planning yields personalized financial solutions and supports growth potential for the country’s most trusted trial lawyers.

There’s More

to Milestone

We are a group of passionate, results-driven people who know that your success is our success. We have different talents, strengths, and backgrounds, with one thing in common: our desire to provide security through strong financial futures. We are known and trusted by the top firms in the country, because we take the time to build impactful relationships and demonstrate a solid understanding of attorney and plaintiff needs and goals. Then, we execute the best plan to make the most out of every settlement.

Meet Milestone
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Their compassionate approach to helping trial lawyers and their clients navigate the financial decisions that come with settlement is unparalleled. I recommend Milestone as a tried and true partner for trial lawyers looking to elevate their practice and best serve their clients.

Rich NewsomeNewsome Melton
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Knowing the ideological similarities with your company and all of the things you’re doing to help support plaintiffs and lawyers; for me that was a big reason why I decided to talk with you all more about setting up a QSF.

Deborah DixonBaron & Budd, P.C.
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The team at Milestone is compassionate, educated, and experts at ensuring financial security for our clients. I highly recommend reaching out to Milestone to understand how they can assist you.

John RichmondRichmond Vona, LLC
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The level of communication is remarkable. They are organized, punctual, and respectful. I am amazed with this company.

Plaintiff Client
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Milestone has transformed the settlement planning profession. They put their best foot forward, and I have great confidence in referring my clients to them.

Tom YoungYoung & Partners
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After settlement happens in cases like mine, the real work begins. For the long-term financial, physical, and emotional care of your clients, you have to have someone like Milestone to make sure everything goes right.

Kathleen NastriKoskoff Koskoff & Bieder, PC
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Having a company like Milestone and the great people who work there, available as a resource 24 hours a day, is a great asset to you when you want to get a case put to bed. It's nice to have experts to call on who can give you the advice you need.

Bruce BraleyLeventhal Puga Braley P.C.

Make Settlement Go Further

As a trusted partner and qualified settlement fund administrator, Milestone offers fee deferral for attorneys and financial planning tools for plaintiffs. The firm’s innovative approach yields personalized financial solutions and supports the growth potential for trial lawyers.

Attorneys

Financial Advisors