Introducing Leanne Lettow, Milestone’s New Staff Accountant

November 23, 2021

We are so pleased to welcome Leanne Lettow to Milestone, where she will be working as a staff accountant! A New York native, she comes to us with over three years of experience working in public accounting, focusing on both tax and audit at Chiampou Travis Besaw Kershner, LLP. This experience and her enthusiasm for…  Read more

What Constructive Receipt Means for Plaintiffs and Attorneys

November 13, 2021

Understanding constructive receipt can make the difference in one’s tax burden and long-term financial stability as either a plaintiff receiving a financial settlement or an attorney about to receive their fees. Constructive receipt is an accounting principle used to determine when money is recognized as income by the IRS and is subject to income taxes.…  Read more

The Future Litigation of the Astroworld Festival Tragedy

November 10, 2021

The Astroworld Festival that took place at NRG Park in Houston, Texas on Friday, November 5, 2021 took a tragic turn when concertgoers surged the stage at the beginning of Travis Scott’s performance and consequently trampled and crushed others. This resulted in the death of eight people and the injury of many more with over…  Read more

Getting to Know Amy Fogle, CEO of Milestone Consulting

November 1, 2021

We’re delighted to announce that Amy Fogle has been named chief executive officer of all entities under Seventh Amendment Holdings (SAH), including Milestone. And we couldn’t be more excited to have her. Amy has been with SAH since 2020, first as director of wealth management for Monolith Advisors, our wealth management company. We sat down…  Read more

Avoiding Road Distractions on Halloween (and Always)

October 29, 2021

As Halloween and the holiday season near and schedules get endlessly busier, it is easy to be distracted, especially behind the wheel. It might seem harmless to scarf down a quick bite while you commute to work, to pick up the kids, or to any of the other many activities that fill your day. Unfortunately,…  Read more

Securing an Injured Child’s Financial Future

October 24, 2021

When your child is injured, so many new stressors are added to your life. Worrying about their financial future and eligibility for means-tested government benefits should not be one of those concerns. To help you secure your injured child’s financial future and maintain eligibility for benefits like Medicaid and Supplemental Security Income (SSI), utilizing a…  Read more

How Money is Distributed From a Special Needs Trust

October 22, 2021

If you or someone in your care is about to receive a settlement, you may be concerned about how the influx of income will impact your eligibility for government benefits. Thankfully, there are certain settlement planning strategies you can use to ensure these benefits continue once the settlement money arrives. A special needs trust, also…  Read more

Milestone Consulting Announces Amy Fogle as New Chief Executive Officer

October 21, 2021

Industry veteran John Bair hands over the reins to the nation’s leading litigation consulting firm BUFFALO, N.Y., Oct. 21, 2021 /PRNewswire/ — Milestone Consulting is pleased to announce the appointment of Amy Fogle as chief executive officer of Seventh Amendment Holdings (SAH). Milestone is a boutique, comprehensive settlement planning and management firm under the SAH…  Read more

The First Step To Structuring Your Attorney Fees

October 18, 2021

As a trial attorney, you may have heard about structuring your contingency fees into deferred periodic payments but aren’t quite sure of how to get started. The process begins during litigation, and the first step is to establish a 468b trust, also known as a qualified settlement fund or QSF. Either you or a third-party…  Read more

Why Mass Torts Need Qualified Settlement Funds

October 11, 2021

If you’re a mass tort attorney, you know about the added complexities that come with handling multiple (often thousands) of plaintiffs in one case. And without a doubt, even more complexities arise at settlement time. A qualified settlement fund (QSF) is the latest standard of care in mass tort litigation, as it allows for a…  Read more