Introducing Katrina Whitlow, Milestone’s Operations Associate!
We are excited to welcome Katrina Whitlow to the Milestone team! As operations associate, Katrina helps ensure that everything runs smoothly on the settlement administration and financial operations sides of our business. She’s an integral player on the team and directly contributes to Milestone’s success each and every day. Katrina previously worked as a Chief… Read more
Are Sexual Abuse Settlements Taxable?
The landscape of sexual abuse civil justice is changing. Several states have strengthened their laws on behalf of survivors in the past few years, and more states are working on it. Survivors are continually coming forward, some in high-profile lawsuits against huge organizations. Meanwhile, groups like America Loves Kids are making resources more readily available to survivors… Read more
Article 50B: What New York Attorneys Need to Know
This article outlines the basics that a trial lawyer or a judge must know in order to navigate Article 50B, or New York CPLR 5041, 5042, 5043, 5044, 5045, 5046, 5047 and 5048. What is article 50B? Article 50B is the Civil Procedure that dictates how future damages awarded as a trier of fact (what… Read more
How Financial Advisors Can Double Their AUM Without Adding Clients
We may both handle other people’s money, but settlement planners and financial advisors serve very different purposes. If you’re a financial planner with attorney or plaintiff clients, you may have already worked with a settlement expert to ensure their money coming in from a lawsuit gets the right treatment in order to be as impactful… Read more
Child Victims Act Look-back Window Closes in New York
The signing of the Child Victims Act (CVA) in 2019 was a major win for survivors of childhood sexual abuse in New York. It essentially updated the rules to provide individuals with far more time to come forward and file claims against their abusers. However, one component of the CVA has a deadline of today.… Read more
Bridie Farrell announces partnership to benefit survivors of child sexual abuse
Bridie Farrell builds roadmap for fellow survivors through litigation and beyond BUFFALO, N.Y. – Bridie Farrell, former three-time American record holding speed skater and leading advocate for child sexual abuse survivors, is partnering with Milestone Consulting, a renowned financial settlement planning firm. This new partnership enables Farrell and Milestone to jointly empower trauma survivors. Farrell was sexually… Read more
What Attorneys Should Know About Fee Deferral: John Bair in Law360
Attorneys earning contingency fees have the exclusive opportunity to defer unlimited income. Fee deferral offers long-term income and tax planning as part of a strong attorney wealth management strategy. In Law360, Milestone CEO John Bair explains these unique benefits and answers questions. Read more
Help Bring the FAIR Act to the House Floor
Milestone is a long-time supporter of AAJ’s Women Trial Lawyers Caucus. Today, we are proud to be a part of an important event, a virtual panel discussion titled “Forced Arbitration is a Women’s Issue.” With nearly 200 women from across the country attending this event, we hope to encourage Congress to pass the Forced Arbitration Injustice… Read more
QSFs Aren’t Just for Long-practicing Attorneys
By Sam Dolce, Esq. Qualified settlement funds (QSFs) are often thought of as vehicles created for specifically the mass tort space. However, you do not need to be settling a billion-dollar case to take advantage of the tax and distribution tools utilized by the top attorneys in the country. Some of the greatest benefits of… Read more
Meet Julia Scuderi, Our Social Media Intern!
We’re delighted to introduce our 2021 summer intern, Julia Scuderi! Julia will be assisting the marketing team with our social media content and outreach. We asked her a few questions about her education and background. Here’s what she had to say. Where do you attend school and what do you study? I attend the University… Read more