Special Needs Trust: Is the Cost Worth the Benefit?
For those who receive Medicaid, Supplemental Security Income, and other needs-based government programs, receiving a personal injury settlement could mean losing benefits. But with proper settlement planning, plaintiffs can keep their eligibility for benefits while still making the most out of settlement. A special needs trust ensures funds from a personal injury settlement go to… Read more
Introducing Milestone’s New Executive Assistant, Clare O’Connell!
We’re excited to announce that Clare O’Connell has joined the Milestone team as executive assistant. We asked her a few questions about her life and background. Here’s what she had to say. Where did you attend school, and what did you study? I received a Bachelor of Arts in e-Business Management Systems from Limerick Institute… Read more
Team Member Spotlight: Laura Fetto
Over the next few weeks, we will be featuring the members of our dynamic team who, in their own way, help injured clients and their families plan for a secure financial future. Today the spotlight is on Laura Fetto, settlement administrator at Milestone. We asked Laura a few questions about working at Milestone and life… Read more
New Litigation Trends We Could See in the Future
In the aftermath of COVID-19, people will still need the help of attorneys, whether to get divorced, settle business discrepancies, or hold negligent parties accountable for wrongful death or personal injury. However, new trends in litigation could appear in the months and years ahead — in ways we have never seen before. Employment Litigation Work… Read more
How to Work Fee Deferral into Your Wealth Planning
We recently unveiled our new feeMaster brochure, which explains how Milestone’s attorney fee deferral program allows lawyers to leverage deferred compensation as part of an overall wealth strategy. A planning tool only afforded to those who work on contingency fee agreements, fee deferral allows attorneys to decide how and when they receive their money. This… Read more
Get Our Free Milestone Activity Book!
Since life is unusual right now, it’s important to take a minute for a little lighthearted fun. We thought we would bring some joy with a Milestone Activity Book. Click here to download or print the book for free, so your kids (or you and your kids, or just you!) can enjoy some coloring, drawing,… Read more
Team Member Spotlight: Leslie George
Over the next few weeks, we will be featuring the members of our dynamic team who, in their own way, help injured clients and their families plan for a secure financial future. Today the spotlight is on Leslie George, director of settlement planning at Milestone. We asked Leslie a few questions about working at Milestone… Read more
Here’s Why Smart Trial Lawyers Hire Settlement Planners
Milestone’s Director of Settlement Planning, Leslie George, describes the personal attention and expertise that only comprehensive settlement planners can provide attorneys’ clients. If you’ve ever gone to a legal conference, attended an annual convention, or participated in a company-sponsored CLE, you’ve heard of a settlement consultant. You’ve met people who work for consulting firms and… Read more
Team Member Spotlight: Kristen Whalen
Over the next few weeks, we will be featuring the members of our dynamic team who, in their own way, help injured clients and their families plan for a secure financial future. Today the spotlight is on Kristen Whalen, director of operations at Milestone. We asked Kristen a few questions about working at Milestone and… Read more
Misconceptions About Structured Settlements
When settling a lawsuit, such as a personal injury, wrongful death, or other similar lawsuit, many plaintiffs can opt to get their settlement money in payments over time through a structured settlement instead of in a lump sum. There are many misconceptions around structured settlements, as not everyone is familiar with this financial option. The… Read more