Small Firms Winning Big Cases Should Use Firm-wide Qualified Settlement Funds

February 22, 2021

By Sam Dolce-Powers, Esq. If you’re managing a boutique law firm earning contingency fees, you already know that when the big case hits, you must be prepared to capitalize. I watched first-hand as my own family’s firm navigated big wins – as well as financial crisis and tax season. However, there are tools available to…  Read more

Introducing Allison McClure, Milestone’s New Content & Communications Manager

January 14, 2021

We’re excited to announce that Allison McClure has joined the Milestone team as content and communications manager. Allison has worked with Milestone as a copy writer and marketing consultant for more than four years before joining us as a full-time team member. We asked her a few questions about her life and background. Here’s what she had to say. …  Read more

Why Financial Advisors Should Work in Tandem with Settlement Planners

January 13, 2021

Financial advisors: an attorney client is about to receive a large contingency fee from a personal injury case – are your typical wealth management tools the best options to offer him or her? You could enlist the help of a settlement planner, but won’t that just complicate things?  It makes sense to wonder why bringing in another planning expert would benefit anybody. But really, when you get down to brass tacks,…  Read more

How the Justice for Servicemembers Act Would Protect Veterans and Active-Duty Members

December 18, 2020

As both a former Army captain and a settlement planner, I have seen the struggles that military personnel face. On top of deployment, moving their families from state to state (or even country to country), and the general inherent dangers of combat, active-duty members deal with a variety of obstacles. That’s why there are laws uniquely intended to protect them, like the Servicemembers Civil Relief Act (SCRA). The SCRA eases…  Read more

Download Our Free Medicare Set Aside Ebook!

November 18, 2020

Many people with disabilities depend on Medicare to cover some of their medical expenses. However, beneficiaries who are receiving a personal injury settlement may no longer qualify for Medicare benefits, since the influx of settlement monies could put them over the income eligibility limit. With proper planning, it is still possible to keep your Medicare…  Read more

The Rise of Investment-backed Structured Settlements

November 16, 2020

Since the 1980s, structured settlements have been a go-to for plaintiffs who receive a settlement or jury award from a personal injury or workers compensation claim. That’s because the benefits of a structured settlement for the plaintiff are many, namely custom-tailored planning, guaranteed future payments that extend the settlement monies over time, and the tax…  Read more

Keeping Benefits with a Medicare Set-aside

November 9, 2020

Settling a lawsuit can be a great relief to an individual and his or her family. While the money that can come as a result of settlement is usually welcome, the next step of the process is to make sure one educates themselves on the implications of these new funds, and how to best manage…  Read more

Covering an Injured Child’s Needs with a Special Needs Trust

November 5, 2020

Many children who were injured by medical negligence or medical malpractice depend on government programs to help cover their needs. Supplemental Security Income (SSI) and Medicaid are means-tested programs, so beneficiaries’ income and assets must remain below a certain limit in order for the individual to be covered by these programs. So, when a child…  Read more

Plaintiffs’ Attorneys Can ‘Stop the Clock’ as Opioid Settlement Approaches

October 29, 2020

The U.S. saw big progress in the seemingly relentless battle against opioid addiction last week. Purdue Pharma, the company largely responsible for the opioid epidemic in the U.S. due to their making and distributing of OxyContin, will plead guilty to criminal charges as part of an $8 billion+ total settlement. Of that settlement amount, $2.8…  Read more

Settlement Tools for Small and Midsize Law Firms

October 28, 2020

The team at Milestone knows what it’s like to be a boutique company with the practicing power of one that’s much larger. Owners of small to midsize law firms know what we’re talking about. Providing your clients with personal attention along with expert knowledge and service. Knowing your employees well and working in a collaborative…  Read more