What Attorneys Should Know About Fee Deferral: John Bair in Law360

June 9, 2021

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

June 8, 2021

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

May 26, 2021

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!

May 21, 2021

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

Why Sending a Check Isn’t Enough: Settlement Planning and Protecting Your Client’s Future

May 21, 2021

By Sam Dolce, Esq. When distributing funds to clients who are a part of large mass tort inventories, qualified settlement fund administrators will typically “just send a check.” This practice is the longstanding norm in the industry. Law firms may also provide some guidance in writing related to benefits preservation, structured settlements, and so on.…  Read more

The Latest Step in the Boy Scouts Sexual Abuse Case and What It Means for Survivors

April 22, 2021

Anyone who hasn’t heard about the Boy Scouts of America sexual abuse case has likely been living under a rock. What started as a few hundred claims a couple of years ago surrounding sexual abuse by BSA staff and volunteers has grown into more than 80,000 claims. Just take a moment to think about that…  Read more

Our New Qualified Settlement Fund Brochure

April 15, 2021

Your greatest ability is flexibility. A qualified settlement fund (QSF) provides you and your client with opportunities to unpack the complexities of your settlement and control them.   Read more

A Blueprint for Strategizing Firm Cash Flow

April 14, 2021

By John Bair, originally published on Managing partners and their CFOs know that efficient firm growth requires more than large case wins and case volume. A sophisticated financial planning architecture that considers both the short game – controlling receipt of revenue (and its correlated pass-through taxation) between now and year-end, and the long game…  Read more

#MeToo Settlement Planning

April 5, 2021

By Sam Dolce, Originally Posted on LinkedIn With the rise of the #MeToo movement, civil law suits centered around issues of sexual assault are being filed everyday. Milestone does everything we can as a company to push the #MeToo movement forward. We ensure sexual assault survivors receive the biggest beneficial impact possible from their settlements/verdicts.…  Read more

Mary Wyant​ Joins Monolith Advisors as Client Service Associate

March 31, 2021

Like Milestone, Monolith Advisors is part of the Seventh Amendment Holdings suite of companies. A boutique wealth management firm, Monolith offers a full spectrum of services. Its advisors truly get to know people and develop a personalized, collaborative strategy — one that clients can follow even as the market changes and life unfolds. Join us…  Read more