Receiving a settlement? Start with these 3 tips.
A personal injury settlement changes everything. Not only does it mark the next chapter in your life, but it also means receiving much needed compensation for your medical bills and other losses related to the injury. But financial planning is tricky when you’re trying to benefit from a settlement for as long as possible. At… Read more
Team member spotlight: Rachel Mathews
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 Rachel Mathews, Marketing Director at Milestone. We asked Rachel a few questions about working at Milestone and life… Read more
Attorneys: Avoid these financial pitfalls in litigation
Our settlement planning team works with both plaintiffs and attorneys as they think ahead to settlement and how the money could be most beneficial. Along that path toward the end litigation, however, financial issues can arise and cause unnecessary complications. We in the civil justice community want what’s best for each person who pursues justice,… Read more
Team member spotlight: Jordyn Burnell
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 Jordyn Burnell, our Public Relations & Communications Manager. Jordyn supports Milestone’s marketing efforts and oversees all PR and… Read more
Common misconceptions about Medicare
There are many misconceptions that exist around our country’s Medicare program. Many people miss their enrollment period, face unnecessary fees, go without coverage, and even lose money due to misinformation. Below you’ll find a brief definition, a quick guide to the most common misconceptions about Medicare, and the truth behind the myths. What is Medicare? Medicare… Read more
Team member spotlight: Sam Dolce-Powers, Esq.
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 Sam Dolce-Powers, Esq., associate at Milestone. Sam blends the skills of an attorney and a planner to provide… Read more
When you hear “settlement planning,” do you automatically think “structures”?
The majority of work we do at Milestone does not involve traditional structures. This industry has evolved over the past decade, and so have we. Trial lawyers, consider engaging us in a settlement planning conversation about one of your clients. We guarantee you’ll be surprised. Special needs trusts A special needs trust is established to prevent people from losing… Read more
Value of AAJ membership after 10 years
As a trial attorney fresh from the Bar, being part of a nationwide organization like the American Association for Justice can seem overwhelming. How can a new lawyer stand out among tens of thousands of others who practice in the same field? In truth, AAJ is an unbeatable tool for any trial lawyer’s marketing toolbox.… Read more
How to set up a qualified settlement fund
A qualified settlement fund (QSF) is a trust or other account that holds proceeds from a lawsuit settlement in escrow. The types of litigation one can use this for include mass tort, personal injury, or breach of contract, for example. Qualified settlement funds help the settlement administrator stay organized and give the attorney more time… Read more
Decisions you’ll make when establishing a special needs trust
People with special needs often rely on needs-based government programs to pay for daily necessities. Complying with the rules of Supplemental Security Income (SSI), Medicaid, and other programs is critical to maintain eligibility. Part of that compliance means consistently showing that a beneficiary’s income and assets are below a specified limit. If you or your… Read more