How to Establish a Special Needs Trust

People who receive Supplemental Security Income (SSI) or Medicaid cannot keep more than $2,000 in their names and remain eligible for their means-tested government benefits. A special needs trust is designed to be a solution to this situation for individuals who might be receiving an influx of money from a settlement. This tool is a…  Read more

Equity-Backed Structured Settlements

Equity-backed structured settlements fluctuate based on market activity. While these are slightly riskier settlements than fixed annuities, the payout can be larger. How Does an Equity-Backed Structured Settlement Work? Market-based structured settlements are available with the ability to customize payout options without life insurance company annuity contingencies. While a specific payment stream can be decided…  Read more

Our Settlement Planning Team: Meeting People Where They Are

In both the literal and figurative sense, our settlement planning team works to meet people where they are, in order to help them get to where they’d like to be. Milestone Associate Sam Dolce-Powers, Esq. describes how. Many personal injury clients have endured the unendurable. They are dealing with the physical injuries and mental challenges…  Read more

What Does a Settlement Planner Do?

Many options exist regarding what one can do with settlement monies that are received as a result of a personal injury or wrongful death lawsuit. Talking with a settlement planner can help you decide which option is best for any given situation. A settlement planner is a financial professional whose focus revolves solely around financial…  Read more

Can You Get SSI If You’re Injured?

The government may be able to offer you financial assistance if you’ve suffered a catastrophic injury. But figuring out what (and how much) you can get isn’t always clear. If you have a settlement coming from a personal injury claim, that money can also lessen your financial burden, but it can lead to even more…  Read more

Benefits of Qualified Settlement Funds to Plaintiffs

A qualified settlement fund (QSF) is a tax-qualified trust or account which holds a plaintiff’s settlement proceeds from litigation. Putting settlement proceeds into a QSF account is most beneficial to plaintiffs and attorneys in personal injury, product liability, patent and intellectual property, discrimination, sexual harassment, medical malpractice, wrongful death, and individual type cases. Here are…  Read more

Check Out Our New feeMaster Brochure!

Download Our Free Brochure We’ve re-branded our innovative attorney fee deferral program. Now, you can become a feeMaster. Capable trial lawyers choose when their fees are received by their firm in every settlement. Imagine possessing the power to leverage your deferred compensation as an integral part of your overall wealth strategy. Rely on a team…  Read more

3 Common Myths About Settlement Planning

With more than 20 years in the industry, our comprehensive settlement planning team has cleared up many misconceptions about the planning process. Some misunderstandings involve who can and can’t (or should and shouldn’t) plan for settlement. Others dismiss settlement planning tools that could actually be very valuable. Adequate planning can mean the difference between burning…  Read more

Can you get Medicare benefits if you’re injured?

If you’ve been catastrophically injured, you may have begun receiving government benefits to help pay for your health care. Or, you’ve heard that you may be eligible for benefits, but the legal claim you’ve filed could disqualify you if you receive a settlement. The situation can be confusing for anyone who hasn’t been through it…  Read more

Providing a clear path to your future

The role of a settlement planner is part law and part finance. While a traditional structured settlement may work for some individuals, it is not always the best choice. Oftentimes, someone’s particular situation requires a wealth management account, a special needs trust, an equity backed structure, or something else entirely. There are many options. The…  Read more