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. QSFs help the settlement administrator stay organized and give the attorney more time to counsel…  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

Sample agreement language for attorney fee deferral

Does your current attorney/client fee agreement contain language that will enable you to receive your attorney fee in the form of a periodic payment obligation? If not, request our sample fee agreement language and make the quick and easy change today! Request our Sample Language * indicates required Email Address * First Name Last Name  Read more

Why my work matters.

There is a certain depiction in society separating the good guys from the bad guys. When you’re a kid, it’s as black and white as superheroes you watch on cartoons. But as you grow up, you begin to learn the depth of the phrases. We are all living in a world where we have the…  Read more

Crafting retainer agreements for personal injury attorney fee deferrals

Plaintiffs’ personal injury attorneys: when was the last time you looked at your firm’s retainer agreement? Have you ever edited with an eye towards attorney fee deferrals? If so, you may already know the language your retainer agreement should contain. However, if you have not yet taken this into consideration, make sure you do so…  Read more