From the outside looking in: A ‘non-lawyer’ perspective of Trial Lawyers Care

August 12, 2019

The American Association for Justice’s (AAJ) Annual Convention is often hosted in a place where you would want to vacation: Maui, Los Angeles, Montreal, San Francisco, and this year, San Diego. Lawyers and vendors fly into these cities for a whirlwind of a weekend. AAJ members attend CLEs, seminars and receptions, meet with committees to…  Read more

Which special needs trust is the right fit?

July 22, 2019

People with special needs have a variety of financial planning tools available to help them protect their government benefits eligibility and their income. One of these tools is a special needs trust, which allows those who are classified as disabled to access the proceeds of a settlement they may have while keeping needs-based government benefits…  Read more

What a qualified settlement fund can do for defendants

June 3, 2019

Last week, we discussed the benefits of a qualified settlement fund for attorneys, particularly those who represent people in personal injury cases. We noted that they’re also useful for mass tort lawyers and those who work on cases involving issues like sexual harassment, employment discrimination, wrongful death, and others. But it’s not just attorneys who…  Read more

Is an ABLE account a special needs trust?

May 28, 2019

As financial experts, we have to say it: Every person should do their due diligence to plan for a successful financial future. Planning is even more critical for those with special needs; we see the importance every day in our work at Milestone. In addition to providing financial security, proper planning ensures lifelong care and…  Read more

Benefits of qualified settlement funds for personal injury lawyers

May 24, 2019

If you’re a trial lawyer representing injured plaintiffs, no one needs to tell you that catastrophic injury litigation is complex — from the initial consultation to long after a case settles. After representing a client, often for years, reaching resolution is not the end of the task. To continue protecting a client’s future as settlement…  Read more