Interested in deferring investing optimizing growing fees?

Watch our three-module feeMaster Class on demand.

Start Watching Today

Attorneys can strategically plan the receipt of contingency fees around taxes, life’s milestones, and retirement goals. In this three-part master class, Laura Fetto, Director of Settlement Planning at Milestone, explains attorney fee deferral, related tax law, and how it’s a smart investment option to manage wealth and plan cash flow.

Module 1: The Basics

  • What is fee deferral?
  • Why would an attorney want to defer a fee?
  • How is fee deferral possible?

Module 2: Tax Law

  • Legal backing
  • Qualified vs. non-qualified assignments
  • Tax reporting

Module 3: Future Planning

  • Why your starting point matters
  • Making your fees work for you
  • Developing the best strategy

Prefer to talk it through?

Let’s set up a time to discuss fee deferral, contingency fees you have in the pipeline, and whether a deferral arrangement might be a good option for you.