Tax-free Settlement Design

Investment-backed Structures

An investment-backed structure is a next-generation tool for plaintiffs to spread and grow their settlement over time. Perfected by Milestone, this strategy maximizes the impact of your clients’ settlement dollars.  

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Secure. Invest. Plan.

Instead of receiving their settlement in a lump sum, a plaintiff can establish a periodic payment schedule that provides the funds they need now and allows the rest to grow in a tax-free or tax-deferred investment portfolio. A modern alternative, investment-backed structures typically offer better growth than that of a traditional structured settlement.

Key features include:
  • Tax-free or tax-deferred gains, depending on the type of settlement
  • Fixed payment schedule
  • One-on-one initial consultations and ongoing check-ins
  • Confidentiality
  • Customization
  • Collaboration with a personal financial advisor if applicable

The decision to structure a plaintiff’s settlement must be made before the lawsuit concludes. The experts at Milestone can consult with your client and discuss all available options.