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.  

Speak with an Expert

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
  • Account management
  • Confidentiality
  • Customization
  • Collaboration with a personal financial advisor if applicable

Contact Milestone

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. Contact us today for assistance.

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