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Your greatest ability is flexibility. A qualified settlement fund (QSF) provides you and your client with opportunities to unpack the complexities of your settlement and control them. A QSF provides extra time to thoughtfully address the many decisions regarding the disbursement of settlement funds and allows you to:

  • Gain time to plan and recognize and control 100% of income.
  • Alleviate defendant participation.
  • Customize plans with sophisticated money management.
  • Separate and satisfy all parties’ interests.
  • Reduce litigation expenses and reallocate human capital.
  • Differentiate your firm with an added service offering.

With Milestone at the helm, our scope of services extend beyond the initial establishment of the qualified settlement fund. We’re with you from start to finish, from filing petitions for court approval and obtaining a Tax ID Number, to providing your firm with an accounting of assets, to distributing firm fees and claimant settlement funds, and more. By working with us as your QSF administrator, you can also ensure that your client receives proper guidance and education before the settlement money arrives, so he or she can plan how to manage the funds upon receipt. Simultaneously, you can plan for how and when you want to receive your fees. Download our new brochure to find out more.

There are obstacles and challenges as you and your client approach a settlement. Milestone provides the most comprehensive suite of tools to help you navigate every twist and turn along each unique litigation journey with peace of mind and confidence. Contact us today.