54 episodes

The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.


Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability.


This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!

Settlement Planning Tips for Personal Injury Attorneys Amicus Settlement Planners

    • Education
    • 5.0 • 5 Ratings

The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.


Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability.


This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!

    Can a Settlement Trust Pay a Parent for Care Provided to a Child?

    Can a Settlement Trust Pay a Parent for Care Provided to a Child?

    "Can a settlement trust pay a parent for being the caregiver of the injured child?"


    In this episode, Greg Maxwell answers this question and discusses some things you need to consider when exploring this option.


    Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.


    ⁠— Rate & Review the Podcast ⁠—


    https://amicus.llc/review


    ⁠— Join the Personal Injury Attorney Facebook Group ⁠—


    Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.


    Click here to join: https://amicus.llc/Attorney-Group


    ⁠— YouTube Content ⁠—


    To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip


    You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube


    ⁠— Contact Amicus⁠ —


    Website: https://www.AmicusPlanners.com/


    Email: Contact@AmicusPlanners.com


    Phone: (801) 683-7362


    ⁠— Follow us on Social Media⁠ —


    Twitter: https://amicus.llc/Amicus-Twitter


    Facebook: https://amicus.llc/FB-Page


    YouTube: https://amicus.llc/You-Tube


    LinkedIn: https://amicus.llc/Linked-In


    ⁠— Blog Content ⁠—


    To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

    • 2 min
    Can a Client Own a Home and Still Receive Medicaid / SSI?

    Can a Client Own a Home and Still Receive Medicaid / SSI?

    In this episode, Greg Maxwell answers a common question that we hear from settlement clients and their attorneys:


    “Can a client own a home and still be eligible for Medicaid and SSI?"


    Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.


    ⁠— Rate & Review the Podcast ⁠—


    https://amicus.llc/review


    ⁠— Join the Personal Injury Attorney Facebook Group ⁠—


    Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.


    Click here to join: https://amicus.llc/Attorney-Group


    ⁠— YouTube Content ⁠—


    To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip


    You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube


    ⁠— Contact Amicus⁠ —


    Website: https://www.AmicusPlanners.com/


    Email: Contact@AmicusPlanners.com


    Phone: (801) 683-7362


    ⁠— Follow us on Social Media⁠ —


    Twitter: https://amicus.llc/Amicus-Twitter


    Facebook: https://amicus.llc/FB-Page


    YouTube: https://amicus.llc/You-Tube


    LinkedIn: https://amicus.llc/Linked-In


    ⁠— Blog Content ⁠—


    To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

    • 2 min
    "Can I Defer My Contingent Fees if I Only Get Small Cases?"

    "Can I Defer My Contingent Fees if I Only Get Small Cases?"

    A common question we often hear from attorneys is: "Most of my cases are small. Can I still defer my legal fees?"


    In this episode, Greg Maxwell discusses if there's a minimum amount required to defer contingent legal fees.


    Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.


    ⁠— Rate & Review the Podcast ⁠—


    https://amicus.llc/review


    ⁠— Join the Personal Injury Attorney Facebook Group ⁠—


    Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.


    Click here to join: https://amicus.llc/Attorney-Group


    ⁠— YouTube Content ⁠—


    To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip


    You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube


    ⁠— Contact Amicus⁠ —


    Website: https://www.AmicusPlanners.com/


    Email: Contact@AmicusPlanners.com


    Phone: (801) 683-7362


    ⁠— Follow us on Social Media⁠ —


    Twitter: https://amicus.llc/Amicus-Twitter


    Facebook: https://amicus.llc/FB-Page


    YouTube: https://amicus.llc/You-Tube


    LinkedIn: https://amicus.llc/Linked-In


    ⁠— Blog Content ⁠—


    To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

    • 2 min
    When is a Settlement Protection Trust a Good Idea?

    When is a Settlement Protection Trust a Good Idea?

    Using a settlement protection trust is common for cases involving minors. However, it can also be an effective planning tool for adults as well.


    In this episode, Greg Maxwell shares when a settlement protection trust may be a good idea for an adult client.


    Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.


    ⁠— Rate & Review the Podcast ⁠—


    https://amicus.llc/review


    ⁠— Join the Personal Injury Attorney Facebook Group ⁠—


    Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.


    Click here to join: https://amicus.llc/Attorney-Group


    ⁠— YouTube Content ⁠—


    To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip


    You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube


    ⁠— Contact Amicus⁠ —


    Website: https://www.AmicusPlanners.com/


    Email: Contact@AmicusPlanners.com


    Phone: (801) 683-7362


    ⁠— Follow us on Social Media⁠ —


    Twitter: https://amicus.llc/Amicus-Twitter


    Facebook: https://amicus.llc/FB-Page


    YouTube: https://amicus.llc/You-Tube


    LinkedIn: https://amicus.llc/Linked-In


    ⁠— Blog Content ⁠—


    To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

    • 3 min
    What is the Medicaid Payback Provision in a Special Needs Trust?

    What is the Medicaid Payback Provision in a Special Needs Trust?

    In a first-party special needs trust, where does the money go if the client passes away and there are funds left in the trust?


    In this episode, Greg Maxwell discusses the mandatory Medicaid Payback Provision found in first-party special needs trusts.


    Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.


    ⁠— Rate & Review the Podcast ⁠—


    https://amicus.llc/review


    ⁠— Join the Personal Injury Attorney Facebook Group ⁠—


    Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.


    Click here to join: https://amicus.llc/Attorney-Group


    ⁠— YouTube Content ⁠—


    To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip


    You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube


    ⁠— Contact Amicus⁠ —


    Website: https://www.AmicusPlanners.com/


    Email: Contact@AmicusPlanners.com


    Phone: (801) 683-7362


    ⁠— Follow us on Social Media⁠ —


    Twitter: https://amicus.llc/Amicus-Twitter


    Facebook: https://amicus.llc/FB-Page


    YouTube: https://amicus.llc/You-Tube


    LinkedIn: https://amicus.llc/Linked-In


    ⁠— Blog Content ⁠—


    To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

    • 2 min
    Want Millions More in Retirement? Use a Deferred Compensation Plan

    Want Millions More in Retirement? Use a Deferred Compensation Plan

    If you are a personal injury attorney looking to efficiently plan for retirement, you have access to a unique planning opportunity.


    In this episode, Greg Maxwell shares how investing pre-tax and tax-deferred (using a deferred compensation plan) can help you significantly increase your retirement nest egg.


    Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.


    ⁠— Rate & Review the Podcast ⁠—


    https://amicus.llc/review


    ⁠— Join the Personal Injury Attorney Facebook Group ⁠—


    Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.


    Click here to join: https://amicus.llc/Attorney-Group


    ⁠— YouTube Content ⁠—


    To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip


    You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube


    ⁠— Contact Amicus⁠ —


    Website: https://www.AmicusPlanners.com/


    Email: Contact@AmicusPlanners.com


    Phone: (801) 683-7362


    ⁠— Follow us on Social Media⁠ —


    Twitter: https://amicus.llc/Amicus-Twitter


    Facebook: https://amicus.llc/FB-Page


    YouTube: https://amicus.llc/You-Tube


    LinkedIn: https://amicus.llc/Linked-In


    ⁠— Blog Content ⁠—


    To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles

    • 3 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

clark736 ,

Very concise and informative

Having now listened to Greg on multiple podcasts, I wanted to write a quick review to say that I’ve learned valuable new information on each episode. Each one is clear, concise, and practical. I’d highly recommend them to anyone wanting to learn more about settlement planning.

LandCareLC ,

President

Concise and to the point. Some good information contained in a few short minutes, which matches my timeframe and allows me to listen on the go.

cv4750 ,

Settlement planning tips for personal attorneys

Greg Maxwell does a nice job of concisely getting to the point. He has a nice demeanor. Helpful podcast.

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