98 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!

    Options to Protect Your Client's Medicaid / SSI

    Options to Protect Your Client's Medicaid / SSI

    Plaintiff attorneys often ask us what the options are for clients to maintain needs-based government benefits after receiving a settlement.


    In this episode, Greg Maxwell outlines the four main options available to clients on needs-based benefits, discusses the differences between them, and when each of the options may make sense for the client.


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


    ⁠— 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 

    • 4 min
    How to Establish a Structured Settlement Annuity For Your Client

    How to Establish a Structured Settlement Annuity For Your Client

    A structured settlement annuity can be an excellent option for a client receiving a settlement from a personal injury.


    In this episode, Greg Maxwell outlines the process of establishing a structured settlement annuity for a settling client.


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


    ⁠— 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
    How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

    How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

    If a past client finds themselves in a situation where they may need/want immediate access to cash, it's not uncommon for them to be tempted by predatory factoring companies. (Think of the commercials with the singing, dancing Vikings...)


    In this episode, Greg Maxwell discusses how attorneys can help a client who has decided to sell their future annuity payment get the best possible deal.


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


    ⁠— 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
    Tax Planning Tips for Personal Injury Attorneys

    Tax Planning Tips for Personal Injury Attorneys

    In addition to the typical tax planning strategies recommended to most business owners (e.g., 401(k), IRAs, etc.), personal injury attorneys have access to some powerful tax planning options that are unique to contingency fee-based attorneys.


    In this episode, Greg Maxwell shares how contingency fee-based attorneys can defer their taxes and grow their wealth using both traditional options and the unique options available to them.


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


    ⁠— 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
    How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

    How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

    When we work with a client to set up a settlement trust, one of the most important decisions we make with the client is helping them choose the trustee of the trust.


    In this episode, Greg Maxwell discusses the two most common trustee options, outlines the important differences between the two, and gives some guidance on what we typically recommend.


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


    ⁠— 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

    • 4 min
    The Difference Between a Structured Settlement and a Fixed Income Annuity

    The Difference Between a Structured Settlement and a Fixed Income Annuity

    For clients in a low-income tax bracket, not every client necessarily needs the tax benefits that a structured settlement annuity provides. In some cases, a fixed income annuity may be the better option (due to higher long-term rates of return).


    In this episode, Greg Maxwell talks about the differences between a structured settlement annuity and a fixed income annuity, and the situations when one tool may make more sense for your clients.


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


    ⁠— 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.

Top Podcasts In Education

Dr. Jordan B. Peterson
Motiversity
TED
Daily Stoic
Slate Podcasts
Lauryn Evarts & Michael Bosstick / Dear Media