20 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!

    Deferring Your Legal Fees: Annuities Aren't the Only Option

    Deferring Your Legal Fees: Annuities Aren't the Only Option

    Using a structured settlement annuity isn't the only way to defer contingent legal fees to future tax years.


    In this episode, Greg Maxwell discusses another great option for deferring attorneys' fees. (This option avoids many of the downsides of using an annuity.)


    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
    The Difference Between SSDI and SSI (and Why It Matters)

    The Difference Between SSDI and SSI (and Why It Matters)

    Your clients often do not know if they are receiving SSDI or SSI because both benefits come directly from the Social Security Administration, and both are only available to disabled individuals.


    However, it's important to verify which benefits your client is receiving, because receiving a personal injury settlement will likely impact SSI benefits, but has no impact on SSDI benefits.


    In this episode, Greg Maxwell explains some of the differences between SSDI and SSI — and why it matters for your clients.


    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
    How Medical Underwriting (a Rated Age) Can Help Your Client

    How Medical Underwriting (a Rated Age) Can Help Your Client

    For catastrophically-injured clients receiving a structured settlement annuity, a rated age can be assigned based on the degree of their injuries.


    If a client is able to receive a high rated age, then the structured settlement annuity rate of return will be higher. In other words, a higher rated age yields a higher overall rate of return on the annuity.


    In this episode, Greg Maxwell discusses medical underwriting (requested a rated age) and how it fits into the overall structured settlement annuity process.


    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://www.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
    What Expenses Can a Special Needs Trust Pay For?

    What Expenses Can a Special Needs Trust Pay For?

    Funds placed into a special needs trust are not counted by Medicaid and SSI when determining ongoing eligibility. 


    A special needs trust can be a great solution for disabled clients who are unable or unwilling to spend down on the allowed items in the calendar month they receive the settlement.


    In this episode, Greg Maxwell discusses what types of expenses a special needs trust can pay for on behalf of the beneficiary.


    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
    Two Case Studies: When a Structured Settlement May Make Sense

    Two Case Studies: When a Structured Settlement May Make Sense

    Structured settlement annuities can be a valuable tool for personal injury clients.


    In this episode, Greg Maxwell shares two case studies where using a structured settlement annuity often makes sense for clients.


    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
    Here's How to Protect Your Clients From "Cash Now" Companies

    Here's How to Protect Your Clients From "Cash Now" Companies

    Your clients may be tempted to sell their annuity to "cash now" companies. How can you prevent them from being taken advantage of and receiving pennies on the dollar from predatory "cash now" factoring companies?


    In this episode, Greg Maxwell shares one of his favorite strategies to protect settlement recipients from "cash now" companies.


    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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