Settlement Planning Tips for Personal Injury Attorneys

Amicus Settlement Planners
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Settlement Planning Tips for Personal Injury Attorneys

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!

  1. JAN 15

    How to Reduce Income Taxes and Build Wealth Using Your Contingent Fees

    To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/call-with-greg-maxwell In this special episode, attorney Greg Maxwell shares a powerful tax planning strategy that allows plaintiff attorneys to significantly reduce their income taxes by deferring their 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

    40 min

  2. 11/26/2023

    How Employment Attorneys Can Dramatically Increase Their Clients After-Tax Net Recovery

    To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall In this special episode, attorney Greg Maxwell shares with attorneys a powerful tax planning strategy that can significantly increase their client’s after-tax net recovery while providing them with liability protection and peace of mind. Tune in to learn how this strategy can benefit both clients and attorneys in employment and labor law cases. 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

    20 min

  3. 11/06/2023

    Taxable Damages Cases: How Plaintiff Attorneys Can Double (or Triple) Their Client's After-Tax Net Recovery

    To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall Since the Tax Cuts and Jobs Act of 2017, plaintiffs have been taxed on the full gross recovery in cases not based on personal injury (including the attorney fees). We call this the Plaintiff Double Tax Trap. This special episode shares a powerful tax planning strategy that can help clients avoid paying the Plaintiff Double Tax Trap — which can double or triple the client's after-tax net recovery. 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

    42 min

  4. 11/15/2021

    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

    5 min

  5. 11/08/2021

    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

    3 min

  6. 11/01/2021

    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

  7. 10/25/2021

    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

  8. 10/18/2021

    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

    5 min
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About

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!

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