Settlement Planning Tips for Personal Injury Attorneys

Amicus Settlement Planners
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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. 2023/11/26

    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

  2. 2021/11/15

    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

  3. 2021/11/08

    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

  4. 2021/11/01

    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

  5. 2021/10/18

    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

  6. 2021/10/11

    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

  7. 2021/09/27

    When to Recommend a Special Needs Trust for a Settling Client

    A special needs trust is a valuable settlement tool — but may not be an available or viable option for many clients. In this episode, Greg Maxwell discusses when it may make sense to recommend a special needs trust to 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

  8. 2021/09/20

    The Benefits of a Structured Settlement Annuity

    One of the main benefits of using a structured settlement annuity with a personal injury client is the annuity provides dissipation protection. In this episode, Greg Maxwell talks about why dissipation protection is so important — and he shares some of the other benefits a structured settlement annuity offers. 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

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簡介

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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