Setting Up a Settlement Trust for a Competent Adult
- E70
- 03:24
- May 10th 2021
Placing settlement funds into a structured settlement annuity when the client is a competent adult may not make sense in some situations.
In this episode, Greg Maxwell outlines why we often prefer to set up a settlement trust instead of using a structured settlement annuity for cases involving competent adults.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
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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!