The Mechanics of How to Set Up a Structured Settlement Annuity
- E12
- 03:45
- March 30th 2020
If your clients want to place a portion of their settlement funds into a structured settlement annuity, there are certain unique steps and actions that must be taken — as well as a few pitfalls to avoid.
In this episode, Greg Maxwell discusses the mechanics of setting up a structured settlement annuity.
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!