The Tax-Exempt Status of Structured Settlement Annuities artwork
Settlement Planning Tips for Personal Injury Attorneys

The Tax-Exempt Status of Structured Settlement Annuities

  • S1E4
  • 02:33
  • February 3rd 2020

Greg Maxwell of Amicus Settlement Planners highlights the tax-exempt status of Structured Settlement Annuities. Internal Revenue Code § 104(a)(2) and Internal Revenue Code § 130 discuss the taxation of personal, physical injuries and qualified structured settlement annuities.

In addition, Greg Maxwell shares some examples of situations where the tax-exempt status of Structured Settlement Annuities can be particularly helpful/important.

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!