When is a Settlement Protection Trust a Good Idea? artwork
Settlement Planning Tips for Personal Injury Attorneys

When is a Settlement Protection Trust a Good Idea?

  • E50
  • 03:02
  • December 21st 2020

Using a settlement protection trust is common for cases involving minors. However, it can also be an effective planning tool for adults as well.

In this episode, Greg Maxwell shares when a settlement protection trust may be a good idea for an adult client.

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!