Settlement Planning Tips for Personal Injury Attorneys Podcast Por Amicus Settlement Planners arte de portada

Settlement Planning Tips for Personal Injury Attorneys

Settlement Planning Tips for Personal Injury Attorneys

De: 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!

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Episodios
  • When is the Right Time to Bring in a Settlement Planner?

    When is the Right Time to Bring in a Settlement Planner?
    Feb 10 2020

    Personal injury lawyers often call us and ask this question: "When is the right time to get a settlement planner involved in a case?"

    The answer is: the earlier, the better. In this episode, Greg Maxwell of Amicus Settlement Planners shares why it's helpful to get a settlement planner involved early in the case life cycle.

    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

    Más Menos
    3 m
  • The Tax-Exempt Status of Structured Settlement Annuities

    The Tax-Exempt Status of Structured Settlement Annuities
    Feb 3 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 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
    Más Menos
    3 m
  • Can Receiving a Settlement Jeopardize a Client's Government Benefits?

    Can Receiving a Settlement Jeopardize a Client's Government Benefits?
    Jan 20 2020

    Can Receiving a Settlement Jeopardize a Client's Government Benefits? Greg Maxwell of Amicus Settlement Planners discusses the impact that receiving a legal settlement may have on a client's government benefits (like Medicaid, SSI, and other benefits).

    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
    Más Menos
    3 m
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