Counsel and firm planning
Contingency Fee Attorneys
Plan qualifying fees, firm liquidity, and the decisions that follow a successful case.
- Attorney fee deferrals
- Firm succession planning
- Qualified settlement funds
How we help
Planning built around what comes next.
Settlement, tax, benefit, trust, and investment decisions brought into one clear, coordinated view.
Protection and income design
Settlement Clients
Turn a settlement into a practical plan for present needs and lasting financial security.
- Structured settlements
- Special needs planning
- Lien and benefit coordination
Clarity through change
Financial Transitions
Coordinate liquidity, investment, and income choices around a major financial event.
- Structured installment sales
- Investment planning
- Income and liquidity design
Structure and stewardship
Trusts
Add protection, oversight, and professional coordination when the situation calls for it.
- Special needs trusts
- Settlement preservation trusts
- Professional coordination
Decision library
Understand the purpose of each planning tool.
Open a briefing for a concise view of who it may help, what it does, and when the conversation should begin.
Explore deeper insights ↗01Structured settlement annuities
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Who it may help
Claimants seeking dependable scheduled income
What it does
A chosen portion of proceeds funds future payments designed around recurring needs, milestones, or lifetime income.
When to discuss it
Before settlement documents are final
02Attorney fee deferrals
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Who it may help
Contingency fee attorneys planning future income
What it does
All or part of a qualifying fee may fund fixed or market based payments received on a selected schedule.
When to discuss it
Before the attorney can receive the fee
03Market based settlement options
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Who it may help
Clients seeking growth potential within a broader plan
What it does
A market linked portfolio can complement guaranteed payments while introducing investment risk and variability.
When to discuss it
During settlement design
04Trust and benefit planning
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Who it may help
Minors, disabled beneficiaries, and clients needing oversight
What it does
Trusts and ABLE accounts may support approved needs, responsible management, and benefit preservation.
When to discuss it
Before proceeds are distributed
05Medicare and lien coordination
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Who it may help
Clients with future care or repayment obligations
What it does
Specialists identify, verify, and coordinate medical allocations and claims against the settlement.
When to discuss it
As early as practical
06Structured installment sales
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Who it may help
Qualifying sellers of a business or property
What it does
An independent assignment arrangement converts eligible sale proceeds into periodic future payments.
When to discuss it
Before a binding sale agreement
One coordinated strategy
The strongest plan connects every decision.
Bring us into the conversation early. We will help identify the relevant questions, explain the available paths, and work alongside the professionals already serving you.
Schedule a consultation ↗