Settlement Planning Tips for Personal Injury Attorneys

Follow Settlement Planning Tips for Personal Injury Attorneys
Share on
Copy link to clipboard

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!

Amicus Settlement Planners


    • Jan 15, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 4m AVG DURATION
    • 101 EPISODES


    Search for episodes from Settlement Planning Tips for Personal Injury Attorneys with a specific topic:

    Latest episodes from Settlement Planning Tips for Personal Injury Attorneys

    How to Reduce Income Taxes and Build Wealth Using Your Contingent Fees

    Play Episode Listen Later Jan 15, 2024 40:03


    To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/call-with-greg-maxwell In this special episode, attorney Greg Maxwell shares a powerful tax planning strategy that allows plaintiff attorneys to significantly reduce their income taxes by deferring their contingent legal fees. 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 

    reduce fees income taxes build wealth contingent greg maxwell
    How Employment Attorneys Can Dramatically Increase Their Clients After-Tax Net Recovery

    Play Episode Listen Later Nov 26, 2023 19:57


    To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall In this special episode, attorney Greg Maxwell shares with attorneys a powerful tax planning strategy that can significantly increase their client's after-tax net recovery while providing them with liability protection and peace of mind. Tune in to learn how this strategy can benefit both clients and attorneys in employment and labor law cases. 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 

    recovery clients attorney employment dramatically greg maxwell
    Taxable Damages Cases: How Plaintiff Attorneys Can Double (or Triple) Their Client's After-Tax Net Recovery

    Play Episode Listen Later Nov 6, 2023 41:50


    To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall Since the Tax Cuts and Jobs Act of 2017, plaintiffs have been taxed on the full gross recovery in cases not based on personal injury (including the attorney fees). We call this the Plaintiff Double Tax Trap. This special episode shares a powerful tax planning strategy that can help clients avoid paying the Plaintiff Double Tax Trap — which can double or triple the client's after-tax net recovery. 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 

    recovery clients attorney triple tax cuts damages jobs act plaintiffs taxable greg maxwell
    Options to Protect Your Client's Medicaid / SSI

    Play Episode Listen Later Nov 15, 2021 4:52


    Plaintiff attorneys often ask us what the options are for clients to maintain needs-based government benefits after receiving a settlement. In this episode, Greg Maxwell outlines the four main options available to clients on needs-based benefits, discusses the differences between them, and when each of the options may make sense for the client. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media clients protect options medicaid plaintiffs blog content greg maxwell
    How to Establish a Structured Settlement Annuity For Your Client

    Play Episode Listen Later Nov 8, 2021 2:53


    A structured settlement annuity can be an excellent option for a client receiving a settlement from a personal injury. In this episode, Greg Maxwell outlines the process of establishing a structured settlement annuity for a settling client. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media clients establish settlement structured annuity blog content greg maxwell
    How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

    Play Episode Listen Later Nov 1, 2021 3:06


    If a past client finds themselves in a situation where they may need/want immediate access to cash, it's not uncommon for them to be tempted by predatory factoring companies. (Think of the commercials with the singing, dancing Vikings...) In this episode, Greg Maxwell discusses how attorneys can help a client who has decided to sell their future annuity payment get the best possible deal. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media clients vikings annuity best deal blog content greg maxwell
    Tax Planning Tips for Personal Injury Attorneys

    Play Episode Listen Later Oct 25, 2021 3:20


    In addition to the typical tax planning strategies recommended to most business owners (e.g., 401(k), IRAs, etc.), personal injury attorneys have access to some powerful tax planning options that are unique to contingency fee-based attorneys. In this episode, Greg Maxwell shares how contingency fee-based attorneys can defer their taxes and grow their wealth using both traditional options and the unique options available to them. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media attorney iras tax planning personal injury blog content greg maxwell
    How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

    Play Episode Listen Later Oct 18, 2021 4:31


    When we work with a client to set up a settlement trust, one of the most important decisions we make with the client is helping them choose the trustee of the trust. In this episode, Greg Maxwell discusses the two most common trustee options, outlines the important differences between the two, and gives some guidance on what we typically recommend. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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

    social media trustees settlement blog content special needs trust greg maxwell
    The Difference Between a Structured Settlement and a Fixed Income Annuity

    Play Episode Listen Later Oct 11, 2021 3:37


    For clients in a low-income tax bracket, not every client necessarily needs the tax benefits that a structured settlement annuity provides. In some cases, a fixed income annuity may be the better option (due to higher long-term rates of return). In this episode, Greg Maxwell talks about the differences between a structured settlement annuity and a fixed income annuity, and the situations when one tool may make more sense for your clients. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media settlement structured annuity fixed income blog content greg maxwell
    Fee Deferral Best Practices for Growing Wealth Successfully

    Play Episode Listen Later Oct 4, 2021 3:32


    We work with contingency fee-based attorneys nationwide to help them establish deferred compensation plans.  In this episode, Greg Maxwell shares the specific planning approach that has yielded the best results for our clients. (Hint: it doesn't involve waiting for the "big one" to defer fees). Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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

    social media wealth hint best practices successfully fees deferral blog content greg maxwell
    When to Recommend a Special Needs Trust for a Settling Client

    Play Episode Listen Later Sep 27, 2021 2:50


    A special needs trust is a valuable settlement tool — but may not be an available or viable option for many clients. In this episode, Greg Maxwell discusses when it may make sense to recommend a special needs trust to a settling client.  Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media clients settling recommend blog content special needs trust greg maxwell
    The Benefits of a Structured Settlement Annuity

    Play Episode Listen Later Sep 20, 2021 3:30


    One of the main benefits of using a structured settlement annuity with a personal injury client is the annuity provides dissipation protection. In this episode, Greg Maxwell talks about why dissipation protection is so important — and he shares some of the other benefits a structured settlement annuity offers. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media benefits settlement structured annuity blog content greg maxwell
    What are the Differences Between a 401K Plan and a Deferred Compensation Plan?

    Play Episode Listen Later Sep 13, 2021 4:24


    We often get asked by attorneys whether they should max out their 401(k) plan or instead establish and fund a deferred compensation plan. In this episode, Greg Maxwell discusses the differences between a 401(k) plan and a deferred compensation plan for attorneys, and why we think it's smart to have both. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media differences 401k deferred compensation plans blog content greg maxwell
    What Is the Difference Between a Special Needs Trust and an ABLE Account?

    Play Episode Listen Later Sep 6, 2021 3:12


    Special needs trusts and ABLE Accounts provide similar benefits, but there are some key differences. In this episode, Greg Maxwell discusses the differences between special needs trusts and ABLE accounts, and when to consider one (or both) for your client. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media account blog content special needs trust greg maxwell
    What Happens When a Past Client Decides to Sell Their Annuity?

    Play Episode Listen Later Aug 30, 2021 3:20


    In some cases, clients who have set up structured settlement annuities are marketed to about selling their future payments in exchange for a lump sum. These deals are rarely a good idea for clients. In this episode, Greg Maxwell shares what can be done to advise and protect clients interested in pursuing a factoring transaction. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media clients decides annuity blog content greg maxwell
    How to Defer Contingent Legal Fees Using Two Different Funding Vehicles

    Play Episode Listen Later Aug 23, 2021 4:18


    When deferring contingent legal fees, attorneys have the option to use either a structured settlement annuity or a deferred compensation plan as the funding vehicle. In this episode, Greg Maxwell talks about the process of deferring fees using these two funding vehicles and the differences between them.  Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media funding vehicles contingent defer legal fees blog content greg maxwell
    What Are the Special Needs Trust Distribution Guidelines?

    Play Episode Listen Later Aug 16, 2021 3:24


    A special needs trust cannot pay for expenses that SSI is already paying for; otherwise, a beneficiary can use the funds in their special needs trust to pay for nearly anything that the beneficiary may need. In this episode, Greg Maxwell talks more about the distribution guidelines of special needs trusts. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media guidelines distribution ssi blog content special needs trust greg maxwell
    Are Structured Settlement Annuities Taxable?

    Play Episode Listen Later Aug 9, 2021 2:10


    One of the most common questions we get from settling plaintiffs is this: "If I choose a structured settlement annuity for all or a portion of my settlement, are the future payments taxable?" In this episode, Greg Maxwell discusses the code sections regarding structured settlement annuities and the preferential tax treatment if certain conditions are met. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media settlement structured annuity taxable blog content greg maxwell
    How to Use Deferred Compensation Plans to Attract and Retain Key Associates

    Play Episode Listen Later Aug 2, 2021 2:55


    Many attorneys struggle to attract and retain key associates without having to give up equity in their firm. In this episode, Greg Maxwell discusses how attorneys can use deferred compensation plans as an incentive ("golden handcuffs") to retain key associates. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media attract associates retain deferred compensation plans blog content greg maxwell
    How to Protect Clients From a Large Tax Bill in Taxable Damage Cases

    Play Episode Listen Later Jul 26, 2021 2:58


    Plaintiffs in taxable damage cases are often left with a large tax bill as a result of their settlement (due to changes from the Trump tax laws). In this episode, Greg Maxwell shares how attorneys can help mitigate their client's tax liability in taxable damages cases. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media donald trump clients protect large damage plaintiffs tax bill taxable blog content greg maxwell
    How Can Attorneys Protect Clients with Annuities from Factoring Companies?

    Play Episode Listen Later Jul 19, 2021 3:11


    Factoring companies ("cash now" companies) often prey on injury settlement recipients and convince them to sell their future annuity payments. In this episode, Greg Maxwell discusses how attorneys can protect their clients from these predatory factoring companies. Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode. ⁠— 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 

    social media clients protect companies attorney annuity factoring blog content greg maxwell
    This Tax Law Allows Personal Injury Attorneys to Defer Their Legal Fees

    Play Episode Listen Later Jul 12, 2021 2:58


    Unlike other professionals (or even other lawyers), personal injury attorneys have the unique ability to defer their legal fees to future tax years. In this episode, Greg Maxwell shares the case law that allows for contingency fee-based attorneys to defer fees. 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

    social media attorney tax law personal injury defer legal fees blog content greg maxwell
    Who Is Eligible for a Special Needs Trust?

    Play Episode Listen Later Jul 5, 2021 3:00


    A special needs trust is a great solution to help personal injury settlement recipients keep their Medicaid and SSI benefits after receiving a settlement. In this episode, Greg Maxwell outlines the eligibility requirements for a special needs trust. 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

    social media medicaid eligible ssi blog content special needs trust greg maxwell
    Flow of 1099s When Using a Deferred Compensation Plan

    Play Episode Listen Later Jun 28, 2021 1:59


    When we work with attorneys to establish their deferred compensation plans, they often ask us how to handle IRS Form 1099s. This episode outlines the typical flow of 1099 forms when a plaintiff attorney defers contingent legal fees into a deferred compensation plan. 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

    deferred compensation plans irs form
    An Outsourced Solution to Government Benefits Planning

    Play Episode Listen Later Jun 21, 2021 4:47


    In this episode, Greg Maxwell outlines the benefits of our proprietary Government Benefit Assessment. The Assessment allows your firm to outsource government benefits planning issues to our firm — all at no cost to your firm.  In short, our goal is to make sure that a client's settlement doesn't jeopardize their ongoing eligibility for needs-based government benefits, and it removes this hassle from your firm. 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

    social media planning solution outsourced blog content government benefits greg maxwell
    When to Consider Using a Qualified Settlement Fund

    Play Episode Listen Later Jun 14, 2021 3:31


    This episode shares when it may make sense for plaintiff attorneys to use a Qualified Settlement Fund (QSF). A QSF can be an excellent settlement tool that benefits all parties involved in the case: the plaintiff attorneys, the defendants, and the clients. 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

    social media fund qualified settlement blog content
    Exploring the Line of Credit Feature of Deferred Compensation Plans

    Play Episode Listen Later Jun 7, 2021 2:16


    One concern we hear from plaintiff attorneys who place funds into a private deferred compensation plan is this: "What if I need access to funds more quickly than the deferred compensation plan allows?" In this episode, Greg Maxwell outlines the ability to establish a line of credit with the deferred compensation program administrator to fund immediate cash flow needs. 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

    social media feature deferred compensation plans line of credit blog content greg maxwell
    Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

    Play Episode Listen Later May 31, 2021 2:41


    Settling a case for a client who receives Medicare presents particular challenges and potential pitfalls. In this episode, Greg Maxwell discusses navigating Medicare's past and future interests in a client's settlement. 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

    navigating attorney medicare obligations settling plaintiffs greg maxwell
    Annuity Alternatives to Structured Settlements

    Play Episode Listen Later May 24, 2021 3:50


    In personal injury settlement, structured settlement annuities are one of the most commonly used settlement planning tools.  However, there are annuities — other than structured settlement annuities — that are available to settling clients.  In some situations, using a fixed indexed annuity or equity-indexed annuities may make more sense (particularly in our historically low interest-rate environment). 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

    social media alternatives annuity blog content structured settlements
    Setting Up a Settlement Trust for a Competent Adult

    Play Episode Listen Later May 10, 2021 3:24


    Placing settlement funds into a structured settlement annuity when the client is a competent adult may not make sense in some situations. In this episode, Greg Maxwell outlines why we often prefer to set up a settlement trust instead of using a structured settlement annuity for cases involving competent adults. 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

    social media trust adult setting up settlement placing competent blog content greg maxwell
    Issues to Consider before Terminating a Special Needs Trust

    Play Episode Listen Later May 3, 2021 3:12


    In this episode, Greg Maxwell discusses issues that need to be considered before terminating a first-party special needs trust. In particular, Greg shares how to make sure that most of the funds in the trust benefit the client. 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

    social media terminating blog content special needs trust greg maxwell
    Consider Adding this Language to Your Attorney-Client Fee Agreement

    Play Episode Listen Later Apr 26, 2021 1:49


    If you're an attorney and you may be interested in deferring contingent legal fees to save on your income tax, it's best practice to add some specific language to your retainer agreement. 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

    social media language agreement blog content attorney client
    Why the Affordable Care Act is Great for Plaintiffs

    Play Episode Listen Later Apr 19, 2021 2:38


    In this episode, Greg Maxwell discusses why the Affordable Care Act is a significant benefit for plaintiffs. Greg also shares when it may make sense for your client to purchase a healthcare policy on the Marketplace and forgo using a special needs trust to preserve Medicaid eligibility. 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

    social media marketplace medicaid affordable care act plaintiffs blog content greg maxwell
    The Mechanics of Setting Up a Settlement Trust

    Play Episode Listen Later Apr 12, 2021 2:39


    In this episode, Greg Maxwell shares the mechanics of setting up a settlement trust for a client — and he outlines how the process compares to situations when your client places funds into a structured settlement annuity. 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

    social media trust mechanics setting up settlement blog content greg maxwell
    The #1 Question I'm Asked About Deferred Compensation Plans

    Play Episode Listen Later Apr 5, 2021 2:53


    Many of the plaintiff attorneys that we speak with are surprised to learn about the option to defer their legal fees using deferred compensation plans — mostly because they had no idea this approach was even an option. In this episode, Greg Maxwell shares why most attorneys have not heard about deferred compensation plans — and why nearly every attorney tells us, "I wish I had known about this option sooner." 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

    social media deferred compensation plans blog content greg maxwell
    The "4-Bucket" Approach to Settlement Proceeds Planning

    Play Episode Listen Later Mar 29, 2021 4:06


    Settlement proceeds planning essentially boils down to allocating a plaintiff's settlement into one of four different buckets. This episode discusses what the "Four-Bucket" approach is and the advantages and disadvantages of each bucket. 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

    social media planning bucket settlement proceeds blog content
    How Non-Qualified Annuities Can Reduce Your Client's Tax Bill

    Play Episode Listen Later Mar 22, 2021 3:03


    Did you know that your clients can save significantly on their tax bill when settling a taxable damages case (a case that is NOT based on a physical personal injury)? In this episode, Greg Maxwell talks about how using a non-qualified structured settlement annuity can help plaintiffs in taxable damages cases reduce the total amount of taxes they must pay. 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

    social media clients reduce qualified annuity tax bill blog content greg maxwell
    When Is It Too Late to Defer Legal Fees on a Case?

    Play Episode Listen Later Mar 15, 2021 2:13


    One common question we hear about deferring contingent legal fees is: "Can I still defer my fees on a particular case — or is it too late?" In this episode, Greg Maxwell answers this question and explains when it's too late to defer the attorneys fee on a case. 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

    social media defer legal fees blog content greg maxwell
    Estate Planning Considerations for Settling Plaintiffs

    Play Episode Listen Later Mar 8, 2021 3:22


    Without careful planning, a client's personal injury settlement could create unintended estate planning issues. In this episode, Greg Maxwell shares examples of when your client may need to address estate planning concerns when settling a case.  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

    social media considerations settling estate planning plaintiffs blog content greg maxwell
    The Menu of Structured Settlement Annuity Payout Options

    Play Episode Listen Later Mar 1, 2021 2:50


    Structured settlement annuities offer many different payout options and designs.  In this episode, Greg Maxwell talks about the payout options available to a client when establishing a structured settlement annuity — and why we compare annuities to concrete. 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

    social media options menu settlement structured annuity payout blog content greg maxwell
    Attorney Fee Deferrals: Annuities vs. Deferred Compensation Plans

    Play Episode Listen Later Feb 22, 2021 3:58


    The two most common options for deferring contingent legal fees are structured settlement annuities and deferred compensation plans. Both have advantages and disadvantages depending on the goals and preferences of the attorney. In this episode, Greg Maxwell shares situations when each option may make sense. 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

    social media attorney annuity deferred compensation plans blog content deferrals greg maxwell
    Plaintiff Attorneys & Settling Clients Need Specialized Advice

    Play Episode Listen Later Feb 15, 2021 2:59


    Plaintiff attorneys and their clients have unique needs and need specialized expertise — and Amicus Settlement Planners was built to handle these unique issues. Amicus helps attorneys minimize their own income taxes through strategies available only to contingency fee-based attorneys. Amicus helps clients develop a plan for their settlement proceeds that encompasses their legal and financial issues. In short — at Amicus, we work solely with plaintiff attorney firms and their clients. If you're looking for a specialist — someone who understand your practice — we're here to help. 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

    social media advice clients attorney settling specialized plaintiffs amicus blog content
    Maximizing Flexibility and Liquidity in Minor's Cases

    Play Episode Listen Later Feb 8, 2021 3:22


    In a minor's settlement case, most attorneys will use a structured settlement annuity. But there are more options for the minor client depending on their needs. In this episode, Greg Maxwell talks about the different options to maximize flexibility and liquidity in minor's cases. 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

    minor maximizing flexibility liquidity greg maxwell
    A Solution to a Typical Plaintiff Attorney's Tax Planning Frustrations

    Play Episode Listen Later Feb 1, 2021 3:07


    Many CPAs give the same tax planning strategies to plaintiff attorneys as they do to doctors, dentists, and business owners. In this episode, Greg Maxwell shares a story of an attorney who applied a tax planning strategy available only to plaintiff attorneys. 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

    social media solution attorney typical frustrations tax planning plaintiffs blog content greg maxwell
    What are the Costs Involved in Setting Up a Special Needs Trust?

    Play Episode Listen Later Jan 25, 2021 3:25


    One common question we get from clients and personal injury attorneys is, "How much does setting up a Special Needs Trust cost?" In this episode, Greg Maxwell outlines the process and the possible costs involved when a Special Needs Trust is established. 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

    social media costs involved setting up blog content special needs trust greg maxwell
    What's the Difference Between First Party and Third Party Special Needs Trusts?

    Play Episode Listen Later Jan 18, 2021 3:41


    In this episode, Greg Maxwell discusses the differences between a first-party and third-party Special Needs Trust — and which trust type usually applies in personal injury settlements. 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

    social media special needs trusts third party first party blog content special needs trust greg maxwell
    Can a Settlement Trust Pay a Parent for Care Provided to a Child?

    Play Episode Listen Later Jan 11, 2021 2:30


    "Can a settlement trust pay a parent for being the caregiver of the injured child?" In this episode, Greg Maxwell answers this question and discusses some things you need to consider when exploring this option. 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

    social media trust child care parent settlement blog content greg maxwell
    Can a Client Own a Home and Still Receive Medicaid / SSI?

    Play Episode Listen Later Jan 4, 2021 2:42


    In this episode, Greg Maxwell answers a common question that we hear from settlement clients and their attorneys: “Can a client own a home and still be eligible for Medicaid and SSI?" 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

    clients receive medicaid ssi greg maxwell
    "Can I Defer My Contingent Fees if I Only Get Small Cases?"

    Play Episode Listen Later Dec 28, 2020 2:36


    A common question we often hear from attorneys is: "Most of my cases are small. Can I still defer my legal fees?" In this episode, Greg Maxwell discusses if there's a minimum amount required to defer contingent legal fees. 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

    social media fees contingent defer blog content greg maxwell
    When is a Settlement Protection Trust a Good Idea?

    Play Episode Listen Later Dec 21, 2020 3:02


    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 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

    social media trust good ideas settlement blog content greg maxwell
    Using Deferred Compensation Plans as a Wealth Transfer Tool

    Play Episode Listen Later Dec 17, 2020 2:39


    A common question that we receive about attorney deferred compensation plans is: "What happens to the funds in my plan when I pass away?" In this episode, Greg Maxwell explores the different planning opportunities that deferred compensation plans allow at the time of your death, including the ability to use your plan as a wealth transfer tool. 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

    social media tool deferred wealth transfer compensation plans blog content greg maxwell

    Claim Settlement Planning Tips for Personal Injury Attorneys

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel