Amicus Settlement Planners

We help plaintiffs and attorneys maximize settlement outcomes through tax, legal, and financial planning.

Amicus Settlement Planners is a team of attorneys, CPAs, and financial advisors who understand the legal and financial issues that arise at the time of settlement. We know that every situation is different, and we assist settling plaintiffs and attorneys in making the most of their legal settlements.

We specialize in settlement tax planning, structured settlements, special needs planning, attorney fee deferrals, investment management, trust-based planning, qualified settlement funds, and government benefits planning.

Settlement Tax Planning

We help plaintiffs receiving a legal settlement avoid having to pay too much in taxes. We work closely with the client to determine which settlement tax planning solution best fits their unique situation to ensure they maximize their after-tax net recovery.

Structured Settlement Annuities

We help attorneys and their clients evaluate their unique situation to determine if a structured settlement is the right fit for a portion of the settlement funds. Our structured settlement solutions are designed to prepare for and meet the client's future needs.

Business hours: 9AM to 5PM Monday to Friday, closed on weekends

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