We provide expertise in important areas of due diligence that limit exposure to future professional liability claims and enhance the services you provide for the client.

Access to an experienced financial professional and former litigation attorney, specializing in designing creative structured settlements for personal injury cases and clients with special needs.

• Coordinate the settlement with public assistance and/or private benefit programs to help close the gap in negotiations.
  
  
• Devote significant time to shop the market for the most competitive benefit payouts from the highest rated carriers.
  
  
• Substantiate case value by pricing the cost of a structured settlement to match the Life Care Plan distributions with actual medical growth rates to provide the lowest settlement figure that meets the needs of the client.
  
  
• Leverage benefits with medical age ratings based on impaired life expectancy.
  
  
• Consider estate planning issues and/or replacing the caregiver at death or disability.
  
  
• Split fund the structure and offer alternative investment products for risk diversification.
  
  
• Use non-qualified taxable payouts for punitive damages, wrongful termination, sexual harassment, child support, attorney fees, etc.
  
  
• Attend settlement conferences and pre-trial meetings; focusing on needs and quantifying the value of those needs in tax free monthly income or lump sum payments tend to lead to settlement.
  
  
• Offer resources for all types of trusts.
  
  
• Assist in preparation of all closing documents to meet IRS regulations.
  
  
• Offer exceptional case support from beginning to end to avoid major "pitfalls" in settling your case.
  
  
• Access all major Life Companies