Settlement Partners

SPENDTHRIFT/PRESERVATION TRUSTS

This trust provides taxable or tax-free payments plus liquidity and flexibility. It provides recipients of litigation settlements that have important life sustaining financial needs, and can do so at reduced costs from bank trusts.

The trust provides safe, high quality and cost efficient trust administration services for as little as $30,000. As a trust company, they are held to high standard by rigorous regulations that do not necessarily apply to stockbrokers, financial planners and investment advisors. As mandated by government and banking regulations, trust assets held in individual custodial accounts are entirely segregated from the assets of the trust, and cannot be pledged or loaned for any purpose whatsoever. The trust is restricted to investing in only the highest investment grade income producing vehicles.

Scheduled periodic payments can be distributed on a monthly basis and in lump sums with the flexibility is there to wake changes if necessary.

Additional Features:

  • Can take advantage of interest rate increases
  • Can be used in conjunction with a structured settlement annuity
  • Does not require any involvement from defendant/insurer
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S P E C I A L   L I F E
S I T U A T I O N S
* Home
* Using Structured Settlement Annuities in Divorce
* The Advantages To Funding a Special Needs Trust with Structured Settlement Payments
* Considering A Settlement For Your Child
* Structured Education: A Promise That Cannot Be Broken
* Structured Settlements For Seniors
* Spendthrift/Preservation Trusts


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388 Comal Avenue • New Braunfels, Texas 78130
(210) 805-8704 • (830) 609-5555 • Fax (830) 609-1349
Voice Pager (800) 810-7549 • E-Mail: cmdavis388@sbcglobal.net


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