Amicus Settlement Planners

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Amicus Settlement Planners Amicus Settlement Planners helps plaintiffs and attorneys with tax, legal, and financial planning for lawsuit settlements.

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, Medicare Secondary Payer compliance, trust-based planning, qualified settlement funds, and government benefits planning.

Don’t let taxes catch you off guard! Learn how to report your wrongful termination settlement correctly.Try our Settleme...
09/24/2026

Don’t let taxes catch you off guard! Learn how to report your wrongful termination settlement correctly.

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/1tfn2hf

Learn more about “Are wrongful termination settlements taxable?”:http://amicus.llc/87oa9r

One week from today, Greg Maxwell, JD, CFP®, and Daniel Maxwell, JD, are hosting a free webinar for personal injury atto...
09/23/2026

One week from today, Greg Maxwell, JD, CFP®, and Daniel Maxwell, JD, are hosting a free webinar for personal injury attorneys, case managers, and paralegals.

“My Case Settled, Now What? Settlement-Related Planning Issues”

When a PI case settles, what settlement-related issues are you missing?

We’ll look at six areas that often come up when a case resolves:

- Government benefits
- Structured settlement annuities
- Medicare
- Settlement taxes
- Planning for minors
- Attorney fee tax planning

The goal is simple: help you know what to look for, which facts can change your client’s options, and when it makes sense to bring in outside help.

The webinar is 25 minutes, followed by optional live Q&A.

Wednesday, September 30, 2026
12 PM MT / 2 PM ET | Zoom

We’d love to have you join. Register here:
https://amicus.llc/now-what-sep26-fb

Settling a case soon? A tax-free annuity may be worth a closer look.We recently secured a qualified structured settlemen...
09/22/2026

Settling a case soon? A tax-free annuity may be worth a closer look.

We recently secured a qualified structured settlement annuity with a 6.01% tax-free internal rate of return from an insurer rated A++ by AM Best. These rates are among the highest we've seen in the last 20 years.

Here's why the tax-free benefit matters: at an illustrative 40% combined federal and state marginal income tax rate, a taxable investment would need to earn about 10.02% to match that 6.01% tax-free return on an after-tax basis.

If you or your client is approaching settlement, we can help you explore whether a qualified structured settlement annuity makes sense for your situation.

This illustrative quote was for a period-certain annuity with payments spanning more than 10 years. IRRs vary by quote and payment schedule; not every case will receive 6.01%.

Explore your tax-free annuity options:
https://AmicusPlanners.com
801-683-7362

Tax-free treatment requires a qualifying settlement. The comparison assumes earnings taxed at the stated rate and does not compare investment risk or liquidity. General information, not tax, legal, or investment advice.

09/22/2026

This video 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.

Tax season is coming! Ensure you're prepared by understanding the tax implications of your workers' comp settlement.Try ...
09/17/2026

Tax season is coming! Ensure you're prepared by understanding the tax implications of your workers' comp settlement.

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/1mn7bod

Learn more about “Is Lump Sum Workers’ Comp. Settlement Taxable?”:http://amicus.llc/1tgn83p

Plaintiff attorneys: How much your client keeps can depend on more than the settlement amount. Are there important issue...
09/16/2026

Plaintiff attorneys: How much your client keeps can depend on more than the settlement amount. Are there important issues you may be missing?

Join Greg Maxwell, JD, CFP®, and Daniel Maxwell, JD, for “My Case Settled, Now What? Settlement-Related Planning Issues,” part of the Amicus Settlement Planners monthly webinar series.

In 25 minutes, we’ll walk through six areas that can come up as a case resolves:

- Government benefits
- Structured settlement annuities
- Medicare compliance issues
- Settlement taxes
- Planning for minors
- Attorney fee tax planning

You’ll learn what to look for in your current cases, which client facts can change the available options, and when it makes sense to bring in outside help. We’ll also introduce topics we’ll explore in more depth in future webinars.

Optional live Q&A will follow.

Wednesday, September 30, 2026 | 12 PM MT / 2 PM ET | Zoom

Register for the free webinar:
https://amicus.llc/now-what-sep26-fb

09/15/2026

Settling a case for a client who receives Medicare presents particular challenges and potential pitfalls.

In this video, Greg Maxwell discusses navigating Medicare's past and future interests in a client's settlement.

Don’t let taxes catch you off guard! Learn how to report your wrongful termination settlement correctly.Try our Settleme...
09/10/2026

Don’t let taxes catch you off guard! Learn how to report your wrongful termination settlement correctly.

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/tfyh0w

Learn more about “Taxes on lawsuit settlements”:http://amicus.llc/1edb5g7

09/08/2026

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).

Are you aware of the tax implications of your legal settlement? Don’t leave money on the table!Try our Settlement Tax Ca...
09/03/2026

Are you aware of the tax implications of your legal settlement? Don’t leave money on the table!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/7tjq1s

Learn more about “Is Personal Injury Settlement Taxable?”:http://amicus.llc/c6vrhy

Address

2975 W Executive Pkwy, Ste 112
Lehi, UT
84043

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18016837362

Website

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