What is a Medical Management Trust and Why Would my Client Want One?
November 3, 2020 Helping a client plan for their post-settlement life can be complicated, especially if they have significant future…
November 3, 2020 Helping a client plan for their post-settlement life can be complicated, especially if they have significant future…
September 1, 2020 As a case comes to a close, personal injury victims often have plans for their settlement recovery….
May 4, 2020 While this pandemic has been difficult for us all, we in the pooled trust world are keenly…
April 6, 2020 We hear the same thing from attorneys over and over: I secured a substantial recovery for my…
March 2, 2020 Last year we told you about how the Tax Cuts and Jobs Act (TCJA) impacted trust taxation…
If your client does not have needs-based public benefits, you might be thinking a trust isn’t necessary or even desirable….
Many of my clients have joined or have helped a family member join the Settlement Solutions National Pooled Trust. My experience working with this pooled trust has always been very positive.
The Settlement Solutions National Pooled Trust are user friendly, fast, efficient and most importantly cost effective.