Settlement Services
- Tax-deferred attorney fee annuities
- Quote and handle placement of structured settlement annuities
- Medicare Set-Aside Allocations
- Trust Services: creation and administration
- Help you and your clients avoid constructive receipt issues
- Provide a thorough customized needs analysis
- Analyze life care plan and economic damages
- Spanish translation available for clients and families
- Obtain rated ages to lower the cost or increase the benefit of an annuity to a severely injured person
- Attend mediations either in person, via Skype (or other web based video conferencing) or telephonically
- 26 USC § 104 – (a) (1) & (2) Document Assistance
- Assist and complete settlement documents (e.g. settlement agreements, releases, qualified assignments, applications, court approvals, GAL reports and conservatorships)
- Provide information to your clients on how to protect government benefits
- Ongoing assistance for the life of the policy
