Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.
Greg Maxwell, Esq., CFP®, advises plaintiff firms across the country on settlement planning, special needs planning, and income tax planning. He previously served as President of the Society of Settlement Planners.
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Plaintiffs are taxed when settling lawsuits for employment and discrimination. With minimal settlement language, they can often avoid tax on portions of their recovery. When they can’t deduct their legal fees, they can use trust solutions that have the same effect. And to defer and reduce tax, they can use a structured settlement. This presentation will walk through their many options and the steps necessary to implement.
Key topics to be discussed:
Date / Time: November 6, 2023
Closed-captioning available
Jeremy Babener | Structured Consulting
Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.
Greg Maxwell | Amicus Settlement Planners
Greg Maxwell, Esq., CFP®, advises plaintiff firms across the country on settlement planning, special needs planning, and income tax planning. He previously served as President of the Society of Settlement Planners.
I. Needed settlement language in taxable cases | 2:00pm – 2:20pm
II. Ways to minimize employment and income tax | 2:20pm – 2:40pm
III. What to do when plaintiff can’t deduct legal fees | 2:40pm – 3:00pm
only $395 yearly
only $395 yearly