Category Archives: ATTY FEE DEFERRAL

Reduce Taxes and Save for Retirement with Attorney Fee Deferrals

Reduce Taxes and Save for Retirement with Attorney Fee Deferrals A few months ago, a trial attorney in New York City had just settled a big case. He was like a lot of people reading this article; well-respected, successful, hardworking. But while he was excited about the result, he was frustrated with the massive amount…

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Do You Want to Retire With a Six-Figure Pension?

According to Yahoo Finance, in 1998 59% of Fortune 500 companies offered traditionally defined benefit pension plans to new hires.  However, by 2017 Yahoo reported that only 16% of those same companies offered a traditional defined benefit pension plan.  Defined Benefits Pensions typically pay a retiring employee a percentage of their average earnings for the…

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Defer Taxation of Your Legal Fees and Take Control of Timing of Income

Many attorneys have questions when it comes to how to avoid the spikes in income and the accompanying taxation common with contingent legal fees. There are custom tailored solutions for attorneys who work on a contingent fee basis to avoid these issues. Attorney fee structures and deferred compensation arrangements allow lawyers to avoid taking income…

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5 Ways Lawyers Can Maximize Their Wealth By Deferring Fees

Leif Lundberg, LL.M and Ben Eisler, JurisPrudent Deferral Solutions Takeaways Defer compensation like Fortune 500 executives do, so your money grows faster. Tie your fee to the returns of investments that you select – stocks, bonds, real estate, etc. Gain access to low-interest loans, as needed, to fund cases (currently 3-4%). Use “golden handcuffs” to…

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Traditional Structured Attorney Fees with Life Contingency Payments

Bet On Your Health! A pre-tax and tax-deferred attorney fee structure offers great benefits to attorneys who earn contingent legal fees.  In essence, it is an unlimited retirement investment vehicle exclusively for attorneys.  Using annuity based fee structures, an attorney can get a guaranteed competitive fixed rate of return.  The returns are typically similar to…

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Are you Cutting A Check to the IRS this Year?

Are you Cutting A Check to the IRS this Year? By Daniel J. Alvarez, J.D. and Anthony F. Prieto, Jr., CFP® As the tax season draws to a close, you may be reviewing your tax return with some displeasure.  Did you cut too large of a check to the Department of Treasury for your 2014…

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The Benefits of Attorney Fee Deferral Programs

Attorney Fee Deferral Programs  By Daniel J. Alvarez, J.D. and Anthony F. Prieto, Jr., CFP® Due to the contingent nature of compensation as a plaintiff lawyer, unique retirement planning options exist especially for you. Below we compare and contrast traditional small business retirement plans with some of the unique tax deferred planning options available when…

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Harnessing the Power of Tax Deferral for Contingent Legal Fees

Lawyers who earn contingent legal fees have a unique ability to control the timing of their income with either attorney fee structures or deferred compensation arrangements.  While many lawyers fail to consider these vehicles due to lack of information, it is easy to see once one understands the options how powerful this can be for contingent legal fees.


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The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

Understanding Structured Settlements and Medicare Set-AsidesThird Thursday Webinar Series

The parties agree that a Medicare Set-Aside is needed, now what? In this month's webinar, presented by Synergy CEO, Jason D. Lazarus, you will learn about the process basics for setting up a set aside including MSA allocations, funding mechanisms for set-asides, post-settlement administration as well as an overview of the process to make sure you close the case compliantly.

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