Daniel J. Alvarez

Daniel J. Alvarez

Vice President and General Counsel

E: dan@synergysettlements.com

P: 877.242.0022

Daniel J. Alvarez is Vice President and General Counsel for Synergy Settlement Services in Tampa, Florida. He works nationally specializing in advising injured parties in areas including financial, complex settlement planning and public benefits preservation. Mr. Alvarez is also a founding partner of the Structured Sales Group, where he specializes in tax deferral planning in the purchase and sale of investment real estate and small to medium sized businesses. Mr. Alvarez was a featured speaker in the Stetson College of Law Special Needs Trust Seminar IX and has authored numerous articles on financial planning associated with legal recoveries.

 

  • Past Experience

    Mr. Alvarez began work as an Assistant State Attorney in Hillsborough County where he tried over sixty jury trials. After three years as a prosecutor, he worked as a trial lawyer at Wilkes & McHugh in Tampa. During this time, he garnered extensive experience in the mediation and settlement of complex, high-value cases.

  • Education

    He graduated from Florida State University in 1997. He went on to Florida State College of Law where he graduated Cum Laude in 2000.

  • Relevant Experience

    Mr. Alvarez is also a founding partner of the Structured Sales Group, where he specializes in tax deferral planning in the purchase and sale of investment real estate and small to medium sized businesses. Mr. Alvarez was a featured speaker in the Stetson College of Law Special Needs Trust Seminar IX and has authored numerous articles on financial planning associated with legal recoveries.

  • Associations

    Mr. Alvarez has professional affiliations with the AAJ, Florida Justice Association – Young Lawyer Section Board Member, Hillsborough County Bar Association, Society of Settlement Planners, Round Table Group’s Expert Network and the American Bar Association.

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TESTIMONIALS

“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.

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