SAM Trust

About The Settlement Asset Management Trust

When a person suffers an injury it can have devastating consequences on their life, their family and their financial situation. The ability to earn a living can be lost. Sky high medical bills can accumulate in the blink of an eye. Credit can be ruined as a result. These same issues can cause the rapid depletion of an injury recovery post settlement or verdict. Traditional money management models and products aren’t designed for injury victims and frequently result in mismanagement or financial loss. Who can advise you on the right steps to take? That’s Why We’re Here.

Synergy Asset Management was founded on the premise of building a bright financial future for injury victims through the use of innovative financial planning products and services. The Settlement Asset Management Trust (SAM-T) is our exclusive creation that can provide income for health, welfare maintenance and support. However, it also has the flexibility to address unpredictable needs and provides growth of assets not needed at the present time. The SAM-T is highly customizable and can be tailored to the unique financial needs of someone that has suffered an injury.


"In my twenty-two year career as a trial lawyer I've handled my share of catastrophic cases and structures, but imagine the complexity of an engaged, unwed mother catastrophically injured during delivery, giving birth to a healthy child, but left in a vegetative state? The issues of guardianship and entitlements of the newborn, the rights of the biological father-fiancé, an out-of-state teenage child of the mother, lifetime maintenance of the mother, as well as the rights of family of the mother, who became her primary care-takers? Synergy systematically managed the seven figure tender of one defendant, the establishment of a Qualified Settlement Fund, a Special Needs Trust, and multiple structures, all the while concurrently maintaining the various entitlements to ancillary services, as well as the remaining litigation. Everything was handled professionally, timely and literally without a hitch. Truly an amazing feat."

Marcus J. Michles II
Michles & Booth

Ready to schedule a consultation?

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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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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