What is the SAM Trust and How Does it Work?

The SAM-T is an irrevocable spendthrift trust that will pay for all of the necessary life needs of an injury victim. However, it can’t be sold like a structured settlement annuity can in a factoring transaction. While it can provide the necessary income for an injury victim, it can also adapt to changing needs because of its inherent liquidity and flexibility. Income, growth and flexibility are accomplished through a variety of proprietary money management strategies designed specifically for your individual needs.

Synergy Asset Management provides a combination of trustee services and asset management services so an injury victim and his or her family does not have to manage unwanted financial affairs. At the same time, the injury victim’s needs as well as wants can be addressed so that the focus is on recovery. Given the fact that 90% of injury victims dissipate their entire settlement within 5 years of recovery, prudent planning and spending is of paramount importance.

TESTIMONIALS

"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

What Is SAM Trust?

What is the SAM Trust and How Does it Work?

TESTIMONIALS

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