Structured Settlement Planning Services:
Structured settlement annuities provide for a safe and secure tax-free stream of income.
A Synergy settlement planner will attend mediation and settlement conferences at no cost.
Complete Document Preparation and Review:
We assist attorneys in preparing all necessary documentation and help with any required language that must be in settlement documents.
Financial Needs Analysis:
After meeting with the injury victim or reviewing the life care plan, we can create a comprehensive assessment of the plaintiff’s immediate and long-term financial needs.
Economic/Life Care Plan Analysis:
We can provide an analysis to quantify the actual costs required every year to duplicate the needs presented in the life care plan. Once we determine the actual cash flows required, we can then determine the cost to fund the life care plan with a financial settlement products.
Public Benefit Analysis:
Our expert settlement planners can analyze our clients’ public benefit eligibility.
Future Medical Cost Analysis for Medicare Beneficiaries:
We can provide a detailed analysis of costs that will be covered by Medicare versus non Medicare covered expenses.
Medicare Set Aside Analysis:
Insure that Medicare’s interests are properly addressed by the defense’s set aside allocation
Our lien resolution group assists in the resolution of Medicare, Medicaid, ERISA and private health liens.
Settlement Trust Advisement:
In certain cases, a trust may be appropriate to meet the needs of injury and employment victims.
Structured Fees Advisement:
Attorneys have the unique option to do pre-tax and tax deferred plans for contingent legal fees. Our experts provide advice on how to best accomplish tax deferral of legal fees.
468B Qualified Settlement Fund Advisement:
A 468B Qualified Settlement Fund (QSF) can be a valuable plaintiff strategy for preserving a plaintiff’s rights to select a structured settlement and for protecting public benefit eligibility.
Illegal/Immigrant Client Assistance:
We can assist clients post-settlement to obtain legal identification and help establish a US based bank account to receive future periodic settlement payments.
Our settlement planning products can help provide peace of mind and financial stability for years to come. Learn more about our products and how they can assist you in reaching your settlement goals.