Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) are government benefits for clients...
Settlement Planning
What Expenses Can a Special Needs Trust Pay For?
There are certain items that a special needs trust can and cannot pay for on behalf of the beneficiary for clients...
ABLE Accounts vs. Special Needs Trusts: What You Need to Know
ABLE accounts and special needs trusts are settlement planning options for personal injury clients who are disabled....
When to Consider a Special Needs Trust When Settling a Case
If you have a client who is disabled and receives Medicaid or Supplemental Security Income (SSI), some planning needs...
What is Settlement Planning?
Settlement Planning is a term that settlement planners commonly use, but is not a common phrase. Most people probably...
Settlement Planning for Non-Traditional Clients
In helping thousands of personal injury recipients over the years, we’ve found that most personal injury settlement...
When is the Right Time to Bring in a Settlement Planner?
When is the right time to bring in a settlement planner? This is a common question from attorneys. They call us to ask...
ABLE Accounts: Another Option for Clients on Medicaid and SSI
The following article was published in the Fall 2016 Utah Trial Journal. Written by Greg Maxwell and Daniel Maxwell....
The Best of Both Worlds: Coordinating Trusts with Structured Settlement Annuities
Structured Settlement Annuities – Advantages and Disadvantages Personal injury attorneys are well aware of the...
Protect Your Clients from “Cash Now” Companies
As a personal injury attorney, you hate it when your former clients that are receiving structured settlement annuity...
Why You Should Include a “No-1099” Provision in Settlement Agreements
Why You Should Include a “No-1099” Provision in Settlement Agreements At the recent annual conference of the Society...
Tax Advantages of Structured Settlements
Income Tax The IRC has provided for tax advantages of structured settlements. Settlement recoveries arising from...
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Our goal at Tombs Maxwell LLP is to be the premier, comprehensive resource for your estate planning, special needs planning, elder law, and settlement planning needs.
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