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Tax-Free Structured Settlement annuities provide guaranteed, tax-free income for injury victims and their families. These annuities ensure financial security and stability, allowing claimants to cover ongoing medical expenses, daily living costs, and long-term care needs. By utilizing a Tax-Free Structured Settlement, claimants avoid the risks of mismanaging large lump sum payments while benefiting from a steady and reliable income stream.

For claimants with disabilities or special needs, it is crucial to strategically plan settlements to maintain eligibility for government benefits. Our Government Benefits Assessment services are designed to ensure that funds are allocated appropriately, enabling beneficiaries to receive essential financial support without compromising their access to Medicaid, SSI, and other vital programs.

A Medicare Set-Aside (MSAs) designates funds from a workers' compensation settlement specifically for future medical expenses covered by Medicare are associated with a work-related injury. This arrangement ensures adherence to the Medicare Secondary Payer (MSP) laws, which aim to prevent unnecessary financial burdens being transferred to Medicare. Utilizing a Tax-Free Structured Settlement to fund the MSAs can provide significant cost savings, allowing for a more manageable approach to covering these future medical expenses.

​For claimants with disabilities or special needs, it is essential to plan Tax-Free Structured Settlement to maintain eligibility for government benefits. Our Special Needs & Trust Administration services maintain that funds are appropriately allocated, enabling beneficiaries to receive vital financial support while safeguarding their access to Medicaid, SSI, and other essentials. We help clients navigate the complexities of SNTs with confidence and peace of mind.

​A QSF, also referred to as a 468B trust, is a specialized fund, account, or trust that is created in accordance with applicable state law to effectively hold and manage settlement proceeds resulting from litigation. One of the key advantages of a QSF is its ability to provide significant tax benefits, allowing claimants to defer taxes on the settlement until the funds are distributed. A QSF also offers flexibility in managing settlements, as it can accommodate multiple claimants and streamline settlement administration process.

Attorney fee deferral solutions enable lawyers to defer taxable income, offering significant financial planning advantages. By structuring legal fees, attorneys can spread income over time, reducing immediate tax liability and creating predictable cash flow that aligns with future financial goals. This strategic approach helps legal professionals maximize their earnings while maintaining financial flexibility. Ultimately, it positions them to make informed investment decisions and secure a stable financial future.