Amicus Settlement Planners

Amicus Settlement Planners Amicus Settlement Planners helps plaintiffs and attorneys with tax, legal, and financial planning for lawsuit settlements.

Amicus Settlement Planners is a team of attorneys, CPAs, and financial advisors who understand the legal and financial issues that arise at the time of settlement. We know that every situation is different, and we assist settling plaintiffs and attorneys in making the most of their legal settlements. We specialize in settlement tax planning, structured settlements, special needs planning, attorney

fee deferrals, investment management, Medicare Secondary Payer compliance, trust-based planning, qualified settlement funds, and government benefits planning.

Why settle for uncertainty? Explore proven settlement planning techniques to enhance your financial stability!Try our Se...
08/27/2026

Why settle for uncertainty? Explore proven settlement planning techniques to enhance your financial stability!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/vh6vty

Learn more about “Are personal injury settlements taxable?”: http://amicus.llc/r0wk41

08/25/2026

In this video, Greg Maxwell discusses issues that need to be considered before terminating a first-party special needs trust.

In particular, Greg shares how to make sure that most of the funds in the trust benefit the client.

Taking the time to understand IRS regulations can pay off. Ensure you know what's deductible and what's not!Try our Sett...
08/20/2026

Taking the time to understand IRS regulations can pay off. Ensure you know what's deductible and what's not!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/1gio5je

Learn more about “Structured Settlement vs. Lump Sum”: http://amicus.llc/1yjb7ft

08/18/2026

In this video, Greg Maxwell discusses why the Affordable Care Act is a significant benefit for plaintiffs.

Greg also shares when it may make sense for your client to purchase a healthcare policy on the Marketplace and forgo using a special needs trust to preserve Medicaid eligibility.

Curious about compensatory damages and their taxability? Learn the facts to protect your hard-earned money!Try our Settl...
08/13/2026

Curious about compensatory damages and their taxability? Learn the facts to protect your hard-earned money!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/tbv567

Learn more about “Tax Free Lawsuit”: http://amicus.llc/1k1adh6

08/11/2026

In this video, Greg Maxwell shares the mechanics of setting up a settlement trust for a client — and he outlines how the process compares to situations when your client places funds into a structured settlement annuity.

Wrongful termination settlements can impact your taxes! Discover how to navigate the complexities today.Try our Settleme...
08/06/2026

Wrongful termination settlements can impact your taxes! Discover how to navigate the complexities today.

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/1wofm8r

Learn more about “Are Wrongful Termination Settlements Taxable? What to Expect”: http://amicus.llc/9kr7cb

08/04/2026

Settlement proceeds planning essentially boils down to allocating a plaintiff's settlement into one of four different buckets.

This video discusses what the "Four-Bucket" approach is and the advantages and disadvantages of each bucket.

07/28/2026

Did you know that your clients can save significantly on their tax bill when settling a taxable damages case (a case that is NOT based on a physical personal injury)?

In this video, Greg Maxwell talks about how using a non-qualified structured settlement annuity can help plaintiffs in taxable damages cases reduce the total amount of taxes they must pay.

Ready to claim your settlement? Make sure you’re tax-ready to keep more of what you earn!Try our Settlement Tax Calculat...
07/23/2026

Ready to claim your settlement? Make sure you’re tax-ready to keep more of what you earn!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/105h1c3

Learn more about “Are Compensatory Damages Taxable?
”: http://amicus.llc/1lo14wx

Address

2975 W Executive Pkwy, Ste 112
Lehi, UT
84043

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18016837362

Website

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