Amicus Settlement Planners

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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.

Thank you to the plaintiff attorneys who joined Amicus Settlement Planners for “Attorney Fee Deferral Strategies in 2026...
10/22/2026

Thank you to the plaintiff attorneys who joined Amicus Settlement Planners for “Attorney Fee Deferral Strategies in 2026.”

The replay is now available if you missed the webinar or want to revisit the discussion.

During the webinar, Greg Maxwell, JD, CFP® and Daniel Maxwell, JD compared three common approaches: structured attorney fee annuities, deferred compensation plans, and executive benefit plans built on life insurance.

They explained how each works, its potential benefits, and the costs, tradeoffs, timing, and paperwork to consider.

Watch the replay for a side-by-side comparison, sample client approval language, and a six-question checklist to help you evaluate your next contingency fee, including a referral fee, with your CPA or tax advisor.

Watch the replay:

https://www.amicusplanners.com/webinars

Have questions about a fee you’re expecting? Schedule a free call with Amicus Settlement Planners to discuss your situation:

https://go.oncehub.com/greg-maxwell

Protect your finances! Learn how to avoid paying taxes on your compensatory damages.Try our Settlement Tax Calculator no...
10/22/2026

Protect your finances! Learn how to avoid paying taxes on your compensatory damages.

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/p83mxv

Learn more about “Are Compensatory Damages Taxable??”: http://amicus.llc/1vd39tz

Plaintiff attorneys: could spreading your next contingency fee over future years fit your financial plans? Today’s webin...
10/21/2026

Plaintiff attorneys: could spreading your next contingency fee over future years fit your financial plans?

Today’s webinar will help you understand your options and the steps to consider before signing the settlement agreement.

Join Greg Maxwell, JD, CFP® and Daniel Maxwell, JD today for “Attorney Fee Deferral Strategies in 2026,” part of the Amicus Settlement Planners monthly webinar series.

It’s a free, 25-minute webinar followed by live Q&A.

Greg and Daniel will compare structured attorney fee annuities, deferred compensation plans, and executive benefit plans built on life insurance.

Learn how each works, its potential benefits, and the costs and tradeoffs involved.

They’ll also cover the timing and paperwork needed before the fee is earned and the settlement is final.

You’ll receive a side-by-side comparison, sample client approval language, and a six-question checklist to help you evaluate whether deferral fits your next case with your CPA or tax advisor.

Today, October 21, 2026
12 PM MT / 2 PM ET
Zoom

Register for the free webinar:
https://amicus.llc/fee-deferral-oct26-fb

Plaintiff attorneys: Would spreading your next contingency fee over future years fit your financial plans? If your case ...
10/20/2026

Plaintiff attorneys: Would spreading your next contingency fee over future years fit your financial plans? If your case may settle before year-end, understand the steps involved before you sign the settlement agreement.

Tomorrow, join Greg Maxwell, JD, CFP® and Daniel Maxwell, JD for “Attorney Fee Deferral Strategies in 2026,” a free, 25-minute webinar followed by live Q&A.

They’ll compare structured attorney fee annuities, deferred compensation plans, and executive benefit plans built on life insurance.

Learn how each approach works, its potential benefits, and the costs, tradeoffs, and paperwork to consider before the fee is earned and the settlement is final.

You’ll leave with a side-by-side comparison, sample client approval language, and a six-question checklist to help you evaluate your options with your CPA or tax advisor.

Wednesday, October 21, 2026 | 12 PM MT / 2 PM ET | Zoom

Register for the free webinar:
https://amicus.llc/fee-deferral-oct26-fb

10/20/2026

Plaintiffs in taxable damage cases are often left with a large tax bill as a result of their settlement (due to changes from the Trump tax laws).

In this video, Greg Maxwell shares how attorneys can help mitigate their client's tax liability in taxable damages cases.

Plaintiff attorneys: Thinking about deferring a contingency fee from a case settling before year-end? This Wednesday, jo...
10/19/2026

Plaintiff attorneys: Thinking about deferring a contingency fee from a case settling before year-end?

This Wednesday, join Greg Maxwell, JD, CFP® and Daniel Maxwell, JD for “Attorney Fee Deferral Strategies in 2026,” part of the Amicus Settlement Planners monthly webinar series.

It’s a free, 25-minute webinar followed by live Q&A.

They’ll compare structured attorney fee annuities, deferred compensation plans, and executive benefit plans built on life insurance.

You'll learn how each works, its potential benefits, and the costs and tradeoffs to consider.

You’ll leave with a side-by-side comparison, sample client approval language, and a six-question checklist to help you evaluate your options with your CPA or tax advisor.

The presenters will explain what needs to be in place before the fee is earned and the settlement is final.

Wednesday, October 21, 2026 | 12 PM MT / 2 PM ET | Zoom

Register for the free webinar:
https://amicus.llc/fee-deferral-oct26-fb

Note: Fee deferral changes the timing of income; it does not guarantee lower taxes. All three approaches carry tax and audit risk.

We’re at the California Employment Lawyers Association (CELA) Annual Conference in Los Angeles!Daniel Maxwell, JD, and B...
10/16/2026

We’re at the California Employment Lawyers Association (CELA) Annual Conference in Los Angeles!

Daniel Maxwell, JD, and Bryce Maxwell, CPA, are here and looking forward to chatting with you. Stop by the Amicus booth to talk settlement tax planning for plaintiffs and attorney fee deferral strategies.

We’re excited to connect with California employment attorneys and help them and their clients make the most of their settlements.

Curious about the taxability of your legal settlements? We've got the answers you need!Try our Settlement Tax Calculator...
10/15/2026

Curious about the taxability of your legal settlements? We've got the answers you need!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
http://amicus.llc/qhsal7

Learn more about “Is Lump Sum Workers’ Comp. Settlement Taxable?”: http://amicus.llc/19dnm05

Plaintiff attorneys: should you defer your next contingency fee or take it now and pay the tax? If you have a case settl...
10/14/2026

Plaintiff attorneys: should you defer your next contingency fee or take it now and pay the tax? If you have a case settling before year-end, it helps to understand your options before you sign the settlement agreement.

Next week, join Greg Maxwell, JD, CFP® and Daniel Maxwell, JD for “Attorney fee deferral strategies in 2026,” part of the Amicus Settlement Planners monthly webinar series. This free, 25-minute webinar is followed by live Q&A.

The presenters will compare structured attorney fee annuities, deferred compensation plans, and executive benefit plans built on life insurance.

Learn how each works, who owes you the money, and the potential benefits, costs, and tradeoffs to consider.

You’ll also learn which timing and paperwork requirements need attention before the fee is earned and the settlement is final.

You’ll leave with a side-by-side comparison, sample client approval language, and a six-question checklist to help you evaluate your next contingency fee, including a referral fee, with your CPA or tax advisor.

Wednesday, October 21, 2026 | 12 PM MT / 2 PM ET | Zoom

Register for the free webinar:
https://amicus.llc/fee-deferral-oct26-fb

10/13/2026

Factoring companies ("cash now" companies) often prey on injury settlement recipients and convince them to sell their future annuity payments.

In this video, Greg Maxwell discusses how attorneys can protect their clients from these predatory factoring companies.

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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