CUSTOMIZED SETTLEMENT PLANNING

“It was clear to everyone in attendance that Jay was there to make a meaningful difference in our client’s life, and not to simply collect a paycheck.”

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Jay attended a mediation with me in Tampa on a tragic case where liability was hotly contested and our client was rendered a quadriplegic. Not only will Jay be handling the special needs trust, but also structuring a large portion of the settlement so t

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- Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL

“With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”

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From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

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- Attorney Richard M. Kenny

“Claudine Homolash provides excellent advice and options”

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Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees. As an experienced personal injury trial attorney herself, she brings a uniq

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- Dan

“I would highly recommend Christina to anybody in need of an experienced settlement planner.”

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Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

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- Mitchell Proner, Proner & Proner | New York City, NY

“I know our clients will be protected long after the settlement papers are signed.”

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With Traci on our team during settlement negotiations, I know our clients will be protected long after the settlement papers are signed.

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- Satisfied customer

“When you call Josh, you know you will get a prompt, positive response.”

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Josh has been helping my firm with structures for about four years now, and my two partners and I have been impressed by his responsiveness and commitment to helping our clients. He has gone the extra mile to put together packages that worked for our cl

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- Sean Simpson, Simpson & Moore, LLP | San Diego, CA

“Jennifer, I am sure you know already but you were a big help - thank you!”

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Thank you for attending (the mediation). I am sure you know already but you were a big help. While it does not affect my BI case, I am still happy the Williamses got this resolved and you were a big part of that.

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- Tom Brown, The Nation Law Firm | Orlando, FL

“They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client.”

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I am a personal injury lawyer with 40 years' trial experience across the United States. The most substantial change I have experienced during this time is the immense complexity now associated with successful resolution of cases. Issues such as special

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- Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX