Settlement Services in Pennsylvania

Injured claimants and their families have unique needs and deserve customized solutions. As a full-service settlement planning firm, our team approaches planning on a case-by-case basis. When a plaintiff attorney engages one of our consultants early in the settlement process, we have time to build a relationship with the claimant and assess that person’s needs, goals, and any issues that may impact settlement proceeds. We can then provide an individualized plan designed to meet both immediate financial needs and long-term financial security.

Whether your client has suffered an injury or lost a loved one, experienced wrongful termination, or if you are a plaintiff attorney seeking assistance with your own financial needs, we are your single best resource for comprehensive planning.

Sage Settlement Consulting provides plaintiff attorneys and their clients with innovative financial solutions. Call (855) 288-7243 to learn more.

Comprehensive Settlement Planning Services in Pennsylvania

A Sage settlement consultant can advise you of your different structured settlement options, which include:

Structured Settlement Annuities

• Fixed-indexed annuities
• Single premium immediate annuities
• Deferred income annuities
• Multiple-year guarantee agreements

Market-based Structured Settlements

• Settlements Plus™ 
  A market-based investment portfolio serves as the financial vehicle rather than an annuity
• Fee Structure Plus® 
  Allows attorneys to invest contingency fees in a market-based investment portfolio on a tax-deferred basis
• Treasury Funded Structured Settlement ™ (TFSS) 
  Uses U.S. Treasury Bonds as the underlying investment

Non-qualified Structured Settlements

For those who do not qualify for income tax exclusion under Section 104 of the IRS Code

Qualified Settlement Funds

• 468B Trusts 
  Ideal for mass tort litigation and other cases that involve multiple claimants

Our Settlement Planning Services

Plaintiff attorneys and claimants in Pennsylvania often rely on our settlement planning services for situations such as:

• Catastrophic injury claims where long-term income, medical costs, and family support must be coordinated over many years
• Wrongful death matters in which surviving family members need predictable income and protection for minor children
• Non-physical injury cases that may benefit from tax-deferred payments and careful cash-flow planning
• Mass tort and multi-claimant resolutions where a qualified settlement fund can simplify distribution and timing of payments

When we help design these options, we work alongside the structured settlements lawyer handling the claim so that the chosen products align with the case type, the court approval process, and any minor or guardianship requirements that might apply. This coordinated approach is useful whether the matter is pending in a local trial court or has moved into federal court, such as the United States District Court for the Eastern District of Pennsylvania, where judges may require clear documentation of how and when future payments will be made.

Benefits of a Structured Settlement

• 100% income-tax-free for physical injury and wrongful death cases
• 100% income tax-deferred for non-physical injury cases
• Guaranteed payments
• Guaranteed rate of return
• No overhead fees or expenses

Working With Pennsylvania Attorneys & Claimants

Pennsylvania claimants and their lawyers face a range of practical and procedural questions when a case is close to resolution, from court approval requirements to coordinating with lien holders and public benefit programs. We routinely collaborate with plaintiff firms handling matters in the Pennsylvania Court of Common Pleas, federal courts, and regional mediation programs to align the settlement design with the timing and structure of the legal resolution. By joining the team before a mediation session or pre-trial conference, we can help outline possible payment patterns, address questions about tax treatment, and prepare illustrations that support discussions with judges and opposing counsel.

Our role is to complement, not replace, the guidance of a structured settlements specialist that Pennsylvania claimants rely on for legal strategy and advocacy. We focus on the financial planning and implementation details while counsel remains responsible for negotiation, liability issues, and compliance with Pennsylvania procedure and ethics rules. This division of responsibilities helps keep communication clear for the claimant, who can then see how the legal terms of the settlement translate into real-world income, future security, and protections for their family.

When cases involve minors, incapacitated adults, or wrongful death beneficiaries, Pennsylvania courts may require additional safeguards such as guardianships, structured payment schedules, or court-approved trusts. We help attorneys prepare the financial components that can be presented to the court, making it easier to demonstrate that the settlement proceeds will be managed prudently over time. For claimants traveling from across the state to major hubs like Philadelphia or Harrisburg for hearings or conferences, this preparation can make the final approval process more efficient and less stressful.

Beyond these core advantages, we also help claimants and their attorneys think through practical questions such as coordinating structured payments with ongoing medical care, potential Medicare or Medicaid eligibility, and family budgeting needs. For example, a claimant resolving a case in the Pennsylvania Court of Common Pleas may want part of the settlement structured to cover predictable monthly expenses, while keeping some flexibility for future education or housing costs. By walking through these scenarios in detail, we aim to create a plan that feels manageable, understandable, and sustainable over time.

Trusted Solutions. Sage Advice.

“They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.” - Brian Panish, Panish, Shea & Boyle, LLP

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As the largest plaintiff-oriented settlement planning team in the industry, Sage Settlement Consulting offers full-service settlement planning solutions tailored to meet the needs of plaintiff attorneys and their clients. Our national network of local experts and strategic partnerships exceed the level of service plaintiff attorneys and their clients have come to expect. From client intake to preparing for post-settlement life, Sage Settlement Consulting’s expertise and resources can ensure the best result for you and your client.

Plaintiff firms that regularly practice in Pennsylvania, including those handling matters in Philadelphia, Pittsburgh, and surrounding counties, often turn to us to help align settlement structures with the legal strategies they have developed. When a structured settlements attorney in Pennsylvania brings us in early, we can assist with evaluating different payout scenarios, coordinating with lien resolution professionals, and explaining the financial impact of each option in clear, straightforward terms. This collaboration is designed to reduce last-minute surprises and help claimants feel more confident when they sign final settlement documents.

For Spanish-speaking claimants, we also offer access to Spanish-translated informational materials, a case manager who is fluent in Spanish, and a Spanish assistance hotline.

Learn more about our portfolio of comprehensive settlement planning services. Call (855) 288-7243 or fill out the form below to contact Sage Settlement Consulting today.