Texas Settlement Services

Injured claimants and their families have unique needs and deserve customized solutions. As a full-service settlement planning firm, our team at Sage Settlement Consulting 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) 288-7243to learn more.

Comprehensive Settlement Planning Services in Austin, Texas

A settlement consultant at our firm can advise you on 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 Internal Revenue Code.

Qualified Settlement Funds

• 468B trusts: Ideal for mass tort litigation and other cases that involve multiple claimants.

By working with a consultant on our team, plaintiff attorneys can match each option to the facts of the case instead of relying on a one-size-fits-all product. We take time to understand the claimant’s age, medical outlook, earning history, and family responsibilities so that the payment stream aligns with real-world needs. That process often includes coordinating with tax professionals to confirm that the recommended structure is consistent with current IRS rules and with any specific requirements that may apply under Texas law.

How Our Settlement Planning Process Works

When we begin a new matter, our first priority is to understand the case, expected settlement range, financial goals, and relevant deadlines. For matters pending in Texas state courts or the Western District of Texas, we also coordinate with the plaintiff attorney regarding requirements that may affect settlement timing or funding.

Our settlement planning process typically includes:

• Initial consultation: We discuss the case, settlement expectations, claimant needs, and applicable timelines with the attorney and, when appropriate, the claimant and family members.
• Structure modeling: We develop and compare payment scenarios, including structured settlement annuities and other available options, so the attorney and client can evaluate how different approaches may work over time.
• Attorney coordination: We stay in close communication with the law firm throughout negotiations and settlement approval to help integrate settlement planning into the overall case strategy.
• Implementation support: Once the plan is selected, we coordinate settlement-planning documentation and work with the attorney and other professionals involved in funding, trusts, or related arrangements.

After funding, we help explain what claimants can expect from their selected payment structure and remain available to address settlement-planning questions. By handling the financial planning component, we help attorneys stay focused on advocacy while giving clients a clearer path forward after settlement.

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

Please do not hesitate to find out how our settlement planning services can be of service to you. Use our online form below or call (855) 288-7243today.

Frequently Asked Questions

When Should We Involve Sage Settlement Consulting in a Case?

It is usually helpful to involve a structured settlement consultant as soon as it appears that a case is likely to resolve. Early involvement gives time to understand the claimant’s medical outlook, benefits eligibility, and family situation before numbers are placed on the table. Waiting until just before mediation or trial can limit planning options and create pressure on everyone involved. Bringing us in earlier allows the attorney to use planning concepts to support negotiation strategy and client counseling.

Will a Structured Settlement Limit a Client’s Access to Funds?

Structured settlements are designed to provide predictable income over time, but they can also include features that address future lump-sum needs. Together with the attorney and claimant, we can build in larger payments for items such as home modifications, vehicle replacement, or education expenses. In some cases, combining a portion of the recovery in cash with a structured component offers the right mix of flexibility and security. The specific design always depends on the facts of the case and the claimant’s priorities.

Does Working With a Settlement Consultant Add Extra Work for Our Firm?

Our role is to reduce the workload on the firm, not increase it. We handle much of the information gathering, plan design, and communication with product providers so that attorneys and staff do not have to manage those details alone. We also coordinate with local professionals, such as trust companies and tax advisors in Texas, to keep the process moving. Firms typically find that partnering with a consultant streamlines the path from settlement agreement to disbursement.

Trusted Solutions. Sage Advice.

“They are competent, experienced and most importantly extremely adept at dealing with the most important person – the client.” - Tommy Fibich, Fibich, Leebron, Copeland & Briggs, LLP, Houston, TX

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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 exceeds 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 experience and resources can help secure a strong result for you and your client.

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) 288-7243or fill out the form below to contact Sage Settlement Consulting today.