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YOUR SETTLEMENT CONSULTANT

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Joel Drake
Settlement Consultant
Phone: (515) 457-2930
Mobile: (515) 202-3907
jdrake@sagesettlements.com

Maximize Your Law Firm’s Resources

Rather than burdening your law firm’s already taxed resources, engage your settlement consultant as early as possible. In addition to providing tax-advantaged structured settlement and attorney fee deferral options, your settlement consultant is also the nexus of the entire realm of settlement experts, including:

  • Lien resolution specialists to negotiate and resolve outstanding liens;
  • Government benefit counselors to preserve needs-based government benefits;
  • Elder law attorneys to draft wills and estate plans;
  • Medicare Set-Aside experts to provide opinion letters, allocation recommendations, funding options, and professional MSA administration;
  • Trust companies that provide first-party special needs trusts, pooled trusts, wealth management, and minors’ trusts; and
  • Funding options for non-U.S. citizens

Our team can help you streamline your caseload and resolve settlements more effectively. Learn more about our full portfolio of settlement services here.

See What clients Are Saying

    “I highly recommend Lance and will use him again on other structured settlements.”
    “

    I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

    ”
    - Marcus J. Bradley, Marlin & Saltzman
    “Simply said, I put my faith in Scott to do what is right for my clients.”
    “

    I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou

    ”
    - Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP
    “Jennifer, you certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client”
    “

    You certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client. Thanks for all your hard work on this case.

    ”
    - Robert Molettiere, Moletteire & Torpy
    “Need the BEST? Look no further than Susan Gleason!”
    “

    Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
     

    ”
    - Paige W
    “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.”
    “

    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

    ”
    - Attorney Richard M. Kenny
    “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”
    “

    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 | Los Angeles, CA
    “I would highly recommend Christina to anybody in need of an experienced settlement planner.”
    “

    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.

    ”
    - Mitchell Proner, Proner & Proner | New York City, NY
    “I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.”
    “

    Any time that I'm in need of a structured settlement proposal for one of my clients George Audi is my first call. George and his staff provide the needed information and settlement options in a prompt and professional manner. George is also a valuable s

    ”
    - Lawrence M. Kelly, Luxenberg Garbett Kelly & George | New Castle, PA

Contact Sage Settlement Consulting Today!

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