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Your Settlement Consultant

Taylor Alexander
Taylor Alexander
Settlement Consultant
Toll-Free: (866) 998-5279
Office: (407) 648-5289
Mobile: (757) 329-8326
talexander@monarch-us.com

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Sage Settlement Consulting is the largest plaintiff-oriented settlement planning firm in the nation.
We offer industry-leading comprehensive services including:

Structured Settlement Annuities

Structured settlement annuities provide claimants in personal injury, wrongful death, and workers’ compensation cases with a valuable tool for financial stability. A structured settlement may be more beneficial than a lump sum cash payment and many providers will structure amounts as low as $10,000. Sage Settlement Consulting facilitates the process from start to finish, providing plans that meet present and future financial needs.

Market-Based Structured Settlements

Market-based structured settlements provide the opportunity to receive tax-free income or tax-deferred income while enjoying market-driven growth potential. Programs including Settlements Plus™, Fee Structure Plus®, and Treasury Funded Structured Settlements™ offer flexibility of design to allow attorneys and claimants to address their financial needs.

Non-Qualified Structured Settlements

Certain types of non-qualified settlements are eligible for income tax deferral if the proceeds are placed in a structured settlement. The claimant receives the settlement funds in a series of periodic payments and is liable only for the taxes on the funds received within a given tax year. Non-qualified settlements can be used to resolve many types of claims, including employment litigation, construction defects, contract disputes, and more.

Attorney Fee Deferral Strategies

By electing to defer fees, an attorney also defers the tax obligation until the year in which payments are received. Financial vehicles include fixed annuities or market-based structured programs, each with its own minimum investment, setup and/or annual administration costs, and growth potential.

Trust Services

It may be appropriate for a claimant to place all or a portion of his or her settlement proceeds in a trust. Sage Settlement Consulting offers assistance with every step of establishing and managing a trust, from providing access to a national network of trust attorneys who can draft trust documents to connecting claimants with reputable nationally chartered corporate trustees.

Qualified Settlement Funds (468B Trusts)

A Qualified Settlement Fund (QSF) is a tool for managing settlements involving multiple claimants. When a QSF is created and funded, claimants gain the time they need to receive a proper settlement consultation, resolve outstanding issues, and determine their best settlement options.

Government Benefit Preservation

In most states, assets as low as $2,000 ($3,000 if married) are sufficient enough to render a claimant ineligible for most needs-based benefit programs (e.g., Medicaid, SSI, SNAP, TANF, Subsidized Housing, and CHIP). Our team of experts works to provide settlement solutions that protect claimants from the potentially catastrophic implications associated with the loss of benefit eligibility.

Mass Tort Settlement Resolution

With projects that involve complex, ever-evolving compliance requirements, ethics rules, and legal and regulatory issues, it is imperative to have a team you can rely upon to properly resolve a mass tort claim. Sage Settlement Consulting’s strategic partners offer scalable, customized solutions to ensure law firm compliance, streamline administration, minimize costs, and reduce settlement funding time.

Lien Resolution

Unresolved liens are the most common reason for a delay or disruption in settlement disbursement. Furthermore, failure to resolve liens may jeopardize settlement funds and result in severe penalties. We work closely with reputable lien resolution experts to streamline the process of identifying and resolving Medicare, Medicaid, ERISA/Private Healthcare, and Department of Veterans Affairs (VA) liens.

Medicare Set-Asides

Claimants who currently receive or who expect to receive Medicare in the near future must follow specific guidelines when it comes to their future medical payments. A Medicare Set-Aside (MSA) is the government’s preferred method for protecting Medicare’s interests. Our team walks Medicare beneficiaries through the MSA process, helping to determine the necessity for an MSA, the appropriate allocation, and ensuring adherence to Medicare Secondary Payer provisions.

Probate Coordination

Some claimants may be required to go through the estate administration process. Each estate is unique, and the probate process can be slow and complex. Sage’s team helps coordinate probate matters and, if necessary, assigns local probate counsel from our national database to properly administer the estate.

Law Firm Financing

Litigation can create considerable costs without any promise of recouping the expenses. Whether you are a sole practitioner or a large firm, our partners offer customized financing solutions in the form of loans, lines of credit, and advances on pending contingency fees.

Contact our experienced settlement consultants today!

Memberships & Associations

Sage Settlement Consulting is proud to support the following memberships and associations:

  • Texas Trial Lawyers Association
  • Pennsylvania Association Justice Gold Business Partner
  • Houston Trial Lawyers Association Fellowship Business Partner
  • Mississippi Association For Justice
  • West Virginia Association For Justice
  • New York State Trial Lawyers Association
  • Partners For Justice
  • Trial Lawyers Association of Metropolitan Washington, DC
  • Philadelphia Trial Lawyers Association
  • Consumer Attorneys Affiliate Member
  • Allied Attorneys
  • Texas Association of Consumer Lawyers PAC
  • San Francisco Trial Lawyers Association
  • Maryland Association for Justice
  • Orange County Trial Lawyers Association
  • National Structured Settlements Trade Association
  • Florida Justice Association Business Friend of Eagle
  • Dallas Trial Lawyers Association
  • Consumer Attorneys of San Diego
  • California Employment Lawyers Association
  • National Association of Trial Lawyer Executives
  • Idaho Trial Lawyers Association
  • Oregon Trial Lawyers Association
  • Northeastern PA Trial Lawyers Association
  • Wyoming Trial Lawyers Association

What Our Clients Are Saying

  • "Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues."

    - Chet W. Kern, Edelman & Edelman

    New York, NY
  • "They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client."

    - Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP

    Houston, TX
  • "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