Trusted Nationwide to Administer Qualified Settlement Funds at Scale

“The right settlement planning can double what plaintiffs keep, even with the defense paying less.”

Speak with an Expert

Rachel McCrocklin, EPTC Chief Trust Officer

CNBC segment on settlement planning

“Qualified Settlement Funds are unique in that they stop the clock.”

Rachel McCrocklin, EPTC Chief Trust Officer

Fox News segment on settlement planning

“QSFs can make structures possible when defendants are in a rush.”

Rachel McCrocklin, EPTC Chief Trust Officer

Finance Digest, “Qualified Settlement Funds: Avoiding Delays & Preserving Benefits"

“A concise look at when injury attorneys must flag tax, benefit, and financial issues before settlement and how tools like QSFs and the Plaintiff Recovery Trust can improve after-tax results.”

Webinar

Ethics for Plaintiff Firms at Settlement

$25B+

in assets administered

1500+

law firms & settlement planners

2000+

Law firms, Settlement Planners, Industry Professionals

20k+

Number of Users

7000+

Accounts Administered

Mentioned by Trusted Industry Authorities:

Core advantages that set us apart from the competition

Deep Expertise

Independent, unbiased and product neutral

Uncompromising Compliance

Licensed Fiduciary

Unrivalled Speed

Affordable Excellence

Technology Pioneers

Education

End to End Administration

Leading Innovator

Affordable Excellence

Deep Expertise

Independent, unbiased and product neutral

Uncompromising Compliance

Licensed Fiduciary

Unrivalled Speed

Technology Pioneers

Education

End to End Administration

Leading Innovator

Our Core Services

Trusted Solutions Designed to Simplify the Process and Improve Tax Efficiency

Qualified Settlement Fund (QSF 360™)

Qualified Settlement Fund with creation, approval, & account administration.

Licensed Fiduciary

Tax-Efficient

1 Day Setup

Plaintiff Recovery Trust (PRT)

Increase the amount plaintiffs keep in taxable cases.

Tax-Efficient

Fast, Simple Setup

Available Only Through EPTC

Vice President and Corporate Counsel

Start Your PRT Estimate

Speak to an Expert

ILUSTRATIVE EXAMPLE

Case & Plaintiff Tax Details

TAXABLE RECOVERY

$1.0M

ATTORNEY FEE

40%

INCOME TAX

40%

Plaintiff Net Proceeds After Tax

Estimated after-tax cash to the plaintiff, net of attorney fee, taxes, and the PRT Charitable Contribution.

$400K $300K $200K $100K $0

$200K

Without PRT

$360K

With PRT

PRT Net Increase in Proceeds

Net Dollar Increase $160,000

Net Percentage Increase 80.0%

Illustrative only, based on a $1,000,000 taxable recovery, a 40% contingency attorney fee, and a 40% combined income tax rate. PRT cost modeled at a fixed 3% of the taxable recovery ($5,000 minimum). Not tax advice; actual results depend on individual facts. See the full PRT Calculator for a detailed estimate.

Talk with a Trust Expert

Select an Expert and Schedule a Call.

Chief Operating Officer

Chief Technology Consultant

Financial Services Compliance Officer

Attorney and Public Notary, Esq., MBA

Client Services Director

Vice President and Corporate Counsel

Chief Operating Officer

Chief Technology Consultant

Financial Services Compliance Officer

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Client Services Director

Over 7 Years

of Experience

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

What are Qualified Settlement Funds (QSF)?

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

What are Qualified Settlement Funds (QSF)?

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

What are Qualified Settlement Funds (QSF)?

Proven Expertise. Modern Solutions. Continuous Innovations.

We Combine Decades of Fiduciary Experience with Advanced Technology to Deliver Faster, More Efficient Trust Administration.

Trusted by Leading Firms and Institutions

Secure, tax-smart trust solutions that boost client results and revenue potential.

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Who We Serve

Law Firms & Private Practices

Investment Advisors & Family Offices

Financial & Settlement Planners

Hospitals & Non-Profits

Fortune 500 Companies

Municipalitys

Have You Elevated Your Legal Practice?

If You’ve Ever Effectively Settled a Case, Here’s What You Need to be Leveraging to Take Your Firm — and Your client Outcomes — to The Next Level.

Speak with an Expert

Reduce Liability

Limit exposure to post-settlement disputes by clearly defining allocations and distributions.

Ethical Confidence

Comply with fiduciary duties while maintaining independence and transparency.

Simplify the Process

Streamline structured settlement coordination and payment timing

Defer Attorney Fees

Utilize tax-efficient strategies to defer income and optimize tax planning.

Why Attorneys Should Be Leveraging QSFs & PRTs

Speak with an Expert

Enhance Tax Planning

Create time and structure for thoughtful strategic tax planning decisions.

Reduce Administrative Burden

Offload, accounting, and compliance requirements to an expert administrator.

Lower Overhead

Avoid in-house trust account management and associated costs.

Maximize Client Outcomes

Preserve government benefit eligibility and increase net recoveries.

Guides That Work for You

Your Trusted Resource for Settlement, Tax, and Trust Knowledge.

lue Eastern Point Trust Company banner announcing: ‘Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements.

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

A person, appearing to be a judge or academic wearing a black robe, sits at a wooden desk signing a formal document with a fountain pen. An envelope with a red wax seal and a stack of tabbed documents are also on the desk

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company banner on a blue background announcing: ‘Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

Illustration of a business man and woman smiling while looking down a piece of paper

What are Qualified Settlement Funds (QSF)?

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

What are Qualified Settlement Funds (QSF)?

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

What are Qualified Settlement Funds (QSF)?

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight

Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements

A QSF serves as a temporary financial reservoir, defers taxation, and offers a controlled distribution mechanism, making it a crucial tool in legal settlements. Learn more about QSFs here.

Qualified Settlement Funds (QSFs) - Unraveling the Unusual

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company to Enhance QSF 360 Platform with New Capabilities

Qualified Settlement Funds (QSF) are a powerful tool for resolving legal disputes. Learn more about their benefits and when to use them with this guide.

What are Qualified Settlement Funds (QSF)?