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Trust Industry Leaders: EPTC Articles

Discover informative articles by Eastern Point Trust Company, an international leader in trust innovation. With a team of renowned trust experts and a proprietary nationwide FDIC banking network, EPTC provides technology-empowered services to individuals, courts, and institutional clients worldwide. Explore our articles to learn more.
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Qualified Settlement Funds
Litigation and Settlement
Settlement Planning
Tax
Escrow

What Legal Settlements Are Taxable and How to Minimize Taxation of Settlement Awards

Explore the complex tax implications of lawsuit settlements. Learn how to minimize tax liability, understand the role of settlement agreements, and navigate the distinctions between physical and non-physical injury claims.
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Who is the Owner of a Qualified Settlement Fund (QSF)

Learn about Qualified Settlement Fund (QSF) trust assets, ownership, and legal implications for claimants and trustees—expert insights on QSF management, disbursement, and tax benefits.
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Qualified Settlement Funds (QSFs): Dispelling Common Myths – A Listicle

A Listicle exploring Qualified Settlement Funds (QSFs) debunking common myths. Learn the tax benefits, versatility, and simplified administration of QSFs.
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11 Reasons an Attorney Should Utilize a Qualified Settlement Fund for Small Settlements

Attorneys, maximize your client's peace of mind with Qualified Settlement Funds (QSFs). Preserve tax benefits, earn interest for clients, and more. QSFs offer a flexible, efficient, and state BAR-approved solution for managing even small settlements.
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Naming Qualified Settlement Funds, 468B Trusts, Qualified Settlement Trusts, Qualified Settlement Accounts, QSF Trusts or a QSF Account

Understanding legal & tax implications is key in naming your Qualified Settlement Fund (QSF). Stick to clear, non-deceptive titles for smooth operation and regulatory compliance.
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Exploring How a Qualified Settlement Fund (QSF) Benefits Minors in Settlements

Qualified Settlement Funds (QSFs) for minors’ compromise and settlements safeguard the minors’ assets, simplify the settlement process, and ensure the minors’ financial well-being.
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Qualified Settlement Funds (QSF) – Listicle of 12 Things to Know

Discover the power of Qualified Settlement Funds (QSFs) with our comprehensive guide. Learn about their purpose, benefits, eligibility, tax implications, QSF administration, etc. Perfect for parties involved in complex disputes seeking effective settlement solutions.
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Qualified Settlement Trusts vs. Qualified Settlement Funds (QSF)

Dive into the realm of Qualified Settlement Trusts and Funds. Learn their definitions, uses, benefits, implementation procedures, and real-world implications. Discover how QSFs can transform the settlement process in various legal conflicts.
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Qualified Settlement Fund Trusts and When Should a Corporate Defendant Use One?

Navigating legal claims can be a complex task for businesses. Qualified Settlement Funds (QSFs) offer a practical solution! They provide immediate tax deductions, relieve liabilities, and manage payments, making them a vital tool in dispute resolution.
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Settlement Fund vs. Qualified Settlement Fund (QSF)

Explore the differences between a Settlement Fund and a Qualified Settlement Fund (QSF). Learn their roles in resolving legal disputes, their benefits, and how they function. Understand the components of a QSF and why it's a superior solution.
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Advantages of Qualified Settlement Funds vs. Environmental Remediation Trusts

Learn the differences between Qualified Settlement Funds and Environmental Remediation Trusts and the tax and administrative advantages of a QSF.
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Why Qualified Settlement Funds Are a Valuable Tax and Financial Planning Tool in Personal Injury Cases

Find out why Qualified Settlement Funds (QSF) are vital for personal injury cases and complex settlements, and their associated financial planning benefits.
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What to Do When Family Members (And Even the Lawyers) Are Fighting Over the Settlement Proceeds

Qualified Settlement Funds (QSF) streamline post-settlement disputes and ensure tax compliance, with tax benefits for defendants and plaintiffs.
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Unveiling Tax-Free Settlements: What You Need to Know

Learn the complexities of what makes settlements taxable vs. non-taxable, several strategies to minimize settlement tax liabilities.
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Maximizing A Court Award - Strategic Tax Planning for Post-Judgment Interest

Explore the tax implications of post-judgment interest in personal injury cases. Learn about tax planning strategies and the role of Plaintiff Recovery Trust. Be informed to enhance your legal award tax planning.
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The Ultimate Guide to Escrow Accounts for Private Placements

Explore our comprehensive guide on private placement escrow accounts including their use with Reg D, Reg A, Reg A+, Reg CF, and Reg S. Understand their role, the escrow process, regulatory frameworks, and the importance of choosing the right escrow agent.
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Never Establish a QSF in Massachusetts – The Unnecessary Taxation of a Qualified Settlement Fund

Avoid Massachusetts's taxation on Qualified Settlement Funds (QSF) income. Always establish a QSF in other jurisdictions to reduce QSF tax liabilities.
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Qualified Settlement Funds - A Guide to Correctly Naming a QSF

A comprehensive overview of naming conventions for Qualified Settlement Funds (QSFs), including length restrictions, statutory requirements, and safe harbor options to ensure compliance and avoid misleading or deceptive naming.
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Receiving Punitives? The Tax Laws Are Even More Punitive!

Discover the harsh reality of punitive damages taxation, how it affects plaintiffs, and solutions to increase after-tax recovery by 50% to 150%. Learn more about reducing taxation on settlement proceeds.
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Liars, Damn Liars, Defamation, and Double Taxation

Explore the legal & ethical implications of defamation law, including tax implications of legal settlements. Learn about plaintiff recovery trusts.
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