Settlement Planning
468B Qualified Settlement Fund (QSF) - QSF Administration, QSF creation resource.
Articles

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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May 17, 2024

Understanding Tax Information Reporting Requirements for Payments Into a Qualified Settlement Fund
Explore IRS regulations for QSFs, EIN requirements, and exemptions for 1099-MISC reporting. Learn about the TIN Matching Program and tax liabilities for payments to a Qualified Settlement Fund.
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July 21, 2023

Understanding Qualified Settlement Funds, Taxation, and Tax Reporting
Discover Qualified Settlement Funds (QSFs) taxation rules, including Form 1120-SF filing, tax accounting, and key definitions.
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December 12, 2024

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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June 13, 2024

Taxation of Settlements and Judgments: Understanding the Complexities
In this detailed guide, learn about the federal tax implications of settlements and judgments, including proper tax treatment, the burden of proof, deduction disallowances, and the importance of considering tax implications.
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November 21, 2024

Qualified Settlement Funds (QSFs) - Unraveling the Unusual
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.
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May 7, 2025

Misconceptions Regarding Qualified Settlement Funds
Uncover the truth about QSFs and their benefits, including tax advantages, flexibility, and protection for all parties involved in a legal settlement. Learn how QSFs can be used in cases of any size and by all parties and how they offer cost-effective solutions for managing settlement funds.
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May 9, 2023

Maximizing Settlement Benefits: The Power of Qualified Settlement Funds for Litigators
Learn the advantages, legal framework, and benefits of QSF for litigators. Find out how to choose the right QSF administrator and maximize settlement benefits.
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April 21, 2023

The Formation of Qualified Settlement Funds as Trusts According to §1.468B-1
Qualified Settlement Funds (QSFs) offer a practical solution for parties involved in litigation (and non-litigation disputes) to fulfill monetary settlements.
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May 23, 2023

How to Minimize Tax Liability on Lawsuit Settlements or Avoid Paying Taxes on Settlement Money
Learn how to legally minimize tax liability on lawsuit settlements or avoid taxes on settlement money with expert strategies from Eastern Point Trust. Optimize your financial outcome today!
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November 21, 2025

Maximize Your Settlement Benefits With a Qualified Settlement Fund Under IRC Section 1.468B-1
As someone who may receive a pending settlement or judgment in a lawsuit, you may wonder how to manage best and maximize your funds.
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April 17, 2023

The Duration of Qualified Settlement Funds Under §1.468B-1
QSFs empower a tax-advantaged method for parties in litigation settlements to manage funds, with flexible duration aligned with taxable years. Enjoy added tax and compliance benefits.
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May 31, 2023
Videos
Who Owns the Assets Within a Qualified Settlement Fund (QSF)?
April 22, 2026
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What Legal Settlements Are Taxable and How to Minimize Taxation of Settlement Awards
Learn how to minimize taxes on lawsuit settlements by understanding IRS rules. Allocate funds wisely, use Qualified Settlement Funds, and consult a tax expert for best results.
April 28, 2026
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Qualified Settlement Fund (QSF) Creation - Key Points Lawyers Need to Know
Watch how to simplify your settlement process with Qualified Settlement Funds (QSFs) approved by governmental entities, not just courts. Discover tax benefits, flexibility, and more.
April 23, 2026
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Navigating Tax Implications on Lawsuit Settlements
Learn how to navigate the tax implications of lawsuit settlements with expert insights from EPTC on minimizing tax burdens and maximizing financial outcomes.
April 23, 2026
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How the Plaintiff Recovery Trust Can Help E. Jean Carroll and Others
Discover how the Plaintiff Recovery Trust can assist in cases like E. Jean Carroll’s, offering solutions for defamation, settlements, and financial recovery.
March 23, 2026
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The History of Qualified Settlement Funds (QSFs)
Explore the history of Qualified Settlement Funds (QSFs) in this informative video, uncovering their origins, evolution, and role in settlement planning.
April 23, 2026
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Press Releases
May 1, 2026
Eastern Point Trust Company Unveils Revolutionary AI-Powered Fiduciary Assistant in ChatGPT
Eastern Point Trust Company delivering Plain-Language Expertise on Complex Trust and Settlement Matters to Attorneys, Advisors, and Institutional Partners
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