By using this site, you agree to our Privacy Policy and our Terms of Use.
close
Increasing the amount plaintiffs keep in taxable cases. Without it, plaintiffs are taxed on proceeds paid to their lawyers.

Reducing Taxes in Taxable Cases

The Recovery Trust is based on a commonly used estate planning arrangement. Formal tax opinions are available for a minimal fee from a firm of 1,000+ advisors.
Plaintiff Recovery Trust Guide

Avoid Unnecessary Taxes

Download the Recovery Trust brochure to learn more about the problem, the solution, and next steps.
DownloadView online
Paula Elliot Trial Lawyer
Paula Elliot
Trial Lawyer

“Every trial lawyer should know about this. It dramatically reduces client taxes.”

Jeffrey Travers Trial Lawyer
Jeffrey Travers
Trial Lawyer

“This saved my client millions. I’d absolutely recommend that plaintiff lawyers consider it. Using the trust was easy and the team was incredibly helpful.”

Increasing Your After-Tax Recovery

Plaintiffs often keep half of what they should, paying tax on winnings their lawyers keep. Lawyers then pay tax on the same money. The Recovery Trust avoids this "Double Tax."

Fees on Savings

Our fee is 3.2% of your taxable damages, typically 20% of tax savings. See brochure for more details.
Increasing Your After-Tax Recovery - Fees on Savings bar charts

Significant Savings

In a typical taxable case, the Recovery Trust grows your net after-tax recovery by more than 70%.
Increasing Your After-Tax Recovery - Significant Savings pie charts

Damages that Will Benefit

  • Punitive damages & interest
  • Alimony & child support
  • Emotional distress without physical injury
  • Fraud, negligence, breach of contract
  • Interference with property/contract
  • Defamation, libel, privacy violations
  • Professional malpractice
  • Opt-in class actions

Damages that Won’t Benefit

  • Physical injury without punitives/interest
  • Claims for your business or a capital asset
  • Some discrimination claims
  • Some employment claims

The Recovery Trust at Work

If your injury claim is owned by the Recovery Trust, you're not taxed on winnings paid out in legal fees. Instead, you pay tax only on the amount you keep.
The Recovery Trust At Work chart

Approved Deferral

The Recovery Trust supports deferral arrangements of all kinds and durations. Once created, the Recovery Trust distributes ownership of your future payments.
  • Non-Qualified Assignments
  • Qualified Assignments
  • Post-QSF Structures
  • Structured Fees
Approved Deferral chart

Deferring More

Often, plaintiffs structure less in order to pay taxes on the fee portion of their settlement. The Recovery Trust avoids those taxes, allowing larger or longer payments.
Deferring More - Typical Structured Settlement chart
Jeff Kemp, Guardian Ad Litem
Jeff Kemp
Guardian Ad Litem

“Using the Recovery Trust was a no-brainer. It doubled my ward’s recovery!”

Lauren Grantham, Paralegal
Lauren Grantham
Paralegal

“This makes a huge difference to the client. It also helped them trust us.”

Rebekah Miller President, American Association of Settlement Consultants
Rebekah Miller
President, American Association of Settlement Consultants

“It was a great vehicle. It increased my clients’ monies by 140% of what they would have had.”

Joe Di Gangi President, Society of Settlement Planners
Joe Di Gangi
Past President, Society of Settlement Planners

“The only effective solution I know to the plaintiff double tax. Efficient and professional!”

Advisors, Planners & Brokers

Advisors, planners, and brokers are critical to informing plaintiffs about arrangements like the Recovery Trust. Up to 10% of the PRT accessed fees are available to compensate planners for their professional services. Thank you for helping their clients avoid unnecessary taxation.

Talk to a Plaintiff Recovery Trust Expert

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
SOLUTIONS
LEARN
ABOUT EPTC
Eastern Point Trust Company is a member of the American Bankers Association.



KissTrust is patented. KissTrust is a registered trademark of Eastern Point Trust Company.


Copyright © 2006-2023 Eastern Point Trust Company
Eastern Point Trust Company offers a variety of escrow, ministerial services, trust administration services, self-help support software, attorney support software, and document management systems, some of which offer companion self-service, automated software solutions. Fiduciary and trustee services are only offered and performed by Eastern Point Trust Company in such jurisdictions in which Eastern Point Trust Company is licensed to provide such services and then pursuant solely to the terms of the associated governing documents. Eastern Point Trust Company may act in a ministerial non-fiduciary capacity as escrow agent when applicable. As required by federal law related to “domestic trusts,” fiduciary services related to "substantial decisions" shall be required to be independently performed by one or more co-trustees or affiliated or non-affiliated parties who are “United States persons.” Fees charged are solely for ministerial services, trustee services, or licensing fees to access the self-help system, and fees are not drafting or document preparation fees. The content herein is provided as, and limited to, information and descriptions of the features and benefits of Eastern Point Trust Company’s services, products, and requirements when applicable. This website is for informational purposes only and is not an offer to sell, a solicitation, or an offer to buy any security. Nor is the content here an offer to provide legal, fiduciary, or trust services. The information herein is not intended to be legal or investment advisory advice and should not be constructed as legal or investment advisory advice. Eastern Point Trust Company and its affiliated parties are not law firms, are not a lawyer referral service, and do not act as your attorney or investment advisor. Eastern Point Trust Company is not a substitute for the advice of an attorney or an investment advisor; as such, Eastern Point Trust Company does not provide any advice, explanation, opinion, or recommendation about possible legal rights, express any legal guidance on the matters contained herein, nor provide investment advice or management. As appropriate, seek the advice of an attorney if you have questions concerning legal questions, remedies, defenses, or options; or seek the advice of a licensed investment advisor related to trust holding(s) or investments. Eastern Point Trust Company and its affiliated companies are not broker-dealers and only forward your instructions to executing custodians/broker-dealers. Your accessing and utilizing this website constitutes your agreement to the Terms and Conditions shown herein. Please review the Terms and Conditions carefully, as they contain important information and disclosures and are legally binding. The terms of the applicable agreement, and the Terms and Conditions on the www.easternpointtrust.com website shall supersede and have precedent over any information provided for herein. You are solely responsible for protecting the privacy and security of your electronic communications (sent or received). Additionally, it is your duty to secure your systems, networks, devices, browsers, and communications systems and devices with anti-virus and malware protection and anti-breach security software. Any loss resulting from a breach of your systems, networks, devices, browsers, or communications systems and devices is solely your liability.
Back to top