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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.
Learn more about the Plaintiff Recovery Trust – download or view guide.

Avoid Unnecessary Taxes

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

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 20% of your savings.
Increasing Your After-Tax Recovery - Fees on Savings bar charts

Significant Savings

In a typical taxable case, our solution grows your net 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

Advisors, Planners & Brokers

Advisors, planners, and brokers are critical to informing plaintiffs about arrangements like the Recovery Trust. We share 10% of our current and future fees with you on cases brought by lawyers you refer. Thank you for helping their clients avoid unnecessary taxation.

Talk to a Plaintiff Recovery Trust Expert

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