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A Resource for Settlement Planners
…the Plaintiff Recovery Trust
A new solution for settlement planners in taxable cases.

Increase recoveries and premiums. Simplify fee deferral. And, receive 10% of trust fees from referred lawyers.
Speak to our Team
Rebekah Miller
President, American Association of Settlement Consultants
Rebekah Miller
President, AASC

“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, SSP

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

Better Results for Plaintiffs and Lawyers

Increase Recoveries

In a typical case, the PRT increases the plaintiff’s after-tax recovery by 70%.
Increasing Your After-Tax Recovery - Significant Savings pie charts
Deferring More - Typical Structured Settlement chart

Increase Premiums

In a typical case, the PRT increases the plaintiff’s available structure premiums by 30%.

Increase Premiums

In a typical case, the PRT increases the plaintiff’s available structure premiums by 30%.
Deferring More - Typical Structured Settlement chart

Simplify Fee Deferral

Plaintiffs are typically taxable on lawyer’s deferred fees. Not with the PRT, which avoids the need to match payment schedules.
Simply deferral and avoid the need to match payment schedules with the Plaintiff Recovery Trust.
Plaintiff Recovery Trust Guide

Materials to Share

Direct clients to our client-facing page to find our brochure, explanations, and visuals.
DownloadView online

Materials to Share

Direct clients to our client-facing page to find our brochure, explanations, and visuals.
DownloadView online
Plaintiff Recovery Trust Guide
Hourglass – Give Lawyers a Reason to Call Early

Give Lawyers a Reason to Call Early

If they don’t, plaintiffs miss their chance to save. The PRT must be established at least 10 days before settlement.
Sample Email to Lawyer on Plaintiff Recovery Trust

Ready to Let Lawyers Know?

Try something like this.
Download SAMPLE

Speak with Our Team

SCHEDULE NOW
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.”

Paula Elliot
Trial Lawyer
Paula Elliot
Trial Lawyer

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

Lauren Grantham, Paralegal
Lauren Grantham
Paralegal

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

Jeff Kemp,
Guardian Ad Litem
Jeff Kemp
Guardian Ad Litem

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