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 up to 10% of the PRT™ Cost from referred lawyers.
Better Results for Plaintiffs and Lawyers
Increase Recoveries
In a typical case, the PRT™ increases the plaintiff’s after-tax recovery by 70%.
The PRT addresses the Plaintiff Double Tax — the unfair result of 2017 legislation that can cut plaintiff recoveries in half when both taxable damages and attorney fees are taxed together.
Settlement Planning With
a Plaintiff Recovery Trust™
Increase Premiums
In a typical case, the PRT increases the plaintiff’s available structure premiums by 30%, unlocking additional years of tax-deferred growth.
Simplify Fee Deferral
Plaintiffs are typically taxable on lawyer’s deferred fees. Not with the PRT, which avoids the need to match payment schedules, simplifying the entire deferral process.
Trust Company
Materials to Share
Direct clients to our client-facing page to find our brochure, explanations, and visuals.
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.
10-Day Minimum Window: The PRT must be established before funds are received. Early engagement is key to maximizing client outcomes.
Subject: A Solution to the Attorney Fee Double Tax in Taxable Cases
[Attorney Name],
You likely already know, but plaintiffs are often taxed unfairly on their settlement recoveries. This is called the “attorney fee double tax”...
Timing is critical. The PRT must be established before any binding settlement terms are reached (including verbal agreements, emails, or mediation term sheets), and at least 10 days before settlement.
Sincerely,
[Settlement Planner Name]
Subject: A Tax Planning Option to Consider Before Your Case Settles
[Client Name],
You may not know this, but plaintiffs are often taxed unfairly on their settlement recoveries. This is called the “attorney fee double tax”...
Timing matters. The PRT must be established before any binding settlement terms are reached (including verbal agreements, emails, or mediation term sheets), and at least 10 days before settlement.
Sincerely,
[Settlement Planner Name]
Ready to Let Your Client's Know?
Start with a short note like this one.
Want to Talk to the PRT Team About a Case?
We’re always happy to take a look at cases you’re considering for the PRT, including before you reach out to the attorney or plaintiff. Learn more at PRT.tax or contact us at recoverytrust@easternpointservices.com
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