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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 up to 10% of fees from referred lawyers.
Speak to our Team

Settlement Planning With a Plaintiff Recovery Trust

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.”

Rebekah Miller
President, American Association of Settlement Consultants
Joe Di Gangi
Past President, Society of Settlement Planners

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

Joe Di Gangi
President, Society of Settlement Planners

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.
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

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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.”

Jeffrey Travers
Trial Lawyer
Paula Elliot
Trial Lawyer

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

Paula Elliot
Trial Lawyer
Lauren Grantham
Paralegal

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

Lauren Grantham, Paralegal
Jeff Kemp
Guardian Ad Litem

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

Jeff Kemp,
Guardian Ad Litem