Eastern Point Trust Company Introduces the Conditional QSF™, a New Solution for Complex Settlements
Eastern Point Trust Company Announces the Launch of the Conditional QSF™, a First of its
Kind Solution for Complex and High Stakes Settlements
Eastern Point Trust Company (EPTC), a leader in Qualified Settlement Fund administration
and innovative trust solutions, has unveiled its newest product; the Conditional QSF™. The
Conditional QSF™ is a proprietary purpose-built fund structure designed to facilitate
conditional payments in settlements, ensuring the efficient use of funds, while providing
flexibility for all parties involved.
The Conditional QSF™ enables defendants to fund a Qualified Settlement Fund trust for
specific future needs, such as medical monitoring, medical treatments, services, testing,
rehabilitation, or remediation. The Conditional QSF™ differs from traditional QSFs as it
includes provisions for returning excess funds to the defendant(s) at the trustee’s
discretion, once specified conditions or goals are satisfied. In doing so, the Conditional QSF™
promotes more rapid settlement and accountability, while minimizing waste and aligning
incentives for the timely resolution of needs.
“EPTC continues to innovate in ways that solve actual problems for attorneys courts
claimants and commercial partners. The Conditional QSF™ simplifies the complex and gives
all parties the certainty they need in situations where precision truly matters” said Rachel
McCrocklin, Chief Trust Officer at Eastern Point Trust Company. “As with every product we
build education, independence, and outstanding service are at the center.”
Key features of the Conditional QSF™:
• The ability to receive funds before a final settlement agreement is executed
• Protection of assets during mergers acquisitions or business sales
• Support for settlements requiring guardian ad litem review court approval or extended
negotiation
• Efficient administration by the industry leader in QSF and Plaintiff Recovery Trust
services
• Seamless transition from conditional status to full settlement readiness when conditions
are met
The introduction of the Conditional QSF™ reinforces EPTC’s role as the trusted partner for
attorneys, law firms, courts, and institutions seeking clarity efficiency and compliance. It
also supports EPTC’s mission to simplify the complex, provide bespoke fiduciary solutions,
and elevate professional standards throughout the settlement ecosystem.
For more information on the Conditional QSF™ or to access EPTC’s free educational library
please visit Eastern Point Trust Company’s website or contact the trust administration team
directly, per the contact information below.
About Eastern Point Trust Company
Eastern Point Trust Company is the national leader in settlement fund administration and
fiduciary services. As a pure play independent trustee EPTC delivers innovative solutions
including Qualified Settlement Funds, Plaintiff Recovery Trusts, and a full range of complex
trust structures with uncompromising service and expertise.
