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Trust Industry Leaders: EPTC Videos

Discover informative videos by Eastern Point Trust Company, an international leader in trust innovation. With a team of renowned trust experts and a proprietary nationwide FDIC banking network, EPTC provides technology-empowered services to individuals, courts, and institutional clients worldwide. Explore our videos to learn more.
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Qualified Settlement Funds
Litigation and Settlement
Settlement Planning
Tax
Escrow

Navigating Special Needs Planning: Understanding Trusts and ABLE Accounts

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What is "Know Your Customer" (KYC)?

Fraud losses hit $5.8B in 2021, sparking focus on Know Your Customer. Key to fighting fraud and money laundering, KYC ensures customer identity and compliance.
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Unlocking the Future of Settlements: The Conditional QSF Explained

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How the Plaintiff Recovery Trust Can Help E. Jean Carroll and Others

Discover how the Plaintiff Recovery Trust can assist in cases like E. Jean Carroll’s, offering solutions for defamation, settlements, and financial recovery.
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Maximize Your Settlement Avoid Double Taxation with Plaintiff Recovery Trust

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Liars, Damn Liars, Defamation, and Double Taxation

Explore insights on defamation, double taxation, and financial strategies. Learn how to tackle complex legal and tax issues with the Plaintiff Recovery Trust.
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The Financial Burden of Revenge Porn Litigation and the Plaintiff Double Tax

Taxation of settlements can leave as little as 10 cents on the dollars for the plaintiff. The Plaintiff Recovery Trust (PRT) reduces settlement taxation.
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Who Owns the Assets Within a Qualified Settlement Fund (QSF)?

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Mastering Settlement Funds The Ethical Edge with QSFs

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Navigating Tax Implications on Lawsuit Settlements

Learn how to navigate the tax implications of lawsuit settlements with expert insights from EPTC on minimizing tax burdens and maximizing financial outcomes.
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11 Reasons Attorneys Should Use QSFs

Discover 11 reasons attorneys should use Qualified Settlement Funds (QSFs) for small settlements. From tax benefits and flexible fund distribution to safeguarding client interests and streamlining processes, QSFs offer smart solutions for better outcomes and peace of mind.
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EPTC Educational Series: Establishing a Qualified Settlement Fund

Watch our educational series to learn how to establish a Qualified Settlement Fund (QSF) with Eastern Point Trust Company and manage settlements with ease.
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A Guide to Correctly Naming Qualified Settlement Funds (QSFs)

Learn the importance of correctly naming Qualified Settlement Funds (QSFs) with our detailed guide, ensuring compliance and streamlined administration.
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The History of Qualified Settlement Funds (QSFs)

Explore the history of Qualified Settlement Funds (QSFs) in this informative video, uncovering their origins, evolution, and role in settlement planning.
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Navigating Settlements: A $20 Million Case Study

Explore how a $20M defamation verdict turned into a financial victory using strategic tax planning with QSFs and PRTs, saving $1.48M in taxes.
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Never Establish a QSF in Massachusetts

Massachusetts taxes qualified settlement funds at a 5% flat rate, with an extra 4% on income over $1M. Strategic jurisdiction selection can help avoid these costly tax burdens on QSFs.
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The Privacy Benefits of Qualified Settlement Funds (QSFs)

Explore how 468b Qualified Settlement Funds (QSFs) protect privacy, consolidate claims, and shield sensitive information in legal cases.
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Qualified Settlement Fund Myths and Realities

Learn the truth behind some common myths about qualified settlement funds.
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Qualified Settlement Fund (QSF) Creation - Key Points Lawyers Need to Know

Watch how to simplify your settlement process with Qualified Settlement Funds (QSFs) approved by governmental entities, not just courts. Discover tax benefits, flexibility, and more.
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Qualified Settlement Funds - Simplifying the Litigation Settlement Process

Discover how Qualified Settlement Funds (QSFs) simplify the litigation settlement process, ensuring efficiency, compliance, and financial flexibility.
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Utilizing a QSF as a Resolution Tool

Discover how to effectively utilize a Qualified Settlement Fund as a resolution tool, streamlining settlements and ensuring compliance for all parties involved.
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Simplify Legal Settlements with QSF 360 Your Tax Deferral Solution

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Unlocking the Power of Qualified Settlement Funds A Guide for Law Firms and Clients

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What Legal Settlements Are Taxable and How to Minimize Taxation of Settlement Awards

Learn how to minimize taxes on lawsuit settlements by understanding IRS rules. Allocate funds wisely, use Qualified Settlement Funds, and consult a tax expert for best results.
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