I am a Settlement Trust Architect. I am a legal partner with a fiduciary duty to your client. My entire career has been focused on building a bulletproof plan for your clients while eliminating your firm's exposure. My work on cases like the $600 million Flint Water Case is proof that this isn't a theory—it's the new professional standard.

Don’t Let Settlement Planning Mistakes Hurt Your Future

You Won Your Case—But the Planning Still Matters You might think everything’s finished once your settlement is won. But settlement planning mistakes made after your case closes can cost you benefits, create tax problems, or lock you into decisions you didn’t fully understand. Unfortunately, not everyone involved is working in your best interest. We’ve seen…

Broker Malpractice Risk: Why One Blind Spot Could Derail Your Entire Case

Real-World Scenario: “Handled” Isn’t Always Safe A plaintiff’s attorney in a mild-to-moderate TBI case allowed the defense’s preferred broker to propose a structure. The broker recommended a product from a single insurer, failed to coordinate with the client’s public benefits counsel, and didn’t disclose their compensation model. Two years later, the client lost access to…

Medicare Set-Asides in Injury Settlements: What You Need to Know

Why You Should Care About Medicare When You Win a Settlement Winning a personal injury or workers’ compensation case can be life-changing. But if you’re on Medicare—or might be in the future—it’s critical to understand how Medicare Set-Asides in injury settlements work. This step, often called a Medicare Set-Aside, helps protect your right to Medicare…

What Settlement Release Language Means for You (and Why It Can Hurt You If You’re Not Careful)

You won your case. You’re ready to move on. But before you sign any final paperwork, you need to know what’s hidden in the fine print. It’s called settlement release language, and it could affect your money, your future benefits, and even your health coverage. What Is “Settlement Release Language”? It’s the section of your…