For attorneys
Advising your client on the money, too.
Bill helps attorneys and their clients plan for the future, before and after resolution, without projecting settlement dollars.
You and your client
Before litigation, Bill organizes the client’s financial information, including the real dollar cost of the case, and after resolution he prepares them for their options.
Protecting the outcome
Structured payments deliver income over time, which helps guard against a client exhausting a lump sum and returning with nothing.
Your own planning
Some firms defer part of each fee to manage tax exposure and smooth cash flow between strong and lean years. Bill can walk you and your tax adviser through the mechanics.
The lump-sum waiver
When a client insists on all cash against advice, a signed waiver can document that the choice was informed. Ask Bill for the form.
Bill is a settlement consultant, not a lawyer. Questions of professional responsibility and tax treatment belong with your own counsel.