Amicus Settlement Planners

Amicus Settlement Planners Amicus Settlement Planners helps plaintiffs and attorneys with tax, legal, and financial planning for lawsuit settlements.

Amicus Settlement Planners is a team of attorneys, CPAs, and financial advisors who understand the legal and financial issues that arise at the time of settlement. We know that every situation is different, and we assist settling plaintiffs and attorneys in making the most of their legal settlements. We specialize in settlement tax planning, structured settlements, special needs planning, attorney

fee deferrals, investment management, Medicare Secondary Payer compliance, trust-based planning, qualified settlement funds, and government benefits planning.

06/16/2026

In this video, Greg Maxwell discusses the differences between a first-party and third-party Special Needs Trust — and which trust type usually applies in personal injury settlements.

06/09/2026

"Can a settlement trust pay a parent for being the caregiver of the injured child?"

In this video, Greg Maxwell answers this question and discusses some things you need to consider when exploring this option.

06/02/2026

In this video, Greg Maxwell answers a common question that we hear from settlement clients and their attorneys:

“Can a client own a home and still be eligible for Medicaid and SSI?"

05/26/2026

Using a settlement protection trust is common for cases involving minors. However, it can also be an effective planning tool for adults as well.

In this video, Greg Maxwell shares when a settlement protection trust may be a good idea for an adult client.

05/19/2026

In a first-party special needs trust, where does the money go if the client passes away and there are funds left in the trust?

In this video, Greg Maxwell discusses the mandatory Medicaid Payback Provision found in first-party special needs trusts.

Address

2975 W Executive Pkwy, Ste 112
Lehi, UT
84043

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18016837362

Website

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