Tax-Smart Settlement Strategies: Minimizing Taxes for Plaintiffs and Plaintiff Attorneys (2026 Edition)

Greg Maxwell | Amicus Settlement Planners

Greg Maxwell is an attorney, Certified Financial Planner, and settlement planner with Amicus Settlement Planners, LLC. He is also a partner in the law firm Amicus Law Firm and co-founded Amicus Settlement Planners in 2006. His practice specializes in special-needs planning, government benefits planning, financial planning for settling plaintiffs, and income tax planning for attorneys.

He is a past president and board member of the Society of Settlement Planners, a national organization advocating for plaintiff’s rights in the settlement planning process.

Greg is a member of the American Association for Justice, the Utah Association for Justice, the Financial Planning Association, and the American Bar Association. Greg is a 2003 graduate of the Texas Tech University School of Law.

Greg is a frequent speaker to local, state, and national trial lawyer organizations regarding settlement planning related topics.

Greg Maxwell | Amicus Settlement Planners

Greg Maxwell is an attorney, Certified Financial Planner, and settlement planner with Amicus Settlement Planners, LLC. He is also a partner in the law firm Amicus Law Firm and co-founded Amicus Settlement Planners in 2006. His practice specializes in special-needs planning, government benefits planning, financial planning for settling plaintiffs, and income tax planning for attorneys.

He is a past president and board member of the Society of Settlement Planners, a national organization advocating for plaintiff’s rights in the settlement planning process.

Greg is a member of the American Association for Justice, the Utah Association for Justice, the Financial Planning Association, and the American Bar Association. Greg is a 2003 graduate of the Texas Tech University School of Law.

Greg is a frequent speaker to local, state, and national trial lawyer organizations regarding settlement planning related topics.

Bryce Maxwell | Amicus Settlement Planners

Bryce Maxwell is a Certified Public Accountant (CPA) based in Amicus Settlement Planners’ Farmington, Utah office, where he focuses on developing tax-saving strategies for plaintiffs. His work centers on helping individuals reduce tax liabilities through approaches such as structured settlement annuities and Plaintiff Recovery Trusts. Prior to joining Amicus, Bryce held significant accounting and finance roles across major organizations, including Ernst & Young (EY), Rio Tinto, and Cottonwood Residential, where he gained extensive experience in financial management, accounting operations, and strategic planning.

• Education & Credentials

Bryce Maxwell is a Certified Public Accountant (CPA) and holds a Master of Accountancy (MAcc) from the Marriott Business School at Brigham Young University. He also earned a Bachelor of Science degree from Brigham Young University in Accounting and Information Systems.

• Recognition & Leadership

Bryce Maxwell has held leadership roles throughout his career, including serving as a manager at Ernst & Young, Assistant Controller at Rio Tinto, and Director of Accounting at Cottonwood Residential, a $2.5 billion real estate investment trust. These positions reflect his leadership in accounting, financial oversight, and strategic financial operations.

• Professional Involvement

Bryce Maxwell is actively involved in advising plaintiffs and legal professionals on tax-efficient recovery strategies, including structured settlement annuities and Plaintiff Recovery Trusts. Through his role at Amicus Settlement Planners, he contributes to the integration of financial and tax planning within legal settlements to help optimize outcomes for plaintiffs.

• Experience

Bryce Maxwell’s experience includes his current role at Amicus Settlement Planners, where he specializes in tax-saving strategies for plaintiffs, particularly through structured settlements and recovery trusts. Previously, he worked as a manager at Ernst & Young, one of the Big Four accounting firms, as an Assistant Controller at Rio Tinto, one of the world’s largest metals and mining corporations, and as Director of Accounting at Cottonwood Residential, a multi-billion-dollar real estate investment trust. Across these roles, he developed expertise in accounting, financial management, and strategic planning, which he now applies to helping plaintiffs reduce tax liabilities.

I. Understanding settlement taxation | 1:00pm – 1:20pm

II. Tax pitfalls of punitive damages and pre- and post-judgment interest | 1:20pm – 1:40pm

III. The double tax problem due to the Tax Cuts and Jobs Act and the One Big Beautiful Bill Act | 1:40pm – 2:00pm 

Break | 2:00pm – 2:10pm

IV. Reducing plaintiff tax burdens with trusts and structured settlement annuities | 2:10pm – 2:30pm

V. Tax timing control for plaintiff attorneys | 2:30pm – 2:50pm

VI. Attorney options for converting taxable legal fees into tax-free or tax-deferred income | 2:50pm – 3:10pm