Making More from Contingent Fees

Jeremy Babener | Structured Consulting

Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.

Greg Maxwell | Amicus Settlement Planners

Greg Maxwell, Esq., CFP®, advises plaintiff firms across the country on settlement planning, special needs planning, and income tax planning. He previously served as President of the Society of Settlement Planners.

I. The benefits and basis of deferred taxation | 2:00pm – 2:20pm

II. Treatment of the various deferred options | 2:20pm – 2:40pm

III. Steps needed so your deferral works | 2:40pm – 3:00pm