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, 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.
Live Video-Broadcast: November 8, 2023