Below are illustrations of how structured settlements and annuities can help injured parties and attorneys better manage their financial needs over the long term.

For more information on structure planning, please contact us.

Tax-Deferred & Non-Qualified Settlements:
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37-Year-Old Female Worker On-the-Job Sexual harassment Case
A 37-year old female worker at manufacturing plant was verbally abused and subjected to obscene jokes. The abusive work environment caused many women to quit. Others were simply denied promotions when they refused to grant sexual favors.

11-Year-Old Male, Case Involving Verbally Abusive Coach
A 11-year-old male was awarded $75,000 from a case involving a verbally abusive basketball coach. The constant bullying and verbal abuse at practices and games caused great damage to the boy. A tax-deferred education fund was purchased for the benefit of the minor.

50-Year-Old Male, Settlement for Lost Future Income & Pension Contributions
A 50-year-old firefighter was fired for allegedly making racially-motivated remarks. He sued the fire department for wrongful termination. The case settled prior to trial and an annuity was used to replace his lost future income and pension contributions.

43-Year-Old Male Attorney Structures $150,000 From His Fees
A 43-year-old male attorney structured $150,000 from his fees with a non-qualified, tax-deferred, monthly lifetime annuity commencing at age 55.

60-Year-Old Female Attorney Structures $250,000 From Her Fees
A 60-year-old female attorney structured $250,000 from her fees with a non-qualified, tax-deferred, monthly lifetime annuity commencing immediately.

46-Year-Old Male Attorney Structures $100,000 From His Fees
A 46-year-old male attorney structured $100,000 from his fees with a non-qualified, tax-deferred, lump sum payments at age 60, 65 and 70.

For more information on structure planning, please contact us.


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