The Center for Special Needs Trust Administration administers Special Needs Trusts, Pooled Trusts, Third Party Trusts and Settlement Preservation Trusts in a manner that protects the injured party’s public assistance eligibility.

The Center for Lien Resolution works directly with law firms in assisting in the resolution of liens and reimbursement rights asserted against lawsuit recoveries.

The Center for Medicare Set-Aside Administration ensures compliance with the Medicare Secondary Payer Act (42 U.S.C. §1395y(b)(2)(B) ) to help preserve future Medicare entitlement for claimants. We provide MSA allocation, submission, and administration services.

The Center for Settlement Consultants provides customized structured settlement plans to claimants. We take into account all of the client’s present and future needs when designing the stream of guaranteed, tax-free periodic payments.

The Centers provides Qualified Settlement Fund (QSF) drafting and administration services. QSFs allow plaintiff attorneys to settle a case for cash while still maintaining the claimants’ rights to purchase a settlement annuity and receive tax-free treatment on future benefits without violating the Constructive Receipt Doctrine.

We will attend any and all settlement conferences and mediations. The earlier we are involved with the settlement negotiations, the better we can assist with the injured party’s future financial needs.

We work with legal counsel to prepare the required settlement documentation and to secure the policy on behalf of the claimant(s).

We work closely with the claimant(s) to design a customized settlement plan.
We determine if medical, Medicare or Medicaid issues need to be addressed and if a rated age is necessary. Every settlement proposal is tailored to the injured party's specific circumstances and needs.

We will help determine if a “substandard age rating” or “rated age” is needed. If so, we will help obtain the age rating on behalf of the claimant. Click here for more information on substandard age ratings

The Center for Settlement Consultants is licensed and appointed with all of the various life insurance companies that offer structured settlement annuities; these are among the financially strongest companies in the world. Click here for more information on the Life Markets

Attorneys can choose to spread their fees out over several years or defer their fees out even further without the obligation to include the fees in their taxable income until the year they are received. Click here for more information on attorney fee structures.

A non-qualified assignment (non-personal physical injury case) completely releases the defendant/carrier from the future periodic payment obligation. Although non-qualified annuities do not qualify for tax-free periodic payments, they do offer deferral of tax liability to the plaintiff; a negotiated and flexible benefit stream to meet the individual’s specific needs; competitive rates of return; and the ability for the defendant to write off the cost of the settlement and sever all ties with the plaintiff.