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Settlement Planning / Structured Settlements
Settlemnt Planning
Meeting Attendance
Settlement Conference & Mediation Attendance
For Claimants
Trusts
Medicare Set-Aside Trust
Special Needs Trust
468B Trust (Qualified Settlement Fund)
Disbursement Options
Cash Settlement
Structured Settlement Annuity
Index-Linked Structured Settlement Annuity
For Minor Claimants
Disbursement Options
Cash Settlement
Blocked Bank Account
Uniform Transfer to Minor Account (UTMA)
529 College Savings Plan
Minor Settlement Trust
Structured Settlement Annuity
Index-Linked Structured Settlement Annuity
For Trial Lawyers
Disbursement Options
Cash Settlement
Attorney Fee Structured Settlement Annuity
Attorney Fee Index-Linked Structured Settlement Annuity
Non-Qualified Deferred Compensation Plan
468B Trust (Qualified Settlement Fund)
For Claimants
For Minor Claimants
For Trial Lawyers
Financial Planning
Financial Planning
Our Mission Statement
Tenents of Financial Planning
360 Workbook
360 RoadMap
360 ReportCard
Investment Management
Investment Management
Investment Management
Investment Philosophy
Management Fees & Expenses
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