Settlement Planning


Have you or a loved one recently received a legal settlement?

Do you also recieve government benefits?


Quantum Group develops strategies to help families properly allocate proceeds from a legal settlement, while preserving eligibility of public benefits for future care considerations.


Settlement Planning is appropriate for people who have difficulty managing a large settlement due to the nature of the government benefits involved.  We can help guide you before and after you have received the proceeds from a settlement. 


Our relationships with both CPA's, Personal Injury Attorneys, and Special Needs Estate Attorneys, allow us to provide you with access to the tools that are necessary for a well-designed Settlement Plan.



Key Areas Within Your Settlement Plan

Estate & Trust Planning

Financial Planning

Tax Planning

Government Benefit Process & Planning

How can I get Started? Set up a Call