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


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