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| Milestone Consulting, LLC

When you filed your lawsuit, you gathered a team of legal experts that aim to obtain the best outcome in your case. So, as you approach settlement, doesn’t it make sense to build another team with the financial expertise needed to ensure your recovery is as useful as possible?

what does a settlement planner do

People who have substantial wealth typically seek the help of experts to help manage their money. Specialists like CPAs, portfolio and investment managers, legal advisers, and others work together to ensure the best decisions are made regarding investments, budgeting, and more. Similarly, a comprehensive settlement planning firm provides clients with the expertise and support to help them make informed decisions about their financial future.

Why Might I Need Comprehensive Settlement Planning?

In a nutshell, a comprehensive settlement planning firms will assess your future needs and financial goals and use that information to develop a settlement plan.

Education is key to staying on the same page and making durable decisions about your settlement. The expert will assist you and your attorney in building a framework of knowledge prior to settlement. The goal is to ensure you both have a strong understanding about your options, so you can make sound decisions with the settlement proceeds.

During the life of your settlement, your planner manages financial challenges including:

  • Repayment of any funding borrowed during litigation
  • Liens
  • Marital disputes
  • Preserving government benefits and programs like Medicare and SSI

The settlement planner will also make recommendations for investment management and stewarding the assets recovered in your settlement for long periods of time. If appropriate, he or she can develop a structured annuity, include it as part of the overall financial plan, and confirm the structure is properly included in the settlement terms.

What if the Plaintiff is My Child (a Minor)?

If the plaintiff in the settlement is your injured child, there are additional and much more specific needs to take into consideration when setting up his or her future. For example, your settlement planner will explore trust solutions with you that will enable optimal care for your child. If a special needs trust or other type is the best option, he or she can interview trust officers and trust companies and develop recommendations there as well.

Getting the Support and Advocacy You Need

The heart of the settlement planner’s role is considering the totality of your family’s needs and connecting those needs with the right solutions. The result is a concrete and reliable recommendation on how to achieve and sustain financial security with your settlement recovery.

For many plaintiffs, settlement planning is the next logical step in the getting the right advice, expertise and support for their lawsuit. If you’re approaching settlement, contact Milestone Consulting to see how we can build your settlement team and what our experts can do for you. Milestone is a broad-based settlement planning and management firm with a comprehensive and future-focused approach.

John Bair’s team has guided thousands of clients by taking the time to understand the complexities of each case. They assess the best outcome and find the path that enables each client to manage their many needs. Read more about Milestone Consulting at

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