HOW A CFP® CAN ASSIST You With Civil & PERSONAL INJURY CASES

  • During evaluation of damages, Angel McCall prepares future income needs and present value calculations for use in negotiation and settlement
  • Obtain structured settlements
  • Structure legal fee annuities In a case with multiple plaintiffs or large awards not yet ready to structure, she can establish a Qualified Settlement Fund (468B) to maintain the tax-free status of the award until such time as the proceeds are ready to be divided.  From the perspective of a defense attorney, a Defendant can immediately take the deduction for the distribution, even though the funds have not reached the hands of the claimants
  • After a settlement or trial Angel McCall can help clients soundly manage their proceeds.