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.