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Phone

503-383-1516

CONSULTS

We consult on settlement strategies, arrangements, and advisors. While we don’t offer legal or tax advice, we work with many who do.

Articles and Advice

Bloomberg
Forbes
Fox News
Newsweek
ABA - American Bar Association
Federal Bar Association
Practicing Law Institute
ConsumerAffairs
Law360
Columbia Law Review
Trust & Estates
Structured Settlements & Periodic Payment Judgments
Bankrate
Injury Experts
Tax Institute
Practical Tax Strategies

Industry Involvement

Former Member,
Exec. Committee

Oregon State Bar

Tax Instructor,
Planning Faculty

Settlement Planning Education Center

Chair, Legal
Committee

Society of Settlement Planners

Member, Legs &
Regs Committee

American Association of Settlement Consultants

Member,
Legal Committee

National Structured Settlements Trade Association

A Practice Built on Testimonials

So you know what you're getting when you work with us.