Solutions for Settlement
We help trial lawyers and settlement planners use current solutions. We help product providers create new ones.
For everything non-settlement, visit our homepage. We raise capital, manage teams, and market our clients' expertise. Jeremy also provides legal and tax advice as Special Tax Counsel at law firm Lane Powell.
Example Articles

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

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

A Practice Built on Testimonials

So you know what you're getting when you work with us.
Testimonial
Joe Tombs
Partner, Amicus Financial Advisors
Joe Tombs
Partner, Amicus Financial Advisors
"Jeremy improves everything he touches. I heartily recommend him for his capable advising, innovative product development, and strategic persuasion. My opinion of him, his knowledge, and professionalism cannot be overstated."
Mirena Umizaj
Mirena Umizaj
Settlement Consultant, Sage Settlement Consulting
"An incredibly organized and strategic advisor. He's fantastic at working with trial lawyers and plaintiffs. We pride ourselves in seeing their perspective and Jeremy is a wonderful addition to the team."
Leland Dempsey
Leland Dempsey
Former Board Member, American Association of Justice
“My heartfelt recommendation for Jeremy’s outstanding tax work! He brings creative strategies for significant tax savings, with practical ways to persuade the defense.”
David Sugarman
David Sugarman
Former Board Member, Oregon Trial Lawyer Association
“Small plaintiff firms can handle big cases if they assemble the right team. Jeremy was responsive, practical, and well-versed in the fine details. I highly recommend him if you need tax advice in a class action or complex litigation.”
Susan Gleason
Susan Gleason
Settlement Planner, Sage Settlement Consultants
"Keenly aware of all settlement strategies and arrangements available, and incredibly helpful in understanding the pros, cons, and best ways to use each. I'm always excited to hear when he's helped to create a new one! I strongly recommend Jeremy."
Joe Di Gangi
Joe Di Gangi
Board Member, Society of Settlement Planners
“A phenomenal and practical advisor. He quickly provides creative advice and knows how to support plaintiffs and plaintiff counsel.”
Pat Hindert
Pat Hindert
VP of New Business Development, Independent Life
“Jeremy has been recognized as a ‘thought leader’ among personal injury settlement planning professionals beginning with his series of historically important ‘structured settlement’ papers a decade ago. Having worked with Jeremy on multiple cases and projects, I’ve been impressed with his deep understanding of tax issues as well as his sophisticated problem-solving skills.”
Andy Cook
Andy Cook
President of Trust Division, Evolve Bank & Trust
"I cannot recommend Jeremy highly enough. We’ve partnered with him on creative products and services – always strategically planned and thoughtfully implemented. Thank you!"
Jennifer Wieroniey
Jennifer Wieroniey
Executive Director, American Association
of Settlement Consultants
"Jeremy possesses a wealth of knowledge on the tax issues surrounding legal settlements. As one of our members, his expertise has been helpful as AASC considers how best to improve federal tax policy for all in the settlement space."
Daniel Hindert
Daniel Hindert
Partner, Lewis Hansen

“Jeremy's tax advice on settlements and structures is incredibly practical and has led to client savings in the millions. He’s also armed us to fight huge defendants by knowing the technical rules better than they do! Whatever the issue Jeremy has it covered!”

Doug Arnest
Doug Arnest
Board Member, American Association of Settlement Consultants

 “I can’t believe Jeremy convinced the defense todo that! We really didn’t think they would, especially not in this multi-million dollar case. He gave excellent tax and negotiating advice, as he has many times before. I’d recommend him to any plaintiff lawyer.”

Kurt Krueger
Kurt Krueger
Senior Economist, John Ward Economics

"Jeremy's knowledge and experience with complicated financial settlements exceeds all I've encountered. He is a straight shooter that can be trusted to close a deal."

Glen Armand
CEO, Eastern Point Trust Company
Glen Armand
CEO, Eastern Point Trust Company

"Eastern Point has relied on Jeremy’s advice and guidance when looking for strategic and practical advice. As a growing company, Jeremy has been valuable to us for his insight and ability to provide guidance and resolve problems on new products, services, and structures from legal, tax, and regulatory perspectives."