Publications

Structured Settlements & Periodic Payment Judgments (Treatise), Law Journal Press (Contributing Author)
Increasing Plaintiffs’ Payoff by Pushing Defendants on Taxes, Bloomberg Tax
How the Defense Can Leverage Plaintiff Tax Strategies, Professional Liability Defense Federation Quarterly
A Compliance Primer for Attorneys Outsourcing Legal Work, Law360.com
Taxes After Lawsuits: A Cryogenic Case Study, Practical Tax Strategies
Considering Medicare Before Settlement, Montana Bar Association Magazine
“Other Duties” of Litigators, Montana Bar Association Magazine
Tax Treatment of Amounts Received for Anticipated Injuries, Lane Powell White Paper
Death Then Taxes: Anticipating the Taxation of Personal Injury Proceeds, Trusts & Estates
Maximizing the Medical Care Exception to the Tax on Emotional Distress Damages, Practical Tax Strategies
Taking Medical Expense Deductions Before and After a Personal Injury Settlement, Practical Tax Strategies
Expanding the Structured Settlement Tax Exclusion to Reach All Potential Structurers, Tax Notes
Structured Settlements and Single-Claimant Qualified Settlement Funds: Regulating in Accordance with Structured Settlement History, NYU Journal of Legislation & Public Policy
How Plaintiffs Might Receive Distress Damages Tax-Free After 2010, North Carolina Lawyers Weekly
Justifying the Structured Settlement Tax Subsidy, NYU Journal of Law & Business
Treasury Decides to Pass on Single-Claimant Qualified Settlement Fund Guidance for Now, North Carolina Lawyers Weekly

A Practice Built on Testimonials

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

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

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

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

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.”

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

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

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!"

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

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

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

"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."

Publications

Industry Involvement

A Practice Built on Testimonials

A Practice Built on Testimonials