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.”

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

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!"

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

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."

Industry Involvement

Articles and Advice

A Practice Built on Testimonials