Avoid higher federal income tax brackets or marginal tax rates
Lower your federal & state income tax liability that result from large cases
The ability to strategically spread your fees over time, in order to preserve wealth & stabilize future income for attorney and/or firm
Tax-deferred investment growth, similar to qualified retirement plans – but without contribution limits
The flexibility of choosing along a spectrum of fixed (guaranteed rate of return) or market-based (higher risk) options
Invest your savings at little or no risk, depending on your risk tolerance
We have the flexibility to work with almost all of the onshore & offshore institutions, providers, and companies that deliver the best products out there in the attorney fee structured deferral space. We take pride in doing our due diligence, so that we can best take care of our clients’ needs & goals.
Variable Options
This may make more sense for an attorney that has a more aggressive risk tolerance profile and who values the potential upside of the market.
Fixed Options
This may make more sense for an attorney that has a more conservative risk tolerance profile and who values a guaranteed rate of return.
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Deferring the Taxation of income can result in higher net amount to you
Case Example
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The above example has been recreated based on a hypothetical Attorney's Fee cash flow.
The Valdez Team works with clients primarily in San Diego, Los Angeles and Las Vegas - with additional clients around the nation. Our team focuses on Settlement Planning & producing Structured Settlements for personal injury, medical malpractice, elder abuse, workers' compensation, product liability, mass torts, and construction defect cases. In addition, we also have the ability to create Structured Settlements for non-physical injury cases and attorney fees.
