Trial lawyer retirement planning, 468B trusts aid tax and retirement planning

In part three of his series, "Why so many trial lawyers retire broke" Mark Wahlstrom looks at how 468B settlement trusts can be used to assist trial lawyers in deferring taxes, lowering litigation finance costs and allocating future cash flow to retirement assets, all while doing what is best for the client. These are one of the least used and poorly understood settlement planning tools available to trial lawyers and Mark Wahlstrom breaks down how they can solve a multitude of problems for lawyers AND help build retirement assets.

Posted on August 8, 2018 .

Why most Trial Lawyers retire broke; Litigation Financing disasters

In part two of his series, " Why so many trial lawyers retire broke" Mark Wahlstrom looks at what he considers to be the biggest financial mistake lawyers make and that is awful litigation and case financing deals. Excessive rates, horrible loan terms and more importantly, a failure to shop around or design plans that provide more reasonably pay back scenarios. If you are looking for advice on litigation finance check out this video or contact Wahlstrom & Associates so you can get off the case finance debt cycle.

Posted on August 7, 2018 .

Why Most Trial Lawyers Retire Broke

Why do most trial lawyers, despite making millions over their careers often struggle to retire, or in many case never retire, because of poor retirement planning? In this series Mark Wahlstrom, President of Wahlstrom & Associates, uses his 30+ years of experience in working with trial lawyers to address the three major obstacles to financial security for trial lawyers. This video in part One of a four part series and is the introduction about how lawyers can get off the "debt cycle", reduce their taxes, automatically put away funds for the future and reduce case financing costs and stress NOW. Watch for parts 2-4 or go to to see the entire series or learn how Mark Wahlstrom can assist you with this planning.

Posted on August 1, 2018 .