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 .