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Green Field

Settlement Planning

Clients who receive a settlement or jury verdict often have endured physical, emotional, and financial difficulties. A good plan helps navigate the future. Planning for plaintiffs embodies our passion for helping those who need it most.

We offer specialized solutions for plaintiffs attorneys and their clients.

Additional Service Offerings

The success of your results will be determined by purposed planning, effective execution, and strategic partners . The offerings below are a combination of our team and our network. 

Lone Mountain

Attorney Services

  • Qualified Attorney Fee Planning

  • Defined Benefit, Defined Contribution, 401k Plans

  • Firm Health Insurance Plans

  • Life Care Plan Analysis

  • Court Document Language consultation

  • Serve as an expert witness at mediations, arbitrations, settlements, and court hearings

Trust Planning

  • Domestic Asset Protection Trusts (DAPT)

  • Pooled Minor or Special Needs Trusts (PSNT & MPT)

  • Revocable Living Trusts (RLT)

  • Irrevocable Life Insurance Trusts (ILIT)

  • Charitable Lead or Remainder Trusts (CLT & CRT)

  • Charitable Lead or Remainder Unitrusts (CLUT & CRUT)

  • Grantor Retained Annuity Trusts (GRAT)

  • Grantor Retained Income Trusts (GRIT)

  • Grantor Retained Unitrusts (GRUT)

Farm View
Field Sunset

Entity Planning

  • Charity Planning

  • Foundation Planning

  • Charitable Gifting Strategies

  • Business Entity Formation

  • Business Structure Consultation

  • Re-Insurance Companies

  •  Qualified Profit Sharing

  • Non-Qualified Pension Corporate Group Life Plan

  • Advisory Services

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