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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.

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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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