Gregory Maxwell
I help plaintiff attorneys and their clients save on income taxes — and I help plaintiffs transition from pre- to post-settlement life.
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About Gregory Maxwell
As an attorney, Certified Financial Planner, and settlement planner, I help plaintiff attorneys and their clients nationwide navigate settlement-related legal and financial issues. My areas of expertise include: ☑️ Income tax planning strategies for plaintiffs and plaintiff attorneys ☑️ Settlement proceeds planning ☑️ Investment management ☑️ Structured settlements ☑️ Special needs trusts ☑️ Government benefits planning I set up my law firm and settlement planning firm to be the one-stop solution for a settlement recipient’s legal and financial needs. That way, plaintiff attorneys don’t need to call one firm for a structured settlement annuity, another firm for investment management, and yet another for a special needs trust. I can handle all settlement-related issues in house. I focus solely on helping plaintiff attorneys and their clients, and I’d love to explore how I can maximize settlements for both clients and attorneys alike. Feel free to call me directly at (801) 683-7362 or email me at maxwell@amicusplanners.com. Outside of work, I enjoy coaching my kids sports teams, playing tennis, slicing golf balls into the next fairway, and trying not to hurt myself keeping up with my four kids.
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