Navigating Settlements: A $20 Million Case Study

Strategic Tax Planning for a $20M Defamation Verdict | Case Study

Winning a substantial lawsuit is a milestone, but understanding the tax implications is critical. In this video, we examine how strategic financial planning tools like 468B Qualified Settlement Funds (QSFs) and the Plaintiff Recovery Trust (PRT) helped a plaintiff maximize their $20M defamation verdict while saving $1.48M in taxes.

Learn actionable strategies to navigate the complex world of taxes on legal settlements.

- Discover how QSFs provide flexibility, protection, and planning time.
- Understand how the PRT eliminates double taxation on attorney fees.
- See how tax-efficient structuring can safeguard your recovery.

Winning a legal battle is only part of the victory—ensuring your financial success is the next step.

Contact Eastern Point Trust Company to learn more about minimizing tax liability on lawsuit settlements.

Chapters
0:00 Intro
0:30 The Case at a Glance
1:29 Tax Conundrum
2:40 An Ingenious Strategy
4:48 How the QSF and PRT work together
5:39 Financial Implications
7:19 Intersection of Law and Finance
8:24 Disclaimer

Read more: https://www.easternpointtrust.com/articles

Learn about the Plaintiff Recovery Trust:
https://www.easternpointtrust.com/plaintiff-recovery-trust

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