Greg Maxwell

Greg Maxwell Email and Phone Number

I help plaintiff attorneys and their clients save on income taxes — and I help plaintiffs transition from pre- to post-settlement life. @ Amicus Settlement Planners, LLC
Greg Maxwell's Location
Bountiful, Utah, United States, United States
Greg Maxwell's Contact Details
About Greg 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 planningI 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.

Greg Maxwell's Current Company Details
Amicus Settlement Planners, LLC

Amicus Settlement Planners, Llc

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I help plaintiff attorneys and their clients save on income taxes — and I help plaintiffs transition from pre- to post-settlement life.
Greg Maxwell Work Experience Details
  • Amicus Settlement Planners, Llc
    Settlement Planning Attorney | Partner
    Amicus Settlement Planners, Llc Jan 2006 - Present
    Farmington, Utah, Us
    Amicus Settlement Planners provides financial solutions to recipients of legal settlements. I help settling plaintiffs and their attorneys with: • Structured Settlement Annuities • Trust-Based Settlement Planning • Investment Management • Tax Deferral of Attorney Legal Fees
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  • Tombs Maxwell Llp
    Government Benefits Attorney | Partner
    Tombs Maxwell Llp Jan 2006 - Present
    Farmington, Utah, Us
    Tombs Maxwell LLP provides legal solutions to recipients of legal settlements. I help settling plaintiffs and their attorneys with: • Government Benefits Planning (allowing clients to preserve Medicaid, SSI, and other benefits after receiving a legal settlement)• Special Needs Trusts & ABLE Accounts• Medicare Secondary Payer Compliance (Medicare Set Aside accounts, MSA Opinion Letters)• Lien Resolution (Medicare, Medicaid, ERISA)
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  • Amicus Financial Advisors, Llc
    Certified Financial Planner | Financial Advisor
    Amicus Financial Advisors, Llc Jan 2006 - Present
    Us
    I co-founded Amicus Financial Advisors LLC, a fee-based financial planning firm that provides comprehensive financial planning and investment advisory services to individuals and law firms. I advise clients in all aspects of financial planning process, from initial engagement through plan implementation. In this capacity, I work closely with law firms to develop tax-wise strategies for estate and firm succession planning.
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Greg Maxwell Skills

Special Needs Planning Estate Planning Financial Planning Trusts Insurance Negotiation Strategic Financial Planning Appeals Business Development Commercial Litigation Fixed Annuities Financial Planners Civil Litigation Legal Writing Legal Research Finance Litigation Public Speaking Special Education Leadership Personal Injury Personal Injury Litigation Financial Advisory Arbitration Investments Mediation Settlement Special Needs Trusts Ssi Medicaid Structured Settlements Settlement Planning Attorney Fee Deferrals Medicare Secondary Payer Compliance Investment Management Government Benefits Planning Trust Based Planning Settlement Trusts Able Accounts Qualified Settlement Funds Lien Resolution Legal Advice Client Services Investment Advisory Financial Goals Medicare

Greg Maxwell Education Details

  • Texas Tech University
    Texas Tech University
    2003
  • Texas Tech University
    Texas Tech University
    Personal Financial Planning
  • Brigham Young University
    Brigham Young University
    Political Science

Frequently Asked Questions about Greg Maxwell

What company does Greg Maxwell work for?

Greg Maxwell works for Amicus Settlement Planners, Llc

What is Greg Maxwell's role at the current company?

Greg Maxwell's current role is I help plaintiff attorneys and their clients save on income taxes — and I help plaintiffs transition from pre- to post-settlement life..

What is Greg Maxwell's email address?

Greg Maxwell's email address is ma****@****ors.com

What is Greg Maxwell's direct phone number?

Greg Maxwell's direct phone number is +180133*****

What schools did Greg Maxwell attend?

Greg Maxwell attended Texas Tech University, Texas Tech University, Brigham Young University.

What skills is Greg Maxwell known for?

Greg Maxwell has skills like Special Needs Planning, Estate Planning, Financial Planning, Trusts, Insurance, Negotiation, Strategic Financial Planning, Appeals, Business Development, Commercial Litigation, Fixed Annuities, Financial Planners.

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