Settlement Planning Tips for Personal Injury Attorneys

Using Deferred Compensation Plans as a Wealth Transfer Tool


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A common question that we receive about attorney deferred compensation plans is: "What happens to the funds in my plan when I pass away?"

In this episode, Greg Maxwell explores the different planning opportunities that deferred compensation plans allow at the time of your death, including the ability to use your plan as a wealth transfer tool.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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Settlement Planning Tips for Personal Injury AttorneysBy Amicus Settlement Planners

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