WAHLSTROM & ASSOCIATES
For over 35 years Wahlstrom & Associates has provided strategic consulting and boutique settlement planning advice for trial lawyers in the specialized arena of settlement planning, structured legal fees and mass tort litigation. Our dedicated focus on protecting the rights of injury victims, plaintiffs and empowering the law firms who represent them, has earned us a national reputation as thought leaders in settlement and litigation consulting as well as acknowledge leadership in structured legal fee design and funding. By providing strategic solutions for our client's problems and refusing to squeeze them into a "solutions box" , Wahlstrom & Associates has become the trusted expert for trial lawyers, as well as an invaluable source of objective advice and information for their injured clients.
SERVICES OFFERED BY WAHLSTROM & ASSOCIATES
Strategic Wealth and Retirement planning for trial lawyers using structured legal fees. Decades of experience has taught us that most trial lawyers put the needs of their clients and cases first. In the process of caring for their clients, lawyers often fail to properly plan for their own futures and overlook one of the most effective planning tools available, a structured legal fee that defers taxes and allows for effective long range planning. Through the use of our Attorney Asset Protection Program Wahlstrom & Associates has developed customized structured attorney fee options which offer both fixed rate and market indexed returns. These offerings coupled with contemporary case management tools are often able to reduce litigation finance costs, eliminate huge post settlement tax burdens, and secure the financial futures of lawyers for decades. By combining these well established planning tools and further enhancing them with managed structured legal fee strategies, lending options and sophisticated trust techniques, we are able to elevate the service and results for our clients.
Design and Administration of Qualified Settlement Funds and IRC section 468B trusts. Wahlstrom & Associates has been a leader in the application and use of these unique litigation trusts which assist trial lawyers in effectively administering multi-claimant cases or collecting funds on Mass Tort Settlements on behalf of their clients. These unique trusts are now a necessary and affordable planning and case management tool on every multi-claimant injury case. Through our strategic partnerships with prominent trust companies, coupled with our years of expertise in administration, Wahlstrom & Associates can eliminate most of the administrative issues, and client protection imperatives that trial lawyers face in handling negotiations and administration on multi-claimant cases.
Trust Fund Fiduciaries for Attorneys and claimants. One of the major issues facing personal injury victims and their families is determining the best means to manage and protect their settlement money long term. Based on 35 years of experience Wahlstrom & Associates believes strongly that the vast majority of clients need a planning partner that works on a fiduciary basis and has a dedication to long term service and safety of those funds. As a result we partner with several established national trust companies, all of which possess particular expertise in the settlement planning market. Working in partnership with our firm, we have a broad range of top tier institutional trust firms who understand the needs of injury clients as they move forward in life after their settlement.
Comprehensive Structured Settlement Planning for plaintiffs. If a settlement planning firm cannot effectively plan your client's future needs using a comprehensive structured settlement model, then all other skills of that consultant are pointless. With over 35 years of experience and thousands of cases, Wahlstrom & Associates brings unparalleled experience in working with injury victims and their families on structured settlement design, placement and service. Our unique method of analysis of your over all care plan and financial needs helps determine if a structured settlement annuity, or other annuity options, are the optimum approach to the long term needs for each client.
Taxable damage cases, settlement planning and design. You can and should consider structuring taxable damage cases. Wahlstrom & Associates is one of the leading experts in the compliant design and use of taxable damage structured settlements. Our firm can show you how to spread out taxable income and to realize substantial tax savings for plaintiffs using structured settlement designs to move taxable income into future years with out market risk and with immediate tax savings.