Jeffrey is a settlement planner who serves on a strategic planning team that advises personal injury victims and their counsel on settlement planning issues. His approach can include other experts and family members to create a plan that provides for the injured claimant’s needs. He helps the family and claimant understand their financial options at settlement, and after a complete analysis, makes recommendations. A plan is then designed using a variety of settlement planning tools that maximize post-settlement dollars, as well as any government benefits the claimant may be entitled to.
For over 30 years, Jeffrey has helped create structures that work as a win-win for everyone and help settle cases efficiently. After working with thousands of injured people, he has earned a reputation for working fairly with both claimants and insurance professionals.
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