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Settlement Preservation Trust

OUR FOCUS IS TO MEET THE NEEDS OF THE SETTLEMENT VICTIM AND THEIR FAMILY

To help protect your client’s settlement funds, a Settlement Preservation Trust is established as an irrevocable grantor trust. The primary goal of a Settlement Preservation Trust is to protect the beneficiary’s settlement proceeds from wasteful dissipation while allowing for financial flexibility to accommodate changes in one’s financial future. Periodic distributions from a Settlement Preservation Trust cannot be encumbered or sold to a factoring company. Furthermore, Settlement Preservation Trust distributions can be adjusted in the case of unemployment or other financial reversals. Settlement funds are professionally managed in Capital First’s Model Portfolio and securities are held in an insured custodial account.

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