Expert advice at
settlement
Helping plaintiffs and plaintiff lawyers keep more of every recovery.
“My heartfelt recommendation for Jeremy’s outstanding tax work! He brings creative strategies for significant tax savings, with practical ways to persuade the defense.”
Leland F. Dempsey
Dempsey Kingsland Osteen
Sound decisions
at settlement
We help plaintiffs and their trial lawyers navigate the tax and financial issues that shape a settlement’s outcome.
Plaintiff lawyers work hard to maximize recoveries for clients, but small decisions at settlement can have big consequences.
As tax and settlement counsel, we advise on the language, structures, and arrangements used at settlement to help plaintiffs avoid unnecessary tax and maximize opportunities.
We also work with plaintiff firms to address ethics, malpractice, and professional responsibility matters relating to tax and finance at settlement.
“Sometimes protecting a recovery comes down to a few words in a settlement agreement, a deferral, a structure, or a trust. The earlier you identify the issue, the more options you have.”
Jeremy Babener
Tax & Settlement Counsel
We’re brought into large and complex cases nationwide
$2B
Toxic Exposure
$530M
Personal Injury
$1.2B
Civil Tort
$80M
Employment Lawsuit
$180M
Personal Injury
$1.4B
Toxic Exposure
$20M
Medical Negligence
$23M
Personal Injury
$20M
Civil Tort
$140M
Toxic Exposure
$20M
Personal Injury
$11M
Medical Negligence
$2B
Toxic Exposure
$530M
Personal Injury
$1.2B
Civil Tort
$80M
Employment Lawsuit
$180M
Personal Injury
$1.4B
Toxic Exposure
$20M
Medical Negligence
$23M
Personal Injury
$20M
Civil Tort
$140M
Toxic Exposure
$20M
Personal Injury
$11M
Medical Negligence
$2B
Toxic Exposure
$530M
Personal Injury
$1.2B
Civil Tort
$80M
Employment Lawsuit
$180M
Personal Injury
$1.4B
Toxic Exposure
$20M
Medical Negligence
$23M
Personal Injury
$20M
Civil Tort
$140M
Toxic Exposure
$20M
Personal Injury
$11M
Medical Negligence
Selected Matters
Trusted tax counsel for
complex settlement issues
Understand
Settlement Tax Guidance
Not every settlement is taxed the same way. We help lawyers identify the exemptions, deductions, subsidies, and other tax considerations available before important decisions are made.
Optimize
Settlement Strategies
Most strategies to optimize value are only available before the agreement is finalized. We help plaintiffs and lawyers consider the right release language, fee deferrals, trusts, structures, Qualified Settlement Funds, and other legal arrangements.
Protect
Ethics & Professional Responsibility
Settlement decisions can raise unseen ethics and malpractice questions. We help firms identify and address those issues before they become larger problems, at client engagement and settlement.
Experienced, strategic,
client-focused
Jeremy Babener, J.D., L.L.M.
Tax & Settlement Counsel
Jeremy Babener, J.D., L.L.M.
Tax & Settlement Counsel
Jeremy is a nationally recognized tax lawyer who focuses on lawsuit awards, settlements, and complex structures. He regularly writes and speaks on settlement taxation. He also serves on plaintiff committees for the American Bar Association (ABA), the American Association for Justice (AAJ), and the three national settlement planning associations (SSP, AASC, NSSTA).
Kent Hansen, J.D.
Tax & Settlement Counsel
Kent Hansen, J.D.
Tax & Settlement Counsel
Kent is a tax, estate planning, and elder law lawyer who helps plaintiffs and plaintiff firms navigate settlement taxation, government benefits planning, and special needs trusts. He brings more than a decade of experience advising individuals and their professional advisors on settlement-related planning.
“Millions saved while keeping the settlement on track.”
Timothy M. Cronin
Simon Law Firm
“A very valuable review of our template engagement and settlement agreements. Practical suggestions and learned issue-spotting. Thank you!”
Melissa Bobadilla
Bobadilla Law, PC
“Jeremy’s ability to address concerns makes a world of difference for people, sophisticated clients in particular, for their feeling of comfort with the approach that’s being taken in the settlement.”
Genie Harrison
Genie Harrison Law Firm
“Jeremy adds tremendous value. Tax savings with strategies and protection.”
Shahrad Milanfar
Milanfar Law Firm
“Saved my client millions. I’d absolutely recommend that plaintiff lawyers consider.”
Jeffrey Travers
The Miller Firm LLC
“We use Jeremy regularly to help us navigate the structure of six, seven figure settlements for our clients. He makes the process easy and understandable. Highly recommended!”
Emily Templeton
OlsenDaines
“Incredibly able to convince difficult defense parties to cooperate with valuable plaintiff strategies through expertise and workarounds. Saved our clients millions of dollars!”
Kelsey Ciarimboli
Bohm Law Group, Inc.
01/ 7
Expert analysis on
tax & settlement issues
01/ 6
Big Verdicts From Big Data: Growing Recoveries With Large Focus Groups
Increasing Plaintiff’s Payoff by Pushing Defendants on Taxes
Tax & Ethics at Settlement
Settling Easier With Qualified Settlement Funds
Survivors See Progress On Tax Protections
Attorney Fee Deferral: Avoiding Spikes and Maximizing Flexibility
