Greg Maxwell, Esq., CFP® is a nationally recognized settlement planner, attorney, and Certified Financial Planner™ who has dedicated his career to helping plaintiffs and plaintiff attorneys navigate the complex financial, legal, and tax issues that arise during the settlement process.
As the founder of Amicus Settlement Planners, Greg has built a plaintiff-loyal firm focused on delivering comprehensive settlement planning services. These services include special needs planning, government benefits preservation, structured settlement annuities, and tax-efficient settlement planning.
He also provides income tax planning for plaintiff attorneys receiving contingent legal fees, helping them defer or reduce taxes through innovative, IRS-compliant strategies unique to plaintiff attorneys.
Greg is a past president and board member of the Society of Settlement Planners, the nation’s leading organization dedicated to ethical settlement planning practices that put plaintiffs first. He is an active member of the American Association for Justice, the Utah Association for Justice, and the American Bar Association.
Greg regularly speaks at national and regional trial lawyer conferences, sharing actionable insights on settlement tax planning, government benefits protection, and the use of structured settlement annuities. Over the years, he has become a trusted advisor to hundreds of plaintiff law firms across the country.
Greg holds both a Juris Doctor and a Master’s degree in Financial Planning from Texas Tech University, one of the nation’s leading programs for financial planning education. This unique combination of legal and financial expertise allows Greg to provide deeply informed guidance to clients facing high-stakes settlement decisions.
Greg lives near Salt Lake City, Utah, with his wife and four children. He enjoys coaching youth sports, playing tennis, chasing golf balls into adjacent fairways, and doing his best to keep up with his energetic kids.
To learn more about Greg or to get in touch, email him at [email protected].
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