Support for Attorneys
Delivering comprehensive settlement strategies for you and your clients’ financial futures.
A Trusted Partner for Plaintiff Attorneys
Gleason Settlements extends your team, shielding clients from financial risk, benefit loss, and tax exposure. Our mother–daughter fiduciary team brings 50+ years of experience and a sophisticated, empathetic approach, supported by Sage Settlement Consulting, the largest plaintiff-focused structured settlement firm in the U.S.
Tax-deferred financial solutions allow attorneys to defer taxes on fees while helping cover ongoing office overhead. By using tax-deferred structured settlements, attorneys can turn earned fees into guaranteed, reliable income streams. Periodic payments can support long-term goals, including retirement planning, operating expenses, employee compensation, and bonuses. Like the structured settlements you design for clients, these plans are flexible and tailored to your specific financial needs and goals.
Your clients get the guidance they need, and you receive the support to deliver strong results.
Why Attorneys Rely on Us
Comprehensive Services
Delivering comprehensive settlement strategies for you and your clients’ financial futures.
Benefit Protection
We help prevent loss of key benefits like Medicaid, SSI, and Medicare.
Tax-Efficient
 Our planning reduces tax burdens and builds stable financial structures.
Clear Coordination
We ensure efficient, transparent settlement processes with your firm.
Experienced Support
Over 4,000 families and legal teams have relied on our expertise.
National Power, Local Partnership
Sage Settlement Consulting's network supports all types of litigation.
Our Services for Plaintiff Attorneys
How We Support Your Practice
Protect Your Clients from Future Hardship
When you offer settlement planning services, your clients leave with a clear understanding of their options. By evaluating their financial needs, long-term goals, and required income, a comprehensive plan helps them make informed decisions, both now and in the future.
Reduce Post-Settlement Risk
Providing settlement planning services, along with proper documentation, helps limit future liability exposure.
Consider Grillo v. Pettiette et al.:
In 1982, Christina Grillo suffered a birth injury that resulted in quadriplegia, seizures, and blindness. Her care plan projected more than $20 million in lifetime medical costs. During litigation, the defense offered a structured settlement valued at $1.2 million, which would have paid out over $100 million over her lifetime.
That offer was declined. The case ultimately settled for $2.5 million in cash, based on recommendations from both the plaintiff’s attorney and Guardian ad Litem.
This case highlights the long-term impact of settlement decisions when planning is not fully explored.
Streamline Your Workload
Working with experienced settlement planners allows you to stay focused on your case strategy. The planning team handles the details, including explaining options, preserving public benefits, and building financial projections. You can stay as involved as you want, without carrying the full burden.
Improve Client Outcomes
A lump sum alone can be difficult to manage. A structured, well-designed settlement plan provides:
Reliable income when it’s needed
Protection of public assistance benefits
Potential tax advantages
Without a plan, large settlements are often spent quickly. With the right structure, they can support a client for life.
Our Collaborative Process
Case Review & Consultation
We analyze the settlement details and understand your goals for your client.
In addition, Gleason Settlements conducts a needs and financial assessment to help develop a settlement plan tailored to each client’s situation.
Strategy Design
Our comprehensive review looks at immediate cash needs, preservation of public benefits, income planning, health insurance coverage, life insurance considerations, and other relevant factors to ensure the plan supports both short- and long-term needs.
Seamless Integration
We coordinate with your firm, trustees, and carriers to implement every part of the plan.
Ongoing Support
You and your clients have continued access to our team as needs evolve.
Let's Support Your Clients Together
We take fiduciary responsibility seriously. Your clients receive transparent, comprehensive guidance that supports their well-being and your representation. Partner with a team that safeguards the future.