Plaintiff Recovery Trust
In a taxable settlement, you can be taxed on the fee your attorney receives, money you never keep. A Plaintiff Recovery Trust, set up before your case settles, is a planning option built to change that math.
Illustrative example
Figures are illustrative only, for example purposes. Educational only. Not legal or tax advice. Outcomes depend on your facts.
About
Plaintiff Recovery Trust works with plaintiffs, attorneys, and financial advisors to navigate the trust and tax considerations that come with litigation settlements. A Recovery Trust is established before your settlement is final, while the outcome is still genuinely in doubt — once funds are paid, the option is gone.
The trust is set up before your case settles or your award is final. Timing determines whether this option is available to you.
We work alongside your attorney and financial advisor so the structure fits the specifics of your case.
Plaintiff Recovery Trust is administered by Eastern Point Trust Company, bringing institutional trust administration to every case.
Next step
Book time directly with our team to discuss your case and next steps.
Educational only. Not legal or tax advice. Outcomes depend on your facts.