Stop paying taxes on income that will not raise your standard of living and start investing those tax dollars in your family’s future.
Meet Our Team
David is a former Chair of the American Bar Association, Torts and Insurance Practice Section, Committee on the Taxation of Insurance Companies and former Vice-Chair of the Taxation Section, Committee on Individual Investments and Workouts. He has been appointed by State and Federal Courts as Tax Counsel and Qualified Settlement Fund Administrator with the responsibility for investing and distributing assets in excess of $4,000,000,000. David is currently Tax Counsel to the largest such fund in the country. He holds an LL.M. (in Taxation) from New York University, a J.D. from the University of California at Los Angeles Law School.
Terry has over 40 years of experience as the owner of a pension actuarial consulting firm and a structured settlement consulting firm. He has designed thousands of plans that deferred taxes and income to provide future security for his clients. Terry is a former President of the National Structured Settlement Trade Association where he helped successfully lobby Congress and state legislatures to protect the rights of people to legally defer taxes and payments into the future.