Latest / Personal Injury Mastermind w/ Chris Dreyer
478. You Fought Hard to Win Your Client $10M. A Hidden Tax Trap Is About to Take $2M of It. | Rachel Sampsell, Eastern Point Trust Company
Winning your client $10 million doesn't necessarily mean you delivered $10 million in value. In certain taxable settlements, an overlooked tax issue can leave a plaintiff writing a seven-figure check to the IRS after the case closes—and by then, the opportunity to address it may disappear.
Rachel Sampsell is Chief Trust Officer and Industry Educator at Eastern Point Trust Company, which has administered more than $25 billion in recoveries across more than 6,000 trusts. She has made educating plaintiff attorneys about the attorney fee double-tax issue a major focus of her work, speaking about…
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