Davis Settlement Partners offers comprehensive services in settlement planning and structuring settlements for all types of tort litigation, taxable or non-taxable.
With extensive backgrounds in insurance, litigation, and financial services, SETTLEMENT PARTNERS works with attorneys in determining the benefits of using Structured Settlement Annuities in Personal Injury, Medical Malpractice, and Employment litigation. They promote balanced allocations of cash and structured settlement annuities to fund Minors and Spendthrift Trusts, Special Needs Trusts, Medicare Set Aside Trusts, with consideration to individual tax consequences and estate tax planning. Read more: Davis Settlement Partners
Gabe J. Rodriguez is a Partner at Davis Settlement Partners, where he works with attorneys, business owners, families, and their advisors on structured settlements, structured attorney fees, structured installment sales, and other settlement strategies.
Gabe brings nearly two decades of investment management and financial planning experience to his work at Davis. This background provides a broader perspective when helping clients evaluate settlement options in the context of their immediate needs, future income, tax considerations, family circumstances, and long-term objectives. When appropriate, he works alongside a client’s attorneys, CPAs, and financial advisors to help coordinate the settlement strategy with the client’s broader plans.
Separately, Gabe is a Founding Partner and Portfolio Manager at Empiric, an investment advisory firm, where he serves on the investment committee.
Gabe grew up in McAllen, Texas, and received his B.B.A. in Finance and Accounting from St. Edward’s University. He has called Central Texas home ever since and is fluent in Spanish, working with both English- and Spanish-speaking clients and families.
Gabe serves as Treasurer of the New America Alliance and on the Investment Committee of Parkland Hospital.
Carola Davis is an experienced financial professional, specializing in designing and structuring settlements for personal injury cases, claimants with special needs, and taxable payouts to avoid higher tax brackets. She has more than 25 years of diversified insurance experience and more than 20 years specializing in annuity business. She presented, Structured settlement annuities…How to structure it right at the University of Texas Law School, 2014 Changes and Trends Affecting Special Needs Trusts. Ms. Davis is a member of The Financial Planning Association and a member of the National Structure Settlement Trade Association.
John H. Davis was a founding partner of DAVIS SETTLEMENT PARTNERS, a former experienced litigating attorney, practicing since 1968 in areas of personal injury, product liability, family and probate, certified as a mediator by the Attorney-Mediators Institute since 1989 and concluded over two thousand mediations. He served on the State Bar of Texas Grievance committee District 10 as Committee and Panel Chair, 1998-2004. A. V. rated by Martindale-Hubbel, a member of ABOTA (American Board of Trial Advocates), The Association of Attorney-Mediators, San Antonio Trial Lawyer’s Association, Texas Trial Lawyer’s Association, State Bar of Texas, and San Antonio Bar Association.
Carola and John Davis authored, “It’s my money…and I want it now!” Factoring Structured Settlement Annuities for the San Antonio Lawyer magazine and written and presented numerous papers on ethics and related structured settlement annuity topics on the website, www.davissettlementpartners.com. They add value to the resolution of every case. Their personal experience with Special Needs Trusts helps in reaching settlement when SSI and Medicaid benefits are involved. They assist in Capital Needs analysis, determining accurate distributions to meet the needs outlined in Life Care Plans and documenting the file with highest due diligence.