An Indispensable Partner in Settlement Planning
Our goal is to partner with you to maximize settlement dollars for your client (with or without a structured settlement annuity). We collaborate with independent professionals to find the best plan for the injured party(s), without referral fees....to provide an independent perspective in settlement planning.
Davis Settlement Partners offers comprehensive services in structuring settlements for all types of tort litigation, taxable or non-taxable.
With extensive backgrounds in insurance, personal injury litigation, and financial services, Davis Settlement Partners works with attorneys and injured parties in determining the benefits of and allocations to cash, Special Needs Trusts, Minor's Trusts, and structured settlement annuities, with consideration to estate tax planning and individual tax consequences, using traditional and non-qualified structured settlement annuities.
Carola M. Davis is an experienced financial professional, specializing in designing and structuring settlements for personal injury cases, clients with special needs, and taxable payouts to avoid higher tax brackets. She has more than 35 years of diversified insurance experience and 20 years specializing in annuity business. She is licensed in Life and Health, Disability, and Annuities*. Ms. Davis is a member of The Financial Planning Association and a member of the National Structure Settlement Trade Association.
John H. Davis is an experienced litigating attorney practicing since 1968 in areas of personal injury and product liability litigation. He was certified as a mediator by the Attorney-Mediators Institute in 1989, Certified as an AAM Advanced Certified Mediator and concluded over one thousand mediations. He is A.V. rated by Martindale-Hubbell, a member of ABOTA (American Board of Trial Advocates), The Association of Attorney-Mediators, San Antonio Bar Association, and State Bar of Texas.
Carola and John Davis add value to the resolution of every case. They work with attorneys and individuals to effectively design and negotiate structured settlement annuities in a wide range of areas. Their personal experience with Special Needs Trust assists the attorneys in reaching settlement when SSI and Medicaid benefits are involved, with consideration to coordinating government benefits. They also assist the attorney in determining accurate distributions to meet the needs outlined in Life Care Plans and documenting the file with highest due diligence.
Contact Davis Settlement Partners to discuss your settlement planning options.