Case Studies

Explore case examples for plaintiff attorneys in their 40s, 50s, and 60s to see how Attorney feeSaver™ can help turn qualifying legal fees into tax-free income, retirement flexibility, and family protection.

How a 40-Year-Old Plaintiff Attorney Creates Tax-Free Income with Attorney feeSaver™

Mike is a 40-year-old plaintiff attorney with a strong practice, substantial earning potential, and a long planning horizon ahead of him.

Read the Case Example for a 40 year-old plaintiff attorney

How a 50-Year-Old Plaintiff Attorney Creates Tax-Free Retirement Income with Attorney feeSaver™

John is a 50-year-old plaintiff attorney in his peak earning years. He has built a successful practice, continues to generate substantial contingency fees, and is beginning to think seriously about what retirement could look like.

Read the Case Example for a 50 year-old plaintiff attorney

How a 60-Year-Old Plaintiff Attorney Creates Tax-Free Retirement Income with Attorney feeSaver™

Greg is a 60-year-old plaintiff attorney in good health with plans to keep working, but not forever.

Read the Case Example for a 60 year-old plaintiff attorney

How Plaintiff Attorneys benefit with Attorney feeSaver™ (3 case examples)

I'm 40 years old

I'm young, successful and eager to position for early retirement

Average Annual Fees Deferred

$100,000

Total Fees Deferred (10 years)

$1,000,000

Begin Lifetime Income

Age 55

Assumed Death

Age 90

I'm 50 years old

I'm getting killed in taxes every year but want to retire by age 62

Average Annual Fees Deferred

$150,000

Total Fees Deferred (10 years)

$1,500,000

Begin Lifetime Income

Age 62

Assumed Death

Age 90

I'm 60 years old

I'm in good health with plans to keep working, but not forever!

Average Annual Fees Deferred

$200,000

Total Fees Deferred (10 years)

$2,000,000

Begin Lifetime Income

Age 70

Assumed Death

Age 90

How Attorney feeSaver™ compares to other options

Cash Out

$1,238,075

Deferred Only
(Fixed-Rate Return)

$2,040,071

Deferred Only
(Market-Based Performance)

$2,191,847

Attorney
feeSaver™

$10,130,066

$8,216,520

$790,573

$874,316

$939,963

$0 to minimal

Total Income After Taxes

Death Benefit at age 90

Lifetime Taxes Paid

I'm 40 Years Old

Average Annual Fees Deferred

$100,000

Total Fees Deferred (10 years)

$1,000,000

Begin Lifetime Income

Age 55

Assumed Death

Age 90

Attorney feeSaver™ Results

Death Benefit

$10,130,066

Assumed death at age 90

Annual Income After Taxes

$234,672

versus

Cash Out

$35,374

Deferred Only (Fixed-Rate Return)

$58,288

Deferred Only (Market-Based Performance)

$62,624

Compare this to the other options below!

Total After Tax Benefits

$18,346,586

Combined income + death benefit

Could Attorney feeSaver™ Be a Game Changer for You?

Complete our brief pre-qualification form to see if you qualify.

Attorney feeSaver™ is not appropriate for every attorney. But for those who qualify, it can be a game changer.

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