How it works

Contingency-fee attorneys regularly use legal fee deferral programs. Fortune 500 companies regularly use tax-free executive benefit compensation plans.

Attorney feeSaver™ combines these two long-standing tax planning strategies into a specialized program designed for successful attorneys who earn large contingent legal fees.

The result is a way to defer current legal fees, grow assets for future income, and potentially receive tax-free income for life.

We take Two Common Tax Planning Strategies

1. Standard Attorney Fee Deferral

Contingency-fee attorneys can often defer legal fees using structured settlement arrangements or other properly designed fee deferral programs.

What it can do:

Immediate tax-deferral of current income

Avoid a tax-rate spike from a high-income year

Tax-deferred growth without traditional contribution limits, employee matching, or qualified plan restrictions

Where it falls short:

Taxes are deferred, not eliminated

Future distributions are generally taxed as ordinary income

No built-in tax-free death benefit

2. Standard Tax-Free Compensation

Successful companies regularly use executive benefit strategies to provide tax-free supplemental benefits, insured benefits, and long-term financial protection for key employees and their families.

What it can do:

Create tax-advantaged benefits for key employees

Access to future tax-free income when properly designed

Deliver income-tax-free death benefits outside of probate

Where it falls short:

Doesn’t allow the employee to defer current income before it is taxed

And Combine them to create the Ultimate Tax Planning Program for Contingency Fee Attorneys:

Attorney feeSaver™

Attorney feeSaver™ combines the strengths of legal fee deferral with the long-term advantages of tax-free executive benefit planning.
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This allows eligible contingency-fee attorneys and their firms to defer qualifying legal fees, grow assets for future income, and potentially convert taxable contingency fees into a lasting source of tax-free income and legacy protection.

It is called Attorney feeSaver™ for a reason!

Defer taxes and grow

Defer tax on your current fees

Defer tax on your fees’ investment growth

Receive flexible tax-free income forever

Save and Invest

Save personal and business taxes

Build leveraged savings for future income needs

Protect legacy with leveraged death benefits

How it works

We take Two Common Tax Planning Strategies

1. Standard Attorney Fee Deferral

What it can do:

Where it falls short:

2. Standard Tax-Free Compensation

What it can do:

Where it falls short:

And Combine them to create the Ultimate Tax Planning Program for Contingency Fee Attorneys:

Attorney feeSaver™

Defer taxes and grow

Save and Invest

Could Attorney feeSaver™ Be a Game Changer for You?