Strategic Partners

Our Strategic Partners

Synergy’s strategic partners are a vital part of the company’s ability to remain ahead of the curve in providing innovative products and services as a settlement services industry leader.

 

CapitalFirst Trust Company

CapitalFirst Trust Company serves as trustee for Synergy’s Settlement Asset Management line of products and services, possessing the critical administrative and accounting systems necessary to effectively manage the affairs of both large and small trusts.

JurisPrudent

JurisPrudent was created by top experts in tax-deferred compensation (current clients include Microsoft, Cisco and Bank of New York Mellon).  They have developed a best-in-class program that gives trial lawyers the same level of tax-deferral benefits and protections that corporate executives currently enjoy.

www.jpdsllc.com

Optcapital

Optcapital and Synergy Asset Management (SAM) have come together to offer a powerful alternative to traditional fixed attorney fee structures for contingency fees. Through Optcapital’s CaR® program, lawyers may invest their legal fees on a pre-tax, tax–deferred basis into investments of their own choosing.

 

Rising Financial

Rising Financial provides critical Medicare Set Aside Administration (MSA) support with a wide breadth of expertise that extends MSA funds to their fullest potential, protecting Medicare’s interests and reduce liability for settlement parties.

The Bank of Tampa

The Bank of Tampa fills a void in personalized trust services and coordinates needed resources, including trust, investment advisory, estate planning, retirement planning, and private banking.

Settlement Planners, Inc.

For over 32 years, the professionals at Settlement Planners, Inc. have been helping plaintiffs and their attorneys to navigate the settlement process.

www.settlementplanners.com

 

TESTIMONIALS

When we face difficult post resolution issues, we turn to Synergy. They provide us with the necessary expert advice about Medicare compliance, preservation of public benefits, lien resolution and settlement planning. We don’t need to go anywhere else, they are the experts when it comes to the case after the case. All of those sticky issues, they easily navigate and let us focus on other issues.

Andrew Knopf
Knopf Bigger

"I recently engaged Synergy to assist with a complicated PTD settlement involving a substantial Medicare Set Aside. The claimant’s wife has been providing full time attendant care which is not Medicare covered. The Synergy nurse was able to do a full analysis of non-Medicare covered expenses which far exceeded the value of the MSA analysis performed by the carrier’s contracted MSA provider. The non- Medicare figures became the main focus of the settlement negotiations and more than doubled the value of the case. Although I could estimate the attendant care figures, the nurse added in other items that I would not have routinely considered. I also asked Synergy to evaluate the EC’s MSA as well as their prescription review. Synergy offered insight about the prescription donut hole which I did not have a clear understanding about. Again, their insight and information added a great deal of value to the overall settlement. Not only did I learn from Synergy but was able to educate my clients in the process. These are very complex and complicated areas; I will use Synergy again and again!"

Rosemary Eure
Lancaster & Eure

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The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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