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

Synergy’s team makes it easy to deal with all of the issues we hate at the end of the case. Dealing with Medicare, ERISA liens, keeping eligibility intact for Medicaid and complicated planning for the client’s recovery. The experts we work with regularly at Synergy do a great job of making sure I am protected as are my clients.

J. Clancey Bounds
Bounds Law Group

"Coincidentally, on the day of a recent Synergy Seminar on Medicare & ERISA lien resolution I received a letter on an ERISA lien. This letter followed much back and forth between myself and the recovery vendor for BCBS. Despite my efforts they were adamant there would be no (zero)(zilch)(nada) reduction and provided case law to support their position. I tried Synergy’s Lien Resolution Services since I had just heard their Director of Lien Resolution speak. Synergy got them to reduce their claim by a third in less than ten (10) days. The result was quick and the fee very reasonable. If you have a tough ERISA lien and your typical efforts don’t work, give Synergy a try."

Michael S. Smith, Esq.
Lesser, Lesser, Landy & Smith, PLLC

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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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