Government Benefits Planning
We help your clients preserve their Medicaid, SSI, and other benefits.
We provide the government benefits planning education. This limits your firm's liability.
Our process completely removes this burden from you and your staff.
Too often, clients in both single event and mass tort cases do not receive adequate education about how to preserve needs-based government benefits (Medicaid, SSI, etc.).
Your firm cannot afford to get bogged down providing needs-based government benefit education to all of your clients.
This was the catalyst for the creation of the Government Benefit Preservation Group.
At the Government Benefit Preservation Group, we provide education to your clients about how to maintain their government benefits after receiving a settlement.
If the client has any questions, they can call and speak to one of our attorneys (at no additional cost). If a client wishes to set up a special needs trust or another tool to preserve his or her benefits, we work directly with the client and walk the client through the entire process.
Our streamlined process preserves your clients' benefits and limits your firm's liability.
Settlement Proceeds Planning
Our settlement planning experts help your clients understand and implement a plan for their settlement proceeds. We specialize in investment management options, structured settlement annuities, and trust-based solutions.
We'll help your clients be in the best possible financial position after receiving their settlement.
Who We Are
Greg is an attorney, Certified Financial Planner, and settlement planner. He is the co-founder of Tombs Maxwell LLP and Amicus Settlement Planners, LLC. His practice specializes in special-needs planning, government benefit preservation planning, and financial planning for settling plaintiffs.
He is a current board member and past president of the Society of Settlement Planners, a national organization advocating for plaintiff’s rights in the settlement planning process. Greg is a member of the Utah Association for Justice, the Financial Planning Association, and the American Bar Association. Greg is a graduate of the Texas Tech University School of Law.
Greg is a frequent speaker to local, state, and national trial lawyer organizations regarding settlement planning related topics. Greg lives in beautiful Salt Lake City, Utah, with his wife and 4 children. Greg enjoys coaching his children’s sports teams, playing tennis, slicing golf balls into the next fairway, and trying not to hurt himself keeping up with his kids.
Ryan Garrison is the Founder and President of Garrison Financial, LLC and Garrison Settlements. Together these companies offer trial lawyers, injury victims and retirement clients the most comprehensive and unique financial solutions in the country.
As a financial advisor, Ryan specializes in high net worth planning and wealth transfers. He serves clients through his personalized alignment process, investment counseling, and proactive personal service. On the settlement side, Ryan focuses on catastrophic injury, traumatic brain injury, and minors’ settlements. From his first mediation, Ryan knew he wanted to serve as an injury victim advocate. He now has over a decade of experience in working with trial lawyers and injury victims.
Ryan enjoys building genuine friendships with clients, understanding their needs, and helping people. He believes he brings candor and honesty to an industry that has confused and misled many individuals.
Ryan holds his FINRA Series 7 and 66 securities licenses and many state insurance licenses. Well respected in both the financial and structured settlement industries, Ryan is often asked to speak at related events.
He is an active member of the community, including being a member of the Shepherd of the Desert Lutheran Church, a Wish Granter with Make-A-Wish Arizona, and serving on the Board of Directors for the Arizona Latino Arts and Cultural Center. He and his wife, Perla, live in Scottsdale, where they have three beautiful children and three dogs. He enjoys spending time with his family and swimming, camping, grilling, reading.
Daniel is an attorney and settlement planner. He works with Tombs Maxwell LLP and Amicus Settlement Planners, LLC. Daniel's expertise is government benefits preservation planning.
Daniel is an active member of the Society of Settlement Planners and the Utah Association for Justice.
He attended the Creighton University School of Law, where he graduated summa cum laude. Daniel received his B.S. from Brigham Young University, where he graduated magna cum laude from the Marriott Business School of Management, with an emphasis in finance.
When he's not sleep-deprived (he has four children ages 7 and younger), Daniel enjoys playing tennis, watching sports, reading inspirational books, and spending time with his family.
Preserving Your Clients' Medicaid, SSI, & Other Benefits.
Limiting Your Liability.
Take the Next Step
Let us customize a solution for your current and future cases.
Email us at contact [at] preservebenefits.com, and we'll set up a time to chat.
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