Supporting you
and your clients
beyond settlement.
Supporting you
and your clients
beyond settlement.
Penrose brings structured settlements for your clients and attorney fee deferral for you together in one place.
Penrose brings structured settlements for your clients and attorney fee deferral for you together in one place.
STRUCTURED SETTLEMENTS
STRUCTURED SETTLEMENTS
Build long-term
security into settlements.
Build long-term
security into settlements.
For many plaintiffs, a settlement may be the largest sum of money they ever receive. Help protect that recovery with reliable future payments designed around their long-term needs.
For many plaintiffs, a settlement may be the largest sum of money they ever receive. Help protect that recovery with reliable future payments designed around their long-term needs.
PLAINTIFF SERVICES
PLAINTIFF SERVICES
Planning for
your plaintiffs.
Planning for
your plaintiffs.
Penrose handles the key financial and practical considerations for your plaintiffs in one coordinated process.
Penrose handles the key financial and practical considerations for your plaintiffs in one coordinated process.
01
Structured
Settlement
Options
Payment structures designed around immediate needs, future income and long-term financial security.
01
Structured Settlement
Options
Payment structures designed around immediate needs, future income and long-term financial security.
02
02
Medicare
Set-Aside
Coordination
Medicare Set-Aside
Coordination
Coordination of Medicare Set-Aside requirements alongside the broader settlement strategy.
Coordination of Medicare Set-Aside requirements alongside the broader settlement strategy.
03
03
Special Needs & Government Benefit Protection
Special Needs & Government Benefit Protection
Planning around SSI, Medicaid and other means-tested benefits where settlement proceeds could affect eligibility.
Planning around SSI, Medicaid and other means-tested benefits where settlement proceeds could affect eligibility.
04
04
Lien
Resolution
Support
Lien Resolution
Support
Coordination with lien resolution professionals before the settlement structure is finalized.
Coordination with lien resolution professionals before the settlement structure is finalized.
ATTORNEY FEE DEFERRAL
ATTORNEY FEE DEFERRAL
Your own future
is just as important.
Your own
future is just
as important.
For qualifying contingent-fee matters, you can defer some or all of your fee before receipt, keep more of it working for you, and structure future payments around your longer-term goals.
For qualifying contingent-fee matters, you can defer some or all of your fee before receipt, keep more of it working for you, and structure future payments around your longer-term goals.
ATTORNEY FEE DEFERRAL
ATTORNEY FEE DEFERRAL
Understanding
the deferral process
Understanding
the deferral process
Understand how your fee moves from deferral election to future payments.
Understand how your fee moves from deferral election to future payments.
01 — Elect
Choose to defer some or all of an
eligible fee before receipt.
02 — Design
Determine the appropriate financial strategy for deferral.
Determine the appropriate
financial strategy for deferral.
03 — Defer
Penrose handles the process of executing your deferral.
Penrose handles the process
of executing your deferral.
04 — Invest
Your fee is invested according to your selected strategy.
Your fee is invested according
to your selected strategy.
05 — Receive
Receive future payments according to your agreed schedule.
Receive future payments according
to your agreed schedule.
PENROSE
PENROSE
Built on established infrastructure.
Built on established infrastructure.
$14B+
Assets under administration
$14B+
Assets under administration
$600M+
$600M+
Fee deferrals administered
Fee deferrals administered
50+ years
50+ years
Institutional experience
Institutional experience
Figures reflect the experience and infrastructure of institutional partners supporting Penrose.
Figures reflect the experience and infrastructure of institutional partners supporting Penrose.
Bring it all
together.
Penrose brings structured settlement and attorney fee deferral planning together through one coordinated relationship.
For your clients
Structured settlement planning designed around your client’s individual needs.
For you
Fee deferral options for eligible contingent fees, established before receipt.
Through Penrose
One point of contact coordinating the specialist providers involved in each decision.
TIMING MATTERS
TIMING MATTERS
Start the conversation
early
Start the conversation
early
Whether you’re planning for your client, your fee, or both, Penrose can help you understand the options before settlement.