Comprehensive. Solutions.

Synergy allows trial lawyers to focus on what they do best by handling the difficult issues at settlement such as lien resolution, Medicare compliance, public benefit preservation, settlement planning techniques and tax deferral mechanisms for contingent legal fees. Take full advantage of all that we have to offer.

  • How Synergy is Different

    Synergy is an industry leading provider of settlement services including healthcare lien resolution, customized MSP-Medicare Set-Aside services, cutting edge asset management services, pooled trust/public benefit preservation services, tailored trust services, unique structured settlement solutions and tax deferral of contingent legal fees.

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  • Testimonials

    “I have been very impressed by the results achieved by Synergy Lien Resolution Services. They saved my client over $108,000 in reducing a difficult ERISA lien. Their expertise was invaluable and resulted in a very happy client.”

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  • The Synergy Foundation

    Synergy’s Foundation For Those With Special Needs is a non-profit 501(c)(3) dedicated to helping those with special needs and supporting other charitable organizations that protect and promote the civil justice system.

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  • Inc. Magazine Top 5000 Award Winner

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  • Asset Management Services

    Synergy Asset Management offers unique asset management solutions for injury victims including the Settlement Asset Management Trust with Enhanced Structured Income.

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  • Attorney Fee Deferral

    Synergy Asset Management’s innovative tax deferral solutions for attorney fees allows plaintiff attorneys to defer taxation on contingent fees earned through the resolution of litigation.

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  • ERISA/Private Liens

    ERISA Plans are identified as being either self-funded or insured based on the group policy held by the employer.

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  • Mass Tort Services

    Multi Claimant Solutions is the first to provide a complete solution for MSP compliance in the mass tort context. We can assist with healthcare liens, settlement planning and consulting services, trusts, Medicare Set-asides, and more.

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  • Medicare Set Aside

    Synergy’s Medicare Set Aside group is a full service MSP Compliance firm for attorneys and their clients offering Medicare Set Aside allocation and administration services.

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  • Pooled Trust Services

    The SSNPT is a pooled special needs trust created for the single purpose of assisting injury victims to remain eligible for needs based public assistance benefits such as SSI and/or Medicaid.

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  • Settlement Consulting Services

    Synergy’s settlement consulting group offers the only complete settlement services solution in the United States. We offer consultation on the difficult issues that arise at settlement.

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  • BLOG

    Read the Synergy Blog for additional resources, tips, professional advice, and more information about Synergy Settlements and our services.

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  • VIDEO LEARNING CENTER

     Visit our video learning center for thought leadership webinars, educational videos and to hear directly from our in-house legal experts.

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  • CHARITABLE DONATIONS

    Donated to Civil Justice System Since 2012
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  • ARTICLES

    For additional resources and professional advice, please read our articles written by our in-house legal experts.

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Ready to schedule a consultation?

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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While Fighting for the Families You Represent, Don't Forget to Protect Your Fees from the Tax ManThird Thursday Webinar

In this webinar, Synergy President, Anthony F. Prieto, Jr. CFP®, will discuss attorney fee deferral strategies and how to invest contingent legal fees on a pre-tax and tax-deferred basis. You will learn how to harness the power of attorney fee deferral solutions to protect your fees from being taxed in the year earned, if so desired. A brief Q&A will follow the presentation. 

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