Protect your settlement, preserve your future

At RBC Wealth Management, we help personal injury victims and their attorneys make smart, tax-considerate decisions with settlement proceeds and legal fees. Whether you are a plaintiff navigating a life-changing financial award or an attorney trying to plan for your future cashflow needs, you should have a clear understanding of your options and how to utilize them to reach your goals.

For over 35 years, our team has helped injured individuals and their families turn legal awards into lasting, sustainable financial futures. Whether through structured settlements, trust services or traditional investment strategies, we provide personalized and strategic guidance tailored to each client’s needs and circumstances.

Legal settlements planning brochure

Special needs planning

When a settlement involves a client with special needs, the financial picture can be quite complex. Preserving eligibility for public benefits is of the utmost importance and requires proper planning. We work with your team of professionals to ensure the proper vehicles are established and invested to help bring stability, clarity and peace of mind to these families.

Special needs planning brochure

Deferring taxes on attorney’s fees

Contingency fees tend to fluctuate with case volume, requiring attorneys to find smarter ways to manage income, reduce tax burdens, and stabilize long-term cash flow. Structured attorney fees can be a useful tool to create a customized payment stream while deferring taxes.

Structured attorney fee factsheet

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