The Business of Law 2026 · Scottsdale, AZ
Protecting the Recovery
Winning the claim and protecting the recovery are two different jobs. Here is the short version of ours, where to find Rachel and Alexis this week, and the tools to take home.
Where to Find Us
Sept 23–26 · JW Marriott Camelback Inn, Scottsdale, AZ
Protecting the Recovery
Rachel Sampsell and Alexis Talia on qualified settlement funds, the attorney fee double tax, and what each one changes about the number a client actually keeps.
Closing Cocktail Hour
Sponsored by Eastern Point Trust Company. Everyone is invited — come find us and bring the claim you are stuck on.
How We Protect the Recovery
Two solutions: both buy time, and both keep money from leaking out of the recovery. Neither can be applied after the funds are paid.
QSF 360™
Full-service qualified settlement fund administration — set up in as little as one day, so you can release the defendant while preserving time and flexibility for your client.
- Stops the clock: time for lien resolution and planning
- Clean release for the defendant, no constructive receipt
- Licensed fiduciary handling accounting and compliance
- Ideal for single cases and multi-claimant matters alike
Plaintiff Recovery Trust
A trust built to address the attorney fee double tax in taxable cases — reducing taxes and increasing the amount your client keeps.
- Targets the attorney fee double tax on taxable, non-physical claims — including defamation, privacy, fraud, bad faith, and breach of fiduciary duty, plus cases involving punitive damages or interest
- Designed to increase net recovery in taxable matters
- Pairs naturally with a QSF for timing and administration
- Exclusive to Eastern Point Trust
Both structures have to be in place before the recovery is paid. After the funds move, the planning options are gone — which is why this is a conversation to have while the claim is still open.
Connect with Us
Fifteen minutes is enough to see whether a case in front of you could net your client more. Stop us in the hallway, or book a call and we’ll walk through it together.
Rachel Sampsell
Chief Trust Officer
QSF design and administration, §468B funding, lien resolution, and getting the structure right before the money moves.
Alexis Talia
Director, Plaintiff Recovery Trust
Leads PRT strategy, operations, and client service — including whether a given claim qualifies and how to stand it up in time.
Where to Learn More
No forms, no email required — dig in now or bookmark these for later.
PRT Recovery Calculator
Enter a recovery amount and fee percentage to estimate the after-tax net with and without the trust.
Open the calculator → GuidePlaintiff Recovery Trust Guide
The attorney fee double tax, how a PRT solves it, and a worked example — the one-page breakdown we hand out most.
Get the PRT guide → GuideQSF 360 Guide
How a single-event qualified settlement fund gets created and administered, start to finish.
Get the QSF 360 guide → Resource centerMore resources
Guides, case studies, articles, and short videos on QSFs, the PRT, and settlement planning.
Browse resources →