Attorney Fee Deferral Plan
The Attorney Plan allows an attorney to defer receipt of their fees until such time as they are required, while investing the fees through portfolios determined by the attorney's own investment objectives.
As the fees are invested on a pre-tax basis and the investments can grow tax deferred, there is a much larger capital base than if the fees were received by the attorney, taxed and then invested. The net result is the potential for a higher after-tax sum to be received by the attorney.
Importantly, Havelet clients are able to participate in market rates of return, customize deferral and payment terms, select beneficiaries and will receive a monthly investment statement.
The Attorney Plan is suitable for personal injury as well as non-personal injury cases.