Attorney Fee Deferral Options

There are several options for attorneys who want to defer income and taxes.

Traditional Attorney Fee Structures

Traditional fee deferral allows attorneys to defer income and taxation on the current year’s earned fees

Traditional fee deferral allows attorneys to defer income and taxation on the current year’s earned fees.

Enhanced Attorney Fee Structure

EAFS is a structured settlement that is funded with one or more pre-selected Vanguard Life-Strategy Funds

EAFS is a structured settlement that is funded with one or more pre-selected Vanguard Life-Strategy Funds.

Fee Structure Plus

Fee Structure Plus is a unique alternative to traditional attorney fee options, allowing pre-tax attorneys' fees to enjoy market related returns.

FSP is a unique alternative to traditional attorney fee options; allowing pre-tax attorneys’ fees to enjoy market related returns.

Additional Attorney Services:

Having an experienced Monarch representative working with you one-on-one means you’ll have independent, objective financial advice to help you assess your current financial situation, solidify your personal long-term financial goals, and make concrete plans for your future.

Your wealth affords you opportunities unimaginable to others… it also brings unique challenges.

  • How to best build and maintain your wealth for your continued enjoyment
  • How to minimize the erosion of capital caused by taxation
  • How to preserve capital through various market cycles
  • How to use estate planning to preserve your capital

You’ll receive the personal attention you deserve as you detail the way you want to live out the rest of your life — we help you achieve the means to do so.

It’s the little details, as well as your overall priorities for the future that will reveal the bigger picture of your financial goals and needs.