Our Services

Special Needs Trust 

Settling a lawsuit for a physically or mentally disabled individual under 65 years of age may require special consideration.  To prevent the interruption of any benefits the claimant is receiving from the government, the creation of a Special Needs Trust (SNT) may be necessary.  All settlement monies can then be deposited into the trust which can then be used to purchase approved goods and services for the beneficiary.  This allows the claimant to receive the full settlement amount without sacrificing eligibility for Supplemental Security Income (SSI), Medicaid or other government benefits.  Created by the Federal Omnibus Budget Reconciliation Act of 1993, Special Needs Trusts (SNT) can be funded with lawsuit recoveries of cash or structured settlement installments.  If the claimant does not have a parent, grandparent, or guardian, the court can set up a Special Needs Trust for receipt of the settlement.

Settlement Trust (Individual & Pooled)

The James Street Group, LLC works with minors and adults in order to establish settlement trusts.  These trusts are designed to not only grow the assets from the claimant's settlement, but they are also are designed to act as a spendthrift tool so the claimant's money can be there when he or she needs it.  Moreover, these trusts are designed to provide financial flexibility, so when unexpected expenses may arise the claimant will have funds available.  Additionally, settlement trusts can be established with structured settlements.  The James Street Group, LLC will also work in accordance with other settlement planning firms to solve the future needs of claimants.

Court Created Trust (Section 142 & Chapter 1301)

The James Street Group, LLC administers trusts under Section 142 of the Texas Property Code as well as the Texas Estates Code of Chapter 1301 (formerly 867).  The James Street Group, LLC is aware that ultimately getting from resolution to final distribution of a recovery can be time consuming for the attorney as well as for his or her clients.  Our team of experienced settlement experts has the insight and expertise to help guide the claimant to create a recovery management plan that protect his or her best interest.  The James Street Group, LLC will work to alleviate the attorneys adminstrative burden, creating a comprehensive plan to protect the claimant and coordinate the distribution of their recovery with the appropriate funding vehicle.

Settlement Planning

The James Street Group, LLC is staffed with professionals who will work with claimants in order to establish a settlement plan tailored to fit their specific future needs.  Our professionals will work with claimants to protect their government benefits, to invest their settlement proceeds, and to develop a budget so that they can be confident their money will be there when they need it.  Moreover, The James Street Group, LLC's clients benefit from the broad network of firms it coordinates with in the areas of Structured Settlements, Medicare & Medicaid lien resolution, Medicare Set-Asides, Life Care Plans, Mass-Tort Planning, Qualified Settlement Fund Administration, Estate Planning, Wealth Management, and more.


For More Information Please Contact: 

S. Brady Whitaker

Chief Executive Officer



Hanson D. Street

Director of Business Development



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