Trusts / Settlement Planning

Karen Soler

Karen provides comprehensive assistance to plaintiffs, plaintiffs’ attorneys, structured settlement brokers, and other settlement professionals. Her expertise lies in helping them establish and execute post-litigation plans, as well as overseeing the administration of various types of trusts, including settlement trusts, special needs trusts, trusts for children, grandchildren, minors, and court-ordered master trust accounts.

Karen and her team have cultivated strong relationships with top-notch attorneys, settlement planners, and corporate trustees in the industry. This network enables them to offer fully customizable solutions that are tailored to each client’s specific situation. Recognizing that every client’s circumstances are unique, Karen takes a personalized approach to developing long-term solutions that meet their individual needs.

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Ms. Esquire has been a great group, and special due to being mostly ladies, which brings a different vibe. Some of the activities we do during our monthly meetings bring the members closer to one another which is great. Also, all members are phenomenal and intelligent business owners, people you want to relate to and be around.

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Jacqueline Revis
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