Mark Wahlstrom

Mark Wahlstrom

With almost 40 years of direct experience in settlement planning, negotiations and innovative solutions, Mark Wahlstrom has also been recognized nationally as a product innovator in both settlement planning and structured installment sales.

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About this Speaker

Mark Wahlstrom, President of Wahlstrom & Associates, founder of one of the nation's first plaintiff only structured settlement firms in 1983 and who is a renowned specialist in settlement planning, structured installment sales, structured settlement annuities, structured legal fees and the administration of large, complex multi-claimant settlements using qualified settlement funds and trusts. Located in Scottsdale, AZ he manages a national practice with clients in every part of the country.

In addition to his reputation as a leader in Mass Tort and Multi-Claimant case management, administration and design, Mark is also recognized as one of the nations experts in Structured Installment Sales. These innovative tax planning tools use many of the same planning techniques that have been the basis of structured settlements for the last 40 years, but have been adapted for tax planning in the sale of capital assets such as real estate, closely held businesses and farms. These planning tools allow for the deferral of capital gains by spreading out the realized tax hit to future years, while having the security of the payment stream backed up by highly rated insurance carriers.

Mark's strategic vision and creative designs have pioneered innovative settlement techniques and product innovations as well as becoming recognized for his innovative development of financial and settlement products and services through his consulting firm Wahlstrom Consulting, LLC, Scottsdale, AZ

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