Team of Experts & Strategic Advisors

Alexis Talia serves as Director of the Plaintiff Recovery Trust (PRT), leading strategy, operations, and client services for a tax planning solution intended to help plaintiffs evaluate potential tax planning strategies related to their recovery. She works closely with clients and their legal counsel, as well as educating the litigation community and administering PRTs.
Alexis holds a degree in accounting and is a Certified Public Accountant. Prior to her current role, she spent over a decade in management consulting, driving financial transformation initiatives for Fortune 100 organizations.

Lawrence J. (Larry) Eisenberg is principal and founder of Lawrence J. Eisenberg, P.C./Compensation Law Group, a boutique law firm that specializes primarily in qualified plan and deferred compensation matters.
He also is founder and president of Forward Giving, Inc., a public charity that devotes its efforts to supporting plaintiffs who are in need (as well as animal rescue and support). Forward Giving also supports innovative charitable planning, focusing primarily on pooled income funds.
Finally, Larry is a co-founder and co-developer of Plaintiff Recovery Trusts, which are used to lower litigation recovery taxes for the benefit of the plaintiff community.

Michele is a Settlement Trust Architect and legal partner with a fiduciary duty to clients. Her career has been dedicated to designing legally sound, risk-mitigated settlement structures that protect claimants while reducing firm exposure. Her experience includes serving as Special Assistant Attorney General on the $600 million Flint Water Case, co-counseling major class actions, and earning repeated national and state recognition for excellence in law and public service.
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Mr. Santos is an experienced Attorney and Public Notary with degrees in Finance and over 15 years as a management consultant. He specializes in tax planning for individuals, businesses, and plaintiffs, ensuring optimal results within complex regulatory environments.
His expertise spans international tax strategy, estate planning, and business succession, helping global companies and high-net-worth clients minimize liabilities and protect assets. He also advises plaintiffs on settlement structures to maximize after-tax recoveries, blending legal precision with strategic foresight for lasting financial success.
You Have Needs,
We Have Expertise
Discover trust and settlement solutions you won’t find anywhere else – thoughtfully designed to protect assets, simplify processes, and deliver peace of mind.
Expert guidance, every step of the way.







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