Knowledge Center
Resources & Insights.
Expert analysis on settlement planning, tax strategy, and wealth management for the 9/11 Families.
Turn Your VCF Award Into a Multi-Generational Legacy
A comprehensive guide to structuring Victim Compensation Fund distributions for long-term wealth preservation, estate planning, and tax optimization.
MDL #1570 Update: What the $11.4B Bitcoin Recovery Means for Your Family
Real-time analysis of the Southern District of New York proceedings, valuation disputes, and what 9/11 Families should do now to protect their claims.
2026 Tax Treatment of 9/11 Settlement Payments
Understanding IRS Publication 3920: how VCF, USVSST, and SSDI payments are taxed at the federal and state level, and how to minimize your exposure.
USVSST Sixth-Round Distribution: What You Need to Know
The Special Master authorized $2.825 billion for the sixth round. Here's how to verify your payment status, understand offset calculations, and plan accordingly.
First Responder Pension Optimization: FDNY, NYPD, and PAPD
Navigating pension disability elections, VCF offset calculations, SSDI crossover points, and SECURE 2.0 carve-outs for first responders.
Q1 2026 Market Outlook: Portfolio Positioning for 9/11 Families
Our quarterly assessment of market conditions, sector positioning, and how we're managing risk across Conservative through High Growth portfolios.
Attorney Fee Caps: Protecting Your Net Recovery
Federal law caps VCF attorney fees at 10% and USVSST fees at 15%. Learn how to verify your firm is in compliance and protect your settlement.
Roth Conversion Ladders for Settlement Recipients
How 9/11 Families with large tax-deferred balances can use strategic Roth conversions to reduce future tax burdens and build tax-free retirement income.
Bitcoin Valuation Dispute: Current Market vs. Time-of-Loss
The $6 billion gap between October 2025 highs and current prices creates urgency. We break down both valuation arguments and what it means for your claim.
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