Icaza & Burgess Concludes $1.35MM Settlement

Advocate Capital friend and colleague,Juan L. Icaza, of the New Jersey firm Icaza & Burgess, recently completed this tremendous settlement on behalf of their client.  The plaintiff fell down after getting the heel of her shoe caught in a damaged carpet while entering her place of employment in February of 2009.  The property owner and property manager settled the case following mediation.


The plaintiff underwent three (3) unsuccessful microdiscectomies before a spinal fusion at the L5/S1 level of her back.  She was also found to be disabled by the Dept. of Social Security and has a pending worker’s compensation case.


The Law Offices of Icaza & Burgess handle all types of injury cases.  In addition to handling hundreds of personal injury cases successfully, Mr. Icaza is fluent in both Spanish and Portuguese.  For information on the firm’s many successful verdicts and/or settlements, click here.


Congratulations to Mr. Icaza and the Law Offices of Icaza & Burgess for a job well done and justice served.


Donna A. Jones
Vice President, Operations


Dan Goldstein’s Interview of Michael J. Swanson – Part Three

Advocate Capital, Inc. President and CEO Michael J. Swanson sat down for a one–on-one interview with Page 1 Solutions’ President, Dan Goldstein. Here is part three:



Dan and Michael discuss sustainability and what Advocate Capital, Inc. is doing to become a better environmental corporate citizen and increase community involvement.


Page 1 Solutions leads by example in giving back to communities and working as a green company. They have been awarded a Gold Environmental Achievement Award from the Colorado Department of Public Health and Environment.


To learn more about the Page 1 Green Solutions program click here.  To learn more about Advocate Capital, Inc.’s Green Initiative, click here.


Tina Burns

Marketing Manager


$1.5 Million Victory for Robert A. Solomon

M.L. v. Garfield Board of Education: A fire alarm Service Technician, employed by Siemens Building Tech. of Pine Brook, New Jersey was assisting a school custodian at the Garfield Middle School move a scissor lift that was too tall to fit under a door way. He claimed that the custodian asked him to support the lift as the custodian tipped it under the doorway. As the custodian tipped the 1,200 pound lift it fell striking him on the shoulder and then landing on his right ankle. He claimed he lost most of the use of the ankle, walks with a cane and is permanently disabled.
M.L. sued the Garfield Board of Education, alleging that it was vicariously liable for the negligence of the custodian in the movement of the lift. Garfield argued that M.L. shared equal responsibility for the movement of the lift and failed to read the following warning labels on the lift.
The defense alleged M.L. was not totally disabled and could perform some type of sedentary work.
The settlement was reached following day long mediation with retired Bergen County Assignment Judge Robert R. Guida.
The plaintiff’s attorney was Robert A. Solomon of Robert A. Solomon, P.C., Newark, New Jersey. The defendant was represented by Howard Nirenberg of Nirenberg & Varano, LLP of Hackensack, New Jersey.
Congratulations Robert Solomon on your victory!


Advocate Capital, Inc. Selected as a Winner in the 33rd Annual Telly Awards


As Seen on Reuters, Yahoo! Finance and PR Newswire




An Accomplishment Illustrating Creativity, Skill and Dedication

(Nashville, Tenn. – July 25, 2012) — The Telly Awards has named Advocate Capital, Inc. as a Bronze winner in the 33rd Annual Telly Awards for their piece titled Case Expense Financing. Judged against the highest of standards, the online video was recognized in two categories: Business-to-Business and Direct Marketing.


“It’s so much fun and such a privilege to be part of a winning team like Advocate Capital, Inc., says President and CEO Michael J. Swanson.  These Telly Awards are just the latest in a long string of accomplishments by our awesome employees.  I congratulate our Marketing Team and their leader, Tina Burns, on winning these prestigious awards.  If you haven’t seen it yet, you really should check out the video to see what all the ‘buzz’ is about.”


The premise for the video was to convey one simple message; If you are self-funding your law firm’s case expenses then you are making an interest free loan to you business. The IRS agrees by ruling that case expenses advanced by a law firm are not really expenses; they’re a loan (PLR 8246013).


The acclaimed video goes on to highlight how successful plaintiff law firms can achieve the best possible results for their clients with the help of Advocate Capital’s service team who use Advocate’s proprietary AdvoTrac® software  to track the law firm’s line of credit on a case-by-case basis.


While the message may be simple, Marketing Manager Tina Burns was determined to produce a visually striking video. “At Advocate, we don’t do ordinary.” says Tina. “We strive for excellence and I wanted the video to be nothing less than that. The video was a labor of love and I am thrilled by the overwhelming response we have received from the plaintiff trial lawyer community. I am already looking forward to next year’s Telly Awards!”


The Telly Awards was founded in 1979 and is the premier award honoring outstanding local, regional, and cable TV commercials and programs, the finest video and film productions, and online commercials, video and films.  To find out more about the Telly Awards visit their website at www.tellyawards.com.


Advocate Capital, Inc. is the premier provider of strategic financial products and accounting services for successful trial law firms nationwide.  They serve the plaintiff bar from their headquarters in Nashville, Tenn. and now enjoy a client base that extends nationwide. For more information, visit http://www.AdvocateCapital.com


10 Must-Have Documents


Photo Credit: Theen ... via FlickrDailyFinance recently published an article entitled “The 10 Vital Documents Every Grown-Up Should Have.”  Although many of these are well-known and obvious, it may be worth a glance just to make sure you are prepared in case of an emergency.


Here’s the list provided by author Selena Maranjian:



  • Living Will and Health Care Proxy.
  • Will.
  • Durable Power of Attorney.
  • Estate Plan.
  • Homeowner’s or Renter’s Insurance.
  • Brokerage Statements.
  • Credit Reports.
  • A Financial Manifesto for Couples.
  • Retirement Plan.
  • A List of Things You Want to do in Life.


Feel free to browse the full article here.


Kelly A. O’Leary, CPA, CGMA, MBA, CITP

Director of Finance and Administration


Photo Credit: Theen ... via Flickr

American Association for Justice 2012 Annual Convention


Will you be attending the AAJ 2012 Annual Convention in Chicago, IL July 28th to 31st?


Donna Jones, Lisa Wagner, Tina Burns, Michael Swanson and Abbie Mills will represent Advocate Capital, Inc at booth #614. Stop by and discover how we can help you get even better results for your clients.


While you’re there register to win an Amazon Kindle Fire!


The 2012 annual convention will host more than 300 events and offers an opportunity to meet industry leaders and earn a year’s worth of continuing legal education credits at one convention.


We hope to see you there!


Tina Burns

Marketing Manager


Employment Opportunities in Bryan / College Station TX


My friend Danny Daniel of Daniel Stark Injury Lawyers just let me know about two great job opportunities in his organization.  He is looking to expand his leadership team.  Here are the details:


1. Financial Controller (Serves multiple entities)


Description: We are looking for an experienced financial controller that is entrepreneurial minded to join our executive team.  Responsibilities include preparation of financial statements, budgeting, cash controls, tax reporting (with outside accounting firm), A/P control, management of A/R, and managing payroll.  The position will supervise a growing financial team and is responsible for developing and refining financial controls and accounting processes to help improve the business.


2. Chief Operations Officer – Legal Services Software Company (Legal Monkeys)


Description: This position will work closely with the CEO and Board of Directors in a 3 year old startup to maintain an aggressive growth curve. The position is responsible for managing the daily operations of Legal Monkeys and its services arm, ARC.  In addition to managing a team of 40, the COO will serve an important role in developing and implementing new systems to gain efficiencies through technology and operational work flow.  Previous experience in a Chief level operations role is critical.


If you know of any candidates for either the Controller or the Chief Operations Officer positions, please direct them to http://jobs.danielstarklaw.com.


If you want to reach Danny, his contact information can be found here.


Michael J. Swanson

President and Chief Executive Officer


The 6 People You Need in Your Corner


In a recent guest column featured in Forbes, Jessica Hagy shares valuable insight regarding the types of contributors all successful businesses need on their teams to make incredible things happen.              Here is the short list:




  1. The Instigator – Someone who pushes and makes you think.  Motivates you to make things happen – voice of inspiration.
  2. The Cheerleader – Huge fan, strong supporter of the team and its work.  Voice of motivation.
  3. The Doubter – Devil’s advocate – asks the hard questions and anticipates problems before they arise.  Voice of reason.
  4. The Taskmaster – Loud and belligerent voice that demands that things get done.  Stewart of momentum ensuring deadlines are met & goals reached.  Voice of progress.
  5. The Connector – Helps find new avenues, breaks through roadblocks and finds ways to make things happen.  Voice of cooperation and community.
  6. The Example – Your mentor, hero, North Star.  Person whose presence acts as a constant reminder that amazing things can happen.  Voice of true authority.


Do you recognize these important members of your organization/team?


Jessica Hagy is an artist and award-winning blogger.  The entire article can be read here.


Donna A. Jones

Vice President, Operations


Dan Goldstein’s Interview of Michael J. Swanson – Part Two


Advocate Capital, Inc. President and CEO Michael J. Swanson sat down for a one–on–one interview with Page 1 Solutions’ President, Dan Goldstein. Here is part two:



Mr. Swanson explains Advocate Capital, Inc.’s proprietary AdvoTrac® software, and how it differentiates Advocate Capital, Inc. from other lenders in the industry.


Page 1 Solutions is an award winning website development company. They offer an array of services to combine with your website, from professional video to search engine optimization.


Tina Burns

Marketing Manager


25 iPhone Tips


Photo Credit: Sean MacEntee via FlickrDo you own an iPhone and need a cheat sheet on the functionality?


Marc Saltzman with Digital Crave shares 25 iPhone tips and tricks to help you navigate your smart phone:


•   Turn iBooks into audio books


•   Quick access a draft email


•   Send multiple photos at once

  • Tell Siri the entire email
  • Close open apps to save battery life
  • Tweet from any app
  • Undo the Bluetooth “ignore” command
  • Lock the screen orientation
  • Add PDFs to iBooks
  • Master the keyboard


To read all 25 tips and how to master these functions click here.


Tina Burns

Marketing Manager


Photo Credit: Sean MacEntee via Flickr

Case Expense Financing at a Net Cost of Less Than 1%*

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