Exemption planning is a safe and effective wealth-preservation strategy, and it is fundamental to estate planning. Done well, it lets you prepare for the next financial disaster — whether it is self-inflicted or just bad luck — before it ever arrives.
The first step to […]
Private Retirement Trust (“PRT”) is a sophisticated exemption protection vehicle that requires a skillful and proficient PRT integrated team to realize its purpose. The PRT can be a flexible and powerful exemption protection strategy, but, as with all trust and entity planning, it is […]
The exemption protection afforded to California residents for private retirement plans under CCP § 704.115(b) is astounding. “The very purpose of the exemption is to permit a judgment debtor to place funds beyond the reach of creditors,” and the statute is to “be construed, […]
Dustin I. Nichols, JD, boasts 30 years in estate and asset protection planning. Co-author of “Asset Protection Strategies and Forms” and creator of the Private Retirement Trust® (PRT®). Member of the California State Bar and licensed in the U.S. Tax Court.
Law Office of Dustin I. Nichols, APC.
5120 Birch St., Ste. 100
Newport Beach, CA 92660
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