Retirement Exemption Planning In California After AB 2837
As published in Trusts & Estates Quarterly, Volume 32, Issue 2 (2026) — California Lawyers Association, Trusts and Estates Section (“Tips of the Trade”).
Written by Dustin I. […]
A Guide to Asset Protection Planning
Key Takeaways
Asset protection planning is the process of using legal […]
What Is a Private Retirement Plan?
Key Takeaways
Choosing whether […]
California’s Little-Known Gold Nugget for Retirement Preservation: The Private Retirement Trust
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 […]
The PRT Integrated Team: 5 Key Professionals Behind a Defensible Private Retirement Trust
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 […]
California Private Retirement Trust Exemption: Making It Into the Exemption End Zone
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, […]
