Exemption planning is a safe and effective wealth-preservation strategy, and it is fundamental to estate planning. Done well, it prepares you for the next financial disaster — whether self-inflicted or just bad luck — before it ever arrives. The first step to protecting yourself, […]
For a Private Retirement Trust (“PRT”) to be valid and effective, its Retirement Plan Agreement (“Plan”) must possess certain attributes and ingredients. Assets in a Plan are exempt from creditors under CCP § 704.115(b) only […]
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.
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Newport Beach, CA 92660
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