A retirement plan trust can play a central role in a comprehensive estate plan, especially for individuals who hold substantial retirement accounts such as IRAs or 401(k) plans. At the Law Offices of Robert P. Bergman, serving Inglewood and greater Los Angeles County, we help clients understand how a retirement plan trust can align account distributions with long term goals, protect beneficiaries, and preserve tax advantages where possible. If you are considering how retirement assets fit into your overall plan, an informed review of accounts, beneficiary designations, and trust language provides clarity and helps prevent unintended consequences during administration.
Retirement plan trusts are often used alongside other estate planning documents including a revocable living trust, last will and testament, financial power of attorney, advance health care directive, and pour-over will. These complementary documents coordinate to ensure assets move as intended, that decision makers are in place, and that vulnerable beneficiaries receive appropriate safeguards. Whether you have a simple IRA or multiple retirement accounts, mapping those assets into your plan and documenting clear trustee powers and beneficiary instructions reduces confusion and supports a smoother transition for loved ones after you are gone.
A retirement plan trust offers practical benefits by providing a vehicle to receive retirement account proceeds in a controlled way that reflects your objectives. The trust can limit how distributions are paid to beneficiaries, protect funds from creditors or poor decision making, and preserve privacy by reducing the need for probate in some circumstances. Properly drafted retirement plan trust provisions can also help preserve tax deferral where appropriate and provide continuity for minor or dependent beneficiaries. Thoughtful planning aligns retirement accounts with other estate planning tools so that your wishes are carried out faithfully and with as little administrative friction as possible.
The Law Offices of Robert P. Bergman provides focused estate planning services from our San Jose base and to clients across California, including Inglewood. Our approach emphasizes clear communication, careful document drafting, and practical solutions that address real family dynamics and financial realities. We work with clients to inventory retirement accounts, coordinate beneficiary designations, and draft trust provisions that reflect personal priorities. You can reach our office by phone at 408-528-2827 to schedule a consultation. Our goal is to deliver responsive service and durable planning documents that give clients confidence about the future.
A retirement plan trust is a trust that is designed to be named as the beneficiary of a retirement account or to receive retirement assets through plan rules. The trust document contains provisions that govern how distributions are made, who may receive them, and who administers the funds. Because retirement accounts often have special tax and distribution rules, trust language must be drafted to work with plan administrators and legal requirements. Careful review of account types, named beneficiaries, and trust terms helps ensure that benefits are available to intended recipients while minimizing unintended tax or administrative consequences.
When considering a retirement plan trust, it is important to evaluate the types of retirement instruments involved, whether the accounts are employer plans or individual accounts, and how required minimum distributions may apply. Coordination with beneficiary designations is essential because the plan administrator will generally follow those designations first. A properly drafted trust can preserve tax deferral for certain beneficiaries, control payout timing, and provide protections for heirs who may not be ready to manage lump sum distributions. Planning decisions are individualized, reflecting family structure, ages of beneficiaries, and long term financial goals.
A retirement plan trust is a legal arrangement created by a trust document that can receive retirement account proceeds either directly or through a designated beneficiary clause. Unlike naming an individual, naming a trust permits detailed instructions about distributions, management, and protections for beneficiaries. The trust is administered by a trustee who follows the trust terms when receiving and distributing funds. Because retirement accounts can be subject to distinct tax and distribution rules, the trust must be drafted with attention to those rules so that trusts do not unintentionally accelerate taxation or create administrative hurdles when accounts are settled.
Key elements of a retirement plan trust include clear beneficiary designation language, trustee powers to accept and administer retirement assets, distribution standards for beneficiaries, and successor trustee provisions. The process typically begins with an inventory of retirement accounts and beneficiary designations, followed by drafting or amending trust language to match your intentions, and then coordinating with plan administrators to confirm acceptance of the trust as beneficiary. Periodic review ensures that changes in law, family circumstances, or account structure are reflected in the planning documents so that the trust continues to meet your objectives.
Understanding common terms helps you make informed decisions about retirement plan trusts. This section defines concepts such as beneficiary designation, required minimum distribution, trustee responsibilities, and funding. By clarifying language, you can better evaluate how a trust will operate in practice and how it interacts with account administrators and tax rules. Clear definitions reduce ambiguity when documents are drafted and make it easier to communicate your wishes to family members and fiduciaries who will carry out your plan.
A retirement plan trust is a trust created to hold retirement account proceeds for the benefit of designated beneficiaries. The trust establishes rules for accepting plan distributions, timing and amounts of distributions to beneficiaries, and management responsibilities. Because retirement accounts carry specific tax rules and distribution requirements, the trust must be written to reflect those considerations. Naming a trust can provide protections for beneficiaries and allow distributions to be managed over time instead of being received as a lump sum, which may be important for minors, people with special needs, or beneficiaries who would benefit from staged distributions.
A beneficiary designation is a designation made directly with the retirement plan administrator that indicates who receives account proceeds upon the account holder’s death. This designation typically takes precedence over terms in a will, so it is important for account owners to confirm that designations align with estate planning documents. When a trust is named as a beneficiary, plan administrators will need to review the trust language to ensure it qualifies under plan rules. Maintaining consistent and current beneficiary designations prevents conflicts and ensures account distributions follow the account holder’s intent.
Required minimum distributions are mandated distributions that retirement account owners or beneficiaries must take from certain tax-advantaged retirement accounts once specified criteria are met. RMD rules vary by account type and by whether a trust or individual is named as beneficiary. When a trust is involved, the trust provisions and the classification of beneficiaries under tax rules determine how distributions are calculated and when they must begin. A thoughtful plan will consider RMD timing to help manage tax consequences and maintain as much tax deferral as permitted by law for eligible beneficiaries.
A trustee is the person or entity charged with carrying out the trust’s terms, including accepting distributions from retirement accounts, investing assets prudently, and making distributions to beneficiaries per the trust language. Trustee duties include recordkeeping, tax reporting, and communicating with beneficiaries about trust administration. Clear guidance in the trust document about trustee powers, compensation, and successor appointments helps ensure continuity and reduces disputes. Selecting someone with organizational skills and a willingness to follow written directions is essential to effective trust administration.
When planning retirement assets, common options include leaving accounts directly to named beneficiaries via beneficiary designations, relying on a will, or naming a trust as beneficiary. Beneficiary designations are straightforward but offer limited control over post death distributions. A will often does not control retirement accounts because plan administrators follow beneficiary forms. A retirement plan trust provides greater control by specifying how funds should be distributed and managed. Choosing the right option depends on family circumstances, tax goals, and whether protective measures for beneficiaries are desired.
A limited planning approach that relies on up-to-date beneficiary designations may be adequate when beneficiaries are adults who are financially responsible and when there are no competing claims or family complexities. If your objective is to provide direct, immediate access for beneficiaries who can manage funds responsibly, keeping beneficiary designations current and coordinated with your estate documents can accomplish that goal without creating additional trust administration. It is still important to document your intentions and confirm that beneficiary forms align with your overall plan to avoid unintended results.
Some retirement accounts and related holdings offer straightforward transfer-on-death or payable-on-death mechanisms that permit assets to pass outside probate directly to named individuals. When the goal is immediate transfer with minimal administration and the chosen beneficiaries are equipped to handle distributions, these arrangements can be appropriate. Even in those cases, periodically confirming account beneficiary forms and maintaining updated contact information reduces friction at settlement and ensures the transfer occurs according to your current wishes.
A trust-based approach is often recommended when beneficiaries include minors, people with disabilities, or beneficiaries who require protection from creditors or poor decision making. The trust can provide structured distributions over time, set conditions for access, and designate a trustee to manage funds on behalf of those beneficiaries. This careful planning reduces the likelihood of mismanagement of substantial retirement proceeds and ensures that funds are used in a way that supports long term welfare and financial stability for dependent beneficiaries.
When retirement accounts constitute a significant portion of an estate, careful drafting is needed to preserve tax deferral options and manage required distributions for beneficiaries. A trust can be structured to allow eligible beneficiaries to stretch distributions over time or to follow permitted distribution timelines under applicable rules. Coordination between the trust document and plan administrator is essential to avoid unintended acceleration of taxation. A comprehensive approach anticipates tax consequences and designs distribution terms that support long term objectives for heirs.
Adopting a trust-centered strategy for retirement assets provides several advantages, including clearer control over how funds are distributed, enhanced protections for vulnerable beneficiaries, and improved alignment with broader estate planning documents. Trust provisions can specify pacing of distributions, conditions for access, and management powers that individual beneficiary designations cannot provide. These features help ensure that retirement proceeds are used according to your priorities and that the transition period after your death is managed with fewer disputes and greater predictability.
Another benefit of a comprehensive approach is better coordination with tax and financial planning. Properly drafted trust language can preserve opportunities for tax deferral where possible and prevent accidental outcomes that trigger immediate tax liabilities. Additionally, a coordinated plan can help minimize administrative burdens on family members by providing clear instructions for trustees and beneficiaries and by consolidating how various documents work together. The result is a plan that reflects personal wishes while offering practical protections for those left to manage the estate.
A retirement plan trust enables the account owner to dictate how proceeds are distributed, whether in installments, for specific purposes, or under conditions. This control helps avoid immediate depletion of assets and allows distributions to be aligned with long term needs such as education, housing, or ongoing care. For trustees, written standards reduce subjective decision making and provide a framework for fair administration. Clear distribution rules support consistency and reduce conflicts among beneficiaries who might otherwise disagree about the best use of funds.
While retirement accounts with beneficiary designations typically pass outside probate, naming a trust and coordinating with other estate documents can further streamline administration and preserve family privacy. Trust administration generally occurs outside public probate court, helping to keep sensitive financial information out of court records. That privacy, combined with reduced need for court oversight in many cases, can mean a more discreet transfer of assets and a less public process for families navigating post death transitions.
Regular review of beneficiary designations is essential because plan administrators rely on the forms they have on record. Major life events such as marriage, divorce, births, and deaths can create discrepancies between your intentions and the designations on file. A periodic check ensures that accounts pass as you intend and prevents conflicts with other estate planning documents. Updating beneficiary forms when you update your trust or will helps maintain consistency and reduces the likelihood of unintended outcomes when retirement assets are settled.
Clear documentation of trustee powers and successor appointments prevents uncertainty and helps the administration proceed smoothly. The trust should outline duties, decision making authority, methods for distributing funds, and replacement procedures in case a trustee cannot serve. Thoughtful provisions on trustee compensation, recordkeeping obligations, and reporting to beneficiaries reduce disputes and set expectations. When responsibilities are spelled out, trustees can act confidently and efficiently, supporting better outcomes for beneficiaries who rely on the trust structure.
A retirement plan trust is worth considering when you want to manage how retirement assets are used after death, protect beneficiaries from immediate lump sum distributions, or preserve tax deferral strategies for eligible heirs. If you have beneficiaries who are minors, have special needs, or face creditor risks, a trust provides mechanisms to control timing and conditions for distributions. Additionally, when retirement accounts are a large portion of your estate, the precise language of a trust can reduce administrative friction and better align account settlements with your overall financial and family planning goals.
Another reason to consider a retirement plan trust is to coordinate assets with complementary documents such as a revocable living trust, pour-over will, and powers of attorney. This coordination ensures that retirement assets integrate cleanly into the broader plan and that designated decision makers understand their roles. Couples, blended families, and individuals with complex financial holdings commonly benefit from a careful review and integrated approach to retirement account planning to prevent conflicts and provide greater predictability for beneficiaries.
Situations that commonly call for a retirement plan trust include when beneficiaries are minors or have special needs, when there is concern about creditor exposure or poor financial decisions, and when a plan owner wants to manage the tax timing of distributions. A trust can address family dynamics, ensure controlled distributions, and preserve benefits in complex financial scenarios. Identifying these circumstances early allows you to design trust provisions tailored to your goals and to coordinate beneficiary forms so the retirement accounts function as intended within the overall estate plan.
When beneficiaries include minors or dependents who cannot manage large sums responsibly, a retirement plan trust provides a structure for staged distributions, funds for education, and trustee oversight. This arrangement allows assets to be used for beneficiary needs while preventing immediate full access that could lead to mismanagement. Trust terms can specify ages or milestones for distributions and include safeguards for health care, education, and maintenance needs. Properly drafted trust provisions ensure that benefits are preserved and used for intended purposes over time.
Blended families often require careful planning to balance the interests of a surviving spouse and children from prior relationships. A retirement plan trust can provide income to a surviving spouse while preserving principal for children, specify alternates in the event of a spouse’s remarriage, and set rules to prevent unintended disinheritance. Trust provisions create clarity about long term intentions and help reduce family conflict by providing a written plan for how retirement assets will be managed and distributed to different classes of beneficiaries.
When retirement accounts are large relative to other assets, the timing of distributions affects tax outcomes for beneficiaries. A retirement plan trust drafted to comply with distribution rules can allow beneficiaries to maintain tax deferral in some circumstances or to receive payments in a manner that reduces immediate tax burdens. Planning for distribution timing is important to align with beneficiaries’ incomes, estate tax considerations, and long term financial plans. Proactive design helps achieve smoother transitions and better financial results for heirs.
We are available to assist Inglewood residents with retirement plan trust planning, document drafting, and coordination with retirement plan administrators. The Law Offices of Robert P. Bergman provides clear guidance on naming a trust as beneficiary, drafting trustee authorities, and ensuring trust language aligns with account requirements. Call 408-528-2827 to discuss your retirement accounts and how they should be integrated into your estate plan. Our practice focuses on creating durable plans that reduce friction for families and reflect each client’s individual priorities and circumstances.
Choosing the right attorney for retirement plan trust drafting means selecting a team that understands both retirement account rules and broader estate planning objectives. Our firm brings a practical approach to aligning trust language with account requirements, communicating with plan administrators, and preparing documents that beneficiaries and fiduciaries can follow. We focus on clear drafting and client communication so that your intentions are fully documented and coordinated with other estate planning instruments like revocable living trusts and pour-over wills.
We place emphasis on identifying potential conflicts between beneficiary designations and testamentary documents and then resolving those issues through careful drafting and updates. This includes confirming acceptance of trust beneficiary forms by plan administrators, establishing trustee powers that facilitate administration, and providing guidance on distribution timing that reflects personal goals. Clients benefit from practical advice about how retirement accounts integrate into their overall estate plan and from straightforward next steps to implement their instructions.
Our office serves clients across California, including Inglewood and the surrounding Los Angeles County communities. We are available by phone at 408-528-2827 to begin the conversation about how to protect retirement assets and support your beneficiaries. The process starts with understanding your accounts, family situation, and objectives, and then tailoring trust provisions and complementary documents to meet those aims. The result is a coordinated plan designed to reduce administrative burdens and preserve your intentions for the long term.
Our legal process begins with a thorough review of your retirement accounts, beneficiary forms, and existing estate planning documents. We then identify gaps and recommend whether a trust, updates to existing trust language, or beneficiary changes are appropriate. Drafting is followed by coordination with plan administrators as necessary, and we help implement beneficiary designations and funding steps. We also provide guidance for trustee selection and ongoing review so that your retirement plan trust remains aligned with changes in your family or financial situation.
The initial phase focuses on gathering information and understanding your objectives. We collect account statements, beneficiary forms, and existing estate documents to create a comprehensive inventory. During this stage we discuss your goals for distributions, the needs of beneficiaries, and any tax considerations that should influence the plan. This foundation allows us to recommend whether a retirement plan trust is appropriate and, if so, what provisions will best achieve your priorities while coordinating with other plan components.
A careful inventory identifies each retirement account, its current beneficiary designation, and any plan terms that affect distributions. This step includes reviewing IRAs, 401(k) plans, employer plans, and any accounts that may be subject to special rules. Documenting contact information for plan administrators and noting any unique plan provisions ensures that subsequent drafting and communications will be effective. A complete picture of retirement holdings is essential for recommending the right legal structure and for avoiding unintended results at settlement.
We work with clients to clarify objectives such as whether distributions should provide stable income for a surviving spouse, staged payments for younger beneficiaries, or protections for beneficiaries with debt or creditor exposure. Establishing these priorities early informs the drafting of trust provisions and beneficiary instructions. This conversation also addresses whether tax deferral should be preserved where permitted and how distributions should be paced to match beneficiaries financial needs and long term plans.
Once goals are set, we draft or update trust language to accept retirement assets and to direct distributions in accordance with your wishes. The drafting process includes specifying trustee powers, distribution standards, and successor trustee provisions. We then coordinate with plan administrators to confirm that the trust will be accepted as a beneficiary and that beneficiary forms are completed correctly. This coordination prevents delays when accounts are settled and helps ensure that distributions are administered as intended for the benefit of your named beneficiaries.
Trust drafting for retirement accounts requires precise language to address tax and distribution rules and to provide clear instructions for trustees. Provisions typically include how distributions should be made, whether funds should be used for education or maintenance, and how to manage required minimum distributions for beneficiaries. Well drafted terms reduce ambiguity and help trustees make consistent decisions. We prepare documents with attention to both legal form and practical administration to support smooth management of retirement proceeds when the time comes.
After drafting the trust, we assist with completing beneficiary designation forms and contacting plan administrators to confirm acceptance. Because plan rules vary, confirming that the trust meets the plan’s requirements avoids administrative surprises. We provide guidance on how to name the trust correctly, which sections to include on forms, and how to submit documentation. This step ensures that the retirement plan will recognize the trust as beneficiary and that distributions will follow the intent expressed in the trust document.
Implementation includes funding steps, transferring accounts where appropriate, and documenting acceptance by plan administrators. Following implementation, periodic reviews ensure that changes in law, family circumstances, or account holdings are addressed. We recommend scheduled reviews after major life events and at regular intervals to confirm that beneficiary designations remain current and that trust provisions still align with objectives. Ongoing attention helps maintain the integrity of the retirement plan trust and reduces surprises for trustees and beneficiaries.
Funding a trust with retirement assets often involves naming the trust as a beneficiary, transferring account ownership where appropriate, and ensuring that beneficiary forms are properly completed. Administration requires coordination between the trustee and plan administrators when distributions occur. Trustees must keep accurate records and follow the trust terms when making distributions to beneficiaries. Proper funding and documentation minimize delays and help the trustee meet reporting and tax obligations while fulfilling the account holder’s intentions for the use of retirement proceeds.
Life events and changes in laws can affect how a retirement plan trust should operate, so scheduled reviews are important to maintain alignment with your goals. During reviews we assess beneficiary designations, trust provisions, and account structures, recommending updates as needed. Adjustments may involve rewording distribution terms, changing trustee appointments, or updating forms to reflect new accounts. Regular maintenance ensures that your retirement plan trust continues to function as intended and that beneficiaries will receive distributions according to the most current instructions.
A retirement plan trust is a trust designed to receive proceeds from retirement accounts and to provide specific instructions for how those funds should be administered and distributed to beneficiaries. Unlike naming an individual directly, naming a trust allows the account owner to set conditions for distributions, protect funds from creditors or poor decisions, and provide for staged distributions over time. The trust document names a trustee to manage the funds and sets terms for how beneficiaries will receive payments, offering a structured approach that addresses family and financial considerations. People use retirement plan trusts when they want greater control over how retirement assets are used after death, such as protecting minor children, preserving benefits for a surviving spouse in a blended family, or aligning distributions with long term financial plans. The trust must be drafted with attention to retirement account rules and confirmed with plan administrators to avoid unintended tax or administrative outcomes. When implemented correctly, the trust complements other estate planning documents and helps ensure distributions follow the account owner’s intentions.
Yes, many retirement plans permit a trust to be named as a beneficiary, but acceptance depends on the plan administrator and the trust language. Some plans require specific wording or provisions in the trust document to recognize it for distribution purposes. Before naming a trust, it is important to review plan rules and draft the trust so that it qualifies under the administrator’s requirements, which reduces the risk of administrative delays when the account is settled. Coordination with the plan administrator is a key step in the process. After drafting the trust, submitting the trust document or required excerpts to the plan administrator for confirmation helps ensure the trust will function as intended. Proper completion of beneficiary designation forms and confirmation of acceptance are practical steps that prevent conflicts and ensure that the retirement account will transfer according to the trust terms.
Required minimum distribution rules determine when distributions must begin and how they are calculated for retirement accounts. When a trust is named as beneficiary, tax treatment of distributions can depend on whether the trust qualifies as a conduit or accumulation trust and on the classification of beneficiaries under tax rules. The design of the trust can therefore affect the timing and amount of taxable distributions for beneficiaries, making careful drafting essential to avoid accelerating taxation. Because these rules are nuanced, it is important to tailor trust provisions to the specific retirement accounts and intended beneficiaries. Drafting can preserve tax deferral for eligible beneficiaries where permitted and set distribution timing that aligns with the overall financial plan. Reviewing RMD implications with an advisor ensures that trust terms do not unintentionally trigger unfavorable tax consequences for beneficiaries.
Selecting a trustee involves balancing trustworthiness, organizational ability, and willingness to follow written instructions. A trustee may be a trusted family member, a friend, or a professional fiduciary. The key considerations include the trustee’s ability to manage records, communicate with beneficiaries, and make prudent decisions in accordance with the trust terms. The trust should include successor trustee appointments so that administration can continue smoothly if the original trustee is unable to serve. When choosing a trustee, consider whether the duties will require active management of investments and distributions, or whether the role is primarily administrative. Some clients prefer a family member with local knowledge, while others appoint a neutral third party to reduce potential conflicts. Clear trustee powers and reporting requirements in the trust document support effective administration regardless of the chosen individual or entity.
Retirement accounts that have valid beneficiary designations generally pass outside probate directly to the named beneficiaries or to a named trust. Naming a trust as beneficiary typically avoids probate for the retirement account itself, but the trust administration process still governs distribution of proceeds. Because retirement accounts are governed by beneficiary forms, ensuring these forms are aligned with your trust and will prevents the need for probate court involvement for those assets. It is still important to coordinate retirement account designations with your overall estate plan because other assets funded into a revocable living trust or subject to a pour-over will may be handled differently. Regular review of all accounts and designations reduces the risk of assets unintentionally passing through probate and helps maintain the privacy and efficiency that clients often seek in their estate plans.
Retirement plan trusts can play a role in estate tax planning by influencing how retirement assets are distributed and whether opportunities for tax deferral are preserved for beneficiaries. For estates with potential estate tax exposure, careful structuring of distributions and timing can be part of a broader plan to manage tax liabilities. The trust provisions should be aligned with financial planning goals and with other documents to distribute assets in a manner that considers tax consequences for beneficiaries. Coordinating retirement plan trusts with other estate tax strategies requires attention to both federal and state rules and, when appropriate, collaboration with financial advisers and tax professionals. A retirement plan trust that is well integrated into an overall plan can help align distribution timing with tax planning objectives and provide a smoother administration when multiple planning tools are in place.
Beneficiary designations on retirement accounts typically control how those accounts are distributed, and they generally take precedence over terms of a will. If a retirement account still names an individual or trust contrary to your current estate plan, the account will transfer according to the beneficiary form unless the designation is updated. This can lead to unintended outcomes if beneficiary forms are not updated to reflect changes in family circumstances or estate documents. To avoid conflicts, it is important to review beneficiary designations whenever estate planning documents are revised. Updating beneficiary forms and confirming they match trust provisions and wills prevents disputes and ensures distributions follow your most recent intentions. Effective coordination of documents and consistent record keeping are practical steps to reduce the risk of inconsistent outcomes for retirement assets.
The concept commonly referred to as preserving stretch distributions involves structuring the trust and beneficiary designations so that eligible beneficiaries can take required distributions over their own life expectancy where permitted by law. Trust language and the identification of beneficiary classes are important factors in determining whether stretch distributions are available. Careful drafting can enable beneficiaries to maintain tax deferral rather than accelerating taxable distributions in a single tax year. Recent changes in retirement rules have affected distribution options, so trust drafting must reflect current law and intended outcomes. Because rules evolve, periodic review of trust terms and beneficiary designations is necessary to preserve favorable distribution options where they remain available and to adjust planning strategies when regulations change.
The time required to create a retirement plan trust varies depending on the complexity of your accounts, the need to coordinate with plan administrators, and whether existing estate documents require revision. For straightforward situations, drafting and completing beneficiary forms can be accomplished in a few weeks, while more complex plans involving multiple accounts, blended family considerations, or tax planning may require additional time for drafting, review, and coordination. Timelines also depend on client availability for meetings and document review. Coordination with plan administrators can add time if the administrator requires review of trust language or specific documentation. Allowing time for review and confirmation helps prevent administrative delays later. Regular communication and prompt submission of required forms expedite the process and provide greater certainty that the retirement plan trust will function as intended once implemented.
Costs for creating a retirement plan trust depend on the scope of work, the complexity of the trust language, and whether additional coordination with retirement plan administrators or tax professionals is required. Basic drafting and beneficiary form updates for a single account are typically less involved than comprehensive plans that require bespoke provisions, funding multiple accounts, or integration with broader estate plans. Clear upfront communication about objectives allows the firm to propose an approach that aligns with needs and budget considerations. We provide transparent information about fees during the initial consultation and describe the services included so clients understand what to expect. Because every situation is unique, discussing the details of your retirement accounts and family circumstances allows us to offer a practical fee estimate and a clear plan for implementing the retirement plan trust in a timely manner.
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas