A Retirement Plan Trust is an important estate planning tool for people who want to control how retirement assets are distributed after they pass away. At the Law Offices of Robert P. Bergman we help clients in Silver Lake and Los Angeles County understand how a properly drafted Retirement Plan Trust can prevent unintended tax consequences, coordinate beneficiary designations, and ensure retirement accounts integrate smoothly with a broader estate plan including revocable living trusts and pour-over wills. This guide outlines when a Retirement Plan Trust may be helpful and how it fits into a complete estate plan tailored to your family and financial goals.
Choosing the right design for retirement accounts requires careful attention to plan rules, beneficiary designations, and state law. A Retirement Plan Trust can offer flexibility for families that need controlled distributions, creditor protection in some circumstances, and coordinated tax planning. Working with the Law Offices of Robert P. Bergman in San Jose and serving Silver Lake, we explain retirement account options such as IRAs, 401(k)s, and pension plans, and how a trust can be written to accept those assets while preserving access, management, and intended inheritance for loved ones, including provisions for minor or vulnerable beneficiaries.
A Retirement Plan Trust can play a central role in ensuring retirement assets pass in accordance with your wishes while reducing risks that arise from beneficiary designations that conflict with other estate planning documents. When properly drafted, the trust can provide structured distributions to beneficiaries, help protect inherited retirement assets from creditors or divorce in some cases, and allow for professional management when needed. For families with minor children, special needs relatives, or beneficiaries who may not manage lump-sum inheritances responsibly, a Retirement Plan Trust creates a controlled framework for distribution and oversight tailored to the account owner’s objectives.
The Law Offices of Robert P. Bergman focuses on practical, client-focused estate planning services for individuals and families across California. Based in San Jose, we assist clients in Silver Lake and throughout Los Angeles County with retirement account planning, trusts, wills, powers of attorney, and health care directives. Our method emphasizes clear communication, thorough document drafting, and careful coordination of beneficiary designations with trust instruments like revocable living trusts and pour-over wills. We prioritize plans that reflect client values and family circumstances while ensuring documents are up to date with current law and administrative requirements for retirement accounts.
A Retirement Plan Trust is a trust designed to receive retirement plan benefits such as IRAs, 401(k) accounts, and other qualified plans when a plan participant dies. The trust is named as the beneficiary of the retirement account and written to meet plan and tax rules, so the trust can accept distributions and allocate them to beneficiaries under terms you establish. Careful drafting ensures the trustee can administer required minimum distributions, manage timing of payouts, and protect inherited retirement assets while minimizing unintended tax consequences and aligning with the broader estate plan that may include a revocable living trust and pour-over will.
Designing a Retirement Plan Trust involves specifying who receives income and principal, setting distribution schedules, and naming a reliable trustee or successor trustees to manage assets. The trust language must be compatible with federal retirement plan rules to preserve favorable payout options, and it should consider state law, creditor exposure, and family dynamics. For clients with complex family situations, minor beneficiaries, or individuals who require long-term care planning, the trust can include terms that balance immediate needs with long-term protection and responsible stewardship of retirement savings for future generations.
A Retirement Plan Trust functions as the designated recipient of retirement plan assets upon a participant’s death and establishes rules for distribution and management of those assets. When a trust is named as a beneficiary, the plan administrator will pay benefits into the trust, and the trustee will follow the trust’s instructions regarding payments to beneficiaries, rollover options, and tax reporting. The trust document should address RMD (required minimum distribution) timing, allowable stretch or payout strategies consistent with current law, and trustee powers to invest and protect assets while honoring the decedent’s intentions for their retirement savings.
Creating a Retirement Plan Trust requires careful coordination of multiple elements: clear trust language that meets retirement plan criteria, properly completed beneficiary designation forms, trustee selection, and integration with the rest of the estate plan. The process usually begins with identifying account types and beneficiaries, drafting trust provisions that preserve desired distribution options, and ensuring the plan administrator accepts the trust as beneficiary. After funding and designation tasks are complete, periodic reviews are recommended to reflect life changes such as marriage, divorce, births, or changes in plan rules to keep the trust effective and aligned with your goals.
Understanding specialized terms helps clients make informed choices about retirement plan trusts. The most important concepts include beneficiary designation, required minimum distribution, conduit versus accumulation trust structures, trustee duties, and taxable income treatment. Knowing these terms allows for clearer conversations about how a trust will operate, what choices trustees will have, and how distributions are taxed. Education about these items can reduce surprises for heirs and make administration by trustees more straightforward, preserving the intended benefits of the retirement accounts for family members and other beneficiaries.
A beneficiary designation is the form you complete with a retirement plan administrator naming who will receive the plan benefits at your death. It controls transfer of the account outside of probate and typically overrides instructions in wills unless the designation names an estate. When naming a trust, the designation should precisely identify the trust and its date to ensure the plan accepts it. Periodically reviewing beneficiary forms is essential after major life events to ensure the designation still matches your overall estate planning goals and trust provisions.
A conduit trust requires the trustee to immediately pass all retirement account distributions to the trust beneficiaries. This structure can preserve certain payout options permitted by retirement plan rules but provides limited protection because assets received are quickly distributed to beneficiaries. Conduit trusts are useful for maintaining payout schedules while offering some oversight, but they must be drafted carefully to avoid unintended tax consequences and ensure distributions are handled according to the plan’s timing and beneficiary needs.
An accumulation trust allows the trustee to retain retirement account distributions within the trust rather than passing them immediately to beneficiaries. This approach offers more protection and control over how funds are managed and distributed, which can benefit minors or vulnerable beneficiaries. However, retained distributions may generate taxable income at the trust level and require careful drafting to balance tax impacts with protection goals. The choice between accumulation and conduit trust models depends on family circumstances and desired distribution flexibility.
Required minimum distribution refers to the minimum amount that must be withdrawn from certain retirement plans each year, beginning at a specified age according to federal rules. When a trust is a beneficiary, RMD rules affect how distributions must be taken and whether the account can be stretched over beneficiaries’ lifetimes or must be distributed within certain time frames. Properly drafted trust language and coordinated beneficiary designations help trustees and administrators apply RMD rules correctly while achieving the account owner’s distribution objectives.
Several transfer strategies exist for retirement accounts: naming individual beneficiaries, naming a trust, or designating an estate. Each approach has trade-offs. Direct beneficiaries allow beneficiaries to take distributions quickly and often offer favorable tax treatment, but they provide less oversight and protection. Naming a trust can add control and protection but requires careful drafting to preserve tax advantages and proper administration. Naming the estate usually triggers less favorable outcomes, including probate and potentially accelerated distribution. The best option depends on personal goals, family dynamics, and tax considerations.
A direct beneficiary designation may be appropriate when the intended beneficiaries are financially mature, responsible, and able to manage inheritance without oversight. If beneficiaries are adult children or a spouse with financial stability and no concerns about creditor claims or divorce, a straightforward designation simplifies administration of retirement accounts, reduces legal complexity, and can preserve tax-efficient distribution options. In those circumstances, avoiding additional trust formalities can help beneficiaries access funds promptly while minimizing administrative costs and potential complications.
A limited approach is reasonable when there is low likelihood of creditor claims, legal challenges, or family disputes that could jeopardize assets. If beneficiaries have stable financial situations and there are no anticipated needs to protect assets from potential claims, naming them directly may offer the most straightforward path. Direct designations are often suitable for clients who prefer simplicity, want to avoid the costs of ongoing trust administration, and trust their beneficiaries to manage inherited retirement funds prudently, especially when combined with other straightforward estate planning documents like wills and powers of attorney.
Comprehensive planning is advisable when family circumstances involve minor children, blended families, beneficiaries with special needs, or concerns about creditor exposure. In these situations, a Retirement Plan Trust integrated with a revocable living trust, pour-over will, powers of attorney, and health care directives provides a cohesive plan that anticipates future issues. Comprehensive documents can establish guardianship nominations, address potential disputes, and create distribution mechanisms that protect assets and beneficiaries while ensuring that retirement funds are managed according to the account owner’s long-term goals.
When retirement accounts represent a substantial portion of an estate, integrating those accounts into a coordinated plan helps address potential tax consequences, estate administration, and beneficiary coordination. A Retirement Plan Trust can be structured to manage payout timing and preserve tax deferral where possible, while other trust components handle nonretirement assets and succession planning. Comprehensive planning is particularly beneficial for clients who seek to minimize family conflicts, maintain privacy, and create a plan that adapts to changes in tax law, family circumstances, and retirement account rules over time.
A comprehensive approach aligns retirement accounts with wills, revocable living trusts, powers of attorney, and advance health care directives to create a coordinated plan that addresses both financial and personal goals. This integration helps prevent conflicting documents, reduces the risk of probate complications, and clarifies responsibilities for trustees and fiduciaries. By combining these documents, clients gain consistent instructions for asset distribution, health care decisions, and financial management, which benefits families navigating difficult times by providing clear guidance and a unified framework for carrying out the decedent’s wishes.
Comprehensive planning also gives room for tailored protections such as provisions for minor children, special needs family members, and pets through pet trusts. It helps preserve retirement account tax advantages when coordinated with a properly drafted Retirement Plan Trust and can create a smoother transition for beneficiaries by providing clearly defined trustee powers and distribution terms. Ultimately, a cohesive plan can reduce administrative burdens, lower the potential for disputes, and provide peace of mind by documenting how assets should be handled and who will be responsible after a client’s passing.
A major benefit of a comprehensive plan is that it reduces confusion among surviving family members by establishing consistent distribution instructions across retirement accounts, trusts, and wills. When documents are aligned, trustees and beneficiaries understand the sequencing of distributions and the relationship among different plan components. This coordination mitigates the likelihood of disputes that can arise from conflicting beneficiary designations or ambiguous terms, making administration smoother and more predictable for heirs and fiduciaries managing the estate and retirement plan assets.
Comprehensive estate planning provides flexibility to address varied family situations by allowing for tailored distribution schedules, trusts for vulnerable beneficiaries, and mechanisms to preserve assets for long-term needs. This flexibility can protect inherited retirement funds from unplanned dissipation and ensure that resources support intended purposes like education, health care, or ongoing living expenses. By anticipating possible future events and codifying preferences in legal documents, a comprehensive approach supports both immediate and long-term family stability while preserving the account owner’s intent for the use of retirement assets.
Regularly reviewing beneficiary designations is essential to ensure that retirement accounts transfer as intended. Life events such as marriage, divorce, births, or the death of a named beneficiary can render prior designations inconsistent with current wishes. Confirm that trust names, dates, and language match the trust document exactly so plan administrators can accept the trust as a beneficiary. Periodic reviews also allow for adjustments to distribution timing and trustee appointments to reflect changes in family circumstances and financial goals.
Selecting the right trustee and successor trustees is critical because they will manage distributions, investments, and communications with beneficiaries. Choose individuals or institutions with the judgment and willingness to handle financial and administrative duties, and document successor arrangements to ensure continuity. Clearly define trustee powers and duties in the trust to guide decision-making, and consider naming co-trustees or a professional trustee if family dynamics or the nature of the assets suggest additional oversight will be helpful for consistent administration.
Clients often consider a Retirement Plan Trust when they want to protect inherited retirement assets, control the timing of distributions, or provide for beneficiaries who may not be ready to receive a lump sum. Trusts can address needs such as supporting minor children, managing assets for beneficiaries with special circumstances, or restricting access to funds until beneficiaries reach certain ages or milestones. Incorporating retirement accounts into a trust-based plan can ensure that distributions align with long-term family goals and financial stability across generations.
Other reasons to use a Retirement Plan Trust include preserving tax-deferred status where possible through careful drafting, avoiding conflicts between beneficiary forms and other estate documents, and creating a clear administrative roadmap for trustees and plan administrators. Clients with blended families or complex asset mixes often benefit from the additional clarity a trust provides because it can reconcile competing interests and define procedures for distributing retirement assets while supporting the account owner’s overall legacy plan.
Typical circumstances that make a Retirement Plan Trust useful include having minor children, providing for a spouse while protecting assets for children from a prior marriage, protecting assets for a beneficiary with special needs, or seeking to reduce the risk that a beneficiary’s inheritance will be lost to creditors or divorce. Trusts are also helpful when account owners want controlled payout timelines or professional administration of retirement assets, or when beneficiary designations conflict with other estate planning documents and need to be harmonized in a coordinated plan.
When minor children are beneficiaries, a Retirement Plan Trust can provide instructions for how and when funds are distributed, appoint a trustee to manage funds for their benefit, and coordinate with guardianship nominations for care. Trust terms can specify ages or milestones for distributions, create education funds, and ensure that trustees manage assets prudently until minors reach maturity. Including clear guardianship nominations and trustee powers in the estate plan complements the trust by addressing both personal care and financial support for children.
Blended families often require careful planning to balance the needs of a surviving spouse and children from prior relationships. A Retirement Plan Trust can preserve a spouse’s access to income while protecting principal for children, or create separate subtrusts for different beneficiaries. This tailored approach reduces ambiguity and provides a framework for fair distribution. Careful drafting can also reduce the potential for disputes by clarifying intent and establishing objective rules for trustees to follow when managing and distributing retirement assets.
When beneficiaries face financial instability, health challenges, or disability, a Retirement Plan Trust provides a way to manage funds on their behalf without handing over full control. Trust provisions can limit distributions to amounts needed for care, education, or living expenses, and designate trustees to oversee ongoing support. This planning preserves financial resources for beneficiaries’ long-term needs and can be coordinated with other trust types such as special needs trusts or pet trusts to ensure comprehensive protection for family members and other dependents.
The Law Offices of Robert P. Bergman provides guidance and document preparation for retirement plan trusts to residents of Silver Lake and surrounding Los Angeles neighborhoods. We explain the advantages and limitations of different trust structures, assist with beneficiary designations, and coordinate trust provisions with revocable living trusts, pour-over wills, powers of attorney, and health care directives. If you have questions about naming a trust as beneficiary or how retirement accounts fit into your estate plan, our office can review your accounts and recommend a practical path forward tailored to your family’s circumstances.
Clients choose the Law Offices of Robert P. Bergman for thoughtful, comprehensive estate planning tailored to California law. We focus on clear communication, careful drafting, and ensuring retirement plans and trust documents work together to meet clients’ goals. Our office helps clients navigate plan rules, coordinate beneficiary designations, and craft trust language that supports intended distributions while minimizing administrative complications. We strive to provide plans that reflect each client’s priorities and adapt to life changes through regular review and updates.
Our process emphasizes practical solutions that balance protection, tax considerations, and family needs. We help clients understand the differences between direct beneficiary designations and trust-based approaches, assess potential risks, and choose trustee arrangements that provide effective oversight. We also assist with related documents such as advance health care directives, financial powers of attorney, and pour-over wills to create a cohesive estate plan that addresses health, financial, and succession concerns comprehensively and clearly.
We deliver personalized service for clients in Silver Lake, Los Angeles County, and throughout California by reviewing account documents, drafting precise trust provisions, and guiding clients through funding and beneficiary designation steps. Our team is available to answer questions about administration, required minimum distribution rules, and the practical implications of different trust structures so families can make informed decisions about how to preserve and transfer retirement assets responsibly.
Our process begins with a comprehensive review of your retirement accounts, beneficiary designations, existing trusts, and broader estate plan. We gather financial and family information, identify objectives such as timing of distributions or protection for beneficiaries, and draft trust provisions that align with retirement plan rules. After you review and approve documents, we assist with signing, notarization, and providing guidance for completing beneficiary designation forms with plan administrators. We also recommend a schedule for periodic reviews to keep the plan current with life changes and legal updates.
The first step is an in-depth consultation where we review your retirement accounts, current beneficiary designations, existing trust and will documents, and your goals for distribution. We discuss family dynamics, potential challenges, and how retirement assets fit into your larger estate plan. This stage helps identify whether a Retirement Plan Trust is appropriate, what type of trust will meet your needs, and which provisions should be included to comply with plan rules and tax considerations. Accurate information at this stage supports effective drafting and coordination.
We inventory retirement accounts such as IRAs, 401(k)s, pensions, and other plans and verify current beneficiary designations and any plan-specific rules. This step is important because plan terms and beneficiary forms can determine how assets transfer at death. Confirming account types and designated beneficiaries allows us to craft trust language and beneficiary forms that work together to achieve your goals while minimizing administrative surprises after a death.
During the initial review we explore your family structure, financial objectives, and concerns about creditor exposure, divorce, or beneficiary incapacity. This assessment informs whether a conduit or accumulation trust is appropriate, how distributions should be scheduled, and whether additional trust provisions such as subtrusts or successor trustee instructions are necessary. A clear understanding of goals ensures the resulting documents support both immediate and long-term needs for your loved ones.
Once objectives are set, we draft the Retirement Plan Trust language and related estate planning documents, ensuring compatibility with retirement plan rules and tax considerations. We provide detailed instructions for completing beneficiary designation forms and advise on the exact naming conventions required by plan administrators. If needed, we communicate with plan administrators to confirm acceptance of the trust and address plan-specific requirements, smoothing the transfer process and reducing the risk of misinterpretation or refusal at the time benefits are paid.
We prepare the trust document alongside complementary estate planning instruments such as a revocable living trust, pour-over will, powers of attorney, and advance health care directives. This coordinated packet clarifies how retirement assets and other property pass, who will serve as fiduciaries, and how to handle contingencies. Careful attention to drafting details helps ensure consistency across documents and facilitates efficient administration by trustees and beneficiaries after the account owner’s death.
After documents are signed, we provide guidance on finalizing beneficiary designations with plan administrators, confirm funding steps where necessary, and supply copies of trust documents to relevant parties. Ensuring that the trust name and date match the beneficiary form exactly reduces the chance of administrative errors. We also advise on record-keeping practices and recommend periodic review to keep designations and documents current with changing laws and personal circumstances.
After implementation, we recommend periodic reviews of the trust and related documents to reflect life changes, tax law updates, and evolving family needs. Our firm offers post-implementation assistance for trustees and beneficiaries, answering questions about distributions, reporting, and trust administration. Regular check-ins help ensure that beneficiary designations remain aligned with your wishes, that trustees understand their duties, and that the retirement plan trust continues to function as intended over time.
We encourage clients to schedule reviews after significant life events such as marriage, divorce, births, deaths, or substantial changes in financial status. These updates allow for adjustments to trustees, distribution timing, and beneficiary designations so the trust remains aligned with current goals. Proactive updates reduce the likelihood of conflicts or unintended outcomes and ensure the estate plan continues to provide the protections and flexibility originally intended.
Our office provides guidance for trustees handling retirement plan trust administration, including interpretation of trust provisions, coordination with plan administrators, and compliance with distribution and reporting obligations. Trustees can rely on our support for procedural questions, document reviews, and communications with beneficiaries to make the administration process clearer and more efficient. This assistance helps trustees fulfill their duties responsibly and reduces the chances of mistakes that could affect beneficiaries’ access to funds.
A Retirement Plan Trust is a trust specifically written to receive and manage retirement plan benefits such as IRAs and qualified plans after your death. It is named as the beneficiary on the retirement account and contains instructions for how distributions should be handled. The trust can provide oversight and tailored distribution schedules, which may be helpful when beneficiaries include minors, relatives with special needs, or others who may need assistance managing funds. Not everyone needs a Retirement Plan Trust; direct beneficiary designations might be sufficient for families with clear beneficiary arrangements and no concerns about creditor exposure or beneficiary incapacity. The decision is driven by family circumstances, tax considerations, and the desire for control over timing and use of distributions. A careful review of accounts and goals helps determine whether a trust offers the right balance of protection and flexibility.
Required minimum distribution rules depend on the type of account, the age of the decedent at death, and whether the beneficiary is an individual or a trust. When a trust is named as beneficiary, the trust must be drafted to allow the trustee to distribute funds in a manner that preserves any favorable payout options allowed by law. Language specifying beneficiary identification and who qualifies as a beneficiary under the trust is key to maintaining appropriate distribution timelines. Because tax rules and plan terms change, it is important to ensure the trust’s provisions align with current distribution requirements. A trust that does not meet plan or tax criteria may cause accelerated distributions, negative tax consequences, or the loss of certain payout options. Regular review and careful drafting help trustees administer RMDs correctly and preserve intended tax treatment where possible.
A conduit trust passes retirement account distributions directly to the trust beneficiaries as received, which can preserve certain payout options for individual beneficiaries and prevent accumulation of taxable income at the trust level. It is often chosen when the primary goal is to maintain individual beneficiaries’ access to retirement funds while still providing a degree of oversight. Conduit trusts require precise language so that required distributions flow through appropriately without creating administrative difficulties. An accumulation trust, by contrast, allows the trustee to retain distributions within the trust and distribute principal and income according to trust terms. This structure offers more control and protection for beneficiaries but may cause distributions to be taxed at the trust level at higher rates. The right choice depends on whether protection and control or tax efficiency and direct beneficiary access are the greater priorities for your situation.
A Retirement Plan Trust can help protect inherited retirement funds from some claims and from beneficiaries who might otherwise quickly liquidate or lose assets. By placing distribution decisions in the hands of a trustee, the trust can limit direct access and provide oversight. This can be particularly useful when beneficiaries face financial instability or when preserving assets for long-term needs is important. However, the degree of protection varies based on state law, the type of trust, and the beneficiary’s legal circumstances. A trust may not prevent all creditor claims or resolve divorce-related issues in every case. Coordinating trust provisions with other protective tools and considering timing and structure of distributions can improve protections, but no arrangement offers absolute immunity from all legal claims.
To ensure a retirement plan administrator accepts your trust as beneficiary, name the trust precisely on the beneficiary designation form, including the trust name, date, and sometimes the trustee’s name. The trust should be drafted to meet plan and tax rules so the administrator can recognize it as a valid beneficiary for distribution purposes. Confirming administrative requirements before submitting the beneficiary form reduces the chance of rejection or confusion. It is also helpful to provide plan administrators with any required documentation and to verify acceptance in writing when possible. Periodic checks ensure the designation remains current, and careful naming conventions help prevent administrative errors that could complicate distribution at the time of death.
The trustee manages distributions, investments, and communications with beneficiaries and plan administrators in accordance with the trust terms. The trustee’s duties may include taking required distributions from the retirement account, deciding whether to roll over distributions or take direct payments, investing retained funds prudently, and providing reports to beneficiaries as required by the trust. Clear trustee powers and duties in the trust document streamline administration and set expectations for decision-making. Choosing a trustee with good organizational skills and the ability to work with financial institutions and beneficiaries is important. Trustees must follow fiduciary standards and act in beneficiaries’ best interests, balancing income needs, tax considerations, and long-term preservation of assets while adhering to the trust’s distribution rules.
Beneficiary designations and trust documents should be reviewed after major life events such as marriage, divorce, births, deaths, and significant financial changes. Regular reviews every few years are also prudent to account for changes in tax law, retirement plan rules, or family circumstances. Keeping these documents current prevents conflicts and unintended outcomes when retirement assets are distributed to beneficiaries. During reviews, confirm that trust names and dates match beneficiary forms, update trustee designations if needed, and evaluate whether distribution schedules remain appropriate for beneficiaries’ needs. Prompt updates reduce the likelihood of disputes and help ensure that retirement accounts function as intended within the broader estate plan.
Yes, you can name different beneficiaries for retirement accounts and your will, but inconsistent designations can create conflicts and unintended outcomes. Retirement plan beneficiary forms typically override instructions in wills, so coordination is essential. If your will directs retirement assets differently from the beneficiary form, the plan administrator will likely follow the beneficiary designation rather than the will, potentially undermining your intentions. To avoid surprises, align beneficiary forms with your will and any trust documents. If your intent is to funnel retirement assets into a trust, name the trust as beneficiary on the retirement account form and ensure the trust provides distribution instructions consistent with your overall estate plan to avoid conflicting directives.
Naming a trust as beneficiary can introduce additional administrative steps and potentially greater complexity compared with direct beneficiary designations. Trustees may need to manage distributions, tax reporting, and communications with beneficiaries and plan administrators, which can incur administrative costs. However, these costs must be weighed against the benefits of added protection, controlled distributions, and the alignment of retirement assets with the rest of the estate plan. Tax consequences depend on how distributions are handled and whether the trust design preserves favorable payout options. In some cases, retained distributions taxed at trust rates may be less favorable than direct beneficiary taxation, so careful drafting is required to balance administrative protection with tax efficiency and to make decisions consistent with the account owner’s objectives.
Selecting a trustee for a Retirement Plan Trust requires consideration of trust administration skills, impartiality, and availability to manage ongoing duties. The trustee should be someone who can handle financial decisions, coordinate with plan administrators, and communicate effectively with beneficiaries. Family members sometimes serve as trustees, but for complex situations or where neutrality is important, naming a professional or corporate trustee may be advisable to ensure steady administration. It is also important to name successor trustees to provide continuity if the initial trustee is unable or unwilling to serve. Clear instructions in the trust about trustee powers, investment authority, and distribution standards guide the trustee’s decisions and reduce ambiguity during administration, helping beneficiaries and fiduciaries fulfill their roles smoothly.
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