A Retirement Plan Trust can protect retirement account assets and control how benefits flow to beneficiaries after your death. At the Law Offices of Robert P. Bergman, based in San Jose and serving Colton and surrounding communities, we help clients understand when a retirement plan trust is appropriate and how it interacts with wills, revocable living trusts, and beneficiary designations. This guide explains the basics of creating a retirement plan trust, common pitfalls to avoid, and how such a trust can align with your broader estate plan to preserve retirement assets and support your intended heirs over time.
Retirement accounts have special tax and distribution rules that differ from other assets. A properly drafted retirement plan trust addresses those rules and can provide safeguards for minor beneficiaries, beneficiaries with disabilities, or spendthrift protections where appropriate. Our approach focuses on clear drafting, practical distribution provisions, and coordination with other estate planning documents such as pour-over wills, revocable living trusts, and powers of attorney. Clients in Colton rely on this type of tailored planning to help ensure retirement benefits are distributed in a manner consistent with their goals and to reduce future administrative burdens for family members.
Retirement plan trusts offer important protections for retirement account proceeds by specifying how and when beneficiaries receive distributions, which can preserve tax advantages and protect assets from creditors or poor financial decisions by beneficiaries. For families with young children, special needs beneficiaries, blended families, or complex financial situations, a retirement plan trust can provide structured distributions, oversight by a trustee, and continuity across generations. Properly integrated with beneficiary designations and other estate documents, a retirement plan trust can reduce disputes and provide a clear roadmap for administering retirement assets in alignment with your long-term intentions.
The Law Offices of Robert P. Bergman, serving San Jose and nearby communities including Colton, focuses on practical estate planning solutions for individuals and families. Our office prepares a wide range of documents, including revocable living trusts, retirement plan trusts, pour-over wills, powers of attorney, advance health care directives, and specialized trust arrangements. We take time to understand each client’s family dynamics and financial goals and to design plans that promote orderly transitions of assets. Throughout the process we emphasize clear communication, careful document drafting, and attention to how retirement assets interact with the rest of an estate plan.
A retirement plan trust is a trust designed to receive retirement account proceeds, such as those from 401(k)s, IRAs, and other qualified plans, by serving as a named beneficiary or conduit for distributions. The trust terms determine whether the retirement assets are distributed directly to beneficiaries, held for longer-term management, or paid out according to specific schedules. Careful attention must be paid to plan rules and tax regulations to preserve stretch distribution options when appropriate and avoid unintended tax consequences. Working through the planning details ensures retirement fund distributions align with your wishes and the financial needs of your beneficiaries.
Drafting a retirement plan trust requires coordination with beneficiary designations and other estate planning documents to ensure the trust is effective and accepted by retirement plan administrators. The trust must often meet certain technical criteria so that it qualifies for favorable distribution treatment under federal tax rules. Decisions about trust payouts, successor trustees, distribution standards, and protections for beneficiaries should be made with a full understanding of family goals and potential tax implications. Proper planning minimizes surprises and helps trustees implement your intent with confidence after your passing.
A retirement plan trust is a trust that is designated to receive distributions from a retirement plan upon the account holder’s death. It can be structured to manage how and when proceeds are distributed, to protect younger or vulnerable beneficiaries, and to address creditor or spendthrift concerns. Unlike a simple beneficiary designation that pays funds directly to a person, a trust creates a legal entity to hold the funds and directs how they should be used. Careful drafting ensures the trust meets plan and tax requirements so beneficiaries receive intended tax treatment and distribution timing.
Key elements of a retirement plan trust include the identity of beneficiaries, distribution timing and standards, trustee powers and duties, contingent beneficiaries, and coordination with beneficiary forms on retirement accounts. Implementing a trust involves drafting the trust document, advising on beneficiary designations, and providing guidance to trustees on administration and distribution decisions. It’s important to anticipate potential changes in family circumstances and to include provisions for successor trustees, amendment options where appropriate, and clear record-keeping requirements to streamline administration and avoid disputes among beneficiaries.
Understanding common terms used with retirement plan trusts can help you make informed choices. This glossary explains concepts such as beneficiary designation, required minimum distributions, conduit versus accumulation trusts, trustee responsibilities, and stretch distribution strategies. Familiarity with these terms will make it easier to discuss your objectives and evaluate draft language. If any term is unclear, clarifying questions during planning ensure the trust aligns with the tax, legal, and family goals you want to protect.
A beneficiary designation names the person or entity entitled to receive an asset upon the account holder’s death. For retirement accounts, this designation generally controls distribution unless the account owner properly names a trust as beneficiary. When a trust is named, the trust document’s terms then govern distributions. Reviewing and updating beneficiary forms is essential when you create or modify a retirement plan trust so that account administrators follow your current intentions and so that tax-advantaged distribution options remain available.
A conduit trust requires that all retirement account distributions received by the trust be passed directly to the trust beneficiaries immediately upon receipt. This design can preserve certain tax distribution rules, but it offers limited protection for beneficiaries after distributions are made. Conduit trusts are suitable when the goal is to maintain beneficiary payout schedules but still provide some oversight before funds reach beneficiaries. Discussion of conduit terms should include the client’s desire for control versus the beneficiary’s immediate access needs.
An accumulation trust allows the trustee to retain retirement distributions in the trust instead of passing them directly to beneficiaries, giving the trustee discretion over timing and amount of distributions. This structure can protect assets from creditors or poor financial decision-making by beneficiaries and can provide longer-term oversight. However, accumulation trusts must be carefully drafted to comply with tax rules so they do not inadvertently accelerate tax liabilities or disallow favorable payout options that would otherwise benefit the beneficiaries.
Required minimum distributions refer to minimum annual amounts that the beneficiary or trust must withdraw from an inherited retirement account based on IRS rules. When a trust is the beneficiary, its design affects whether the RMD rules are applied using the original account owner’s life expectancy or whether accelerated distribution rules apply. Proper trust drafting and naming ensure that RMD calculations and payout schedules are aligned with your plans for tax efficiency and the financial needs of your beneficiaries.
Choosing between naming individual beneficiaries, using a will, or naming a trust for retirement assets involves tradeoffs. Direct beneficiary designations are simple and fast but may offer little protection for vulnerable beneficiaries. A will does not typically control retirement accounts unless assets are paid into an estate, which can create tax and probate consequences. A retirement plan trust provides tailored protections and distribution control but requires careful drafting and coordination with account administrators. The right choice depends on family dynamics, tax considerations, and goals for asset protection and distribution timing.
A limited approach, such as naming beneficiaries directly on retirement accounts, may be appropriate when beneficiaries are financially responsible adults, potential creditors are not a concern, and family circumstances are straightforward. If there is confidence that beneficiaries will manage distributions responsibly and no need for ongoing oversight, direct designations simplify administration and avoid the additional complexity of trust administration. However, even in simple situations, periodic review of beneficiary forms and coordination with estate planning documents helps ensure that the retirement accounts pass as intended without unintended tax or probate issues.
When retirement account balances are modest and the anticipated benefit to heirs will not create significant tax or creditor concerns, naming individuals directly might be sufficient. The administrative and drafting costs of creating a trust should be balanced against the value protected. For many clients with smaller accounts and straightforward family situations, direct beneficiary designations paired with a will and basic estate documents provide practical protection. Regular reviews ensure beneficiaries remain appropriate as life circumstances evolve, such as marriage, divorce, or births in the family.
Comprehensive planning becomes important when family relationships are complex, beneficiaries are minors or have special needs, or there is concern about creditor claims or divorces that could affect inheritances. A retirement plan trust combined with a revocable living trust, pour-over will, powers of attorney, and health care directives creates a cohesive set of documents that address multiple contingency scenarios. Thoughtful integration of these documents reduces ambiguity, helps preserve tax advantages, and supports orderly administration, reducing the risk of litigation or unintended distributions that depart from your wishes.
When retirement accounts represent a significant portion of an estate, the tax treatment and timing of distributions require careful management to avoid unnecessary tax burdens or inefficient transfers. A retirement plan trust can be drafted to preserve certain distribution options while protecting assets from outside claims and ensuring fair treatment among beneficiaries. Coordinating beneficiary designations, trust provisions, and overall estate plan goals helps manage tax exposure and supports a long-term plan for passing retirement wealth to heirs in a manner consistent with your objectives.
A comprehensive approach to retirement assets ensures documents work together so that retirement accounts, trusts, wills, and beneficiary forms reflect the same intent. This minimizes administrative confusion and potential disputes among heirs. It also allows for tailored distribution schedules, protections for vulnerable beneficiaries, and coordination to preserve favorable tax treatment when appropriate. By addressing potential future scenarios in advance, a comprehensive plan often reduces the likelihood of costly legal interventions and helps family members carry out your wishes with clarity and confidence.
Another important benefit of a coordinated plan is continuity in decision-making and administration. When trustees and successors are named and given clear duties, the transition process after the account holder’s death is easier for loved ones. Clear documentation about intent and distribution standards supports efficient trustee actions and reduces disputes. The inclusion of complementary estate planning instruments such as health care directives and powers of attorney provides broader protection for incapacity and end-of-life decision making, ensuring both financial and medical matters are addressed as part of a unified plan.
A coordinated retirement plan trust can protect beneficiaries from immediate spending pressures and creditor claims while preserving tax-favored payout treatment when the trust is properly drafted. The plan can provide guidelines for trustee discretion, create staggered distributions for long-term support, and include contingencies for changes in tax law or family circumstances. These protections support both the financial security of beneficiaries and the account holder’s goals to provide for heirs responsibly over time, rather than allowing a lump-sum inheritance that could be quickly dissipated.
Clear, integrated documents reduce ambiguity that often leads to family disputes and time-consuming administration. When trustees have explicit instructions and beneficiary roles are unambiguous, the process of distributing retirement funds is more straightforward. This reduces the likelihood of contested actions and the need for court involvement. Efficient administration saves time and costs for heirs and helps preserve family harmony by making intentions transparent and actionable when the trust and related documents are ready and properly coordinated with retirement plan designations.
One of the most important practical steps is to review beneficiary designations on retirement accounts whenever life events occur, such as marriage, divorce, births, or deaths. Even with a trust in place, an outdated beneficiary form can override intended trust provisions. Periodic reviews help ensure that the retirement plan administrator follows current instructions and that the trust is still the correct vehicle for your goals. Keeping clear records of beneficiary forms and communicating with appointed trustees reduces the risk of administrative errors when benefits become payable.
Selecting the right trustee is essential because the trustee will manage distributions, communicate with retirement plan administrators, and carry out the trust terms over time. Choose someone who demonstrates organizational ability, trustworthiness, and a practical approach to financial decisions. Consider naming successor trustees and setting procedures for trustee decisions to avoid disputes and ensure continuous administration. Clear instructions in the trust for recordkeeping, tax reporting, and communication with beneficiaries will help trustees fulfill their responsibilities efficiently when the time comes.
Consider a retirement plan trust if you want greater control over retirement account distributions, protection for beneficiaries who may face creditor claims or poor financial choices, or structured support for minors or beneficiaries with special needs. Retirement accounts have unique rules that make beneficiary designations particularly important; naming a properly drafted trust can preserve favorable payout options while adding safeguards. For clients with blended families, significant retirement savings, or concerns about long-term wealth preservation, a retirement plan trust helps translate your intentions into enforceable directions for trustees and administrators.
Another reason to consider a retirement plan trust is minimizing the administrative burden on heirs and preventing assets from being subject to probating or unintended distributions. A trust can provide clear procedures and a named trustee to manage retirement proceeds, reducing confusion during a difficult time. Pairing a retirement plan trust with a revocable living trust, pour-over will, and powers of attorney creates a coordinated framework that addresses both incapacity planning and asset transfer after death, helping family members follow a consistent and effective plan when handling retirement assets.
Typical circumstances that point toward creating a retirement plan trust include having minor children, beneficiaries with special needs, blended family arrangements, significant retirement savings, concerns about creditors or divorces, or a desire to delay or stagger distributions over time. When direct beneficiary payouts could undermine the account holder’s goals or expose funds to loss, a trust provides an organized means to protect assets and set standards for how funds should be used. Assessing your family’s structure and financial profile helps determine whether a retirement plan trust will deliver meaningful benefits.
When beneficiaries are minors or very young adults, immediate payout of retirement accounts can create difficulties and financial risk. A retirement plan trust allows the trustee to hold and manage assets until beneficiaries reach ages or milestones you specify, ensuring funds are used for education, health, and maintenance as directed. Structured distributions can support long-term financial stability for young heirs while reducing the chance that a lump-sum payout will be lost through poor financial decisions or predatory claims.
For beneficiaries with disabilities or special needs, a retirement plan trust can preserve eligibility for public benefits while providing supplemental support beyond government assistance. Trust terms can direct distributions for housing, medical care, and other quality-of-life expenses without jeopardizing benefit programs. Carefully drafted provisions and trust administration can maintain the beneficiary’s access to essential public supports while using retirement assets to enhance their long-term well-being according to your priorities.
Blended families raise concerns about ensuring both current spouses and children from prior relationships are treated according to your intentions. Retirement plan trusts can allocate retirement proceeds to support a surviving spouse during their lifetime while preserving principal for children or other beneficiaries after that spouse’s death. Such provisions can deliver flexibility and protection for multiple family members, reducing disputes and aligning distributions with the account holder’s goals for providing across generations and relationships.
The Law Offices of Robert P. Bergman serves Colton and San Bernardino County with focused estate planning services, including retirement plan trusts, revocable living trusts, pour-over wills, and related documents. We assist clients in reviewing beneficiary designations, drafting trust language, and coordinating plans to match each client’s objectives. Our approach aims to make legal processes understandable, to limit administrative burdens for families, and to create practical documents that can be implemented smoothly when the time comes. We are available to discuss your circumstances and recommend options that fit your goals.
Clients choose our firm for careful attention to document drafting, thorough coordination with beneficiary forms, and practical guidance on trustee selection and responsibilities. We place emphasis on listening to family goals and translating those goals into clear, implementable trust provisions. Our office prepares a full suite of estate planning documents to ensure consistency across wills, trusts, powers of attorney, and health care directives, so retirement plan trust provisions reinforce the broader estate plan rather than creating conflicting instructions.
We assist with the technical aspects of retirement trust planning, such as ensuring trust language conforms to retirement plan requirements and supports favorable distribution treatment where appropriate. This includes reviewing plan rules, advising on conduit versus accumulation trust design choices, and preparing clear trust provisions to guide trustees. Our goal is to minimize tax and administrative surprises that can arise when retirement accounts are not coordinated with a trust or other estate planning documents.
In addition to document drafting, our firm supports clients through the implementation process, including execution of beneficiary designation forms, providing trustee guidance on administration, and helping beneficiaries understand the trust’s terms when distributions become payable. We focus on creating durable, understandable documents that reflect current law and practical needs, and we encourage regular plan reviews to adapt to life changes or new tax rules so your retirement planning remains up to date.
Our process begins with an initial consultation to review assets, family circumstances, and objectives regarding retirement accounts. We analyze plan rules and tax considerations, recommend a trust design, prepare draft documents, and coordinate beneficiary designation updates. After execution, we provide guidance on delivering documents to plan administrators and onboarding trustees with needed instructions. Follow-up reviews are available to keep plans current as life and laws change. This structured approach aims to reduce uncertainty and make transitions smoother for heirs and fiduciaries.
The first step is gathering information about retirement accounts, existing estate planning documents, family structure, and beneficiary needs. We review plan documents and beneficiary forms to identify technical requirements and potential issues. Based on that review, we discuss trust design options and recommend language that aligns with your distribution goals and preserves appropriate tax treatment. Clear communication during this stage sets expectations for timing and implementation and helps avoid conflicts with existing documents or beneficiary designations.
We collect details about account types, plan administrators, current beneficiary designations, and family relationships. This information helps identify whether a trust is needed and which trust structure will work best. Understanding the financial picture and family dynamics allows us to draft provisions that reflect your intentions for distributions, successor trustee arrangements, and contingencies. Accurate initial data reduces revisions and promotes a more effective final plan that trustees and beneficiaries can follow.
During the initial review we evaluate how different trust designs impact distributions and tax treatment, including how required minimum distribution rules may apply. This assessment guides whether a conduit or accumulation trust is preferable and whether additional provisions are needed to protect beneficiaries or preserve tax advantages. A thoughtful assessment ensures the trust supports your financial objectives without creating unintended administrative or tax consequences for beneficiaries.
In the drafting phase we prepare the retirement plan trust document tailored to the chosen structure and coordinate necessary updates to beneficiary designation forms. We draft complementary estate documents when needed, such as pour-over wills and powers of attorney, to ensure the retirement trust fits into the broader estate plan. Clear and precise drafting reduces the likelihood of disputes and helps ensure that plan administrators and trustees can implement your instructions effectively.
We prepare trust language that includes distribution standards, trustee powers, successor trustee designations, and contingency provisions. The draft addresses recordkeeping requirements, tax reporting responsibilities, and any special provisions for beneficiaries with particular needs. Where necessary we prepare or update pour-over wills, powers of attorney, and health care directives so the retirement plan trust operates harmoniously with the rest of the estate plan.
We guide clients through completing beneficiary designation forms so plan administrators accept the trust as the designated recipient. This includes instructions on delivering documents to retirement plan custodians and confirming the trust meets plan requirements. We also prepare trustees for their administrative duties and provide checklists and instructions to simplify the later administration of retirement plan proceeds and to help beneficiaries understand the trust’s purpose and distribution rules.
After documents are signed, we ensure copies are delivered where needed and that beneficiary designations are recorded with plan administrators. We provide guidance to trustees on initial tasks and keep a record of documents for clients and their fiduciaries. Ongoing reviews are recommended to address life events or changes in law and to confirm beneficiary designations remain current. Periodic updates help keep the retirement plan trust effective and aligned with your evolving goals.
We supervise the signing of trust documents and advise on notarization and witness requirements to ensure the documents are valid and enforceable. We also meet with nominated trustees to explain their roles, recordkeeping expectations, and tax reporting obligations. This onboarding provides trustees with the information they need to respond appropriately when retirement distributions become payable, reducing the potential for administrative errors and helping beneficiaries receive timely and accurate payments.
Life changes and shifts in tax law can affect retirement plan trust effectiveness, so regular reviews are important. We recommend periodic check-ins after major life events to ensure beneficiary designations, trust terms, and complementary documents remain aligned with your goals. When changes are needed, we prepare amendments or updated beneficiary forms and advise trustees of any procedural adjustments to maintain the intended protections and distribution strategies for your retirement assets.
A retirement plan trust is a trust designated to receive retirement account proceeds upon the account holder’s death and to govern how those proceeds are distributed to beneficiaries. It is often used to control timing of payouts, offer oversight for vulnerable beneficiaries, and address creditor concerns. The trust acts as a legal recipient and can impose distribution standards, such as staggered payments or distributions for education and health expenses, to help ensure proceeds are used according to the account holder’s intentions. You might need a retirement plan trust when beneficiaries are minors, have special needs, face creditor or divorce risk, or when you want to preserve tax-advantaged distribution options while adding protections. Proper coordination between the trust document and beneficiary designation forms is essential to ensure plan administrators accept the trust and that the trust achieves the desired tax and distribution outcomes without unintended consequences.
Naming a trust as the beneficiary affects how distributions are made and how taxes apply to those distributions because the trust’s design determines whether beneficiaries may use life expectancy payout options or whether distributions accelerate. If a trust is drafted to qualify for life expectancy payout treatment, beneficiaries can often stretch distributions over time, preserving tax deferral. However, trusts that do not meet technical requirements can force faster distributions and potentially higher near-term tax bills. Tax outcomes also depend on whether the trust is a conduit trust or an accumulation trust and on applicable IRS rules and plan terms. Careful drafting and analysis of plan documents are necessary to avoid unintended tax acceleration. Coordination with a professional who understands retirement plan rules and trust drafting helps align tax considerations with the client’s distribution goals and family needs.
A conduit trust requires the trustee to pass all retirement distributions through to the named beneficiaries, which can preserve certain tax distribution options while providing minimal ongoing protection after distribution. An accumulation trust gives the trustee discretion to retain distributions in the trust for later use, offering more protection for beneficiaries but potentially altering the tax treatment. The choice between these options depends on whether protecting assets after distribution is more important than immediate tax treatment and beneficiary access. Selecting the right trust structure also involves considering the ages and needs of beneficiaries, possible creditor risks, and the desire for long-term oversight. Each design carries tradeoffs in terms of creditor protection, beneficiary flexibility, and tax consequences. A tailored review of family circumstances and account types helps determine which approach aligns best with your goals and legal constraints.
Yes, a properly drafted retirement plan trust can help protect a beneficiary’s eligibility for public benefits by directing how funds are used and by avoiding direct transfers that could disqualify recipients from means-tested programs. Trusts intended to preserve benefits often include language that restricts distributions to supplemental needs such as housing, education, and medical care, rather than using funds for basic living expenses that affect benefit eligibility. Careful drafting ensures distributions enhance quality of life without jeopardizing government supports. Coordination with a knowledgeable planner familiar with public benefits rules is important because language and distribution standards must be carefully tailored. Trustees should also understand the rules of benefit programs to administer distributions appropriately. Proper documentation and trust administration help maintain benefit eligibility while providing needed supplemental support to the beneficiary.
To ensure a retirement plan trust is accepted by plan administrators, the trust must meet certain requirements in the plan’s rules and relevant tax regulations. This often includes having identifiable beneficiaries, trust provisions that allow for required minimum distribution calculations, and specific trust language that enables the trust to be treated as a designated beneficiary for distribution purposes. Delivering the trust document and designated forms to the plan administrator and confirming acceptance is part of the implementation process. Working through the plan administrator’s procedures at the time of drafting helps avoid later disputes or rejections. We recommend submitting required documentation and obtaining written confirmation from plan custodians that the trust is recognized as a beneficiary. This reduces the risk that retirement funds will be treated inconsistently with the account holder’s intentions when distributions become payable.
Choosing a trustee for a retirement plan trust involves balancing administrative skill, financial judgment, and the ability to act impartially. Trustees will handle communications with plan administrators, manage distributions according to trust terms, and maintain records for tax reporting. A trustee who is organized, reliable, and comfortable with fiduciary duties helps ensure distributions occur as intended and that beneficiaries receive clear explanations of the trust rules and payments. Consider naming successor trustees and providing clear instructions for decision-making and recordkeeping to reduce the burden on a single individual. In some circumstances, co-trustees or a trust company may be appropriate if family members lack time or experience to manage ongoing administration. Thoughtful selection and clear trustee guidance improve trust administration outcomes for beneficiaries.
It is advisable to review your retirement plan trust and beneficiary designations after major life events such as marriage, divorce, birth of a child, death of a beneficiary, or changes in financial circumstances. Changes in tax law or retirement plan rules can also affect how trusts operate. Periodic reviews help confirm that designations and trust language remain aligned with current intentions and legal requirements, reducing the risk of unintended distributions or tax consequences. A regular review cycle, such as every few years or when significant life changes occur, keeps documents current and effective. During reviews, update beneficiary forms, consider amendments to trust provisions if family needs change, and verify that trustees understand any adjustments. Proactive maintenance helps maintain the plan’s intended protections and distribution controls over time.
Placing a retirement account in a properly drafted trust does not by itself trigger immediate taxes, but the trust’s design affects how distributions will be taxed to beneficiaries when funds are withdrawn. If the trust meets criteria for favorable distribution treatment, beneficiaries may be able to take distributions over time, preserving tax deferral. Conversely, a trust that fails to meet technical requirements could cause accelerated distributions and higher near-term tax liabilities for beneficiaries. The tax consequences also depend on the type of retirement account and the timing of distributions. Careful drafting and coordination with plan administrators and tax advisors help preserve favorable tax treatment where possible and ensure trustees understand their responsibilities for tax reporting when distributions occur.
Retirement plan trusts can be used with many types of retirement accounts, including traditional IRAs, Roth IRAs, 401(k)s, and other qualified plans, but the technical requirements and administrative procedures can vary by plan and account type. Each plan’s rules determine how a trust beneficiary is recognized and how distributions are handled, so it is important to evaluate the specific plans involved before naming a trust as beneficiary. Coordination is also necessary to confirm whether the trust’s terms meet plan requirements for designated beneficiaries and favorable payout treatment. We review plan documents and help complete beneficiary designation forms to ensure the trust is implemented correctly for the particular accounts you own.
A retirement plan trust can work alongside a revocable living trust and a pour-over will to create a cohesive estate plan where retirement account proceeds are managed according to your chosen rules. The retirement plan trust specifically governs retirement account distributions, while a revocable living trust can manage other assets during life and after death. A pour-over will ensures assets not previously transferred into a living trust are moved into it upon death, keeping the estate plan consistent. Coordinating these documents avoids conflicting instructions and ensures retirement accounts receive the intended tax and distribution treatment. Properly aligning beneficiary forms, trust language, and pour-over provisions creates a unified structure that supports orderly administration and prevents confusion when multiple documents apply to your estate.
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