A Retirement Plan Trust can be an essential part of a well-ordered estate plan for individuals who want clear control over how retirement assets are distributed. In Buellton and throughout Santa Barbara County, clients turn to the Law Offices of Robert P. Bergman to prepare Retirement Plan Trusts that coordinate with revocable living trusts, pour-over wills, and beneficiary designations. This page explains what a Retirement Plan Trust does, why it may be appropriate for your circumstances, and how it fits into a broader estate planning strategy tailored to California rules and federal retirement plan regulations.
Understanding the role of a Retirement Plan Trust helps families avoid unintended tax consequences, preserve retirement benefits for intended beneficiaries, and maintain privacy. Retirement Plan Trusts can address issues such as minor beneficiaries, special needs considerations, creditor protection to a degree allowed by law, and the orderly management of distributions over time. The information here is meant to guide initial decisions and to encourage a conversation with counsel at the Law Offices of Robert P. Bergman about whether a Retirement Plan Trust is the right tool for your Buellton-area estate plan.
A Retirement Plan Trust is useful when retirement account owners need to control how plan proceeds are used after death, especially when beneficiaries might be minors, have special needs, or when the owner desires structured distributions. Properly drafted, a Retirement Plan Trust can help keep retirement assets aligned with a comprehensive trust plan, reduce family disputes, and ensure that distributions occur in a way that meets the decedent’s goals. For residents of Buellton, coordinating trust documents with retirement account beneficiary designations and California law creates predictability and helps protect the legacy you intend to leave.
The Law Offices of Robert P. Bergman provides estate planning services to individuals and families in Buellton and beyond, focusing on clear communication and practical planning. Our team guides clients through drafting Retirement Plan Trusts, revocable living trusts, wills, powers of attorney, and healthcare directives. We emphasize creating plans that reflect each client’s personal goals, family dynamics, and the legal and tax environment in California. Clients appreciate personalized attention and practical solutions designed to reduce stress and deliver predictable results for beneficiaries and fiduciaries alike.
A Retirement Plan Trust is an arrangement in which a trust is named as the beneficiary of a retirement account such as an IRA, 401(k), or other qualified plan. The trust document sets rules for who receives distributions, when they receive them, and how payments are managed. This structure can be particularly important when the retirement account holder wants to protect assets for beneficiaries who may be young, have special needs, or lack financial experience. Proper coordination of plan beneficiary designations with trust provisions helps ensure that the intended distribution rules are followed and helps avoid surprises or unintended outcomes.
Retirement Plan Trusts must be drafted to comply with plan rules and tax regulations, including required minimum distribution considerations and beneficiary designation protocols. The trustee will typically have responsibilities to request plan distributions, manage tax withholding, and administer payments to beneficiaries according to the trust terms. When designed carefully, the trust can control payout timing, offer creditor consideration permitted under law, and work with other estate planning documents like pour-over wills and certifications of trust to provide a cohesive plan for retirement assets.
A Retirement Plan Trust is a legal document that receives retirement account assets upon the account owner’s death and governs how those assets are managed and distributed. Unlike naming an individual beneficiary outright, a trust can set terms for staggered distributions, protections for vulnerable beneficiaries, and specific uses for funds. The trust must be carefully drafted so the retirement plan administrator will accept the trust as a valid beneficiary designation. In some cases additional documents like a certification of trust and a general assignment to a trust are used to streamline plan administration.
Essential elements of a Retirement Plan Trust include the identification of beneficiaries, instructions for distributions, trustee powers, and tax-related provisions. The trust should define when and how beneficiaries receive payments, whether distributions are discretionary or mandatory, and how required minimum distributions will be handled. Other processes include submitting the trust to the plan administrator, ensuring beneficiary designations are consistent with the trust, and coordinating with related documents such as pour-over wills and a revocable living trust. Clear drafting reduces administrative confusion and helps preserve intended tax and family planning outcomes.
Understanding specific terms related to retirement plan trusts makes it easier to make informed decisions. Important concepts include beneficiary designation, required minimum distributions, trustee responsibilities, stretch distributions where permitted, and the interplay between trust provisions and plan rules. Familiarity with these terms helps clients evaluate whether a Retirement Plan Trust aligns with their goals, and allows for productive conversations when updating trust language or beneficiary forms. This section provides concise definitions to clarify how these pieces fit into an overall estate plan.
A beneficiary designation is the form or instruction that names who will receive assets from a retirement plan when the account owner dies. For retirement plans, this designation generally controls above and beyond a will unless the plan specifies otherwise. When a trust is named as the beneficiary, the trust document’s terms govern how distributions are made. It is important to keep beneficiary designations up to date and consistent with trust provisions, so the intended parties benefit and plan administration proceeds smoothly according to the owner’s directions.
Trustee responsibilities include managing assets held by the trust, requesting or accepting distributions from retirement plans, making payments to beneficiaries in accordance with the trust terms, and fulfilling tax filing and reporting obligations. Trustees must also follow any fiduciary standards required by state law and the trust document, keeping accurate records and communicating with beneficiaries. Choosing an appropriate trustee who understands the practical steps of administering a Retirement Plan Trust helps ensure timely and accurate handling of retirement assets after an account owner’s death.
Required minimum distributions are the amounts that must be withdrawn from certain retirement accounts starting at specified ages or following the death of the account owner, depending on tax law. How required distributions are calculated and paid can affect the tax treatment of retirement assets and the timing of distributions to beneficiaries. Retirement Plan Trusts need to address RMD rules explicitly so that trustees and beneficiaries understand timing, calculation, and potential tax consequences, ensuring compliance with federal rules and alignment with estate planning goals.
A pour-over will is a will that directs any assets not already placed into a trust during a person’s lifetime to be distributed into the revocable living trust after death. When retirement accounts are involved, a pour-over will works in tandem with beneficiary designations and trust provisions, ensuring assets that were inadvertently omitted are covered by the overall estate plan. Coordination between the pour-over will and retirement account beneficiary forms helps avoid unintended outcomes and supports a complete plan for managing and distributing assets according to the owner’s wishes.
When planning distribution of retirement assets, clients may choose between naming individual beneficiaries directly, using payable-on-death arrangements, designating a Retirement Plan Trust, or combining these tools with a revocable living trust. Each approach has different implications for tax treatment, creditor protection, and control over distributions. Direct beneficiary designations are simple but offer limited control. A Retirement Plan Trust adds structure and protective provisions but requires careful drafting. Evaluating family circumstances, tax considerations, and administrative ease helps determine the most appropriate approach for Buellton residents.
If retirement account owners have straightforward beneficiary relationships, such as adult children or a spouse who are financially capable and there are no concerns about creditor claims or minor beneficiaries, naming those individuals directly may be sufficient. In these circumstances, the simplicity of direct beneficiary designations can expedite transfers and avoid the need for trust administration. Clients in Buellton who prefer minimal ongoing administration and have confidence in their beneficiaries’ ability to manage funds may choose this uncomplicated route as part of an otherwise comprehensive estate plan.
For account holders with modest retirement balances or uncomplicated estates where tax consequences are minimal and no special protections are needed, a limited approach using direct beneficiary forms may be the most practical option. This path reduces paperwork and avoids the necessity of naming trustees or managing trust distributions. However, even in these situations it is important to periodically review beneficiary designations and coordinate them with wills and other estate planning documents to prevent unintended results and to ensure that the chosen approach remains appropriate over time.
A Retirement Plan Trust is often preferred when beneficiaries are minors, have disabilities, or may need assistance managing funds responsibly. The trust can set conditions for distributions, provide professional management by a trustee, and include language to preserve benefits and qualify for public assistance where appropriate. For Buellton families with complex needs or multi-generational concerns, the added structure of a trust provides a framework to preserve retirement assets and ensure distributions are used in a manner consistent with the account owner’s values and intentions.
When retirement beneficiaries face significant creditor exposure or when the account owner wants to manage tax outcomes through controlled distributions, a Retirement Plan Trust can provide added protections and planning opportunities. The trust can dictate the timing of distributions to potentially reduce tax burdens or limit exposure to creditors under the law. Proper drafting considers California legal standards and federal retirement rules so that the trust aligns with planning goals and avoids unintended tax consequences or administrative pitfalls that might arise from less structured arrangements.
Incorporating a Retirement Plan Trust into a comprehensive estate plan offers several benefits, including clearer control over distributions, potential protection for vulnerable beneficiaries, and alignment with other trust-based planning tools such as revocable living trusts and pour-over wills. By creating a clear roadmap for retirement assets, the account owner can reduce family disputes, provide ongoing oversight, and set conditions that reflect their wishes. For Buellton clients, a coordinated plan helps ensure retirement funds are administered smoothly and in conformity with state and federal requirements.
Another key benefit of a comprehensive approach is the ability to craft tailored distribution provisions that reflect family dynamics, tax considerations, and long-term goals. A Retirement Plan Trust can work with other documents, such as general assignments of assets to trust and certifications of trust, to make administration more straightforward for plan administrators and trustees. Working through these details ahead of time reduces administrative delays, preserves the intent of the account owner, and helps beneficiaries receive their inheritances as intended.
A primary benefit of a Retirement Plan Trust is increased control over how retirement plan proceeds are distributed to beneficiaries. The trust can set rules for timing, conditions for distributions, and protections against imprudent use. This is particularly valuable for families who want staged distributions, educational funds, or ongoing financial management for heirs. Setting these rules in a trust provides clarity for trustees and beneficiaries and reduces the likelihood of misinterpretation or family disagreements when retirement assets are transferred after the account owner’s death.
Including a Retirement Plan Trust in a broader estate plan ensures retirement accounts are addressed consistently alongside wills, revocable living trusts, and powers of attorney. This coordination simplifies the administration process and helps avoid conflicts between beneficiary designations and trust instructions. When all documents are aligned, trustees and family members can follow a single plan that reflects the account owner’s priorities, reduces administrative burdens, and promotes efficient distribution. The result is a more cohesive plan that respects both legal requirements and family objectives.
Regularly review and update beneficiary designations on retirement accounts to reflect life changes such as marriage, divorce, births, or deaths. Outdated beneficiary forms can override your estate plan and lead to unintended distributions. Coordinate any beneficiary updates with related trust documents so the Retirement Plan Trust remains effective and consistent. Maintaining current records and sharing information with your trustee or family representative streamlines administration and reduces the risk of disputes or delays after an account owner’s death.
Carefully consider the timing of distributions and the tax implications for beneficiaries when designing a Retirement Plan Trust. Structuring payouts over time can sometimes moderate tax burdens for beneficiaries, but planning must comply with current tax law and required minimum distribution rules. Discussing distribution strategies and tax consequences with legal counsel and financial advisors helps create a balanced plan that meets both family goals and tax considerations. Clear instructions in the trust document guide trustees in making tax-aware distribution decisions.
Residents of Buellton consider a Retirement Plan Trust for reasons that include protecting young or vulnerable beneficiaries, managing distributions to reduce tax impacts, and coordinating retirement assets with broader trust plans. A trust allows the account owner to specify conditions, timing, and uses for retirement funds after death, helping ensure assets support long-term family needs. For those who have established revocable living trusts or who hold multiple retirement accounts, adding a Retirement Plan Trust can simplify administration and align retirement assets with estate objectives.
Another reason to pursue this service is the desire for privacy and reduced court involvement. By setting retirement assets to transfer through a trust structure and coordinating with pour-over wills, families can often minimize public probate procedures. Additionally, the trust can include provisions that preserve eligibility for government benefits where appropriate, offer oversight of funds for beneficiaries who may need guidance, and provide continuity in asset management. These advantages make the Retirement Plan Trust an attractive option for many in the Buellton community.
Typical scenarios where a Retirement Plan Trust is useful include when beneficiaries are minors, when beneficiaries have disabilities or special needs, when there are concerns about beneficiary creditors or divorce, and when the owner prefers structured distributions over lump-sum payouts. Business owners, blended families, and individuals with significant retirement holdings often benefit from the additional control a trust provides. Reviewing family circumstances and long-term goals helps determine whether naming a trust as beneficiary will better fulfill the account owner’s intentions.
When minor children are named to receive retirement plan proceeds, a Retirement Plan Trust allows the account owner to set safe, age-based distributions and to appoint a trustee to manage funds until the children reach maturity. This approach prevents large lump-sum distributions to young beneficiaries and provides a controlled framework for paying for education, health care, and living expenses. Using a trust for minors helps parents ensure funds are used responsibly and provides a plan for financial management should a trustee need to step in on behalf of the children.
If a beneficiary has special needs, a properly drafted Retirement Plan Trust can preserve public benefit eligibility while providing for supplemental needs through discretionary trust distributions. The trust language can specify that retirement funds are used for health care, therapy, housing, or other needs without disqualifying the beneficiary from government programs. Thoughtful planning addresses both immediate care needs and long-term financial security, ensuring that retirement assets support the beneficiary in ways that maximize their well-being and quality of life.
In blended family situations, a Retirement Plan Trust can balance the needs of a surviving spouse with those of children from previous relationships by setting rules for income, principal distributions, and remainder beneficiaries. Trust provisions can protect the financial interests of multiple parties and provide for a spouse’s support while preserving certain assets for children. This tailored approach helps avoid disputes and unintended exclusions, providing a clear framework for distribution that reflects the account owner’s priorities and family structure.
The Law Offices of Robert P. Bergman serves Buellton and surrounding Santa Barbara County communities with retirement plan trust planning and related estate documents. Our approach focuses on practical solutions to manage retirement accounts after death, coordinate beneficiary designations, and ensure trust provisions are administratively workable. We assist with drafting retirement plan beneficiary trusts, coordinating pour-over wills, preparing certifications of trust, and advising trustees on distribution and tax matters so that families experience an orderly transition of retirement assets according to the owner’s intentions.
Clients choose the Law Offices of Robert P. Bergman for practical, client-focused retirement plan trust planning that aligns with California law and federal retirement rules. The firm offers clear communication, careful drafting, and hands-on assistance during plan implementation. We help clients anticipate likely administration issues, coordinate beneficiary forms, and create trust provisions that are workable for trustees and plan administrators. Our goal is to deliver plans that reflect the account owner’s priorities while reducing administrative friction and potential family conflict.
Our process includes a thorough review of retirement accounts, existing estate documents, and family circumstances to craft trust language that is compatible with plan requirements and tax considerations. We explain available options, the likely consequences of each choice, and the steps needed to maintain the plan over time. Clients appreciate a collaborative approach that addresses practical concerns and provides written documents and instructions that trustees and beneficiaries can follow confidently.
We also assist with related estate planning tasks such as creating revocable living trusts, pour-over wills, financial powers of attorney, advance health care directives, and certifications of trust. For clients in Buellton and throughout California, this comprehensive coordination reduces the risk of conflicting documents and helps ensure retirement plan wishes are honored. Clear paperwork and proactive planning help families preserve assets and implement distribution plans according to the account owner’s objectives.
When you engage our firm to prepare a Retirement Plan Trust, we begin with a detailed intake to identify retirement accounts, beneficiaries, family circumstances, and planning goals. We review account documents and beneficiary forms, draft trust provisions that adhere to plan requirements, and prepare related documents such as certifications of trust and general assignments. We also provide guidance for trustees and assist with communications to plan administrators to ensure a smooth transition when distributions are required. Our process emphasizes clarity and administrative readiness.
The first step is a comprehensive review of your retirement accounts, estate documents, and family situation to identify objectives for distributions and protections for beneficiaries. We discuss your goals for timing, access, and uses of retirement funds and gather necessary account information. This review forms the basis for drafting trust language that aligns with plan requirements and your broader estate planning aims. Clear instructions and a careful fact-gathering stage reduce the likelihood of future misunderstandings.
We document all retirement accounts, current beneficiary designations, and potential conflicts between beneficiary forms and existing trust or will provisions. This step ensures the trust will be named correctly and that beneficiary forms are updated where necessary. Understanding who the beneficiaries are and their likely needs helps shape the trust terms and distribution strategies, so the trust reflects real-life circumstances and protects intended heirs through thoughtful drafting and coordination with account administrators.
We evaluate family dynamics, potential creditor issues, special needs considerations, and tax implications to determine whether a Retirement Plan Trust is appropriate and how it should be structured. This assessment includes discussing the desires of the account owner for control, timing, and the level of oversight for beneficiaries. Understanding these factors allows the trust to be tailored to your needs and integrated into a cohesive estate plan that aligns with both personal objectives and legal requirements.
After establishing objectives and gathering information, we draft the Retirement Plan Trust and any ancillary documents such as certifications of trust, general assignments of assets to trust, and pour-over wills. The drafting phase includes clear distribution provisions, trustee powers, and language to address required minimum distribution rules and plan administrator expectations. We prepare documents designed to be administrable and to communicate your intentions effectively to trustees and beneficiaries while complying with applicable legal rules.
Trust provisions specify who receives income or principal, the timing of distributions, conditions for release of funds, and trustee duties in handling retirement plan proceeds. Language is crafted to balance beneficiary needs with tax and administration realities. Where appropriate, provisions address the preservation of public benefits and protections against creditor claims within the constraints of the law. The goal is to prepare clear, durable instructions that trustees can implement without ambiguity.
Support documents, such as certification of trust, general assignment forms, and trustee instruction letters, streamline interaction with plan administrators and financial institutions. We prepare these materials and provide guidance on how to submit them, update beneficiary designations, and maintain records. Well-prepared supporting documents reduce administrative friction and help trustees fulfill their duties promptly while ensuring retirement assets are transferred and managed in accordance with the trust terms.
Once documents are signed and beneficiary designations are updated, we assist with implementation steps and advise on maintaining the plan over time. Life changes such as marriage, divorce, births, and changes in financial circumstances may require updates to beneficiary forms and trust language. Regular reviews help keep the Retirement Plan Trust aligned with current goals and legal requirements. Ongoing communication ensures that trustees, beneficiaries, and plan administrators have the information needed for smooth administration when the trust becomes active.
We provide guidance on communicating the trust’s existence and terms to trustees and beneficiaries where appropriate, helping set expectations for distribution timing, trustee duties, and administrative procedures. Clear communication minimizes confusion and conflict during the administration process. We can prepare trustee letters and suggested steps for taking action when distributions are needed, ensuring continuity and a clearer path forward during a difficult time for families.
We recommend periodic reviews of the Retirement Plan Trust and associated beneficiary forms to confirm they remain consistent with changes in law, family circumstances, and financial positions. This maintenance ensures the plan continues to reflect your intentions and helps identify any updates needed to preserve intended tax treatment or beneficiary protections. Timely adjustments reduce the risk of unintended outcomes and help maintain a plan that is ready to be implemented when the account owner no longer can direct their affairs.
A Retirement Plan Trust is a trust designed to receive proceeds from retirement accounts upon the owner’s death and to direct how those proceeds will be managed and distributed to beneficiaries. The trust sets rules for timing, conditions, and uses of funds, and can be particularly useful when beneficiaries are minors, have special needs, or when the owner desires staged distributions or creditor considerations. It must be drafted to align with plan rules so the plan administrator accepts the trust as a valid beneficiary designation. Consider a Retirement Plan Trust when you want greater control over distribution timing, protection for vulnerable family members, or alignment between retirement accounts and a broader trust-based estate plan. Reviewing family circumstances, tax implications, and potential administrative needs helps determine whether a trust is appropriate. If simplicity and immediate full distribution to adult beneficiaries are preferred, direct beneficiary designations may suffice, but a trust provides added structure when desired.
Naming a trust as the beneficiary can affect required minimum distributions because the trust must be structured to allow the plan administrator to calculate distribution periods correctly. Trusts that qualify as designated beneficiaries under federal rules make it easier to continue favorable payout options; poorly drafted trusts may force accelerated distributions or complicate tax treatment. Addressing RMD rules in the trust helps trustees and administrators apply the correct distribution timetable and tax reporting. When drafting a Retirement Plan Trust, include specific provisions that identify the primary beneficiaries, allow trustees to receive plan distributions, and provide guidance on how to handle RMD calculations. Consulting with a professional familiar with retirement plan rules helps ensure the trust language is compatible with current tax law and plan administrator requirements, reducing the risk of unintended acceleration of distributions.
A properly drafted Retirement Plan Trust can help preserve public benefits for a beneficiary with special needs by structuring distributions as supplemental rather than primary support. The trust can specify that funds be used for items such as therapy, medical care, education, and other non-basic needs that enhance quality of life without jeopardizing eligibility for government programs. Language tailored to preserve benefits should be carefully considered in light of applicable public benefit rules. Creating a special needs trust within or in coordination with a Retirement Plan Trust requires careful drafting to ensure clarity about permissible uses of funds. Working through options and articulating discretionary distribution powers for trustees helps balance provision of support with protection of means-tested benefits. Regular review keeps the trust aligned with changing benefit rules and family needs.
If trust language does not match plan administrator requirements, the plan may refuse to accept the trust as beneficiary or may treat the designation differently, potentially leading to unintended distribution and tax consequences. Administrators often require specific naming formats, certification of trust documents, or particular clauses to recognize the trust for distribution purposes. Mismatches can cause delays, disputes, or forced lump-sum distributions in some cases. To avoid these problems, ensure the trust is reviewed and drafted with the plan’s rules in mind, provide a certification of trust when requested, and update beneficiary forms according to the plan administrator’s instructions. Proactive coordination reduces the likelihood of administrative rejection and helps ensure the trust functions as intended when distributions are needed.
To help a trustee manage distributions properly, include clear trust provisions outlining trustee powers, distribution standards, procedures for requesting plan disbursements, and tax responsibilities. Provide guidance on how required minimum distributions should be handled and whether distributions are to be discretionary or mandatory in specific circumstances. Preparing trustee instruction letters and checklists also supports efficient administration when the time comes. Selecting a trustee who understands fiduciary duties and providing them with easy-to-follow documents, contact information for plan administrators, and support from advisors will help ensure timely and accurate distributions. Periodic communication and access to professional advice make the trustee’s role more manageable and reduce the risk of errors that could harm beneficiaries or create tax liabilities.
Yes, a Retirement Plan Trust can be structured to provide for a surviving spouse while preserving assets for children or other remainder beneficiaries. The trust can provide lifetime income or support to the spouse and then direct remaining assets to children at a later date. Drafting must consider the spouse’s needs, tax implications, and whether the spouse should have access to principal or only income, as well as how required minimum distributions are handled. Thoughtful planning can strike a balance between supporting a surviving spouse and protecting the long-term interests of children from prior relationships. Clear instructions and contingency planning in the trust document help achieve these goals while minimizing ambiguity and potential disputes among beneficiaries after the account owner’s death.
Typical supporting documents include a certification of trust, copies of the trust document or relevant excerpts, general assignment of assets to trust forms when assets need to be transferred, and updated beneficiary designation forms provided to the retirement plan administrator. These items help the plan administrator verify the trust and execute distributions appropriately. Preparing complete and well-organized documentation streamlines administration and reduces opportunities for dispute. Additional helpful materials include trustee instruction letters, contact information for the trustee and successor trustees, and any court filings or approvals if applicable. Providing these materials proactively ensures administrators and trustees can act efficiently when the trust becomes operative and reduces potential delays in distributing retirement plan proceeds to beneficiaries.
Review beneficiary designations and trust documents whenever there is a significant life event such as marriage, divorce, the birth of a child, or a death in the family. Additionally, periodic reviews every few years are advisable to ensure the plan reflects current laws, account ownership changes, and financial goals. Keeping records up to date avoids unintended consequences and ensures the retirement plan functions as intended within your broader estate plan. Regularly checking documents also allows you to coordinate changes across multiple accounts and trust instruments. This ongoing maintenance prevents conflicts between beneficiary designations and trust provisions, helps preserve intended tax treatment, and keeps trustees prepared to implement the plan when necessary.
Retirement accounts generally pass according to beneficiary designations and therefore typically do not go through probate when the beneficiary designation is complete and clear. Naming a trust as beneficiary does not by itself trigger probate; however, proper coordination with the trust and other estate documents is necessary to ensure distributions occur smoothly. When forms are consistent and plan administrators accept the trust, retirement account proceeds can pass outside of probate to the trust for administration under its terms. A pour-over will may direct remaining assets into a revocable living trust, but retirement account beneficiary designations remain the primary means of transfer. Ensuring beneficiary forms are current and aligned with trust provisions helps avoid probate and supports a more private and efficient transfer of retirement assets to intended beneficiaries.
To begin creating a Retirement Plan Trust in Buellton, start by gathering information about your retirement accounts, current beneficiary designations, and relevant estate planning documents. Contact the Law Offices of Robert P. Bergman to schedule a consultation where we will review your accounts, discuss objectives for beneficiaries and distributions, and outline options that align with California and federal rules. This initial step helps identify whether a Retirement Plan Trust is appropriate and what provisions will be needed. After the initial review, we draft the trust language and any supporting documents, coordinate beneficiary form updates with plan administrators, and provide guidance for trustees and beneficiaries. Ongoing reviews keep the plan aligned with life changes and legal updates. Reaching out early ensures your retirement assets are planned in a way that reflects your wishes and protects your family’s interests.
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