A retirement plan trust is a focused estate planning tool that helps manage retirement account assets such as IRAs, 401(k) accounts, and pension benefits. For residents of Healdsburg and Sonoma County, a retirement plan trust can help coordinate beneficiary designations, preserve tax treatment, and provide clear instructions to plan administrators and family members. Creating a retirement plan trust involves careful drafting to align with tax rules and plan terms while ensuring the account owner’s distribution wishes are followed. This introductory overview explains how a retirement plan trust fits into a broader estate plan and what to consider when evaluating this option.
When thinking about a retirement plan trust, it is important to consider the nature of the retirement accounts, the intended beneficiaries, and how distributions should be managed over time. In many households, retirement accounts represent a core portion of net worth and require planning that goes beyond a simple beneficiary designation. A properly designed trust can preserve tax deferral, protect younger or vulnerable beneficiaries, and provide for staggered distributions. This paragraph introduces common planning goals, potential pitfalls, and the types of retirement accounts typically placed into a retirement plan trust in California.
A retirement plan trust can offer significant advantages when integrated with an overall estate plan, including clearer distribution instructions, potential protection from creditors in certain circumstances, and mechanisms for managing how beneficiaries receive retirement income. By specifying how retirement funds are to be handled, account owners reduce the likelihood of unintended outcomes that can arise from automatic beneficiary designations. This type of trust can also help coordinate required minimum distributions and provide continuity of decision making for families, so heirs receive retirement assets in a manner consistent with the account owner’s intentions.
The Law Offices of Robert P. Bergman provides estate planning services across California, offering guidance on retirement plan trusts, wills, living trusts, and related documents. With a focus on practical, client-centered solutions, the firm helps individuals and families in Healdsburg and beyond structure retirement benefits to align with broader estate goals. Our approach emphasizes clear communication, careful document drafting, and attention to tax and distribution rules that affect retirement accounts. We work to explain options and implement plans that address client priorities while coordinating with financial advisors when appropriate.
A retirement plan trust is a legal arrangement that names the trust as beneficiary of retirement accounts to control how assets are paid out after the account owner’s death. This structure can be used to manage distributions, preserve tax benefits, and provide oversight when beneficiaries are minors or lack financial experience. Not every retirement account owner will need a retirement plan trust, but for those with complex family circumstances, blended families, or desires for long-term management of funds, this option can be a valuable part of a comprehensive plan that coordinates with wills, living trusts, and powers of attorney.
Designing an effective retirement plan trust requires attention to plan rules, tax implications, and beneficiary designations. It is necessary to ensure that the trust terms satisfy plan administrators so that retirement accounts retain favorable tax treatment when distributed to trust beneficiaries. Timing, distribution language, and trust provisions for required minimum distributions must be considered carefully. The process also includes reviewing current beneficiary forms and coordinating changes when necessary, so the retirement plan trust operates as intended within the context of the wider estate plan.
A retirement plan trust is a revocable or irrevocable trust designed to receive retirement assets through beneficiary designation. Its purpose is to guide how retirement funds are distributed, to provide oversight for beneficiaries, and to maintain certain tax efficiencies where possible. Because retirement accounts are governed by both plan rules and tax law, the trust must be drafted to preserve favorable distribution options and to comply with required minimum distribution rules when applicable. Properly defined trust provisions help reduce confusion for beneficiaries and minimize the risk of unintended distributions or tax consequences.
When creating a retirement plan trust, essential elements include clear beneficiary designation language, distribution timing provisions, trustee powers to manage distributions, and coordination with tax rules governing retirement plans. The process generally involves reviewing account documents, drafting trust terms that satisfy plan administrators, updating beneficiary forms, and ensuring the trust aligns with the estate owner’s broader intentions. Trustees should be given practical authority to handle administrative tasks while safeguards can be included to ensure prudent management of funds for beneficiaries who may need assistance with long-term financial planning.
Understanding the terminology related to retirement plan trusts helps individuals and families make informed choices. Important concepts include beneficiary designation, required minimum distribution, conduit language, accumulation language, trustee duties, and trust taxation rules. These terms affect how retirement funds are paid out and taxed, and how trustees can administer assets for beneficiaries. Reviewing the glossary alongside account statements and existing estate documents supports clarity and reduces the risk of mistakes when naming a trust as beneficiary. This description provides a roadmap for the most commonly encountered terms.
Beneficiary designation refers to the form and instructions provided to a retirement plan administrator naming who will receive account assets upon the account owner’s death. The designation supersedes many other estate documents, so it is essential that beneficiary forms reflect current intentions and align with any trust being used. When a trust is named as beneficiary, the trust document must be compatible with plan and tax rules so that accounts maintain appropriate distribution treatment. Regularly reviewing and updating designations helps prevent unintended outcomes and ensures designated recipients are current.
Required minimum distribution rules determine the minimum amounts that must be withdrawn from certain retirement accounts each year after a specified age or upon the death of the account owner. These rules impact how quickly retirement assets must be distributed and can affect tax planning for beneficiaries. When a trust is the beneficiary, the trust provisions must be structured so that necessary distribution timelines are clear and administrable, helping avoid accidental acceleration of distributions or loss of tax benefits intended under the retirement plan rules.
A conduit trust requires the trustee to pass retirement plan distributions directly to the beneficiaries as they are received, while an accumulation trust permits the trustee to retain distributions inside the trust for later use. The choice between these approaches influences tax treatment and control over funds. A conduit structure may simplify tax reporting and preserve some distribution options, whereas an accumulation approach can provide greater protection and management for beneficiaries but may change tax outcomes. Drafting must reflect the account owner’s intentions and the practical needs of beneficiaries.
Trust taxation considerations relate to how retirement plan distributions are taxed when received by a trust rather than individual beneficiaries. Trusts often reach higher tax brackets at lower income levels than individuals, which can accelerate tax liabilities if distributions are retained inside the trust. Proper drafting seeks to balance management objectives and tax efficiency, for instance by using distribution language that allows direct beneficiary receipt where appropriate. Reviewing tax implications with legal counsel and a tax advisor can help create a trust structure that meets distribution goals without creating unnecessary tax burden.
There are several ways to handle retirement account distributions, including direct beneficiary designation to individuals, naming a living trust, or creating a dedicated retirement plan trust. Each option has tradeoffs related to tax treatment, creditor protection, control, and administrative ease. Direct designations are straightforward but offer little control after death, while trusts provide mechanisms to manage distributions over time. A retirement plan trust offers more configurable control but requires careful drafting to maintain favorable distribution timing and tax consequences. Evaluating options in light of family structure and financial goals is recommended.
A straightforward beneficiary designation may be sufficient when the account owner has uncomplicated family circumstances and wishes that assets pass directly to named individuals without additional controls. If beneficiaries are financially responsible adults and there are no concerns about creditor claims, special needs, or blended family distributions, direct designations minimize administrative steps and maintain simplicity. In such situations, the ease of keeping beneficiary forms current and the immediacy of transfer often outweigh the additional control a trust would provide.
A limited approach may also be appropriate when the retirement accounts are modest in size or when tax and distribution timing do not present significant complications. If beneficiaries are expected to manage distributions responsibly and there is no need for long-term oversight, direct designations preserve tax deferral and reduce complexity. Reviewing account sizes alongside estate goals helps determine whether a trust would add meaningful benefit or whether a simple designation meets the owner’s needs without the additional drafting and administrative steps associated with a retirement plan trust.
Comprehensive planning that includes a retirement plan trust is often warranted when families are blended, when beneficiaries are minors or have special needs, or when there are creditors or concerns about spendthrift protection. A trust can provide staged distributions, professional management, and additional protections that simple designations cannot provide. Integrating retirement plan trust provisions with the overall estate plan ensures consistency across wills, living trusts, and powers of attorney, creating a coordinated approach that anticipates possible disputes and aligns asset distribution with the account owner’s long-term intentions.
A retirement plan trust can be valuable when significant tax planning is necessary or when retirement assets must be coordinated with other estate provisions to achieve desired outcomes. Trust language can be designed to preserve certain tax advantages and to coordinate required minimum distributions with estate liquidity needs. When retirement accounts form a substantial portion of net worth, bringing retirement plan trusts into a broader estate plan helps manage tax exposure, addresses succession concerns, and ensures that distributions align with legacy and financial goals rather than produce unintended consequences.
A comprehensive approach that includes a retirement plan trust, coordinated beneficiary forms, and supplemental estate documents can provide clarity, reduce administrative burdens for survivors, and help preserve tax advantages. This coordinated planning reduces the chance of conflicting instructions that can arise when beneficiary designations do not match the terms of wills or living trusts. By consolidating retirement account planning with other estate documents, account owners can set clear expectations for distribution timing, trustee responsibilities, and oversight mechanisms that support the long-term financial security of beneficiaries.
In addition to coordination, comprehensive planning enables account owners to tailor solutions to family dynamics and legacy goals. For example, trusts can be drafted to provide income streams for survivors, create safeguards against misuse of funds, and address issues such as minor beneficiaries or creditors. Integrating retirement planning with gift strategies, charitable intentions, or business succession planning helps ensure that retirement accounts are used in the most effective way to meet personal and financial objectives while minimizing surprises for heirs and administrators.
One of the primary benefits of a comprehensive approach is the increased control account owners retain over how retirement assets are used by beneficiaries. Through carefully drafted trust provisions, owners can set schedules for distributions, establish criteria for access to funds, and designate trustees to manage funds prudently. This control can be important when protecting younger beneficiaries, preserving funds for education, or ensuring that retirement assets support long-term needs. Thoughtful drafting provides structure without creating unnecessary administrative obstacles for trusted beneficiaries.
Comprehensive planning helps ensure that retirement accounts are distributed in harmony with wills, living trusts, and other estate documents, reducing the likelihood of conflicting instructions. This coordination can simplify estate administration and reduce the potential for family disputes by providing a clear plan for how retirement assets fit into the overall estate. When all documents reflect the same intentions, fiduciaries and beneficiaries can implement the account owner’s wishes more smoothly, avoiding delay and uncertainty during an already difficult time.
Regularly reviewing and updating beneficiary forms is essential to ensure that retirement accounts transfer according to current wishes. Life changes such as marriage, divorce, births, or deaths can render prior beneficiary selections outdated, creating outcomes that differ from the account owner’s intentions. Checking beneficiary designations alongside trust documents helps avoid conflicts and unexpected distributions. Make it a practice to examine beneficiary forms after significant life events and whenever the estate plan is updated to maintain consistent and reliable transfer instructions for retirement assets.
Selecting a trustee who can handle the administrative responsibilities associated with retirement accounts is important for smooth trust operation. Trustees will often need to interact with plan administrators, manage distributions in accordance with trust terms, and coordinate tax reporting. Choosing a trustee who is organized, communicative, and willing to work with financial and tax advisors can reduce delays and mistakes. It is also wise to name successor trustees and provide guidance in the trust document so that transitions occur without interruption to distributions or required administrative tasks.
Consider a retirement plan trust when you have beneficiaries who would benefit from management of retirement distributions, when you want to provide staged or protected disbursements, or when there are concerns about potential creditor exposure. A retirement plan trust can help structure distributions for those who are not ready to manage a lump sum, provide for ongoing needs, or ensure funds are used as intended for education or support. For account owners seeking more control and coordination across their estate plan, this service can provide an organized approach to retirement asset transfer.
You may also consider a retirement plan trust if estate tax planning, charitable objectives, or business succession plans intersect with retirement benefits. When retirement accounts form a substantial part of overall assets, integrating them into a comprehensive plan helps manage tax timing and beneficiary outcomes. A retirement plan trust can be tailored to support philanthropic goals, to provide for a surviving spouse while protecting children from a prior relationship, or to ensure the orderly transition of benefits in complex estates. Reviewing these considerations early avoids rushed decisions later.
Common circumstances include blended families where different children or spouses require tailored distributions, beneficiaries who are minors or have limited financial capacity, and situations involving potential creditor claims. Additionally, individuals with significant retirement balances or special legacy goals may benefit from a trust-based approach. The trust provides a mechanism to direct funds toward long-term needs while protecting against mismanagement. Identifying these circumstances during estate planning conversations helps determine whether a retirement plan trust will achieve the owner’s objectives effectively.
In blended families, account owners often want to provide for a current spouse while preserving assets for children from another relationship. A retirement plan trust can be drafted to ensure a surviving spouse receives appropriate support while preserving principal for children, or to create staggered distributions that balance competing interests. Thoughtful drafting helps avoid unintended disinheritance and clarifies how retirement accounts fit with other estate assets, reducing the potential for conflict among family members after the account owner’s death.
When beneficiaries are young, lack financial experience, or have special needs, a retirement plan trust can provide a framework for managing funds responsibly. The trust can include terms that specify ages or milestones for distributions, create funds for education or health needs, and appoint trustees empowered to manage investments and payments. Such provisions strike a balance between providing for beneficiaries and protecting assets from premature depletion or mismanagement, giving account owners confidence that funds will support long-term welfare and stability.
In some situations, placing retirement accounts into a trust structure can help manage potential creditor exposure or legal claims against beneficiaries. Trust provisions can include spendthrift protections or distribution limitations that make it harder for creditors to reach trust principal in certain circumstances. While the interaction between retirement plan protections and trust structures can be complex, carefully drafted terms can reduce vulnerability and align distribution timing to limit adverse effects from creditor claims or beneficiary liabilities, helping preserve assets for intended uses.
The Law Offices of Robert P. Bergman welcomes residents of Healdsburg and surrounding Sonoma County for consultations on retirement plan trusts and estate planning matters. Our firm helps review retirement account documents, draft compatible trust language, and coordinate beneficiary designations with broader estate plans. We aim to provide clear guidance about available options and the practical steps necessary to implement a retirement plan trust. Whether you are updating an existing plan or establishing new documents, we work to create a plan that reflects your intentions and helps beneficiaries manage retirement funds responsibly.
Our firm focuses on delivering practical estate planning services, including retirement plan trust drafting and coordination with other important documents such as wills, living trusts, powers of attorney, and health directives. We take time to understand client goals, review retirement account specifics, and propose drafting solutions that align with plan mechanics and tax considerations. Clear communication and careful document preparation help reduce ambiguity and ensure that retirement assets are handled as intended when transferred to beneficiaries.
We place emphasis on creating durable documents that are easy for trustees and beneficiaries to administer. That includes drafting trust provisions with precise beneficiary language, coordinating with retirement plan administrators, and recommending prudent trustee authorities to manage distributions. Our process includes a thorough review of beneficiary forms to confirm they match the trust designations and estate objectives, helping to avoid surprises and streamline administration following the account owner’s death.
Clients receive personalized attention to their retirement planning needs, including consideration of family dynamics, tax timing, and long-term distribution strategies. We explain options in straightforward terms, discuss tradeoffs between different trust approaches, and implement documents designed to meet each client’s desired outcomes. Our goal is to provide actionable estate planning solutions that protect retirement assets and help ensure a smooth transition for beneficiaries in Healdsburg and across Sonoma County.
Our process begins with an initial consultation to review retirement accounts, existing estate documents, and client objectives. We then assess whether a retirement plan trust is appropriate and recommend trust language that aligns with account rules and tax considerations. After drafting, we assist with beneficiary form updates and finalize documents for signature. Throughout the process, we aim to communicate clearly about timelines, trustee responsibilities, and any additional coordination with financial advisors or plan administrators to ensure a smooth implementation.
The initial review focuses on identifying the types of retirement accounts involved, current beneficiary forms, and the client’s objectives for distribution and control. We discuss family circumstances, potential tax considerations, and any concerns that might indicate the need for a trust approach. This step gathers the information necessary to recommend an appropriate structure and to draft language that supports both the owner’s wishes and the technical requirements of plan administrators.
During the first phase we collect account statements, beneficiary forms, and details about family dynamics to understand the full picture. This includes discussing ages of beneficiaries, any special needs or creditor concerns, and estate goals such as legacy gifts or charitable intentions. Having this information upfront allows for tailored drafting that addresses practical issues and aligns trust provisions with the client’s broader estate plan and financial objectives.
We also review the tax and distribution policies that govern retirement accounts to determine how trust provisions should be drafted. Understanding required minimum distribution rules, plan-specific limitations, and how designations affect tax treatment is key to preserving benefits for beneficiaries. This assessment informs whether a conduit, accumulation, or hybrid trust approach best serves the account owner’s goals while remaining administrable by trustees and plan administrators.
In the drafting stage we prepare trust provisions designed to function with the specific retirement accounts in question. This includes beneficiary designation language, trustee powers, and distribution provisions tailored to family needs. Coordination with existing wills and living trusts is completed to ensure consistency, and we prepare any ancillary documents needed to implement the plan. Our drafting emphasizes clarity and practicality so trustees can administer the trust with minimal ambiguity.
Trust terms are drafted to clearly reflect the account owner’s intentions, addressing timing of distributions, permissible uses of funds, and trustee authority to manage investments and disbursements. Trustee powers are crafted to allow necessary administrative actions while including safeguards that align with beneficiary protections and distribution goals. The drafting stage balances flexibility and control so trustees can respond to changing circumstances while honoring the account owner’s directions.
After drafting the trust, we assist in updating beneficiary forms to name the trust where appropriate and verify that those forms will be recognized by plan administrators. We also reconcile the trust with existing estate documents such as wills, living trusts, powers of attorney, and health care directives to create a cohesive plan. This coordination reduces the risk of conflicting instructions and helps ensure retirement assets are distributed as part of the integrated estate plan.
The final stage includes executing the trust and related documents, updating beneficiary forms with plan administrators, and providing guidance to trustees about administration duties. We review the trust provisions with clients, suggest practical steps for an orderly transition, and prepare materials to help trustees understand distribution schedules and tax implications. Successful implementation includes clear recordkeeping and communication so that the retirement plan trust functions smoothly when it becomes operative.
Execution of documents is arranged in accordance with state formalities, and beneficiary forms are submitted to retirement plan administrators to effect the trust designation. We confirm receipt and acceptance where possible and advise clients on final steps, including storage of documents and notification of trustees. Proper execution and account updates are essential to ensure that the retirement plan trust will be honored and operate as intended at the time distributions become necessary.
Once the trust is in place, we provide trustees with guidance about their responsibilities, including recordkeeping, distribution decisions, and coordination with tax advisors. We also recommend naming successor trustees and outlining procedures for transitions to avoid gaps in administration. Clear trustee guidance helps maintain continuity and reduces the chance of errors, ensuring that the retirement plan trust serves beneficiaries effectively while preserving the account owner’s distribution objectives.
A retirement plan trust is a trust established to receive assets from retirement accounts through beneficiary designation, with terms that guide how distributions are made to beneficiaries. It is used when the account owner wants more control over timing, protection, or management of retirement benefits after death. Such a trust can be appropriate for blended families, beneficiaries who are minors or lack financial maturity, or when the owner wants to provide staged distributions or long-term oversight of retirement funds. To determine whether a retirement plan trust is suitable, consider the size of the accounts, family dynamics, tax considerations, and whether beneficiary protections are desired. The trust must be drafted to align with retirement plan rules in order to preserve favorable distribution treatment, and account owners should coordinate beneficiary designations and other estate documents to avoid conflicting instructions that could frustrate intended outcomes.
When a trust is named as beneficiary, tax consequences depend on whether the trust qualifies to receive distributions in a way that preserves the account’s tax deferral for beneficiaries. Some trust structures can allow beneficiaries to stretch distributions over time under required minimum distribution rules, while other structures may accelerate taxable events if not carefully drafted. Whether the trust retains assets or passes them out to beneficiaries can influence the timing and amount of tax owed by recipients. Because trusts often reach higher tax rates more quickly than individuals, retention of retirement distributions inside a trust can lead to accelerated taxation. Drafting choices such as conduit language that passes distributions through to beneficiaries can affect tax results. Consulting with legal and tax advisors during drafting helps design a trust that balances control with tax-efficient outcomes suitable for the family’s goals.
A conduit trust requires the trustee to distribute retirement plan payments directly to the named beneficiaries as received, preserving certain tax treatments and simplifying beneficiary tax reporting. An accumulation trust allows the trustee to keep distributions within the trust for management and future use, offering more control and protection but potentially causing different tax consequences. The choice between these structures depends on whether control or tax efficiency is the primary concern for the account owner. Both approaches have advantages and tradeoffs: conduit trusts can help maintain tax-deferred timing for beneficiaries while accumulation trusts can provide protections for vulnerable recipients. Drafting must reflect the account owner’s priorities and ensure compatibility with retirement plan rules so the intended distribution pattern is recognized by plan administrators and tax authorities.
Yes, a will remains an important part of estate planning even if a retirement plan trust is used, because beneficiary forms for retirement accounts do not always address all estate assets or guardianship nominations for minor children. A will can cover probate assets, make certain appointments such as guardianships, and provide backup provisions for assets not passing by beneficiary designation. Coordination between wills and trust documents helps ensure a complete plan that addresses all assets and personal wishes. While trusts can handle many transfer issues outside probate, a will provides a safety net and can address matters that trusts and beneficiary forms do not cover. Regularly reviewing both wills and trust documents helps maintain consistency so retirement accounts and other estate elements work together to fulfill the account owner’s objectives.
Required minimum distributions set timing for when distributions must begin from certain retirement accounts and can impact how a trust must be structured. If a trust is the beneficiary, its terms must allow for distributions that align with these rules to avoid unintended acceleration of taxable events. Ensuring the trust language reflects required distribution timelines helps preserve tax deferral where possible and maintains compliance with plan administrators’ requirements. Careful planning is necessary because required distribution rules vary depending on the type of account and the ages involved. Including clear provisions about how trustees should handle required minimum distributions and coordinating with tax advisors reduces the risk of missteps and helps beneficiaries receive distributions in a manner consistent with both legal requirements and the account owner’s intentions.
A trust can provide some level of protection from creditors depending on the trust terms and applicable law, but results vary based on the type of asset, timing of transfers, and beneficiary circumstances. Spendthrift provisions and distribution limitations are commonly used to make it harder for creditors to access trust principal, particularly when distributions are controlled by trustee discretion. Whether such protections are effective for retirement plan assets depends on how benefits are paid and state law. Because the interaction between retirement plan protections and trust structures is complex, drafting should carefully consider the nature of creditor claims and the desired beneficiaries’ exposure. In some cases, trust planning can reduce vulnerability to claims while still allowing beneficiaries to benefit from retirement assets in a measured way consistent with the account owner’s goals.
Choosing a trustee involves balancing administrative ability, impartiality, and willingness to perform fiduciary duties. Trustees should be organized, communicative, and prepared to interact with plan administrators and tax advisors. Some clients select an individual family member or friend who understands the family’s needs, while others name a professional fiduciary or corporate trustee to provide continuity and administrative resources. Consider naming successor trustees to ensure ongoing administration if the primary trustee is unavailable. When deciding who to appoint, think about the complexity of the retirement plan trust, the likely duration of trustee responsibilities, and whether impartial decision making will be important. Providing clear guidance in the trust document and offering trustee education about duties and distribution standards can help the chosen trustee fulfill responsibilities effectively and reduce potential conflicts among beneficiaries.
Naming a trust as beneficiary does not automatically change the tax rules that apply to retirement accounts, but trust design can affect how and when taxes are recognized. Properly drafted trust provisions that meet plan and tax criteria can allow beneficiaries to track distributions in a tax-advantaged manner, while poorly drafted trusts could accelerate taxation or force immediate distribution. The distinction rests on whether the trust qualifies under specific distribution rules and how trustee discretion interacts with required minimum distributions. Because tax rules for retirement accounts and trusts are technical, it is important to structure the trust to preserve intended tax benefits where possible. Coordinating trust drafting with tax advice helps ensure the retirement account’s tax treatment is understood and that distribution language supports the desired timing and tax outcomes for beneficiaries.
Beneficiary forms and trust language should be reviewed periodically and after major life changes such as marriage, divorce, births, deaths, or significant financial shifts. Regular reviews ensure that designations reflect current wishes and that the trust remains compatible with retirement plan rules and tax law. At a minimum, conducting a review every few years helps catch changes in family circumstances or law that might affect how retirement accounts should be handled. Updating documents promptly after significant events reduces the likelihood of unintended distributions and ensures beneficiary designations align with the estate plan. Keeping clear records of beneficiary forms and confirmations from plan administrators helps confirm that trust designations are in effect and that administration will proceed according to the account owner’s intentions.
Implementing a retirement plan trust typically requires reviewing current retirement account documents, drafting trust language compatible with plan rules, executing the trust according to state requirements, and updating beneficiary forms to name the trust as beneficiary. The process also includes coordinating the trust with existing wills and living trusts, and preparing guidance for trustees about administration and tax reporting. Clear communication and attention to technical details help ensure the trust functions as intended when distributions become necessary. After implementation, follow-up steps include confirming acceptance by plan administrators, storing executed documents, and educating successors and trustees about the trust’s terms and responsibilities. Periodic reviews ensure the trust remains aligned with changing circumstances and legal requirements so that retirement assets continue to be distributed in accordance with the account owner’s wishes.
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