A Retirement Plan Trust can be an essential component of a thorough estate plan for individuals who want to protect retirement assets and provide clear directions for distribution. This page explains how a retirement plan trust works, who benefits from it, and what choices are available in California under current law. Whether you hold a 401(k), IRA, or other qualified plan, establishing a trust tailored to retirement accounts can help coordinate beneficiary designations, minimize probate exposure, and provide clarity to loved ones when the account holder can no longer manage their affairs.
When retirement assets are a significant part of an estate, thoughtful planning ensures those funds pass according to your wishes while addressing tax considerations, beneficiary management, and creditor protections. A Retirement Plan Trust can support long-term planning goals like providing for a surviving spouse, children, or a dependent with special needs while preserving retirement plan qualified status where possible. This guide outlines common trust features, how they interact with retirement plan rules, and practical steps to implement a plan that aligns with your family’s financial and caregiving objectives.
A Retirement Plan Trust offers several benefits when incorporated into an estate plan. It can provide clear instructions for plan administrators and beneficiaries, govern distribution timing to reduce the risk of mismanagement, and offer protections for beneficiaries who may be minors or have special needs. With proper drafting, the trust can preserve favorable tax treatment under retirement plan rules and reduce the likelihood of disputes after the account holder’s death. Additionally, a trust can include provisions that align retirement distributions with broader estate goals, such as lifetime income for a spouse or staged distributions for younger beneficiaries.
Law Offices of Robert P. Bergman provides estate planning services including retirement plan trusts, living trusts, wills, powers of attorney, and healthcare directives to clients across the Bay Area and Sonoma County. The firm focuses on practical, client-centered planning that reflects each person’s goals, family dynamics, and California legal considerations. We assist clients with drafting trust documents, coordinating beneficiary designations, preparing trust certifications and pour-over wills, and advising on trust administration matters. You can expect clear communication about options and carefully prepared documents designed to work with retirement plan rules and your overall plan.
A retirement plan trust is a trust designed to receive distributions from retirement accounts and manage those assets for beneficiaries. These trusts can be drafted to accept retirement plan benefits while preserving tax advantages when structured correctly. Important considerations include trust language that qualifies the trust as a permissible beneficiary under plan rules, the trustee’s authority to manage distributions, and provisions that determine timing and form of payments. Proper coordination with your retirement plan administrator and beneficiary designation form is vital to ensure the trust functions as intended and avoids unintended tax consequences.
Retirement plan trusts must balance creditor protection, beneficiary needs, and required minimum distribution rules. Depending on the type of plan and the beneficiaries’ circumstances, a trust can provide protections that direct plan distributions over time or in specific circumstances, such as for a surviving spouse or a dependent with special needs. Trustees have fiduciary responsibilities to manage distributions prudently. Drafting should also consider state law regarding trusts, community property rules in California, and coordination with other estate documents like pour-over wills and certification of trust documents.
A Retirement Plan Trust is a trust instrument created to receive retirement account benefits and manage them for the benefit of named beneficiaries. The trust’s provisions govern how distributions are handled, who can receive funds, and under what circumstances distributions may be made. The trust can be revocable or irrevocable, depending on planning goals, and may include features to address beneficiary protection, tax strategies, or staged distributions. Coordinating the trust with retirement plan beneficiary designations and plan documents ensures that the trust is accepted by plan administrators and that tax treatment is preserved where possible.
Key elements of a retirement plan trust include clear beneficiary language, trustee powers to receive and distribute retirement funds, spendthrift or distribution limitation provisions, and language that meets the retirement plan’s requirements for trust beneficiaries. The process typically involves an initial consultation to identify goals, drafting or amending trust provisions, coordinating beneficiary forms with the plan administrator, and executing the necessary trust documents. After a plan participant’s death, the trustee coordinates with the plan provider to claim benefits and manages the funds according to the trust terms while considering tax and distribution rules.
This glossary defines common terms used when discussing retirement plan trusts, including trust beneficiary, trustee, required minimum distributions, trust conduit versus accumulation approaches, and pour-over will. Understanding these terms helps you make informed choices about drafting trust provisions and coordinating with retirement plan administrators. Clear definitions reduce confusion and support discussions about how distributions will be handled, who will receive income, and how trustee discretion may apply in managing funds for beneficiaries across different stages of life. Familiarity with these concepts improves decision-making during plan design.
A beneficiary designation is the form or instruction naming the person or entity who will receive assets from a retirement plan upon the participant’s death. Properly naming a trust as beneficiary requires that the trust meet the plan’s requirements and that the trust language clearly identifies the beneficiaries and trustee. Beneficiary designations typically override wills for retirement accounts, so coordination between the trust and the retirement plan paperwork is critical. Updating designations after major life events such as marriage, divorce, or the birth of a child helps ensure your intended recipients receive the assets.
A conduit trust passes retirement plan distributions directly to the trust beneficiaries as the trustee receives them, preserving certain tax treatments. An accumulation trust allows the trustee to retain distributions within the trust for management or protection, which can affect tax treatment and required distribution calculations. Choosing between these approaches involves assessing beneficiary maturity, creditor exposure, and tax implications. Each approach has advantages and trade-offs, and the right choice depends on goals such as preserving income for a surviving spouse or protecting assets for minor beneficiaries.
Required Minimum Distributions are the minimum amounts that must be withdrawn from certain retirement accounts each year after a specified age or following the account owner’s death. RMD rules influence how retirement plan trusts are structured because they determine distribution timing and amounts, which can affect tax planning and the longevity of retirement funds. Trust language should account for RMD schedules and ensure the trustee understands their obligations to meet these distribution rules, coordinate with tax advisors, and plan distributions in a manner consistent with beneficiary needs and tax considerations.
A pour-over will is a testamentary document that directs any assets still in an individual’s name at death to be transferred into a trust. This ensures that assets not previously retitled or placed into the trust during the grantor’s lifetime are moved into the existing trust structure and managed according to the trust terms. For retirement plan trusts, beneficiary designations usually control retirement assets, but a pour-over will complements trust planning by capturing other assets and providing unified administration under the trust terms, simplifying estate settlement for trustees and beneficiaries.
When planning for retirement assets, clients can choose a limited approach—such as naming individuals directly on beneficiary forms—or pursue a comprehensive trust-based plan that integrates retirement accounts with broader estate planning documents. A limited approach may be quicker and less expensive initially, but it can expose funds to probate, creditor claims, and potential mismanagement if beneficiaries are unprepared. On the other hand, a comprehensive retirement plan trust addresses distribution control, creditor protection, and coordination with other estate documents, and it can be tailored for long-term family or caregiving goals while meeting legal requirements for plan beneficiaries.
A limited approach to retirement assets can be appropriate when the named beneficiary is a spouse or adult child who is financially responsible, there are no concerns about creditor claims, and the account holder prefers direct passing of assets without trust management. In such situations, managing beneficiary designations may adequately reflect the account holder’s wishes while avoiding trust drafting costs. Even so, it remains important to periodically review beneficiary designations and to coordinate them with the rest of the estate plan to ensure consistency with current family circumstances and long-term objectives.
For smaller retirement account balances where the administrative burden of a trust may outweigh expected benefits, a direct beneficiary designation can provide simplicity and lower costs. Individuals with modest retirement assets who prioritize straightforward transfer and minimal ongoing administration may choose this route. Regardless of the decision, it is beneficial to evaluate potential tax consequences and to ensure that beneficiary designations reflect current intentions, particularly after major life changes, so that the transfer of retirement funds is consistent with estate planning goals and family needs.
A comprehensive retirement plan trust is often appropriate when beneficiaries include minors, individuals with disabilities, or those who might face creditor or divorce claims. Trust structures can control timing of distributions, provide professional or guided management of funds, and safeguard assets from potential outside claims. Carefully drafted provisions can ensure that retirement funds are used for the beneficiary’s long-term welfare while addressing tax and legal requirements. This approach can provide peace of mind that retirement assets will be stewarded in a manner consistent with the account holder’s intentions.
Comprehensive planning is also suited for those who want to harmonize retirement distributions with overall estate and tax planning. Trust provisions can be structured to manage distribution schedules, preserve favorable tax treatment where possible, and integrate with other documents like living trusts, pour-over wills, and powers of attorney. This coordination helps ensure retirement assets contribute to long-term income objectives for surviving family members while conforming to regulatory distribution requirements and minimizing administrative disruptions after the account holder’s death.
A comprehensive retirement plan trust helps align retirement account distributions with broader estate and family planning objectives. Advantages include clearer control over timing and form of distributions, protections for beneficiaries who may lack financial maturity, and potential mitigation of certain creditor risks depending on trust design. Trusts can also provide continuity of management if beneficiaries are minors or have special circumstances, ensuring funds are available for care, education, and living expenses while subject to careful oversight and terms chosen by the account holder.
Beyond beneficiary protections, a retirement plan trust can facilitate coordination with a pour-over will, trust certification, and other estate documents to create a cohesive plan. Trustees can be instructed to manage distributions in a way that complements other assets held in trust, enabling more predictable administration and reducing the likelihood of family disputes. Thoughtful drafting can also make it easier for successor trustees to fulfill their duties and for beneficiaries to understand their rights and responsibilities under the trust arrangement.
A retirement plan trust allows the account holder to control when and how beneficiaries receive retirement funds. This control can prevent lump-sum payouts that beneficiaries may not be prepared to manage, enable the staging of distributions over time, and allow funds to be used responsibly for ongoing needs. The trustee’s role is to administer distributions consistent with the trust terms, helping align payments with educational costs, healthcare needs, or long-term income objectives. Clear distribution rules reduce uncertainty and support long-term financial stability for beneficiaries.
By placing retirement distributions into a trust with appropriate protections, beneficiaries may have additional safeguards against creditor claims and personal circumstances that could jeopardize their inheritance. Trust provisions may limit outright distributions and provide for discretionary payments, which can reduce exposure to creditors or divorce-related division. While creditor protection depends on trust type and timing, carefully drafted provisions, together with legal and financial coordination, can help preserve retirement funds for intended purposes and reduce the risk of premature depletion by unplanned obligations or poor financial decisions.
One of the most important steps when establishing a retirement plan trust is to ensure beneficiary designation forms at your plan provider reflect the trust language and intent. A mismatch between a trust and a designation form can lead to unintended results and administrative complications. Review both the trust document and the plan’s beneficiary form together, update names and trustee designations when circumstances change, and confirm with the plan administrator that the trust will be accepted as the beneficiary under plan rules to preserve desired tax and distribution outcomes.
Life changes such as marriage, divorce, birth, or relocation can affect retirement plan trust goals, beneficiary designations, and overall estate strategies. Schedule periodic reviews of your trust, will, beneficiary forms, and related documents to confirm they still reflect your wishes and current law. Regular updates help ensure that distributions align with present family dynamics, that trustees remain available and willing, and that any tax planning considerations are updated to reflect changes in retirement law or personal circumstances.
Consider a retirement plan trust if you want greater control over how retirement funds are distributed, need to protect beneficiaries from undue financial risk, or aim to integrate retirement benefits with a broader estate plan. Trusts can address specific family situations such as children from different relationships, minor beneficiaries, or family members who require managed distributions. They are also useful when funds must be coordinated with other trust assets to achieve long-term income goals and preserve assets for future generations while taking applicable tax rules into account.
You should also think about a retirement plan trust when creditor protection is a concern, or when workplace retirement accounts form a significant portion of your estate and you want to avoid unintended probate or distribution outcomes. Properly drafted trust arrangements can improve continuity of management, streamline trustee responsibilities, and reduce the chances of disputes. Discussing these concerns during planning helps tailor trust provisions to meet both legal requirements and family priorities while creating a practical roadmap for trustees and beneficiaries.
Retirement plan trusts are often recommended when account holders have complex family dynamics, rely on retirement assets for legacy planning, or need to provide ongoing support for dependents. Typical circumstances include blended families, beneficiaries with special needs, young or inexperienced recipients, or when protecting assets from potential creditor claims matters. Trusts help manage distributions, maintain tax treatment when possible, and ensure funds are used for intended purposes. The decision to use a trust depends on individual objectives, and a careful review of retirement plan rules is necessary to implement an effective solution.
For individuals with blended families, a retirement plan trust can balance the desire to provide for a surviving spouse while preserving assets for children from prior relationships. The trust can set terms that provide income to a spouse during their lifetime with remainder interests directed to other beneficiaries. This structure helps avoid disputes and ensures that retirement assets are distributed according to the account holder’s wishes, offering a predictable framework for family members to follow after the account holder’s death.
When beneficiaries have disabilities or ongoing care needs, a retirement plan trust can protect their eligibility for public benefits and provide managed financial support without jeopardizing benefits. Trust terms can specify distributions for healthcare, housing, and daily living expenses while maintaining benefit eligibility where appropriate. These provisions help balance long-term care needs with financial preservation, ensuring that retirement funds complement rather than displace public assistance programs and provide a stable resource for a beneficiary’s lifetime needs.
If beneficiaries are minors or young adults, a retirement plan trust enables controlled distributions until beneficiaries reach an age or milestone specified by the account holder. Trustees can manage funds on behalf of minors, pay for education, healthcare, and living expenses, and prevent premature depletion of assets. This approach gives parents and grandparents confidence that retirement funds will be used responsibly over time, with a trustee charged to follow the trust’s distribution instructions and report to beneficiaries as required by the trust terms.
If you are in Rohnert Park or nearby Sonoma County, our office can assist with retirement plan trust planning and coordination with other estate documents. We help clients understand options for beneficiary designations, draft trust provisions that meet plan requirements, and prepare supporting documents such as pour-over wills and certifications of trust. Whether you are updating existing planning or creating a new trust to receive retirement assets, we provide clear guidance about the effect of trust provisions, trustee duties, and administration steps during and after life events.
Law Offices of Robert P. Bergman focuses on practical estate planning solutions for individuals and families across San Jose, Sonoma County, and the Bay Area. We prepare tailored trust documents, beneficiary coordination forms, and related instruments such as powers of attorney and advance health care directives. Clients receive direct guidance about how retirement plan trusts interact with tax rules and estate administration processes, and we work to ensure trust language accomplishes the intended distribution, creditor protections, and management goals for beneficiaries.
Our approach emphasizes clear communication about available choices, step-by-step assistance coordinating with retirement plan providers, and preparing successor trustee provisions to support smooth administration. We draft pour-over wills and certifications of trust when needed and assist with trust modifications or petitions if circumstances change. Clients appreciate practical advice about balancing control, protection, and flexibility for retirement assets while ensuring formal documents align with current California law and plan procedures.
We also help clients consider related estate planning tools such as revocable living trusts, irrevocable life insurance trusts, special needs trusts, and guardianship nominations for minor children. Taking a holistic view of assets and family goals allows us to recommend cohesive plans that incorporate retirement accounts, probate avoidance strategies, and ongoing management provisions to address both immediate and long-term concerns for beneficiaries.
Our process begins with a consultation to identify your goals, retirement accounts, and family circumstances. From there we review beneficiary designations and existing estate documents, propose trust language that aligns with your objectives, and coordinate with your retirement plan administrators as needed. After you approve the documents, we assist with executing and delivering trust instruments and beneficiary forms, and we provide guidance for trustee duties and administration. Periodic reviews allow updates for life changes to keep the plan current and effective.
The initial planning stage gathers details about retirement accounts, intended beneficiaries, and your overall estate goals. We discuss how you want distributions handled, whether you prefer staged payments or immediate access, and any concerns about creditor protection or beneficiary eligibility for public benefits. This stage also identifies whether amendments to existing trusts or new trust creation is most appropriate. Clear goal setting at the outset enables precise drafting and reduces the need for revisions later.
We compile a list of retirement accounts, including IRAs, 401(k)s, pensions, and other qualified plans, and review current beneficiary designations. Understanding account types and balances helps determine which trust provisions are necessary to meet distribution and tax objectives. We discuss priorities for beneficiaries, such as income for a surviving spouse, staged distributions for children, or protection for beneficiaries with special needs, so the trust can be drafted to support those intentions.
This part of the process looks at family dynamics, potential creditor or divorce concerns, and any public benefit issues that could affect beneficiaries. We consider California property rules, community property implications, and the interaction between the trust and other estate documents. Evaluating these elements early supports a comprehensive trust design that minimizes conflicts and supports effective administration after the account holder’s death.
Drafting involves preparing trust language that satisfies retirement plan requirements and reflects your distribution preferences. We include trustee powers, distribution standards, and any protective provisions necessary for beneficiaries. Coordination with plan administrators and beneficiary designation forms ensures the trust will be recognized and the intended tax treatment preserved where possible. We also prepare pour-over wills, certifications of trust, and other supporting documents to create a cohesive estate plan.
The trust document is drafted to include clear beneficiary identification, trustee authority to receive plan distributions, and instructions for distribution timing and use. Supporting documents such as a pour-over will, certification of trust, and powers of attorney are prepared to ensure all aspects of estate administration are covered. We pay special attention to language that will be accepted by retirement plan providers and that aligns with applicable distribution rules.
After drafting, we coordinate with retirement plan administrators to confirm acceptance of the trust as beneficiary and to complete any necessary forms. We attend to proper execution and notarization of documents, advise on retitling where appropriate, and provide instructions for trustees and successor trustees. This coordination reduces administrative delays and helps ensure the retirement plan benefits will transfer according to your intent.
Following execution, the trustee is prepared to administer the trust according to the terms when distributions commence. We provide guidance on trustee responsibilities, required minimum distribution calculations, and tax reporting considerations. Periodic reviews are recommended to update the trust and beneficiary forms after life events or changes in law. Ongoing attention ensures the retirement plan trust continues to meet family goals and preserve intended protections over time.
We advise trustees on their duties, including how to request plan distributions, how to invest or manage received funds, recordkeeping, and how to communicate with beneficiaries. This support helps trustees fulfill obligations responsibly and in accord with trust directions. Guidance addresses distribution timing, tax considerations, and methods to balance beneficiary needs with preservation of retirement assets for long-term goals.
Periodic reviews help ensure trust provisions, beneficiary designations, and supporting documents stay current. Life events, shifts in family circumstances, and changes in tax or retirement laws may prompt amendments. We assist with trust modifications or petitions as necessary and ensure any changes are properly executed and coordinated with plan providers. Regular reviews provide confidence that your retirement plan trust will continue to operate as intended over time.
A retirement plan trust is a trust drafted to receive and manage retirement account benefits on behalf of named beneficiaries. It provides a legal framework for directing distributions, appointing a trustee to manage funds, and setting conditions for how and when beneficiaries receive assets. A trust is particularly useful when beneficiaries are minors, have ongoing care needs, or when the account holder wants to avoid direct lump-sum distributions that could be misused. The trust coordinates with beneficiary designations and plan rules to ensure the intended outcome is achievable. Deciding whether you need a retirement plan trust depends on factors such as family dynamics, creditor concerns, and the size of retirement assets relative to your overall estate. A trust can help manage tax implications, provide structured income for a surviving spouse, and protect funds against creditors or divorce claims in some situations. Discussing these concerns with legal counsel helps determine whether a trust-based approach better meets your goals than simple beneficiary designations.
Beneficiary designations typically control the transfer of retirement accounts, and naming a trust as beneficiary requires careful coordination so that plan administrators accept the trust. The trust must be drafted with language that identifies beneficiaries and trustees clearly and that satisfies the plan’s rules. If the designation form names individuals directly, those designations will normally supersede instructions in a will, which means beneficiary forms should be reviewed alongside trust documents to prevent unintended outcomes. When a trust is named, the trustee becomes responsible for claiming retirement funds and administering them under the trust terms. This requires clear instructions about distribution timing, required minimum distributions, and tax handling. Ensuring the designation form exactly matches the trust’s name and includes necessary dates and trustee identifiers reduces administrative delays and ensures the trust functions as intended.
In many circumstances, a trust can be drafted to preserve favorable tax treatment for retirement accounts if it meets the retirement plan’s beneficiary requirements. Trusts that qualify under plan rules may allow beneficiaries to stretch distributions over permitted lifespans or other applicable schedules, depending on account type and current law. Proper drafting typically involves defining primary and contingent beneficiaries, establishing trustee powers, and ensuring the trust document contains the specific language needed for plan acceptance. Tax rules for retirement accounts are complex and change over time, so coordinating trust language with current distributions rules and tax guidance is important. Working with legal and tax advisers helps craft provisions that harmonize tax planning objectives with distribution control and beneficiary protection, while ensuring that trustees understand their obligations for tax reporting and distribution timing.
Whether to name a spouse directly or use a trust depends on the spouse’s financial needs, their access to benefits, and your broader estate plan. Naming a spouse directly often allows them to roll over the retirement account into their own name, giving flexible access and potential tax advantages. Alternatively, using a trust may be appropriate when you want to limit distributions, protect assets from creditors, or provide controlled income if the spouse is not financially comfortable managing large sums. If you are considering a trust for a spouse, the trust should be drafted to allow the spouse the necessary access while preserving protections you wish to maintain. Legal counsel can explain how California property law, community property considerations, and tax consequences interact with either choice and help craft a plan that aligns with your goals for the surviving spouse and other beneficiaries.
Required minimum distributions (RMDs) determine the minimum amounts that must be withdrawn from certain retirement accounts in specified years and influence how a trust should be structured. Trust provisions must account for RMD schedules and ensure that distributions from the plan satisfy these rules to avoid penalties. The trustee needs a clear understanding of RMD timing to coordinate distributions and tax reporting, particularly after the account owner’s death. A trust that is not properly aligned with RMD rules can inadvertently accelerate distributions or create tax inefficiencies. Drafting should therefore consider whether a conduit or accumulation approach better meets goals while complying with RMD regulations. Guidance from legal and tax professionals helps design trust language so that RMD requirements are met and that distributions are managed to support beneficiary needs.
Important trustee powers include authority to receive plan distributions, invest and preserve trust assets prudently, make discretionary or specific payments to beneficiaries, and provide accounting to beneficiaries. Clear powers help the trustee administer distributions in a manner consistent with the account holder’s intent, manage tax obligations, and coordinate with other trust assets. Trustee selection and instructions are central to achieving desired distribution patterns while maintaining fiduciary responsibilities. Additionally, trustees should have the ability to consult with professionals when needed, such as tax advisors or financial managers, and the trust should define successor trustee procedures. Including guidance about distribution standards, reporting requirements, and permissible uses of funds reduces ambiguity and helps trustees act decisively when administering retirement plan benefits for beneficiaries.
A properly drafted retirement plan trust can help protect a beneficiary’s eligibility for public benefits by limiting direct distributions and providing discretionary payments for specific needs. When the trust is structured to supplement rather than replace public benefits, funds can be directed toward allowable expenses such as healthcare, housing, and personal support without disqualifying beneficiaries. Special needs planning requires careful language to align with benefit rules and to ensure distributions are handled to preserve eligibility where possible. However, protection depends on the trust type and timing, and it is important to coordinate with advisors experienced in benefit programs to avoid unintended disqualification. Drafting provisions that clearly state the trust’s purpose, allowable distributions, and trustee discretion helps maintain benefits while providing financial support from retirement assets for long-term care and quality of life.
Retirement plan trusts and beneficiary forms should be reviewed at least every few years and after major life events such as marriage, divorce, births, deaths, or significant changes in assets. Laws and plan rules evolve over time, so periodic reviews ensure the trust continues to meet your objectives, that beneficiary designations remain accurate, and that trustee nominations are current. Regular reviews reduce the risk of conflicts and administrative complications when distributions arise. During reviews, consider whether trustee provisions remain appropriate, whether new assets need to be integrated, and whether changes in tax law affect distribution strategies. Keeping documentation up to date and coordinating changes with plan administrators helps preserve intended treatment for retirement accounts and prevents surprises for beneficiaries and trustees.
Typically, beneficiary designations on retirement accounts take precedence over instructions in a will because retirement plans are contract-type assets governed by account paperwork. If a beneficiary form names an individual or trust, that designation generally controls distribution of the account despite contrary will terms. This is why coordination between beneficiary forms and estate documents such as wills and trusts is essential to achieve the account holder’s real intentions. If conflicts arise, resolving them often involves working with plan administrators and possibly legal counsel to clarify intended recipients. Updating beneficiary designations to match the estate plan and ensuring trust names and dates are precise minimizes the risk of conflicting instructions and helps ensure retirement assets transfer as intended.
To begin establishing a retirement plan trust, gather information about your retirement accounts, current beneficiary designations, and other estate documents such as trusts, wills, and powers of attorney. Schedule a consultation to discuss your goals, family circumstances, and any concerns about creditor protection, public benefits, or distribution timing. This initial review helps identify whether an amendment to an existing trust or creation of a new trust is appropriate and what beneficiary coordination will be necessary. Next, work with legal counsel to draft trust language that meets retirement plan requirements and supports your distribution objectives. Coordinate with plan administrators to confirm acceptance of the trust as beneficiary, execute and notarize documents, and establish clear instructions for trustees. Periodic follow-up reviews ensure your plan remains current as life circumstances and laws evolve.
Explore our complete estate planning services
[gravityform id=”2″ title=”false” description=”false” ajax=”true”]
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