A retirement plan trust can be an important part of an estate plan for individuals who want to control how retirement assets are distributed after their death, reduce potential tax exposure, and preserve benefits for heirs. In Lindsay and the surrounding Tulare County area, many residents hold assets in employer-sponsored retirement plans, IRAs, and other tax-advantaged accounts. This page explains how a retirement plan trust works, who may benefit, and how it can integrate with other estate planning documents such as wills, revocable living trusts, and powers of attorney. We also outline practical next steps for local families and account holders.
When considering a retirement plan trust, it is helpful to understand how account beneficiary designations, plan rules, and federal tax law interact. A properly drafted retirement plan trust can provide orderly distributions, protect vulnerable beneficiaries, and help manage required minimum distribution obligations while aligning with your overall estate goals. This guide covers common issues encountered by residents in Lindsay and broader California, including coordination with pour-over wills, trust funding, and the use of ancillary trust documents like certification of trust and HIPAA authorization to ensure continuity and privacy of financial and health information.
A retirement plan trust can provide targeted benefits that ordinary beneficiary designations alone may not deliver. By naming a trust as the beneficiary of a retirement account, you can control timing of distributions, protect assets from creditors or unintended spend-down by heirs, and address the needs of minor or special needs beneficiaries through structured payouts. This approach can also help with estate administration by reducing confusion about ownership and ensuring that retirement assets are handled consistently with other parts of your estate plan, such as a revocable living trust, pour-over will, and specific directives for healthcare or guardianship nominations.
The Law Offices of Robert P. Bergman provides estate planning services to individuals and families throughout California, including guidance on retirement plan trusts. With a practical approach focused on clear communication and personalized planning, the firm assists clients in structuring trusts that coordinate with retirement accounts, wills, powers of attorney, and healthcare directives. Clients receive careful attention to retirement account beneficiary rules and trust drafting to help preserve tax advantages and align distributions with long-term goals. The office is available by phone for local consultations at 408-528-2827.
A retirement plan trust is created to receive distributions from retirement accounts such as IRAs, 401(k)s, and other employer-sponsored plans when a plan participant dies. The trust document sets terms for how funds will be held, invested, and distributed to beneficiaries. Proper drafting considers plan rules and tax regulations to preserve tax-deferred status where possible and to avoid unintended accelerated taxation. A retirement plan trust will often be designed to coordinate with beneficiary designations and may require particular language to meet a plan’s definition of a valid beneficiary, so careful review and alignment are important.
In practice, funding a retirement plan trust means naming the trust as the account beneficiary, then ensuring the trust contains provisions that allow the plan administrator to determine distribution timing in accordance with applicable tax rules. Trust provisions commonly address required minimum distribution handling, payout schedules, successor trustees, and instructions for addressing disability or incapacity of beneficiaries. Because federal and state rules govern retirement accounts, strategies must be tailored to individual circumstances, and coordination with a comprehensive estate plan helps ensure that retirement assets serve the intended purpose over time.
A retirement plan trust is a legal entity established under trust law that is designated to receive retirement account proceeds upon the death of the account owner. Unlike a simple beneficiary designation that passes assets directly to an individual, the trust holds assets according to written terms that specify who receives distributions, when, and under what conditions. The trust can include protections for vulnerable beneficiaries, set staggered payout schedules, and provide mechanisms to manage tax implications. Careful drafting ensures that the trust qualifies as a valid beneficiary for plan purposes and aligns with both federal distribution rules and state law.
Establishing a retirement plan trust typically involves drafting the trust document, naming trustees and successor trustees, defining beneficiary classes, and specifying distribution terms that comply with plan and tax rules. The process includes reviewing the retirement account’s summary plan description and beneficiary designation form, coordinating language so the plan administrator recognizes the trust as beneficiary, and ensuring complementary estate documents are updated to reflect the trust. Additional steps may include drafting a certification of trust for account custodians and arranging to update or confirm beneficiary designations with financial institutions to avoid conflicts during administration.
Understanding common terms helps when evaluating a retirement plan trust. Terms such as beneficiary designation, required minimum distribution, designated beneficiary, trust decanting, and pour-over will frequently appear in documents and discussions. Knowing these definitions allows you to make informed choices about distribution timing, tax planning, and the interaction between retirement accounts and other estate planning instruments. Below are concise definitions and explanations of typical terms used when planning for retirement account succession and trust administration so you can better navigate conversations with your legal and financial advisors.
A beneficiary designation is a form or instruction used by retirement plan administrators and financial institutions to identify who will receive account proceeds upon the owner’s death. Designations may name individuals or entities such as trusts. When a trust is named as beneficiary, the trust must often meet certain requirements so the plan treats it as a designated beneficiary for distribution and tax purposes. It is important to confirm that the beneficiary designation and the trust terms are consistent to avoid unintended results during plan administration.
Required minimum distribution rules govern the minimum amounts that must be withdrawn from certain retirement accounts once distribution is required based on the account owner’s death and beneficiary status. When a trust is the beneficiary, the rules for calculating distributions can depend on whether the trust qualifies as a designated beneficiary and whether the trust terms name individual beneficiaries. Trust drafting that anticipates RMD rules can help avoid accelerated taxation and preserve tax-deferred growth for eligible beneficiaries, though careful coordination between trust language and plan procedures is required.
A designated beneficiary is an individual or entity recognized under retirement plan rules for determining distribution timing after an account owner’s death. For trusts to be treated as designated beneficiaries, the trust must meet specific criteria set by plan rules and tax regulations. Properly identifying designated beneficiaries affects how distributions are stretched or accelerated, which in turn influences tax consequences for recipients. Clear trust provisions and up-to-date beneficiary forms help ensure that intended individuals receive the tax-advantaged benefits afforded by the retirement account.
A certification of trust is a shortened version of the trust document that provides basic information to financial institutions and plan administrators without disclosing full trust terms. It typically confirms the existence of the trust, the trustee’s authority, and the signature authority while protecting privacy. Institutions often accept a certification of trust in lieu of the full document to update beneficiary information or transfer account ownership, making it a useful administrative tool when a trust is named as the beneficiary of retirement assets.
When deciding between beneficiary designations that name individuals directly and naming a retirement plan trust, consider privacy, control, creditor protection, and tax implications. Naming individuals directly can be simple and straightforward, but may offer less control over timing and vulnerability to creditor claims or unwise spending. A trust can provide tailored distributions, protect certain beneficiaries, and align retirement account assets with broader estate plan goals. Conversely, trusts must be drafted carefully to avoid negative tax consequences, and the complexity and administrative oversight may prove heavier than simple beneficiary designations for some households.
For account owners whose heirs are financially responsible adults and who do not have complex concerns about creditor claims or special needs, naming individuals directly as beneficiaries can be adequate. This approach keeps planning simple and can minimize administrative burdens, allowing funds to pass directly with minimal trust administration. It is important to have complementary estate documents such as a will and powers of attorney, and to review beneficiary forms periodically to reflect changes in circumstances like marriage or the birth of children, ensuring that accounts pass according to current wishes.
In situations where heirs require ready access to funds or where delaying distributions would create hardship, direct beneficiary designations provide immediate liquidity and straightforward transfer. This can be useful for families who want heirs to receive retirement account proceeds quickly after the account owner’s death without additional trust administration. Even when choosing direct designations, it remains important to understand tax consequences for beneficiaries and to coordinate account beneficiary forms with the overall estate plan to ensure proceeds are distributed as intended.
A retirement plan trust can be particularly useful when beneficiaries include minors, individuals with limited financial capacity, or those with special needs who might lose public benefits if given direct access to funds. The trust can specify spending standards, provide for professional management, and designate successor trustees to oversee distributions. By integrating trust provisions with other planning tools such as special needs trusts and guardianship nominations, families can create a coordinated plan that supports vulnerable beneficiaries while managing tax and benefit considerations over time.
When retirement accounts represent a significant portion of an estate, thoughtful trust-based planning can help manage distribution timing to reduce tax impacts and align payouts with estate objectives. A retirement plan trust can be structured to address required minimum distributions, preserve tax deferral where possible, and provide a predictable distribution plan for heirs. Coordinating trust language with retirement plan rules, beneficiary forms, and other estate documents often requires a comprehensive review to avoid inadvertent accelerated taxation or administrative complications.
A comprehensive approach aligns retirement plan trusts with wills, revocable living trusts, powers of attorney, healthcare directives, and other documents to create a cohesive plan. This coordination helps ensure beneficiary designations match overall intentions, reduces the chances of conflicting documents, and promotes efficient administration after death. A unified plan can protect assets, manage tax consequences, and deliver distributions in a manner consistent with long-term goals, while providing clarity for trustees, family members, and plan administrators.
Coordinating retirement plan trusts with other estate planning documents also supports smoother transitions in the event of incapacity or death. Documents like a HIPAA authorization, financial power of attorney, and certification of trust create the administrative framework for trustees and agents to access necessary information and act on behalf of the account owner. This advance preparation reduces delays, limits confusion, and helps ensure that distributions and decisions reflect the account owner’s priorities, whether those priorities involve long-term care, support for family members, or preservation of tax-advantaged assets.
A well-drafted retirement plan trust gives the account owner greater control over how retirement funds are distributed and used after death. Instead of a large lump sum going directly to a beneficiary, the trust can specify schedules, conditions, or spending criteria to protect against premature depletion. This control can benefit beneficiaries who may lack financial experience, face creditor exposures, or require support over time. Clear distribution provisions also make tax planning more predictable and help trustees administer funds responsibly in line with the decedent’s intentions.
Using a retirement plan trust as part of a cohesive estate plan can enhance protection for family members, preserve assets for future generations, and support philanthropic or legacy goals. Trust provisions can create safeguards against creditor claims, divorce proceedings, or beneficiary mismanagement, while also enabling thoughtful distributions that fulfill long-term objectives. By integrating retirement account planning with broader estate strategies, account owners can leave clearer instructions that reflect values and priorities, helping heirs manage inheritances responsibly and preserving family wealth over time.
Regularly reviewing beneficiary designations is essential to ensure your retirement plan trust functions as intended. Life events such as marriage, divorce, birth of children, or changes in financial circumstances can render existing designations out of date. Make a habit of checking account forms after major life changes and confirming that the trust language still meets plan requirements. Coordinating beneficiary forms with the trust document and other estate planning instruments helps avoid conflicting instructions and ensures retirement assets transfer according to current wishes.
Evaluate how trust-based distributions will affect beneficiaries’ tax situations over time, particularly with accounts that offer tax-deferred growth. Structuring payouts to balance immediate needs with long-term preservation can reduce tax burdens and provide sustained support. Consider provisions that allow flexibility for future changes in law or family circumstances, such as contingent distribution standards or trustees’ limited discretion. Thoughtful planning helps match pacing of distributions to beneficiaries’ financial needs while preserving the retirement account’s tax-advantaged status where possible.
Individuals and families often consider a retirement plan trust when they want to maintain control over distribution timing, protect assets from creditors or family law claims, or provide structured support for beneficiaries who may not be ready to receive a lump sum. Trusts can be tailored to coordinate with beneficiary designation forms and other estate documents to address specific priorities, such as preserving retirement income for a surviving spouse, supporting a child through education, or maintaining eligibility for governmental benefits for a dependent with disabilities.
Another common reason to use a retirement plan trust is to manage tax consequences more effectively for large retirement accounts. Trust provisions can be drafted to help comply with required minimum distribution rules and reduce the chance of unintended accelerated taxation. Combined with a comprehensive estate plan that includes a revocable living trust, pour-over will, and appropriate powers of attorney, a retirement plan trust can provide a structured path for retirement assets to follow after the owner’s death, matching distribution timing to family needs and financial goals.
Retirement plan trusts are often recommended for account owners with blended families, minor beneficiaries, or beneficiaries who may need protection from creditors or mismanagement. They are also useful for those who want to maintain privacy, control distribution timing, or preserve benefits for future generations. Situations involving sizable retirement assets, special needs family members, or complex estate tax considerations commonly benefit from trust-based solutions. In each scenario, the trust should be tailored to fit the family’s financial landscape and aligned with retirement plan rules to achieve intended outcomes.
When beneficiaries are minors or very young adults, a retirement plan trust can manage funds until beneficiaries reach specified ages or meet defined milestones. This prevents immediate access to large sums and provides a mechanism to fund education, housing, or other needs over time under the oversight of a trustee. Trust terms can define distribution standards, such as for health, education, maintenance, and support, providing structure and reducing the potential for mismanagement while still allowing for flexibility in administering funds in the beneficiaries’ best interests.
When a beneficiary has special financial needs, a retirement plan trust can help preserve public benefits and provide tailored support without jeopardizing eligibility for assistance programs. Trust provisions can coordinate distributions to supplement care, housing, or medical expenses while preserving necessary benefit eligibility. The trust can specify permitted uses of funds and include instructions for successor trustees to follow in complex benefit environments, offering a structured approach to balancing private support and public benefits for vulnerable beneficiaries.
Owners of substantial retirement accounts or individuals with blended family dynamics often use trusts to ensure assets are distributed fairly and according to overall estate goals. Trusts can protect assets from claims, provide for children from prior relationships, and create mechanisms to support a surviving spouse while preserving a remainder for descendants. Careful drafting addresses potential conflicts, supports long-term legacy planning, and helps the account owner set clear rules for trustees and beneficiaries to follow after the owner’s passing.
The Law Offices of Robert P. Bergman serves clients in Lindsay and Tulare County with retirement plan trust planning and related estate services. We help residents evaluate whether a trust-based approach aligns with their goals and guide them through drafting, beneficiary coordination, and administrative steps. Whether you need assistance updating beneficiary forms, preparing a certification of trust, or integrating retirement plans with a broader estate strategy, local support and clear guidance can provide confidence that your retirement assets will be managed according to your wishes.
Clients choose the Law Offices of Robert P. Bergman for practical, client-focused estate planning that includes retirement plan trust work. The firm emphasizes clear communication, careful document drafting, and regular reviews to keep plans current. We prioritize understanding each client’s goals, family dynamics, and financial landscape to draft retirement plan trusts that align with broader estate objectives. Local clients benefit from accessible consultations and a concentration on strategies that work under California law and federal retirement account rules.
Our approach includes reviewing existing estate documents, analyzing retirement account beneficiary designations, and preparing trust language and certification documents necessary for plan administrators. We assist with coordinating pour-over wills, revocable living trusts, and powers of attorney to create a consistent and manageable plan. Clients are supported through implementation steps, such as updating beneficiary forms with custodians and confirming that account documentation is accepted by plan administrators to prevent administrative delays or disputes during distribution.
We recognize that each family’s circumstances are unique, so our planning reflects individualized goals and practical solutions. Whether the priority is protecting minor beneficiaries, maintaining retirement benefits for a surviving spouse, or preserving assets for future generations, we work to present options and draft clear trust provisions that reflect the client’s intentions. This includes explaining potential tax considerations and administrative requirements so clients can make informed decisions about retirement plan trust strategies.
Our process begins with an initial consultation to review retirement accounts, beneficiary designations, and overall estate documents. We then recommend an approach tailored to your objectives, draft or revise trust provisions, and prepare supporting documents such as certifications of trust and updated beneficiary forms. After client review and execution, we assist with implementation steps and provide guidance on trustee duties and administration. Ongoing review is available to keep documents current with changes in family status or law, ensuring that retirement assets continue to align with your goals.
The first step involves a comprehensive review of retirement accounts, beneficiary designations, existing estate documents, and the client’s goals. We discuss family dynamics, potential vulnerabilities of beneficiaries, and tax considerations to determine whether a retirement plan trust is appropriate. This stage also includes collecting account statements and plan summaries to identify any plan-specific requirements, allowing for targeted drafting and reliable coordination between trust language and plan rules.
We gather current beneficiary forms, account statements, the plan’s summary description, and any existing trust or will documents. Reviewing these materials helps identify inconsistencies or gaps that could affect how retirement assets are distributed. The review focuses on ensuring that trust language will be recognized by plan administrators and that beneficiary designations reflect the client’s intentions. Clear documentation and early detection of potential conflicts reduce the risk of complications during administration.
During the planning discussion, we clarify the client’s objectives for retirement assets, such as support for a surviving spouse, education funding for children, protection for beneficiaries with special needs, or preservation for future generations. Based on these goals, we recommend trust structures and distribution standards that align with both tax rules and personal priorities. This strategic conversation guides the drafting phase and informs decisions about beneficiary designation updates and complementary estate documents.
Once the strategy is agreed upon, we draft retirement plan trust provisions and any related documents required to support the plan’s administration. This can include a certification of trust, pour-over will language, and updates to powers of attorney or health directives. After client review and execution, we assist with submitting beneficiary designation changes to account custodians and any follow-up needed to confirm acceptance. Careful implementation ensures the trust will be recognized and can function according to the client’s wishes.
Drafting involves creating clear trust provisions that address distribution timing, trustee powers, successor trustee appointment, and tax considerations such as required minimum distribution handling. Complementary documents—like a certification of trust, pour-over will, and HIPAA authorization—help facilitate interactions with financial institutions and healthcare providers. Coordinated drafting reduces the risk of conflicting instructions and streamlines administration by providing trustees and custodians the documentation they need to act effectively when distributions become necessary.
Following execution, we assist clients in submitting beneficiary designation updates to custodians and verifying that those changes have been recorded. Some plans may require additional documentation or specific wording in a certification of trust; we help prepare the materials required by custodians and follow up until confirmations are received. This step prevents confusion at the time of distribution and helps ensure that the retirement plan trust will be honored by the plan administrator.
After implementation, we offer follow-up reviews and trustee guidance to ensure the plan continues to reflect the client’s wishes and complies with changing law or family circumstances. Periodic check-ins provide opportunities to update beneficiary designations, adjust trust provisions, or address life events that affect the estate plan. We also provide practical materials for trustees to help them understand their duties and responsibilities, including recordkeeping, distribution practices, and communication with beneficiaries and financial institutions.
Periodic reviews are recommended whenever there are significant life changes or at regular intervals to confirm that beneficiary designations, trust provisions, and related documents remain aligned with current goals. During reviews, we assess whether distribution provisions, trustee appointments, and administrative instructions still suit the family’s needs and advise on necessary amendments or updates. Staying proactive reduces the likelihood of disputes or unintended outcomes in the future.
We provide guidance for trustees on administering a retirement plan trust, including documentation practices, distribution procedures, and coordination with plan administrators or custodians. Trustees may need assistance interpreting trust provisions, handling beneficiary requests, and managing tax reporting requirements. Practical support and clear instructions help trustees fulfill their duties, minimize administrative friction, and ensure that retirement assets are distributed in accordance with the trust document and the account owner’s intentions.
A retirement plan trust is a trust designed to receive distributions from retirement accounts upon the account owner’s death. Unlike naming an individual directly, a trust holds the assets and distributes them according to terms you set, which can include timing, purposes, and protections for beneficiaries who may not be ready to manage a lump sum. The trust can be structured to coordinate with the plan’s rules so that tax advantages are preserved for eligible beneficiaries while providing administration instructions to trustees and custodians. Naming a trust as beneficiary adds administrative steps and requires careful drafting to meet plan requirements, but it allows for controlled distributions and protections not available through direct beneficiary designations. It is important to ensure that the trust language and beneficiary forms are aligned so that the plan administrator recognizes the trust for distribution and tax purposes. Proper coordination reduces the risk of unintended tax acceleration or administrative disputes when accounts are transferred.
Yes, in many cases a trust can be named as the beneficiary of an IRA or a 401(k) plan in California. However, to ensure that the trust is treated appropriately by the plan administrator for distribution and tax rules, the trust must contain specific provisions and sometimes meet particular criteria. Plans may differ in how they handle trusts, so reviewing the plan’s summary and confirming required language is an important step before naming a trust as beneficiary. Because rules governing retirement accounts and trusts interact with federal tax law, careful drafting is needed to avoid unintended consequences. Working through the trust terms, beneficiary designation form, and any supporting documents helps ensure that the trust functions as intended and that designated beneficiaries receive the tax treatment and distribution scheduling the account owner intended.
Required minimum distribution rules determine the minimum amounts that must be distributed from certain retirement accounts over time; they can be affected by who is designated as beneficiary. When a trust is the beneficiary, whether and how those rules apply depends on whether the trust qualifies as a designated beneficiary and whether it names identifiable individual beneficiaries. If the trust does not meet required conditions, distributions may need to be accelerated, which can increase taxes for beneficiaries. To address RMD concerns, trust provisions often include language that identifies individual beneficiaries, sets distribution schedules, and allows trustees to follow plan-required calculations. Close coordination between trust drafting and plan rules helps preserve tax-deferred treatment where permitted and avoids unintended tax burdens for those who inherit retirement accounts.
Common drafting issues include ambiguous beneficiary identification, failure to include language required by plan administrators, and terms that unintentionally disqualify the trust for favorable distribution treatment. Vague distribution standards or missing trustee powers can create administrative difficulties and disputes. Additionally, failing to update beneficiary forms or to provide a certification of trust when requested by custodians may delay account transfer or lead to unintended outcomes. Avoiding these pitfalls requires careful drafting that contemplates plan requirements, clearly names beneficiaries or classes of beneficiaries, and provides trustees with the authority and guidance needed to implement the trust terms. Regular reviews and timely updates to beneficiary designations and supporting documents help maintain alignment with the owner’s intentions and plan procedures.
A certification of trust is a condensed document that provides essential information about the trust to financial institutions without disclosing the full trust terms. Custodians and plan administrators often accept it as proof of the trust’s existence and the trustee’s authority to act. This saves time and protects privacy while allowing institutions to update beneficiary records or honor trust-based designations. Using a certification of trust can streamline interactions with retirement account custodians by confirming the trust’s details and trusteeship. It is especially useful when custodians are reluctant to accept a full trust document or when the owner wants to limit disclosure. Preparing and providing a certification consistent with institutional requirements helps prevent administrative delays during the transfer process.
When a spouse is a beneficiary, specific rules under federal and plan law may grant certain protections or options, especially for employer-sponsored plans. A surviving spouse sometimes has rights that allow spousal rollover or continued tax-deferral options; however, naming a trust that treats the spouse as a beneficiary can change how those options apply. Careful drafting is necessary to preserve spousal options when that outcome is intended, and to clearly specify whether a spouse should receive outright distributions or trust-held benefits under defined terms. Discussing spousal rights and drafting trust provisions that reflect those intentions is an important part of the planning process. If the goal is to preserve spouse rollover rights or other plan-specific options, the trust must be structured and coordinated with beneficiary forms to ensure plan administrators handle the account consistent with the owner’s wishes and the spouse’s legal protections.
A retirement plan trust can be drafted to support beneficiaries who rely on public benefits while preserving their eligibility. For example, trust provisions can provide supplemental support for housing, medical care, and other needs without directly providing funds that could reduce means-tested benefits. Special language and careful consideration of benefit rules are necessary to avoid unintended disqualification, and sometimes a separate type of trust designed for benefit preservation is used in tandem with retirement plan provisions. Coordinating with advisors knowledgeable about public benefit programs helps ensure that distributions are structured to supplement rather than replace benefits, and that trustees follow standards that maintain the beneficiary’s eligibility. Thoughtful drafting and administration support both the beneficiary’s financial needs and their access to essential public programs.
After establishing a retirement plan trust, take steps to ensure plan administrators and custodians recognize the trust. This includes submitting updated beneficiary designation forms that name the trust, providing a certification of trust if requested, and confirming that custodians have recorded the changes. Follow-up communication is often necessary to verify acceptance and address any additional documentation requirements the financial institutions may have. It is also advisable to keep copies of confirmations and correspondence related to beneficiary updates and to review account statements periodically. Maintaining clear records and confirming that beneficiary changes are properly recorded helps prevent administrative delays and supports a smoother transfer of retirement assets when distributions become necessary.
Regular reviews of your retirement plan trust and beneficiary designations are recommended whenever there are major life events, such as marriage, divorce, births, deaths, or significant changes in financial circumstances. In addition, periodic reviews every few years help ensure documents remain aligned with current laws and goals. These reviews help identify needed updates to trust provisions, trustee appointments, and beneficiary forms so that retirement assets continue to transfer as intended. Keeping beneficiary designations current and conducting routine trust reviews also allow you to respond to changes in account types, custodian procedures, and tax law developments. Proactive maintenance reduces the risk of conflicts, administrative challenges, and tax surprises for beneficiaries down the road.
A pour-over will works alongside a trust-based plan to ensure that any assets inadvertently left out of the trust during the owner’s lifetime are transferred into the trust at probate. While retirement accounts are typically transferred by beneficiary designation and may not pass through probate, a pour-over will still plays an important role in capturing other assets and providing a safety net if any retirement account assets were not properly coordinated or if non-retirement assets need to be consolidated into the trust. Including a pour-over will as part of an estate plan adds an additional layer of protection by directing residual assets to the trust, simplifying administration, and ensuring consistency with the overall plan. Combining a pour-over will with updated beneficiary forms and trust documentation helps create a comprehensive approach to asset transfer and legacy planning.
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