Retirement Exemption Planning Under Cal. Civ Proc. Section 704.115(b).
Автор: San Fernando Valley Bar Association
Загружено: 2026-01-21
Просмотров: 4
Описание: Attorney Dustin Nichols provides a strategic overview of the California Private Retirement Trust, highlighting its powerful asset protection advantages for California residents. This session explores the private retirement trust’s unique ability to shield retirement-designated assets from creditors, even post-retirement, and its potential as a tax-deductible business expense. The trust is also accessible to non-U.S. citizens residing in California, offering a robust planning tool beyond traditional asset protection methods. Nichols will also touch on the evolving standard of care for business law professionals. / Recorded 1/20/2026 / Join the SFVBA today for no-charge MCLE credit for all live programs: https://SFVBA.org.
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