• Retirement Plan Trusts

    A specially designed trust may be designated as the beneficiary of your IRA or other qualified retirement plans. This cutting-edge planning tool may provide you and your loved ones with numerous, considerable benefits, including: maximization of income tax deferral and wealth accumulation relating to your retirement plans; minimization of estate and generation skipping taxes; guarantee of eventual distribution to your desired beneficiaries though several generations; and spendthrift, divorce and creditor protection for your beneficiaries. A Retirement Plan Trust should be set up separately from your Living Trust and is generally advisable if your IRAs total over $150,000 (both husband and wife combined and including any company retirement plans, such as 401(k)’s).

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    About JEREMY J. OFSEYER

    Mr. Ofseyer is a graduate of the Harvard Law School (magna cum laude 1990), and is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. He has the highest available peer-review rating, AV® Preeminent, from Martindale-Hubbell, the highest available Avvo rating, 10.0 Superb, and Palm Springs Life magazine has selected him as one of its Top Lawyers every year since it started selecting lawyers in 2011.

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RECEIVE A 30-MINUTE COMPLIMENTARY ESTATE PLANNING CONSULTATION

We are pleased to offer a free consultation to prospective clients interested in creating or updating their own estate plan. This offer does not apply to other types of matters, including advice or assistance concerning: another person's estate or estate plan; trust or estate administration; disputes; or conservatorships.

 

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