Join us at our Member Meeting
Wednesday, June 25th at 11:30 AM
The use of the Private Retirement Trust in California: Statutory – Based Exemption Planning Under CCP Section 704.115
Dustin I. Nichols, Esq.
Law Office of Dustin I. Nichols, APC
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California • www.pacificclub.org
11:30am - Networking
12:00pm - 1:30pm - Program
In this course, Dustin will discuss how a Private Retirement Trust allows Californians to convert their "exposed" personal assets to "exempt" retirement assets that are protected against the enforcement of money judgments. The course will cover key topics such as statutory authority, necessary due diligence and PRT funding logistics.
Dustin Nichols, Esq.
Law Office of Dustin I. Nichols, APC
Newport Beach, California
Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 30 years, Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation.
Dustin counsels California resident business owners on Integrated Exemption Planning structures and strategies, including the California Private Retirement Trust (PRT®) solution. Dustin and his Team are also often called upon by bankruptcy and litigation attorneys to review and opine on the legal efficacy and validity of various asset protection structures and plans possessed by clients.
Dustin is a former Partner with the Orange County, California law firm of Brown & Streza, LLP, where he ran their Integrated Exemption Planning Division.
Dustin has been published in such professional publications as The Orange County Lawyer, Bloomberg Tax and First American Trust Quarterly. Dustin provides private workshops and lunch-n-learns for large CPA Firms, R.I.A.’s, life insurance advisors and financial professionals on the PRT®.
Dustin often conducts continuing legal seminars and speaks on the topic of Integrated Exemption Planning and the PRT®.
Objective: Retirement Exemption Planning for California Residents using the Private Retirement Trust.
There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be intermediate.
Delivery Method: Group Live
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live & Group Internet Based.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202