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CALIFORNIA

EXEMPTION PLANNING

NEWSLETTER

WRITTEN BY: DUSTIN I. NICHOLS

AND HEATHER KOCER, CO-AUTHOR

Article 2: The Plan Ingredients

Get a taste of the key ingredients required to create a Private Retirement Plan (“Plan”) that is designed in conformity with case precedent to ensure it will withstand scrutiny from the courts if challenged by creditors.  The most essential of which is the Private Retirement Trust, which is the vehicle created to preserve and protect your retirement assets.

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Article 1: The Potent Statutory Exemption Protection

of CCP § 704.115(b)

Explore California’s exemption planning toolbox and discover the potent statutory exemption protection provided by CCP § 704.115(b).  This statute allows California residents to preserve and protect their retirement assets at the expense of creditors by converting “exposed” personal assets to “exempt” private retirement assets.

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