Advance Registration Required.

 

Please download the registration flyer.

 

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IN-PERSON ONLY

 

Registration: 4:00 PM | Program: 4:30 PM – 6:30 PM | Dinner Social: 6:30 PM - 8:00 PM

Location: The Promenade & Gardens by Turnip Rose | 1570 Scenic Avenue, Costa Mesa, CA 92626 (Free Parking)

 

Speakers:

 

Managing Attorney

The Law Office of Dustin I. Nichols, A PC.

 

Founding Shareholder

Nicastro & Associates, P.C.

 

Program Chair & Moderator:

 

Abbas K. Gokal

Partner, Gokal Law Group, Inc.

 

Anum Arshad

Associate, Gokal Law Group, Inc.

 

The Efficacy and Defensibility of California Exemption Based Retirement Plans with a Bankruptcy Perspective

 

This Program will address the efficacy of Exemption Planning as a subset of Asset Protection Planning for California residents, specifically the proper creation, use and defensibility of Retirement Exemption Planning using the California Private Retirement Trust (“PRT”) pursuant to California Code of Civil Procedure Section 704.115(b). This statute allows California resident business owners to recharacterize their otherwise exposed private assets to exempt retirement assets. Among the topics to be addressed include: the meaning of statutory exemption protection, the benefits thereunder, importance of properly creating and maintaining a PRT and corresponding private retirement plan, case precedent and history, weaknesses and exposures to creditor attack due to improper creation and/or administration from a litigator’s perspective, and a discussion of important considerations to be contemplated throughout.

 

Limited in-person space available.

Thank you to our sponsors:  

 

   

This program is approved for 2.00 CLE Credits. Attendees must have participated in the program in its entirety to receive MCLE credit.  

   

Cancellations must be received in writing by October 18, 2023 (no refunds after this date).