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The Evolution of Retirement Planning Strategies in California
- 2025/01/08
- 再生時間： 21 分
- ポッドキャスト
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サマリー
あらすじ・解説
Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. 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. Listen to this informative Legacy Leaders episode with Dustin Nichols about retirement planning. Here is what to expect on this week’s show: Dustin stresses the significance of staying informed about the changes in retirement laws and being proactive in reassessing asset protection strategies to mitigate risks associated with creditor claims. Dustin explains PRTs offer a unique opportunity to shield retirement assets effectively. By understanding and utilizing these trusts, individuals can secure their savings from potential legal threats. Dustin discusses the importance of not overlooking exemptions and maximizing their benefits for personal and client welfare. Connect with Dustin: Website: https://www.dinapc.com/ With your Guest Host: Rod Hatley Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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