THE RETIREMENT PLAN TRUST SEMINAR

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Law Offices of Robert P. Bergman

1777 Saratoga Ave.

Ste. 208

San Jose, CA 95129

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Topics covered in this seminar:

What are “Qualified Retirement Plans,” and how they are passed on to your spouse, children or other heirs at your death;

What is the "Inherited IRA," and how it can be used to defer income taxation for your heirs as long as possible;

The Supreme Court decision in 2014 that made special planning for the inheritance of retirement plans almost mandatory to prevent loss by your heirs;

How to provide asset protection for an Inherited IRA by building a "Castle" around it, helping prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;

How to protect the inheritance of a Qualified Retirement Plan by a "special needs" relative without jeopardizing their eligibility for government assistance;

How a "Trust Protector" can provide ongoing oversight for an Inherited IRA, including making changes that can deal with changes in the law and family circumstances;

And much, much, more.

Space is limited to 15 attendees per seminar, and registration is recommended to assure your space.

Walk-ups are admitted on a space available basis only.

Intended for residents of San Jose, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Monte Sereno, Saratoga, Palo Alto, Los Altos, Milpitas, Los Altos Hills, Alviso, Mountain View, Menlo Park, Redwood City, Belmont, Hillsborough, Daly City, Colma, Half Moon Bay, Montara, E. Palo Alto, Fremont, Newark, Hayward, Morgan Hill, Gilroy, Boulder Creek, Aptos, Capitola, Watsonville, San Martin, Berkeley, Alamo, Brentwood, Santa Cruz, Scotts Valley, Felton, Fremont, Hayward, Union City, Menlo Park, Redwood City, San Mateo, San Bruno, S. San Francisco, San Francisco, Oakland, Concord, Richmond, Emeryville, Martinez, Hercules, Danville, San Ramon, Castro Valley, Piedmont, Orinda, Livermore, Dublin, Pleasanton, San Anselmo, Lafayette, Walnut Creek, Mill Valley, Larkspur, San Rafael, Antioch, Pittsburg, Oakley, and other residents of the Greater San Francisco Bay Area.

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Location

Law Offices of Robert P. Bergman

1777 Saratoga Ave.

Ste. 208

San Jose, CA 95129

View Map

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