California Private Retirement Plan and Trust – Planning Opportunities

The success of an estate plan, tax and business plan, retirement plan and asset protection plan requires that it be well designed, fully integrated with other business planning and timely and properly implemented. Since 1978, as a founding and senior partner at Stephens & Kray, and former managing partner of the national law firm, Finley, Kumble Wagner, et al., I have been designing proprietary and sophisticated estate, tax and business, retirement and asset protection plans that have been tested and evaluated by partners, successors, and creditor claimants, that include the IRS, the FTC, judgment business creditors and banks.