Exemption Planning/Structuring for California Resident Business Owners using the Private Retirement Trust ("PRT®").  We take pride in designing Private Retirement Trust plans that are meticulously crafted to align with our client’s long-term objectives. 

Leading wealth managers, attorneys, advisors, CPA's, fiduciaries and other professionals benefit by collaborating with us to attract, serve and retain high net worth clients.  We are expert consultants providing insight as to exemption planning structure, use, and benefits.  We offer a complimentary "30-minute PRT® Primer" for prospects to educate California business owners about the benefits and potency of exemption planning.

We invite California resident business owners to contact us to schedule a complimentary “"30-minute PRT® Primer" to learn how our expertly tailored PRT® plans preserve and grow wealth efficiently and securely in full compliance.

Other Practice Areas:

•	Ultra High Net Worth Planning
Leveraging our extensive expertise in integrated estate, corporate, and exemption planning, we design complex strategies that address the unique challenges and opportunities of significant wealth.  Our approach focuses on not only preserving your wealth but also ensuring its strategic growth and transition according to your vision and family legacy.

•	Estate Planning
Our comprehensive estate planning services are crafted to resonate with your unique circumstances, ensuring a harmonized transition of your legacy.

•	Business
Expert legal services for businesses: formation, compliance, contracts, and strategic planning. Your partner in navigating legal complexities.



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The Law Office of Dustin I. Nichols, A PC

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