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Online Asset Protection Quiz.

Can I use a trust to ensure that my spouse and children receive my retirement account free from creditor claims?

Yes, but you must use a 'retirement account trust' or an irrevocable trust with specific beneficiaries. A qualified plan funds are protected within your lifetime. Thereafter the trust shelters the funds from your own and your beneficiaries’ creditors. You may designate your children or any other party as the residual beneficiaries.

Categories: Asset Protection
The Presser Law Firm, P.A. - Asset Protection Attorney
Located at 6199 N. Federal Highway Boca Raton, FL 33487. View Map
Phone: (561) 953-1050