• Dustin Nichols: Maximizing Exemptions for Asset Protection

  • Sep 5 2024
  • Length: 32 mins
  • Podcast

Dustin Nichols: Maximizing Exemptions for Asset Protection

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  • Summary

  • Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future. Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT. Here is what to expect on this week’s show: ● Discover the importance of exemption planning to safeguard your personal and business assets in California ● Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection ● Understand the common risks and threats that can jeopardize your assets and how to protect against them ● Explore the legal methods and strategies available for exemption planning in California ● Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection Connect with Dustin Nichols: Website: http://www.dinapc.com/ LinkedIn: https://www.linkedin.com/in/dinapcpreservationplanning/ Email: DustinNicholsEsq@dinapc.com Phone: 949-240-1101 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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