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Practice Areas
Probate Litigation
Trust Litigation
Estate Planning
Probate Administration
Areas Served
Santa Ana
Newport Beach
Long Beach
Laguna Hills
Orange County
See All
Team
Attorney Max M Alavi
Attorney Kathleen Hateley
Attorney Auriel Matin
Attorney Matthew P. Hytrek
Attorney Angela Zeng
Diana Arreola
Bella Mendoza
Thao “Nikki” Nguyen
Financing Options
Blog
Contact
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Orange County Trust Attorneys
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Tax-Deferred Plans

Tag: Tax-Deferred Plans

Can I Transfer My IRA and Other Tax-Deferred Plans to My Living Trust?

Can I Transfer My IRA and Other Tax-Deferred Plans to My Living Trust?

Those with IRAs or similarly tax-deferred plans often wonder whether they should transfer ownership of their plan to a living trust. What are the merits of doing this? And does it typically make more sense to name a spouse, child, or grandchild as the beneficiary of the IRA? In a...

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CONTACT US

info@octrustslawyer.com
(949) 706-1919

Mon-Fri: 8:30am – 5:00pm 

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  • TRUST LITIGATION
  • ESTATE PLANNING
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Max Alavi APC, OC Trusts Lawyer has been named to the Top 100 Registry of Business Leaders And Professionals 2018.  Mr. Max Alavi, is recognized as a Super Lawyer in the areas of estate planning, probate and trust and probate litigation.

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2424 SE Bristol St., Ste 300
Newport Beach, CA 92660
Phone: 949.706.1919

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206 W. 4th St., 3rd Floor
Santa Ana, CA 92701
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23046 Avenida de la Carlota., Ste. 600
Laguna Hills, CA 92653
Phone: 866.751.1385

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3711 Long Beach Blvd., Ste. 810
Long Beach, CA 92653
Phone: 562.473.4415

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OC Trusts Lawyer
WC-MEMBER-SEAL
super lawyers

Max Alavi APC, OC Trusts Lawyer has been named to the Top 100 Registry of Business Leaders And Professionals 2018.  Mr. Max Alavi, is recognized as a Super Lawyer in the areas of estate planning, probate and trust and probate litigation.

contact info

CONTACT US

info@octrustslawyer.com
(949) 706-1919

Mon-Fri: 8:30am – 5:00pm 

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