Welcome to Clients of TRUST-CFO

Welcome to Clients of TRUST-CFO®!

CunninghamLegal works closely with TRUST-CFO as a partner, handling the vital legal work you will need as you create a California Private Retirement plan, or PRP. That PRP will later be administered by the TRUST-CFO professionals.

If properly created, your California PRP can be a central feature of an overall Asset Protection
, which our lawyers can also help you construct.

Within the PRP model, you and your company carefully identify certain assets as “retirement assets,” and CunninghamLegal works to create a Private Retirement Trust, which can protect those assets from creditors under California law.

With good planning, a PRP can also include a tax mitigation strategy which can enormously benefit anyone, particularly a business owner or investor.

More about CunninghamLegal

Protect yourself and your loved ones with a California PRP.

With 12 offices throughout Northern and Southern California, our practice focuses on guiding savvy, caring families in the protection and transfer of multi-generational wealth. That means our forward-thinking lawyers provide not just estate planning, but advanced tax and financial planning through a full range of services. Our founder and lead attorney, James L. Cunningham, Jr, is the bestselling author of Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer, and he is one of the few California State Bar Certified Specialists in Estate Planning, Trust, and Probate Law. CunninghamLegal is proudly “medium-sized:” big enough to handle anything, but small enough to know you personally.

We invite you to browse this website to learn more about us. Please fill out the form below, or contact us directly to learn more about PRPs or our full range of services.

TRUST-CFO partner