Search Results for “llc for real estate”
Practice Areas
California Real Estate Lawyers | CunninghamLegal
Real Estate Transactions & Dispute ResolutionCALIFORNIA REAL ESTATE LAWYERS FOR REAL ESTATE TRANSACTIONS & DISPUTE RESOLUTION Our real estate legal team now includes renowned California real estate attorney Jeffrey H. Lerman, Of Counsel; and Michelle C. Lerman, Of Counsel, from Lerman Law Partners. By James L. Cunningham Jr., Esq. The CunninghamLegal real estate attorney team...
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Private Real Estate Transactions in California
Private Real Estate Transactions in CaliforniaHOW TO DO A PRIVATE REAL ESTATE TRANSACTION WITH A KNOWN BUYER – PRIVATE PROPERTY TRANSFERS, SIMPLE AND COMPLEX Do I need a broker if I already have a buyer? How do I give or sell a house to a child? How do I sell a commercial building or apartment...
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Business Lawyer in California | CunninghamLegal
Business Attorneys in CaliforniaBUSINESS LAW ATTORNEYS IN CALIFORNIA: ENTITY FORMATION, CONTRACT REVIEW AND NEGOTIATIONS, BUSINESS TAXATION, LEASING, SUCCESSION, AND MORE Need legal expertise for business? We offer legal help structuring a new business, reviewing existing business structures, and planning business succession. Our California business law attorneys are experts in negotiating business mergers, sales, and acquisitions,...
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Family Office Practice
Family Office PracticeCREATE A FAMILY OFFICE FOR LEGAL & FINANCIAL AFFAIRS What is a Family Office? How does it provide for the unique needs of high net-worth families? Who is part of a Family Office team? What is the Family Office Annual Summit? What is the Family Office annual cycle? We follow the Wilson family...
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Advanced Tax Planning
ADVANCED TAX PLANNING SERVICES FOR HIGH NET-WORTH FAMILIESAdvanced Tax Planning Services for High Net-Worth Families Sophisticated forward tax planning to minimize taxes for both high net-worth families and businesses. What tax strategies have very wealthy families traditionally used that I should consider too? How much in assets require professional tax planning? How can I reduce...
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Prop 13 & Prop 19: California Strategy Plan | CunninghamLegal
PROP 13 & PROP 19 PROTECTION FOR YOUR FAMILYProp 19 California Strategies And Prop 13 Protections CunninghamLegal offers advanced legal strategies to avoid property reassessments under California Proposition 13 and Proposition 19. New strategies now available for Prop 19 transfers to children after the February 2021 deadline. Protect your Prop. 13 property tax Caps! (Please...
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Asset Protection
How to Create an Asset Protection Strategy in California Wealth preservation trust strategies for both you and your heirs: How to protect your assets from creditors and lawsuits. How to guard assets for your retirement. Protect assets from divorce. Shield assets from others. Protect the assets of heirs. By James L. Cunningham Jr., Esq. You’ve...
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Why and How to Use an LLC for Real Estate Investing in California
Do I need to create an LLC to invest in real estate in California? Do I need an LLC to own commercial or residential real estate? Should I create an LLC for my personal residence? How expensive is it to create an LLC for real estate? Do I need an attorney to create an LLC…
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The Ultimate Guide to Using LLCs for Real Estate Investing
If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right…
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How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More
There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose…
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What are The Estate Planning Basics? What Goes in an Estate Plan?
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join us as we get back to basics!
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CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning
URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps for your children. Read https://www.cunninghamlegal.com/prop1… and see the webinar at https://www.cunninghamlegal.com/legal… for more details! California Estate Planning Attorney Jim Cunningham breaks down the IMPORTANT differences and changes in law…
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CA PROP 19 Estate Planning: Family Cabins and Vacation Homes
URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps for your children. Read https://www.cunninghamlegal.com/prop19plan and see the webinar at https://www.cunninghamlegal.com/legal_webinars/what-can-i-do-if-i-missed-the-prop-19-deadline/ for more details! ——————————————————— How to handle California Prop 19, Prop 13: leaving your family beach house, lake…
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High Net Worth Families and Advanced Estate Planning
“High-Net-Worth” families often get creamed by the IRS and state governments without ever realizing it, simply because they don’t perceive the need to look ahead and protect themselves. This is especially true this year because of the tax increases proposed by Biden—huge tax increases are coming, probably as soon as January 1, 2022. Do you…
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
Passed in 2020 with little attention, Prop 19 significantly reshaped California’s property tax landscape. In this riveting legal webinar, we unveil often underexplored Prop 19 loopholes…
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When should you have a Comprehensive Financial Plan?
What is financial planning? Do you have just a Financial Advisor? We discuss the why, when and importance of developing a Financial Plan…
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What is The Corporate Transparency Act? What Entities are Exempt From The CTA?
Are you in a fog of confusion? Have you even heard of this new law? Jim simplifies the complexities, helping you with what needs to be done to meet compliance…
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Funding a Trust
You have to “fund,” or put assets into your trust as soon as possible—and make sure all the right assets have been moved into the trust. In this webinar, we will explore five different ways to fund your trust..
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What to Do When an Important Person in Your Business Life Dies
What are the crucial legal actions and other practical actions you must take when a person you have a significant business relationship with dies? What to do when a business partner dies? What to do when your boss dies? What to do when an employee dies? What do I do if my tenant dies? Can…
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What is income tax smoothing? Tax Bracket Arbitrage
“Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you?
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Income Tax Reduction Strategies for business owners, self-employed, and 1099 Earners
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 earners? What kinds of retirement plans can business owners use? Can business owners save on state and local taxes? Where can business owners get tax planning? By James L. Cunningham…
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Choosing Between Types of Business Structures For Tax and Liability Protection
What types of entities can California business owners choose for their businesses? What is a sole proprietorship? What is a partnership? What is the difference between general and limited partnerships? How are partnerships taxed? What is the difference between a C-corporation and an S-corporation? How do corporations avoid double taxation? What about owning real estate…
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Strategies to Help Your Child Buy a House
How can I help my child buy their first home? What tax forms do I need if I give my children money for a house down payment? How do I help my children with a home loan? What impact will loans have on wills and trusts? How do you pass on multi-generational wealth through property?…
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Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
What is multi-generational estate planning? How can I ensure that the wealth I leave behind is protected for my children and grandchildren? What is a Dynasty Trust? How can a California Dynasty Trust protect my heirs and descendants in California? Dynasty Trusts for high net worth families. By James L. Cunningham Jr., Esq. You’ve worked…
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How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps for your children. Read https://www.cunninghamlegal.com/prop1… and see the webinar at https://www.cunninghamlegal.com/legal… for more details! If you are thinking about buying out a sibling’s interest in a California house after…
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Successes And Catastrophes of Advanced Tax Strategies
What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work?
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How to Transfer Prop 13 Caps to Children After Prop 19 Deadline
A possible legal strategy remains open for people to pass their Prop 13 tax assessment caps to their children now that the Prop 19, Feb. 16 2021 deadline has passed. The “Family Property LLC” concept is complex, but should be considered, especially by high-net-worth families. By James L. Cunningham Jr., Esq. (This is an update…
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How can I protect against new tax increases & Biden Tax Plan?
A look at the massive tax changes expected during 2021 to go into effect in 2022. What’s in the Biden Tax Plan? New Estate Taxes or “Death Taxes” expected to increase dramatically. Strategies for 2021, the “Golden Year” to shelter against coming tax changes. By James L. Cunningham Jr., Esq. I pride myself on not…
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Free In-Person Estate Planning Workshops
Free In-Person Workshops With Attorneys Sign Up Now For Our Free Legal Workshops! Benefit from our expertise with Estate Planning Workshops, Trust Administration Workshops, and Business Planning Workshops. Our free, in-person workshops feature expert CunninghamLegal attorneys, and these are your best opportunities to engage deeply in the subjects that concern you most. The sessions are...
Learn More11 Financial Planning and Investing
Financial Planning and Investing These webinars go deep into financial planning and investing topics with recognized experts in the field–everything from how to allocate your precious investment funds to how to minimize taxes on returns. Many of these webinars & blogs feature Ascent Wealth Management. Jim Cunningham and John Lindsey co-founded Ascent Wealth Management (AWM)…
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09 Prop 13 & Prop 19: Keeping Property Tax Caps in CA
Prop 13 & Prop 19: Keeping Property Tax Caps in CA If you own any real estate in California – residential or otherwise – the property tax caps offered by Proposition 13 can play a dramatic role in your life. These legal webinars & blogs answer questions like: How can I avoid a reassessment of…
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Live Workshop: Savvy Tax Planning for High Net Worth Families
Free In-Person Tax Planning WorkshopSavvy Tax Planning for High Net Worth Families Live In-Person Workshop: Saturday, June 10th, 2023, 10am-11:30am DoubleTree by Hilton Berkeley Marina 200 Marina Blvd. Berkeley, CA 94710 Workshops feature Jim Cunningham with other CunninghamLegal attorneys Do you want to learn the savvy tax planning strategies available to high net worth families?...
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Dylan Recht Attorney, Estate Planning at CunninghamLegal Attorney Dylan Recht believes that every family, couple, and individual needs and deserves a custom-tailored Estate Plan. To help his clients achieve their highly individual objectives, he works with a broad range of estate planning tools, including revocable living trusts, irrevocable trusts, LLCs, and international wills. Dylan earned...
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Estate Planning Case Studies AT CUNNINGHAMLEGAL WHAT ARE SOME REAL-WORLD EXAMPLES OF COMPLEX TRUST AND INHERITANCE SITUATIONS? HOW DO LAWYERS CREATE TRUSTS FOR DIFFICULT SITUATIONS? Here are a few real-world case studies that show how CunninghamLegal attorneys assist our clients. Expert counsel is often needed in trust issues, as every case is unique and can’t...
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Trust, Tax, & Real Estate Guiding Savvy, Caring Families Click Here to Schedulea Free Call Next Webinar: Settling a Trust After Death: Dissolving a Trust - Join us Jan 30, Noon PRIMARY PRACTICE AREAS Estate Planning You need more than a Will. You need a Living Trust and a smart Estate Plan. Our attorneys create...
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Webinar Archive Categories
Legal Webinars & Blogs Archive Upcoming Webinars All Webinars & Blogs Archive by Category Please consider subscribing to our YouTube channel to stay fully up-to-date! 01 Estate Planning Basics: Wills, Living Trusts, POAs, & the Role of Your Attorney What are the different types of trusts? What is a trust fund? What is a trust account?...
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All Webinars & Blogs
WEBINARS & BLOGS Upcoming Webinars All Webinars & Blogs Archive by Category Please consider subscribing to our YouTube channel to stay fully up-to-date! All After Death Actions Asset Protection Estate Planning Basics Financial Planning & Investing Incapacity Long Term Care Minors Special Needs Guardianship Prop 13 & Prop 19 Property Taxes Retirement Accounts Spouses Divorce Blended…
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