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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 transfers in california

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 lawyers in california

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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contributing to your IRA before Tax Day 2020

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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ca prop. 13 protections urgent prop. 19 strategies

How To Avoid Property Tax Reassessment California Prop 19 | CunninghamLegal

HOW TO AVOID PROPERTY TAX REASSESSMENT CALIFORNIA PROP 19Prop 19 California Strategies And Prop 13 Protections CunninghamLegal offers expert guidance on how to avoid property tax reassessment. California Prop 19 created new challenges after February 2021, but our advanced legal strategies can help safeguard your Proposition 13 tax caps. Don’t let the California Property Tax...

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weather the storm

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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Archived Webinars / Blogs

What to Do – and Not Do – with Real Estate After Someone Dies

When someone dies who is responsible for their estate? Do you know what NOT to do when someone dies? Learn how to efficiently manage real estate after a property owner's death in our webinar. Discover essential steps such as notifying the assessor, recording an affidavit of change of trustee, transferring property deeds, and navigating reassessment issues and exclusions. Perfect for attorneys and future trustees, this session will arm you with a checklist and practical strategies for handling California properties. Enhance your expertise, streamline trust administration, and learn?some tricky compliance requirements. Don’t miss out on this invaluable opportunity!

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Prop 19 Loopholes

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: the co-tenancy exclusion, the benefits of LLC real estate investing, and the Family Farm Reassessment Exclusion. These powerful strategies may help you keep your low Prop 13 tax assessment while navigating the complexities of this new law. Whether you're a resourceful homeowner, an astute investor, or a strategic advisor, this webinar may help you outsmart the challenges of CA Prop 19. Harness the advantages it offers and turn them to your benefit. Don't let the subtleties of Prop 19 catch you off guard.. Seize this golden opportunity to strategize like a pro, get the hidden truths of California Prop 19 explained, and stay ahead in the game!

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Asset-Protection-Using LLCs Partnerships and Corporations the Right Way

Asset Protection for Business Owners: How to Benefit from the Corporate Veil

Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets and California’s Prop 13 tax caps. Learn about the 'corporate veil' and its crucial role in liability protection. Who is protected by the corporate veil? Understand the consequences of lifting the corporate veil under corporate law and how a creditor can, and can’t, pierce this veil. Learn about the strategic use of a Holding Company, the importance of up-to-date legal documents, business succession planning, and robust exit packages, especially for incapacity scenarios. This essential webinar provides valuable insights for business owners looking to fortify legal protections, reduce risk, and have smooth operational transitions. Don't miss this unique learning opportunity!

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comprehensive financial plan

When should you have a Comprehensive Financial Plan?

What is financial planning? Do you have just a Financial Advisor that manages your investments separate from incorporating into your business, tax, or estate plan? Do you own a business or many real estate properties? Have you had a comprehensive analysis done or created a plan that involves your CPA, Estate Planning attorney and a Certified Financial Planner that is looking at things collectively? You may need additional entities or LLCs, you may need tax mitigation techniques or a cash flow study done on investment properties. Discuss the why, when and importance of developing a Financial Plan. Watch this informative webinar hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management about the value of financial planning.

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corporate transparency act what you need to do now

What is The Corporate Transparency Act? What Entities are Exempt From The CTA?

Enacted into law on January 1, 2021, the Corporate Transparency Act becomes effective in 2024, bringing significant changes for businesses. In this important webinar, Attorney Jim Cunningham helps you Navigate the Corporate Transparency Act 2024 so you can understand the new reporting requirements and avoid up to $10M in fines and two years in Federal prison—no kidding! Have you even heard of this new law? Has it thrust your business into a fog of confusion? Jim simplifies the complexities, helping you understand what needs to be done to be compliant. Don't get caught unprepared. With Jim's expertise, face the CorporateTransparency Act challenges head-on!

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free in person estate plan workshops

Free In-Person Estate Planning Workshops

Free In-Person Workshops With AttorneysSign 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 interactive,...

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08 Tax Planning, Estate Taxes, Charitable Trusts

Tax Planning, Estate Taxes, Charitable Trusts It’s not just the super-wealthy who can benefit from advanced tax planning, and everyone with significant assets needs strategies to deal with estate taxes.  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…

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11 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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incapacity longterm care

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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California Business Lawyers

YOU NEED A SAVVY BUSINESS LAWYER! Our Attorneys Specialize In: California Business Formation & Structures Sales, Mergers, & Acquisitions Succession Planning Business Real Estate Tax Planning & Strategy Compliance, Documentation, & Filings Much more! Get the critical legal advice and support you need to create businesses, negotiate contracts, plan compensation agreements, and keep rolling! Schedule…

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free in person estate plan workshops

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

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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Case Studies

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: Prop 19 Loopholes: How to Keep Low Prop 13 Taxes, May 1st, 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 a...

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Join a CunninghamLegal Webinar

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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Join a CunninghamLegal Webinar

Webinars

UPCOMING Legal Webinars Upcoming Webinars All Webinars and Blogs Archive by Category ATTEND A FREE ESTATE PLANNING WEBINAR OR VIEW OUR ARCHIVE CunninghamLegal offers a regular schedule of free, live, online Estate Planning webinars and Living Trust creation, presently replacing our in-person workshop events. We cover not just the basics, but complex issues like blended…

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Join a CunninghamLegal Webinar

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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