ASSET PROTECTION: Protecting an Inheritance from Creditors, Bankruptcy, and Lawsuits
Perhaps you don’t realize that leaving a beneficiary money or real estate can make them vulnerable to attack by creditors or ex-spouses, can complicate a bankruptcy, or lead to even greater issues.
If you think you or your heirs might face that kind of danger, you should take steps to protect your assets from attack both now and in the future. These webinars & blogs explore these issues in depth.
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 ...
Learn More → 
Top Seven Estate Planning Strategies to Guard Family Harmony
How do I keep my family together after I’m gone? How do I protect my children’s inheritance? How do I choose a Trustee? Should I ...
Learn More → 
Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to ...
Learn More → 
Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty...
Learn More → 
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 ...
Learn More → 
What is a California Private Retirement Plan (PRP)?
How does a Private Retirement Plan (PRP) protect assets from bankruptcy and lawsuits? Does a PRP require a trust administrator? Are there tax benefits to ...
Learn More → 
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 ...
Learn More → 
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 ...
Learn More → 
The Fine Art of Disinheriting an Heir: Effective Legal Tactics
When disinheriting a child or another heir, what steps will protect your decision from legal challenges? How critical is it to prove your competency and ...
Learn More → 
How to PROTECT Assets and Cut Taxes!
For California residents, we’ll discuss a great, but little-known tool that can protect your assets from creditors in preparation for retirement—but it must be structured ...
Learn More → 
How to Keep Assets Private & PROTECT them from Creditors
If you were recently remarried or are getting remarried, you absolutely must revisit your Estate Plan – because yes, it will immediately go out of ...
Learn More → 
Cars, Pets, Art, Boats, & Guns: Estate Planning Asset TIPS
Is the person you named as your Executor and Successor Trustee really the right person to handle special items like your art, pets, cars, boats, ...
Learn More → 
9 Key Asset Protection Tax and Estate Planning Tips for 2020 and Beyond
Business owners, these nine asset protection tax and estate planning tips could potentially SAVE YOUR BUSINESS! Business owners everywhere are looking for strategies to put in ...
Learn More → 
Consider A Trust Bank for Trust Administration
What is a trust bank? Should I consider a trust bank to administer my trust? Should I name a trust bank in my living trust? ...
Learn More →