What is a power of attorney? What are the dangers of a POA or a conservatorship?
Do I need a Power of Attorney (POA) to take care of my parents? How to get Power of Attorney…
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Top Mistakes Made When Managing Aging Parents’ Affairs
How to take care of aging parents in California? What are the biggest Elder Care mistakes I need to avoid?…
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Trustee Risks & How to Avoid Common Pitfalls
Should I accept appointment as successor trustee of a trust? Trustees take on a fiduciary duty, the highest standard of…
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How to Give a Gift of Educational Expenses: Tax Advantages and Pitfalls
How can you gift tuition and educational expenses to a child or grandchild? Should gift funds be direct payments to…
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How to Plan for Business Succession and the Sale of a Business
How do you plan for business succession? What are the four different ways of selling or exiting a business? When…
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How to Create an IRA Trust or SRT at CunninghamLegal
Can an IRA be put in a Trust? Can this IRA Trust be out-of-state? CunninghamLegal offers a specialized practice in…
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How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes
How to save on taxes and defer your tax bill while supporting your charity of choice. Strategies using CRUTs, CLATs,…
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What is a Trust Protector and Do I Need One? Estate Planning Tips
Trust Protectors: What is a Trust Protector, and should you name one in your trust? Who pays Trust Protector fees?…
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Urgent Tax Strategies for GameStop & Sudden Stock Market Gains
GameStop Millionaire? Blackberry or AMC stock money? The government gets half, or more than half, sooner than you think! Your…
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Estate Planning for Blended Families: Pitfalls and Solutions
If your family includes children from multiple relationships, you absolutely require specialized estate planning. (See also the webinar on this…
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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…
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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…
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