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How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes

August 16, 2021

How to save on taxes and defer your tax bill while supporting your charity of choice. Strategies using CRUTs, CLATs,…

June 17, 2021

Trust Protectors: What is a Trust Protector, and should you name one in your trust? Who pays Trust Protector fees?…

March 23, 2021

GameStop Millionaire? Blackberry or AMC stock money? The government gets half, or more than half, sooner than you think! Your…

March 10, 2021

If your family includes children from multiple relationships, you absolutely require specialized estate planning. (See also the webinar on this…

February 15, 2021

A possible legal strategy remains open for people to pass their Prop 13 tax assessment caps to their children now…

February 11, 2021

A look at the massive tax changes expected during 2021 to go into effect in 2022. What’s in the Biden…

December 15, 2020

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August 3, 2020

Looking for the best Living Trust attorneys in the Westlake Village, Thousand Oaks, Newbury Park, or Calabasas, California area? Please…

July 29, 2020

Fix Your Outdated Living Trust Now! By James L. Cunningham Jr, Attorney-at-Law Remember that Living Trust you created five or…

July 28, 2020

A California Living Trust Attorney Discusses Asset Protection Strategies & Trusts by James L. Cunningham Jr, Attorney at Law Here’s…

July 28, 2020

Eight Steps for New Trustees by James L. Cunningham Jr., Attorney at Law I realize that you have just faced…

May 13, 2020

As a family member or trustee for a decedent, you are often managing mail on behalf of your loved one.…