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Do Your Adult Children Know WHAT TO DO When You Die?

Are your adult kids aware of the long list of critical responsibilities, liabilities, and immediate actions that have to occur when you pass away? Especially when it comes to administering your Living Trust?

No matter what your age and your health, this legal webinar is a great way to kick off the discussion with expert advice. Our seasoned estate planning attorneys will review a punch list for everything to do—and not do—when a loved one passes away. Among other subjects, we’ll cover:

  • What important documents mean like:
    • Trusts
    • Wills
    • Durable Power of Attorney
    • Advanced Health Care Directive
    • HIPAA forms
    • POLST forms
    • Living Wills
  • Funding your trust
  • Assets outside the trust
  • Incapacity
  • Where all the assets are (including digital assets)
  • Long-Term Care
  • Their responsibilities at death like:
    • Probate and trust rules
    • Taxes
  • Prop 13
  • Prop 19
  • Capital gains

Estate Planning and Trust Administration attorney, James L. Cunningham teams up with attorneyJeff Rosen for this important legal webinar in which they explain these and other important topics your adult children must know before you become incapacitated or worse!

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