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- 01 EstatePlanning Basics: Wills, Living Trusts, POAs, and the Role of Your Attorney
- 02 After a Death: Trust Administration, Trustees, Executors, and Probate
- 03 Incapacity & Powers of Attorney: Estate Planning
- 04 IRAs, 401Ks, and Retirement Accounts: Inheriting & Minimizing Taxes
- 05 Minors, Special Needs, and Irresponsible Heirs: Trusts & Guardianship
- 06 ASSET PROTECTION: Protecting an Inheritance from Creditors, Bankruptcy, and Lawsuits
- 07 SPOUSES, DIVORCE, and BLENDED FAMILIES: Estate and Inheritance Issues
- 08 Tax Planning, Estate Taxes, Charitable Trusts
- 09 Prop 13 & Prop 19: Keeping Property Tax Caps in CA
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Webinars
After Death Actions
- California Intestate Succession: What If Someone Dies Without a Will?
- California Probate: Costs, Navigation, and Probate Alternatives
- Choosing and Educating Your Future Trustees – Do it Right!
- Consider A Trust Bank for Trust Administration
- Crucial differences between Executor of a Will & Trustee
- Estate Planning for INCAPACITY – Passing the Torch
- How can I protect against new tax increases & Biden Tax Plan?
- How to ADMINISTER a Trust After Loved One Dies: Step-by-Step Guide
- How to Screw Up an Estate: Trust & Will Disasters
- Navigating PROBATE from JUDGE’S PERSPECTIVE
- Preferences For Funerals and Disposition of Remains in California
- Right and Wrong Things to Do When You INHERIT Money
- Should I Settle On My Inheritance?
- Should My Kid be My Trustee? – HUGE Estate Planning DILEMMA
- Till Death Do Us Part – Estate Planning for Surviving a Spouse
- Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
- Trust Administration Checklist CALIFORNIA
- Trustee Risks & How to Avoid Common Pitfalls
- What Do I Do If I SUDDENLY Become a Successor Trustee?
- What is a Power of Appointment? – DEFINED
- What is a Trust Protector and Do I Need One? Estate Planning Tips
- What is an Administrative Trust?
- What to do if you receive a stimulus check on behalf of a decedent
- What to Do When an Important Person in Your Business Life Dies
- What to Do When Someone Important in Your Life Dies: CRUCIAL Actions
- What to DO with Real Estate After Somebody Dies?
- When and How to PROBATE Real Estate Properties in California
Asset Protection
- 9 Key Asset Protection Tax and Estate Planning Tips for 2020 and Beyond
- California Intestate Succession: What If Someone Dies Without a Will?
- Cars, Pets, Art, Boats, & Guns: Estate Planning Asset TIPS
- Choosing Between Types of Business Structures For Tax and Liability Protection
- Consider A Trust Bank for Trust Administration
- Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
- Dynasty Trusts: Not Just for the Super Rich!
- How to Keep Assets Private & PROTECT them from Creditors
- How to PROTECT Assets and Cut Taxes!
- Inheritance STRATEGIES for Your Wealthy Children
- Strategies to Help Your Child Buy a House
- The Fine Art of Disinheriting an Heir
- Top Seven Estate Planning Strategies to Guard Family Harmony
- Using LLCs, Partnerships, and Corporations for Asset Protection: The Right Way
- What is a California Private Retirement Plan (PRP)?
- What to Do When an Important Person in Your Business Life Dies
Covid Planning
- CA Estate Planning, Retirement Accounts, & the CARES Act: TIPS
- Creating a Living Trust REMOTELY – WFH Estate Planning
- Estate Planning & COVID-19: What You NEED To Know
- Hot Tax Topics and Estate Planning in 2020: Take Action NOW
- How CunninghamLegal is managing during the COVID-19 situation: a message from Jim Cunningham
Estate Planning Basics
- 2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
- 3 Legal Documents College Kids SHOULD Have!
- Aging Parents – How to Talk to Them About Estate Planning
- Ask The Hard Questions – How To Have End of Life Conversations
- Build Back Better TAX PLANNING: End-of-Year Checklist
- California Intestate Succession: What If Someone Dies Without a Will?
- Community Property VS Separate Property? – Estate Problems
- CONCEPTOS BÁSICOS de la Planificación Patrimonial en Español
- Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
- Custom Estate Planning: The Process For a Custom Plan
- Dynasty Trusts: Not Just for the Super Rich!
- Estate Planning Before Vacation Planning: Do I Need An Estate Plan Before I Go On Vacation?
- Estate Planning Documents CRITICAL By 55 – Avoid Squabbles
- Estate Planning for a “Simple” Estate
- Estate Planning for Collectibles and the IRS: Art and Antiques
- Estate Planning for College Students and High School Graduates
- Financial PRIVACY Strategies in Estate Planning
- Five Hidden Traps in Outdated Living Trusts
- Funding a Trust
- Good Trust v. Bad Trust: How to Tell the Difference
- How Can I Create a Trust for My PET If I Die?
- How Living Trusts Work – CRITICAL Estate Planning Simplified
- How Much Does a Living Trust Cost… And Why?
- How Much Does a Living Trust COST? Estate Planning Tips
- How to Choose a Successor Trustee for a Living Trust
- How to Fund a Living Trust – AVOID PROBATE
- How to Plan for Business Succession and the Sale of a Business
- How to Screw Up an Estate: Trust & Will Disasters
- Independent Trustee: What is it and should you have one?
- Independent Trustees Can PROTECT Heirs
- Investing In Cryptocurrency: The Hot Tax and Estate Planning Issues
- Irrevocable VS. REVOCABLE Trust – California Estate Planning
- Is my AB Trust obsolete? Should I replace my AB Trust?
- Letting Your Family Go to Probate
- Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?
- Major Changes for Medi-Cal Estate Recovery in SB 833
- Medi-Cal Recovery Claims: Watch Out for Your Personal Residence
- Medical Professionals: SPECIAL Estate Planning Issues
- Millennials & Their Families: HOT Estate Planning Topics
- Out of the Box – What happens when property is not titled in your trust?
- Preferences For Funerals and Disposition of Remains in California
- Savvy Estate Planning: Avoid the Top 10 MISTAKES
- Should My Estate Planning Attorney Be a “Certified Specialist?”
- Sticker Shock! What will updating a Living Trust cost in 2023 and WHY?
- Strategies to Help Your Child Buy a House
- The Fine Art of Disinheriting an Heir
- The Top Ten Estate Planning Mistakes
- Top Estate Planning GAME CHANGERS for 2022
- Top Mistakes Made When Managing Aging Parents’ Affairs
- Top Seven Estate Planning Strategies to Guard Family Harmony
- Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
- What are The Estate Planning Basics? What Goes in an Estate Plan?
- What is a Power of Appointment? – DEFINED
- What is a power of attorney? What are the dangers of a POA or a conservatorship?
- What Is a TRUST PROTECTOR and Do I Need One?
- What is a Trust Protector and Do I Need One? Estate Planning Tips
- What is Joint Tenancy? Protecting your Loved Ones
- What is the Difference between a Trust and a Will?
- Why Would I Need to Appoint an Independent Trustee?
- Women Live Longer: Estate Planning for Women
- You MUST UPDATE a Living Trust or Last Will – How-to Guide!
- Your Teenager’s College Checklist: Legal Documents Every College Student Should Have
Financial Planning & Investing
- 1031 Exchanges: What Real Estate Investors Need to Know
- 721 Exchanges: New Strategies in Real Estate Investment and 1031 Exchanges
- ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
- Avoid Real Estate Disputes! Buyers, Sellers, and Investors
- Beyond the Headlines: The Presidential Election’s Impact on the Economy and Your Finances
- Business Succession Planning: Building a Business that LASTS!
- CalABLE ACCOUNTS: WHAT YOU NEED TO KNOW
- Carefully Select CPAs and Lawyers to Build Your Financial Team
- Choosing Between Types of Business Structures For Tax and Liability Protection
- Collapse of Silicon Valley Bank & How to invest in the Slowing Economy
- Creative Income TAX STRATEGIES for BUSINESS Owners in 2021
- EDUCATION SAVINGS PLAN STRATEGIES YOU MIGHT NOT KNOW ABOUT: 529 PLANS
- Financial Advisors And Their Hidden Fees
- FINANCIAL Forecast from Washington DC: Advice and Updates
- Greater L.A. Real Estate Market 2021–Get In or Get Out?
- Guaranteed Retirement Income With Annuities 2.0
- High-Power INVESTING with a Self-Directed IRA
- Housekeeping items for your Financial Health 2024
- How can I protect against new tax increases & Biden Tax Plan?
- How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More
- Insider Market UPDATE for 2022 into 2023
- INSIDER Stock Market Analysis with Phil Blancato
- Investing in Real Estate Outside California
- It’s What You KEEP! Important Tax Planning When Investing
- LAST CHANCE: Oil & Gas Govt Tax-Subsidized Investments in July & Aug
- Life Insurance—Getting It RIGHT and Getting It WRONG
- Market Insights for 2023 with Phil Blancato
- Maximizing Tax Incentives: Qualified Opportunity Zones and Oil & Gas Investments
- Money Managing With Children
- Nervous About the Market? Rethinking Portfolio RISK
- Oil and Gas Investing: A Tax Mitigation Strategy
- Passive Income Streams: Thinking beyond real estate
- PPP Loans, TAX PLANNING in Biden’s First 100 days: Tax Tips!
- Private Real Estate Transaction w/Known Buyer: Keep it SIMPLE
- Protect Your Wealth! The Secrets to Assembling Your A-Team of Advisors!
- RETHINK Financial Planning 2021: Expected Tax Law Change TIP
- Sacramento Capital Region Real Estate Market 2021
- SECRETS of Oil & Gas Tax-Subsidized Investing
- Should I Consider Oil & Gas Govt Tax-Subsidized INVESTMENTS?
- STOCK MARKET: Mid-Year Market Outlook & Insights for 2023
- Stung by 2022? Get Your 2023 Financial Act Together!
- The Ultimate Guide to Using LLCs for Real Estate Investing
- Urgent Tax Strategies for GameStop & Sudden Stock Market Gains
- What is The Corporate Transparency Act? What Entities are Exempt From The CTA?
- What to Expect After the Election with the make-up of Congress, Senate, and White House
- What to expect with markets leading up to a Presidential Election?
- When should you have a Comprehensive Financial Plan?
- Why and How to Use an LLC for Real Estate Investing in California
- Why High Net Worth Families Should Consider a Family Office
Incapacity Long Term Care
- 10 Retirement Planning Mistakes to Avoid
- Ask The Hard Questions – How To Have End of Life Conversations
- Eight Important Things to Discuss at the Thanksgiving Table
- Elder Abuse On The Rise: How To Protect Your Loved Ones
- Elder Fraud Abuse – How to Avoid Being a Target
- Estate Planning Issue: What Happens When The Caregiver Dies?
- Hiring Caregivers for Parents in CA: BEWARE Liability, Risk
- Incapacity: Savvy Planning for “The Inevitable”
- Legacy Life Insurance Policies: Is your coverage evolving with your needs?
- Long-Term Care Tips: How to PREPARE for Financial Impact
- Navigating Long-Term Care Insurance: AVOID EXPENSIVE MISTAKES
- Navigating Medi-Cal & VA Benefits: Full Length Webinar
- Planning for Incapacity
- Possible Indicators Of Elder Financial Abuse
- Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy
- The Right Questions to Ask When Choosing an Assisted Living Facility
- Till Death Do Us Part – Estate Planning for Surviving a Spouse
- Top Mistakes Made When Managing Aging Parents’ Affairs
- What is a power of attorney? What are the dangers of a POA or a conservatorship?
- What is the difference between a POLST (Physician Orders for Life-Sustaining Treatment) and an Advance Healthcare Directive?
Minors Special Needs Guardianship
- Appointment Of Guardian For Minor Child: Parents’ Responsibilities
- CalABLE ACCOUNTS: WHAT YOU NEED TO KNOW
- Estate Planning For an Irresonsible Child: How to Protect Beneficiaries In a Trust
- Important Case Discussion: Pratt v. Ferguson and Spendthrift Provisions
- Pet Trusts: Your Pet’s Care, Covered
- Special Needs Trusts: A Lifeline for Your Loved One’s Future
- The Fine Art of Disinheriting an Heir
- What is Guardianship and How Does it Work?
- Young Families Need Savvy Estate Planning Too!
Prop 13 & Prop 19 Property Taxes
- 1031 Exchanges: What Real Estate Investors Need to Know
- CA PROP 19 Estate Planning: Family Cabins and Vacation Homes
- CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning
- CA Prop 19 URGENT Property Owner Actions: Save Your Prop 13!
- Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
- Estate Planning for Homeowners with Prop 19: Some GOOD News
- Family Estate Plan MEETING: CA PROP 19 Inheritance Tips
- Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?
- FIGHT TO FIX CA Prop 19: Save Your Home For Your Children
- How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
- How to CUT Your Tax Bill When Selling Real Property
- How to Pass on Real Estate Under Prop 19
- How to Transfer Prop 13 Caps to Children After Prop 19 Deadline
- Mid-Year 2021 TAX PLANNING: What to Do Right Now!
- MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!
- Prop 19 California: What is it?
- Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
- Strategies to Help Your Child Buy a House
- Why and How to Use an LLC for Real Estate Investing in California
Retirement Accounts
- 10 Retirement Planning Mistakes to Avoid
- Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!
- CRITICAL 401(k) Year-End Review for Business Owners
- CRUCIAL Tax & Retirement Strategies for Business Owners
- Guaranteed Retirement Income With Annuities 2.0
- Housekeeping items for your Financial Health 2024
- How to Create an IRA Trust or SRT at CunninghamLegal
- How To Save For Retirement & Support Your Children Financially: Are You Out Of Balance?
- IRA Tips: Get CREATIVE with Your RMD Strategies!
- RETHINK Your Retirement Planning Strategy
- Retiring in California: How Does it Work and Is it for You?
- Retiring in California: Pros and Cons
- Strategic Financial & Estate CHOICES at Age 60, 70, or 80
- The SECURE Act for IRAs Explained in Less Than Two Minutes
- The SECURE Act: Why Inheriting an IRA Takes a lot of Self-Discipline
- The True Cost of Retiring in California: What You Need to Know
- TOP 10 Steps So You Don’t Outlive Your Money in Retirement
- What is a California Private Retirement Plan (PRP)?
- Why Retiring in California May Actually Be a Smart Idea
Spouses Divorce Blended Families
- Community Property VS Separate Property? – Estate Problems
- CRUCIAL Estate Planning for Life Partners & Unmarried Couples
- DIVORCED? Critical Estate Planning: Inheritance issues
- Do my spouse and I need a prenup or a postnup?
- Estate Planning & Divorce – Protecting Your Assets & Heirs
- Estate Planning for Blended Families: Pitfalls and Solutions
- How Does Divorce Affect Estate Planning in California?
- Joint vs Separate Trust for Married Couples: What’s Right for YOU
- PROTECT Child’s INHERITANCE from Future Ex-Spouse
- Top Seven Estate Planning Strategies to Guard Family Harmony
- What If My Spouse Remarries? Protecting Your Kids After You’re Gone
Tax Planning, Estate Taxes, Charitable Trusts
- Advanced Strategies to Lower YOUR Income Tax
- Build Back Better TAX PLANNING: End-of-Year Checklist
- Choosing Between Types of Business Structures For Tax and Liability Protection
- Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
- Creative Income TAX STRATEGIES for BUSINESS Owners in 2021
- CRUCIAL Tax & Retirement Strategies for Business Owners
- Do Trustees get paid? Understanding Trustee Compensation
- Estate and Tax Planning Issues For Business Owners
- Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?
- Financial Fraud Prevention
- Five Top Strategies to AVOID Death Taxes
- Hidden Legal TRAPS for California Rental Landlords
- High Net Worth Families and Advanced Estate Planning
- Hot Income Tax Strategy for High Earners: Commercial Solar
- How can I protect against new tax increases & Biden Tax Plan?
- How to Avoid and Defer Capital Gains Tax
- How to CUT Your Tax Bill When Selling Real Property
- How to Give a Gift of Educational Expenses: Tax Advantages and Pitfalls
- How to Plan for Business Succession and the Sale of a Business
- How to Prepare for the Expiration of the 2017 Tax Cuts and Jobs Act!
- How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes
- How Wealthy People Structure Estates to Reduce Taxes
- Income Tax Reduction Strategies for business owners, self-employed, and 1099 Earners
- Inflation Reduction Act + 12 Hot TAX Tips for 2022 into 2023
- It’s What You KEEP! Important Tax Planning When Investing
- Major Shifts to Biden Tax Plan, Prop 13/19 Breaking News
- Maximizing Tax Savings with Charitable Giving
- Mid-Year 2021 TAX PLANNING: What to Do Right Now!
- NEW Proposed Tax Laws for LTC Policies and How to Repurpose your Life Insurance to Help!
- Planning Considerations for Business Owners
- PPP Loans, TAX PLANNING in Biden’s First 100 days: Tax Tips!
- Reduce the ERTC Hit! Employee Retention Tax Credit Mitigation
- Selling A Business? Maximizing Price and Reducing Taxes
- Selling a Family Business? Don’t Ignore Tax Issues!
- Start 2022 Tax Planning NOW – Kick Strategies into High Gear
- Successes And Catastrophes of Advanced Tax Strategies
- Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy
- Urgent Tax Strategies for GameStop & Sudden Stock Market Gains
- Using Charitable Trusts to Save Taxes & Make the Most of Your Philanthropy
- What is income tax smoothing? Tax Bracket Arbitrage
- What to Do When an Important Person in Your Business Life Dies