Legal Webinars

ATTEND A FREE ESTATE PLANNING LEGAL WEBINAR OR VIEW OUR ARCHIVE

CunninghamLegal offers a regular schedule of free, live, online legal webinars on Estate Planning and Living Trust creation, presently replacing our in-person workshop events. We cover not just the basics, but complex issues like blended families, taxation, special-needs heirs, and asset protection. Just like our in-person estate planning workshops, you get the chance to connect with estate planning attorneys to ask questions.

Private Real Estate Transaction w/ Known Buyer: Keep it SIMPLE

Private Real Estate Transaction w/ Known Buyer: Keep it SIMPLE

Presenter:
Date:
Aug 5th, 12:00PM (PST)
We’ll look at completing a real estate transaction with a buyer you have already identified and who has tentatively agreed to buy.
Bay Area Real Estate Market 2021–Get In or Get Out?

Bay Area Real Estate Market 2021–Get In or Get Out?

Presenter:
Jim Cunningham with Lynda Dimond & Darren Merritt of Keller Williams
Date:
Aug 12th, 10:30AM (PST)
What is the state of the Real Estate market right now in the Bay Area? Get an up-to-the-minute assessment...
Greater L.A. Real Estate Market 2021–Get In or Get Out?

Greater L.A. Real Estate Market 2021–Get In or Get Out?

Presenter:
Jim Cunningham & John Barrentine of Keller Williams
Date:
Aug 12th, 12:00PM (PST)
What is the state of the Real Estate market right now in the greater Los Angeles area? Get an up-to-the-minute assessment...
Sacramento Capital Region Real Estate Market 2021

Sacramento Capital Region Real Estate Market 2021

Presenter:
Jim Cunningham with Jon Yoffie & Mela Fratarcangeli of Keller Williams
Date:
Aug 12th, 1:30PM (PST)
What is the state of the Real Estate market right now in the greater Sacramento Capital Region? Get an up-to-the-minute assessment...
What Real Estate Investors Need to Know About 1031 Exchanges

What Real Estate Investors Need to Know About 1031 Exchanges

Presenter:
Jim Cunningham & Christina Lindsey Orta of Ascent
Date:
Aug 19, 12:00PM (PST)
Learn how the exchange of one investment property for another can help you avoid, limit or defer capital gains taxes...
Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?

Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?

Presenter:
Date:
Aug 26th, 12:00PM (PST)
We’ll look at critical steps to protect your loved ones, and the latest strategies to avoid the devastating impact of Prop 19 on family inheritances...
INHERITANCE STRATEGIES for Your Wealthy Children

INHERITANCE STRATEGIES for Your Wealthy Children

Presenter:
Conner Clemons
Date:
September 9, 12:00 (PST)
Learn how to rethink your Estate Plan to protect a next generation already doing well, including key Trusts and other structures.
Creative Income TAX STRATEGIES for BUSINESS Owners in 2021

Creative Income TAX STRATEGIES for BUSINESS Owners in 2021

Presenter:
Jim Cunningham & Philip Wilson, CPA at Marcum Accounting
Date:
September 16, 12:00PM (PST)
Few business owners take the time to investigate creative tax strategies and savings techniques like opportunity zones and solar investment tax credits—are you even aware that such things exist?
Second Marriages and Blended Families – The Top Estate ISSUES

Second Marriages and Blended Families – The Top Estate ISSUES

Presenter:
Date:
September 23, 12:00PM (PST)
Community property, specialized trusts, asset protection– how do you play fair, define your goals, and ensure your wishes will be carried out, despite complex situations?
Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap

Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap

Presenter:
Jim Cunningham, Christina Lindsey Orta of Ascent Wealth Mgmt, & Brad Sicoff of AIG
Date:
September 30, 12:00PM (PST)
Can’t quite see how you’re going to make it in retirement? Get savvy closing the gap with strategic tips from the experts.
Strategic Property Owner UPDATE on Prop 19 and Saving Prop 13 Caps

Strategic Property Owner UPDATE on Prop 19 and Saving Prop 13 Caps

Date:
October 7, 12:00PM (PST)
We’ll update you on legislative efforts to extend the Prop 19 deadline for transferring your Prop 13 tax caps to your children, as well as the latest CunninghamLegal strategies to escape the Prop 19 trap altogether.
High Net Worth? Consider a ‘FAMILY OFFICE’ for Tax & Estate Planning

High Net Worth? Consider a ‘FAMILY OFFICE’ for Tax & Estate Planning

Presenter:
Jim Cunningham and Cathyana Jean-Baptist
Date:
October 12, 12:00PM (PST)
Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management.
CRITICAL 401(k) Year-End Review for Business Owners

CRITICAL 401(k) Year-End Review for Business Owners

Presenter:
Date:
October 21, 12:00 (PST)
As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of your year-end tax planning.
How to PREPARE Financially for the Death of a Spouse

How to PREPARE Financially for the Death of a Spouse

Presenter:
Date:
October 28, 12:00 (PST)
As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes?
Private Real Estate Transaction w/ Known Buyer: Keep it SIMPLE

Private Real Estate Transaction w/ Known Buyer: Keep it SIMPLE

Presenter:
Date:
Aug 5th, 12:00PM (PST)
We’ll look at completing a real estate transaction with a buyer you have already identified and who has tentatively agreed to buy.
Bay Area Real Estate Market 2021–Get In or Get Out?

Bay Area Real Estate Market 2021–Get In or Get Out?

Presenter:
Jim Cunningham with Lynda Dimond & Darren Merritt of Keller Williams
Date:
Aug 12th, 10:30AM (PST)
What is the state of the Real Estate market right now in the Bay Area? Get an up-to-the-minute assessment...
Greater L.A. Real Estate Market 2021–Get In or Get Out?

Greater L.A. Real Estate Market 2021–Get In or Get Out?

Presenter:
Jim Cunningham & John Barrentine of Keller Williams
Date:
Aug 12th, 12:00PM (PST)
What is the state of the Real Estate market right now in the greater Los Angeles area? Get an up-to-the-minute assessment...
Sacramento Capital Region Real Estate Market 2021

Sacramento Capital Region Real Estate Market 2021

Presenter:
Jim Cunningham with Jon Yoffie & Mela Fratarcangeli of Keller Williams
Date:
Aug 12th, 1:30PM (PST)
What is the state of the Real Estate market right now in the greater Sacramento Capital Region? Get an up-to-the-minute assessment...
What Real Estate Investors Need to Know About 1031 Exchanges

What Real Estate Investors Need to Know About 1031 Exchanges

Presenter:
Jim Cunningham & Christina Lindsey Orta of Ascent
Date:
Aug 19, 12:00PM (PST)
Learn how the exchange of one investment property for another can help you avoid, limit or defer capital gains taxes...
Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?

Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?

Presenter:
Date:
Aug 26th, 12:00PM (PST)
We’ll look at critical steps to protect your loved ones, and the latest strategies to avoid the devastating impact of Prop 19 on family inheritances...
INHERITANCE STRATEGIES for Your Wealthy Children

INHERITANCE STRATEGIES for Your Wealthy Children

Presenter:
Conner Clemons
Date:
September 9, 12:00 (PST)
Learn how to rethink your Estate Plan to protect a next generation already doing well, including key Trusts and other structures.
Creative Income TAX STRATEGIES for BUSINESS Owners in 2021

Creative Income TAX STRATEGIES for BUSINESS Owners in 2021

Presenter:
Jim Cunningham & Philip Wilson, CPA at Marcum Accounting
Date:
September 16, 12:00PM (PST)
Few business owners take the time to investigate creative tax strategies and savings techniques like opportunity zones and solar investment tax credits—are you even aware that such things exist?
Second Marriages and Blended Families – The Top Estate ISSUES

Second Marriages and Blended Families – The Top Estate ISSUES

Presenter:
Date:
September 23, 12:00PM (PST)
Community property, specialized trusts, asset protection– how do you play fair, define your goals, and ensure your wishes will be carried out, despite complex situations?
Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap

Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap

Presenter:
Jim Cunningham, Christina Lindsey Orta of Ascent Wealth Mgmt, & Brad Sicoff of AIG
Date:
September 30, 12:00PM (PST)
Can’t quite see how you’re going to make it in retirement? Get savvy closing the gap with strategic tips from the experts.
Strategic Property Owner UPDATE on Prop 19 and Saving Prop 13 Caps

Strategic Property Owner UPDATE on Prop 19 and Saving Prop 13 Caps

Date:
October 7, 12:00PM (PST)
We’ll update you on legislative efforts to extend the Prop 19 deadline for transferring your Prop 13 tax caps to your children, as well as the latest CunninghamLegal strategies to escape the Prop 19 trap altogether.
High Net Worth? Consider a ‘FAMILY OFFICE’ for Tax & Estate Planning

High Net Worth? Consider a ‘FAMILY OFFICE’ for Tax & Estate Planning

Presenter:
Jim Cunningham and Cathyana Jean-Baptist
Date:
October 12, 12:00PM (PST)
Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management.
CRITICAL 401(k) Year-End Review for Business Owners

CRITICAL 401(k) Year-End Review for Business Owners

Presenter:
Date:
October 21, 12:00 (PST)
As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of your year-end tax planning.
How to PREPARE Financially for the Death of a Spouse

How to PREPARE Financially for the Death of a Spouse

Presenter:
Date:
October 28, 12:00 (PST)
As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes?

Legal Webinar Archive

VIEW ON-DEMAND WEBINARS FROM OUR ESTATE PLANNING LEGAL WEBINAR ARCHIVE BELOW

Access our rich and ever-growing library of archived webinars by expert CunninghamLegal estate attorneys. See below for available topics. We cover not just the basics, but complex issues like blended families, taxation, special-needs heirs, and asset protection. Just like our in-person estate planning workshops, you get the chance to connect with estate planning attorneys to ask questions. Please consider subscribing to our YouTube channel to stay fully up-to-date!

What are the different types of trusts? What is a trust fund? What is a trust account? How do taxes work in a living trust? When should you make a will, and what should be in it? What is a Power of Attorney, and do you really need one? This set of webinars deals with all the basics, including the biggest estate planning mistakes, the most common estate planning issues, and how to work with an estate planning attorney.

A parent or loved one dies, and you discover that you are the new trustee of their estate, and the executor of their will. What happens now? In these webinars, we answer questions like: What steps does a trustee need to take when someone dies, and what are the common pitfalls? What are the executor responsibilities to beneficiaries?

Most of us will experience a significant incapacity at some point in our lives, and most will need someone to take over our affairs while we are out of action. Everyone needs a plan to deal with the significant costs which will inevitably occur. You’ll also learn about Long-Term Care Insurance options, in-home care costs, and financial planning for disability.

Believe us when we say you don’t know nearly enough about your IRAs and other retirement accounts. The laws about passing on IRAs to heirs are complex and fraught with peril for both you and your beneficiaries. Statistics show that 87% of heirs make disastrous mistakes with the IRA accounts they inherit—losing 50% or more to taxes.

These webinars deal with handling IRAs during your lifetime and beyond: What are RMDs and how do I take them? Can my beneficiaries cash in my IRA? Should my IRA be in my Living Trust? Should I convert my regular IRA to a Roth IRA? What if I inherit an IRA? Will I get taxed on my parents’ IRA now that I own it? Is there some way to lower the tax on an inherited IRA? What is an IRA Legacy Trust and do I need one?

What exactly would happen to your minor children if something happened to you? How does guardianship for minors and special needs dependents work? Can an inheritance knock a disabled person off of public assistance? And what about potentially irresponsible heirs – alcoholic, drug-addicted, or loved ones who simply cannot handle money?

In these webinars we’ll talk about special trusts set up for minors, special needs, disabled, and irresponsible heirs, along with nominating guardians, naming trust protectors, handling life insurance, and other difficult subjects you absolutely must consider if you take care of others.

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. Learn about strategies like Asset Protection Trusts by CLICKING HERE for related legal webinars from Cunningham Legal.

What special rights does a spouse have – and not have – when inheriting assets? Can a spouse access your retirement accounts? What steps should you take together to ensure a smooth succession to a spouse in a Living Trust?

In this series of webinars, we also answer: How should an Estate Plan and Living Trust deal with ex-spouses, a blended family, or other complicated family situations? Does an ex-spouse have to be included in your will or Trust? Are there special laws in California related to blended families and inheritance? How can a Living Trust or Will be fair to an ex-spouse and children from more than one marriage?

It’s not just the super-wealthy who can benefit from charitable estate planning, including setting up Charitable Trusts. Learn about the wide variety of strategies that can ensure hugely tax-advantaged income streams during your own lifetime while helping your favorite charities later on.

Topics include Donor-Advised Funds, Real Estate Donations after death, tax-advantaged Stock Donations, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Foundations, and more.

We provide a rare specialty here at CunninghamLegal: financial and tax planning for estates. That means working closely with financial planners and CPAs as part of a three-way team for our clients to minimize taxes of all kinds that impact estates.

These webinars answer questions like: How can I avoid a reassessment of my house under California’s Proposition 13 when it’s passed on to my heirs? What’s the right way to structure life insurance to minimize taxes? Can a Trust be set up in another state, like Nevada, to avoid high-income taxes like those in California We also offer occasional webinars on financial planning, especially for retirees, that often include Wall Street specialists and current market updates.

What attorneys work at CunninghamLegal, and how does the firm do Estate Planning? These webinars explain our process, give you a bit of history about the firm, and introduce you to the best lawyers in California estate planning.

At this extraordinary time in history, many families are taking a new look at their estate plans, including Living Wills, Healthcare Directives, and Powers of Attorney for those who may need to make decisions for us during a crisis.

HOW TO LEARN LOTS MORE!

Ready for more in-depth information about Estate Planning? Take a look at our extensive educational material or consider ordering the popular book “Savvy Estate Planning” by our founder, Jim Cunningham.

Or better yet, contact us for a free initial consultation with a lawyer on your own custom estate plan.

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