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.
Presenter: Christina Lindsey Orta, CFP and COO of Ascent, Alissa Kroeger, CFP, and Jeff Atwell of Touchstone Retirement Group
Date: April 22nd @ 12:00 PM (PST)
Most business owners pay far too much when it comes to the care and feeding of their company’s 401(k). Costs related to 401(k)s can add up fast…
Presenter: Jim Cunningham
Date: April 27th @ 12:00 PM (PST)
Trust Protectors can play a vital, but often misunderstood role in estate planning. Our attorneys often build Trust Protectors into cutting-edge trusts to provide much-needed…
Presenter: Jim Cunningham
Date: May 6th @ 12:00 PM (PST)
Learn how to transfer your low Prop 13 taxes on the family home to your children and keep it all in the family for generations—regardless of the fallout from Prop 19…
Presenter: Jim Cunningham
Date: May 13th @ 12:00 PM (PST)
Have you ever thought you might need to protect your child’s inheritance against a future ex son-in-law or daughter-in-law? Worried that your hard-earned wealth will go…
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.
CLICK HERE for legal webinars on trusts and guardians for minors, specials needs, and irresponsible heirs.
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?
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.
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.
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 consultation on your own custom estate plan.