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Webinars

Webinars

Webinar: Estate Plan Review - August 22, 2023 at 6pm

Do you already have an estate plan in place and want to know how current and future laws affect it? This webinar will cover:

  • Prop 19 Property Tax Exemption Rules
  • The SECURE Act and How to Look at Inherited IRA’s for Your Children
  • The 2026 Estate Tax Exemption Reduction (currently $26m)

Webinar: Estate Plan Review - August 23, 2023 at 6pm

Do you already have an estate plan in place and want to know how current and future laws affect it? This webinar will cover:

  • Prop 19 Property Tax Exemption Rules
  • The SECURE Act and How to Look at Inherited IRA’s for Your Children
  • The 2026 Estate Tax Exemption Reduction (currently $26m)

Register Here

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Past Webinars

Webinar: Rethinking Your Estate Plan – New Strategies for New Laws

This webinar will cover:

  • Analyzing options under the SECURE Act
  • Should we treat all classes of assets equally in our Estate Plan?
  • When to consider using a Charitable Remainder Trust for your retirement assets
  • What to do with your home under Prop 19?

Webinar: Scams – No Joke!

This webinar will cover:

  • Common Scams Facing our Elders
  • Action Plan for Protection: What to Look For
    • Unusual Expenditures/Frequent Odd Transactions
    • Isolation
  • When to Hire a Professional Advisor vs. Family Member
  • How Can a Trust Protect families from Scammers?

Webinar: The Duties of a Trustee

This webinar will cover:

  • A Living Trust
  • Trust Administration
  • Your Successor Trustee Duties & Powers
  • Traps and Pitfalls: What can go wrong?
  • Details about our NEW Successor Trustee Manual - Coming Soon!
  • Questions & Answers

Webinar: Special Needs Trust Webinar

This webinar will cover:

  • What to consider when reviewing my current Trust and making a life plan for my child?
  • Choosing the right Trustee for my situation
  • Ensuring an inheritance is put into the right Trust for my child
  • The basic rules for ABLE accounts
  • Understanding the eligibility rules for SSI
  • Understanding Medi-Cal
  • Questions and Answers

Register Here

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