Materials

It’s Your Estate Workshop Materials


It’s Your Estate

Handout materials will be available 24 hours before each session.

Video webinar replay videos will be posted within a week after each session.

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Click on the desired document to download it


 

Week 1: Introduction & Tax Update

 


 

Week 2: Estate Planning Basics

  1. ZOOM
    1. Webinar Video Replay:  *** Due to technical difficulties the FALL 2021 video is currently not available.
    2. Presentation handout: “Estate Planning Basics ” by Mark Powell
    3. Ask First: Mark Powell
    4. Ask First: Blank Form
  2. BREA
    1. Presentation handout: “Basics of Estate Planning” by Jim Roberts
    2. Ask First: Jim Roberts
    3. Ask First: Blank Form
  3. IRVINE
    1. Presentation handout: “Basics of Estate Planning” by Charles K. Mills 
    2. Ask First: Charles K. Mills
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout: “Estate Planning Basics” by Daryl Miller
    2. Ask First: Daryl Miller
    3. Ask First: Blank Form
  5.  MISSION VIEJO
    1. Presentation handout: “Estate Planning Basics” by Stephanie Winstead
    2. Ask First: Stephanie D. Winstead
    3. Ask First: Blank Form
  6.  ARTICLES
    1. 7 Major Errors In Estate Planning
    2. Five Ways Joint Ownership Can Sabotage Your Clients
    3. Four Estate-Planning Documents Everyone Should Have
    4. The Probate Process

 

Week 3: Planning for Incapacity

  1. ZOOM
    1. WATCH the webinar video replay and go to week 3
    2. Presentation handout: “Planning for Incapacity” by Amy Fenelli Ciftcikara (different from presentation)
    3. Ask First: Jennifer Lefton
    4. Ask First: Blank Form
  2. BREA
    1. Presentation handout:
    2. Ask First:
    3. Ask First: Blank Form
  3. IRVINE
    1. Presentation handout: “Planning for Incapacity” by Amy Fenelli Ciftcikara
    2. Ask First: Amy Fenelli Ciftcikara
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout: “Planning for Incapacity” by Monique Nevarez    (PrintFriendly version here)
    2. Ask First: Monique Nevarez
    3. Ask First: Alyse Frederick
    4. Ask First: Blank Form
  5.  MISSION VIEJO
    1. Presentation handout: “Planning for Incapacity” by Eric Becker
    2. Ask First: Eric Becker
    3. Ask First: Blank Form
  6.  ARTICLES
    1. Presentation: “8 Way to Avoid Conservatorship” by Professor Thaddeus Mason Pope
    2. Guide : Your Way
    3. Friendly Fire – When Family Can’t be Trusted
    4. No One Wants To Talk About Death, But You Need To Anyway
    5. Ten Questions to Consider When Preparing for the Passing of a Loved One
    6. The patient is Code 3 critical. Her frail, 90-year-old body is failing. How much should I do to save her life ?

 

Week 4: Living Trusts

  1. ZOOM
    1. WATCH the webinar video replay and go to week 4
    2. Presentation handout: “Estate Planning (Living Trusts)” by James Leese
    3. Bio: James (Jim) Leese
    4. Ask First: James (Jim) Leese
    5. Ask First: Blank Form
  2. BREA
    1. Presentation handout: “Living Trusts Basics” by Desiree F. Rivera  (PrintFriendly version here)
    2. Ask First: Desiree F. Rivera
    3. Ask First: Blank Form
  3. IRVINE : changed to “Retirement Account Planning”
    1. Presentation handout: “Retirement Account Planning by Daryl Miller    (PrintFriendly version here)
    2. Ask First: Daryl Miller
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout:
    2. Ask First: Max Alavi
    3. Ask First: Blank Form
  5.  MISSION VIEJO
    1. Presentation handout: “Living Trusts” by Timothy Pickart
    2. Ask First: Timothy Pickart
    3. Ask First: Blank Form
  6.  ARTICLES
    1. Planning for Beneficiaries With Mental Illness or Addiction
    2. Spendthrift Trusts
    3. Trusts to Protect Children
    4. How to Fund Your Living Trust
    5. Four Facts of Living Trusts
    6. The Basics Of Income Tax Basis

 

Week 5: Charitable Income & Tax Planning

  1. ZOOM
    1. WATCH the webinar video replay and go to week 5
    2. Presentation handout: “Charitable Income & Tax Planning” by Don Vivrette
    3. Ask First: Don Vivrette
    4. Ask First: Blank Form
  2. BREA
    1. Presentation handout: The Secrets Your Advisors Never Tell You by Lindsey N. Jacobs
    2. Biography: Lindsey Jacobs
  3. IRVINEChanged to “Living Trusts”
    1. Presentation handout: “Living Trusts” by Leslie Daff 
    2. Ask First: Leslie Daff
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout: “The Secrets Your Advisors Never Tell You” by David Moore
    2. Ask First:
    3. Ask First: Blank Form
  5.  MISSION VIEJO
    1. Presentation handout: The Secrets Your Advisors Never Tell You by Lindsey N. Jacobs
    2. Biography: Lindsey Jacobs
  6.  ARTICLES
    1. How to Make the Most of Year-End Charitable Giving
    2. Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
    3. A Golden Age for Real Estate Gifts
    4. Charitable Giving – Eyes on the Wrong Metrics
    5. Donating Real Estate
    6. Giving is good for you
    7. Six Important Lessons About Philanthropy
    8. Eight Steps for Effective Family Giving

 

Week 6: Retirement Account Planning

  1. ZOOM
    1. WATCH the webinar video replay and go to week 6
    2. Presentation handout: “Retirement Account Planning” by Michael Simon
    3. Ask First: Michael Simon
    4. Ask First: Blank Form
  2. BREA
    1. Presentation handout: “Retirement Account Planning” by Michael Simon
    2. Ask First: Michael Simon
    3. Ask First: Blank Form
  3. IRVINE : Changed to “Charitable Income & Tax Planning”
    1. Presentation handout: “Charitable Income & Tax Planning” by Don Vivrette
    2. Ask First: Don Vivrette
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout: “Retirement Account Planning” by Michael Simon
    2. Ask First: Michael Simon
    3. Ask First: Blank Form
  5.  MISSION VIEJO
    1. Presentation handout: “Retirement Account Planning” by Michael Simon
    2. Ask First: Michael Simon
    3. Ask First: Blank Form
  6.  ARTICLES
    1. RA trustees wipe out an inherited IRA
    2. Inheriting Retirement Benefits After the SECURE Act
    3. Who is exempt from the 10-year rule when inheriting an IRA
    4. Avoid Beneficiary Designation Errors

 

Week 7: Duties of Trustee and Executor

  1. ZOOM
    1. WATCH the webinar video replay and go to week 7
    2. Presentation handout: “Probate Code Sections for Successor Trustees” by Richard Huntington
    3. Ask First: Richard Huntington
    4. Ask First: Blank Form
  2. BREA
    1. Presentation handout: “Probate Code Sections for Successor Trustees” by Trevor Murphy     (PrintFriendly version here)
    2. Ask First: Trevor Murphy
    3. Ask First: Blank Form
  3. IRVINE
    1. Presentation handout: “Probate Code Sections for Successor Trustees” by Trevor Murphy     (PrintFriendly version here)
    2. Ask First: Trevor Murphy
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout: “Being an Executor & Trustee” by Peter Kote
    2. Ask First: Peter Kote
    3. Ask First: Blank Form
    4. Form – Executor & Trustee Estate Organizer
  5.  MISSION VIEJO
    1. Presentation handout: “Probate Code Sections for Successor Trustees” by Richard Huntington
    2. Ask First: Richard Huntington
    3. Ask First: Blank Form
  6.  ARTICLES
    1. Checklist – Things to do when a person dies
    2. Guide – Managing Someone Else’s Money
    3. Form – Executor & Trustee Estate Organizer
    4. Help Clients Select Proper Fiduciaries
    5. Statutory Duties Of Trustee & Trust Admin Process Upon Death
    6. What is wrong with most corporate trust companies
    7. Selecting a Trustee – 3 Factors to Consider
    8. How to Be a Good Executor of a Will or Estate
    9. Kenney Ruling Underscores Importance of Diversifying Investments
    10. Mediation in Estate-Planning Disputes

 

Week 8: Case Study and Review

  1. ZOOM
    1. WATCH the webinar video replay and go to week 8
    2. Presentation handout: “Case Study and Review” by Steven Bemis & Peter Kote
    3. Ask First: Steve Bemis
    4. Ask First: Blank Form
    5. Biography: Faye Girsh
  2. BREA
    1. Presentation handout: “Case Study and Review” by Steven Bemis & Peter Kote
    2. Ask First: Steve Bemis
    3. Ask First: Blank Form
  3. IRVINE
    1. Presentation handout: “Case Study and Review” by Steven Bemis & Peter Kote
    2. Ask First: Steve Bemis
    3. Ask First: Blank Form
  4. ORANGE
    1. Presentation handout:
    2. Ask First:
    3. Ask First: Blank Form
  5.  MISSION VIEJO
    1. Presentation handout: “Case Study and Review” by Samantha Morris & Richard Huntington
    2. Ask First: Samantha Morris
    3. Ask First: Blank Form
  6.  ARTICLES
    1. Family Questionnaire
    2. Border Wars – Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members