Materials
It’s Your Estate Workshop Materials
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
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- ZOOM
- BREA
- IRVINE
- ORANGE
- MISSION VIEJO
- ARTICLES
Week 2: Estate Planning Basics
- ZOOM
- Webinar Video Replay: *** Due to technical difficulties the FALL 2021 video is currently not available.
- Presentation handout: “Estate Planning Basics ” by Mark Powell
- Ask First: Mark Powell
- Ask First: Blank Form
- BREA
- IRVINE
- ORANGE
- MISSION VIEJO
- ARTICLES
Week 3: Planning for Incapacity
- ZOOM
- BREA
- Presentation handout:
- Ask First:
- Ask First: Blank Form
- IRVINE
- ORANGE
- MISSION VIEJO
- ARTICLES
- Presentation: “8 Way to Avoid Conservatorship” by Professor Thaddeus Mason Pope
- Guide : Your Way
- Friendly Fire – When Family Can’t be Trusted
- No One Wants To Talk About Death, But You Need To Anyway
- Ten Questions to Consider When Preparing for the Passing of a Loved One
- 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
- ZOOM
- BREA
- IRVINE : changed to “Retirement Account Planning”
- ORANGE
- Presentation handout:
- Ask First: Max Alavi
- Ask First: Blank Form
- MISSION VIEJO
- ARTICLES
Week 5: Charitable Income & Tax Planning
- ZOOM
- BREA
- IRVINE : Changed to “Living Trusts”
- ORANGE
- MISSION VIEJO
- ARTICLES
- How to Make the Most of Year-End Charitable Giving
- Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
- A Golden Age for Real Estate Gifts
- Charitable Giving – Eyes on the Wrong Metrics
- Donating Real Estate
- Giving is good for you
- Six Important Lessons About Philanthropy
- Eight Steps for Effective Family Giving
Week 6: Retirement Account Planning
- ZOOM
- BREA
- IRVINE : Changed to “Charitable Income & Tax Planning”
- ORANGE
- MISSION VIEJO
- ARTICLES
Week 7: Duties of Trustee and Executor
- ZOOM
- BREA
- IRVINE
- ORANGE
- MISSION VIEJO
- ARTICLES
- Checklist – Things to do when a person dies
- Guide – Managing Someone Else’s Money
- Form – Executor & Trustee Estate Organizer
- Help Clients Select Proper Fiduciaries
- Statutory Duties Of Trustee & Trust Admin Process Upon Death
- What is wrong with most corporate trust companies
- Selecting a Trustee – 3 Factors to Consider
- How to Be a Good Executor of a Will or Estate
- Kenney Ruling Underscores Importance of Diversifying Investments
- Mediation in Estate-Planning Disputes
Week 8: Case Study and Review
- ZOOM
- BREA
- IRVINE
- ORANGE
- Presentation handout:
- Ask First:
- Ask First: Blank Form
- MISSION VIEJO
- ARTICLES