It’s Your Estate ~ Fall 2022
The “It’s Your Estate” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. We provide 9 hours of objective education over an 6 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information. Click HERE to find your workshop community.
1. Overview & Estate Law Changes
Overview & Estate Law Changes – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette & Mark Powell
This session is intended to give you an overview as to the importance of estate planning during life as well as at the time of death. We will discuss documents involved and the importance of understanding how you hold title your assets. We have included an workbook for your personal use that may help you get more from the series if you complete it. This is our first attempt at a workbook and would like your feedback if it enhanced your learning from the workshop series.
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
2. Advanced Health Care Directive & Power of Attorneys
Advanced Health Care Directive & Power of Attorneys – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette & Christine McGonigle
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
3. Wills & Trusts
Wills & Trusts – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette & Steven Giammichele
Workshop Documents
VIDEO WEBINAR :
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IRVINE :
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LAGUNA NIGUEL :
ORANGE :
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4. Retirement Asset Planning
Retirement Asset Planning – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette & Michael Simon
Workshop Documents
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5. Charitable Opportunities
Charitable Opportunities – Video Webinar – Fall 2022
Due to sound quality issues, the Fall 2022 recording will not be posted.
Please enjoy the Spring 2022 video below instead.
Our apologies for the inconvenience.
Video Presentation By Peter Kote, Don Vivrette & David Moore
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
6. Estate Administration
Estate Administration – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette & Richard Huntington
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- Mediation in Estate-Planning Disputes
- Why Not To Use The Local Broker To Sell Your Real Estate
- What is wrong with most corporate trust companies
- How to Be a Good Executor of a Will or Estate
- RMD Change Delayed Until 2023 For Inherited IRAs
- Procrastinating Americans putting off estate plans
- The IRS answers a crucial penalty question for missed RMDs
- Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
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