It’s Your Estate ~ Fall 2024
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 2024
Video Presentation By Peter Kote, Eugene Kim and Steve Giammichele
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
WESTMINSTER :
Articles
- What happens to a bank account when somebody dies
- Should you tell your kids how much they’ll inherit
- Taxes 2023: Here are the biggest tax changes this year
- The state of the estate planning practice
- Why wealthy women lag behind male peers in estate planning
- Eight planning considerations for clients aging alone
- Folder stepped up step down in basis
- The money talk with your parents - Do it this weekend
2. Advanced Health Care Directive & Power of Attorneys
Advanced Health Care Directive & Power of Attorneys – Video Webinar – Fall 2024
Video Presentation By Peter Kote, Fouad Hajji & James Burns
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
WESTMINSTER :
Articles
3. Wills & Trusts
Wills & Trusts – Video Webinar – Fall 2024
Video Presentation By Peter Kote, Eugene Kim & Julie Cho
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
WESTMINSTER :
Articles
- Five Ways Joint Ownership Can Sabotage Your Clients
- Planning for Personal Property
- Don’t split heirs! How to avoid family fights when leaving behind a second home
- Mistakes to avoid when establishing a trust for your children
- What You Need to Know about Revocable Living Trusts
- Trusts to Protect Children
- Spendthrift Trusts
- The Probate Process
- Planning for Beneficiaries With Mental Illness or Addiction
- Intestate Succession in California
- How Probate Laws Work in California
- Helping Clients To Stop Thinking About It (Contemplation) And Start Planning It (Preparation)
- Four Estate-Planning Documents Everyone Should Have
4. Retirement Asset Planning
Retirement Asset Planning – Video Webinar – Fall 2024
Video Presentation By Trevor Murphy, Eugene Kim and John Prichard
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
WESTMINSTER :
Articles
- Good news - IRS improved the IRA trust rules. Bad news - they still don’t work
- Don’t be tempted by pop-up estate planning schemes
- With Congress slow to act, financial advisors plan ahead on estate taxes
- Can I delay taking my RMDs
- The price of New York Life’s 401(k) lawsuit - $19M
- Soaring number of Americans are now 401(k) millionaires
- What inheritors of IRAs need to know about required withdrawals
- How to determine whether to take or leave your 401(k) at a former job
- Charitable planning with retirement assets
- Want to do a 529-to-Roth rollover - Read the fine print.
- RMD quirks that IRA beneficiaries face in '23
- Secure 2.0 - what you need to know
- Giving funds in IRAs to charity with QCDs
- RMD change delayed until 2023 for inherited IRAs
- The IRS answers a crucial penalty question for missed RMDs
- Backdoor Roth - Four tips to maximize tax savings
- Taking RMDs in the form of stock
- Confusion about RMDs on inherited IRAs
- IRA trustees wipe out an inherited IRA
- Inheriting retirement benefits after the SECURE act
- Planning for beneficiaries with mental illness or addiction
- How to fund your living trust
- The basics of income tax basis
5. Charitable Opportunities
Charitable Opportunities – Video Webinar – Fall 2024
Video Presentation By Trevor Murphy, Eugene Kim and Don Vivrette
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
WESTMINSTER :
Articles
- Donor Advised Funds
- Allocating retirement assets to philanthropy
- The close relationship between financial planning and estate planning
- New tax-advantaged opportunity - legacy IRA
- Gifting complex assets
- Reverse mortgage or life estate plus annuity
- Giving and getting back
- Tax-loss harvesting produces bumper crop of charitable cash contributions
- IRS warns of schemes aimed at wealthy taxpayers
- Vanguard, Schwab Charitable donors keep giving despite stock sell-off
- The benefits of ‘wise selfishness’
- Alternatives to donor-advised funds
- The best way to gift in 2022
- How to make the most of year-end charitable giving
- What should I do with my big fat inheritance
- Eight steps for effective family giving
- January is the new December for charitable contributions
- Six questions to ask about a charity
- 'Give It Twice' Trust
- Charitable Trusts - Advanced planning tips
- Donor-Advised Funds: 10 essential things to know
6. Estate Administration
Estate Administration – Video Webinar – Fall 2024
Video Presentation By Trevor Murphy, Fouad Hajji & Richard Huntington
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
WESTMINSTER :
Articles
- Why I write my own obituary every year
- Potential downside for selecting a corporate trustee
- Common issues you may want to explore with your advisor & successor trustee
- What you should know before hiring a professional fiduciary
- 'Standing' up for refunds for deceased taxpayers
- Responsibilities of an executor explained
- How to properly insure vacant real estate
- Things to do when a person dies
- Why not to use the local broker to sell your real estate
- Statutory duties of trustee & trust admin process upon death
- Mediation in estate-planning disputes
- Border wars - Helping clients set financial and emotional boundaries
- Help clients select proper fiduciaries
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