Workshops
It’s Your Estate ~ Spring 2025
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 – Spring 2025
Video Presentation By Peter Kote, Eugene Kim & Fred Muscarella
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.
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
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 – Spring 2025
Video Presentation By Peter Kote, Eugene Kim & Stephanie Winstead
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
3. Wills & Trusts
Wills & Trusts – Video Webinar – Spring 2025
Video Presentation By Peter Kote, Fouad Hajji & Cheryl Barrett
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
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 – Spring 2025
Video Presentation By Peter Kote & Michael Simon
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
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 – Spring 2025
Video Presentation By Peter Kote & Lindsey Jacobs
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
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
- 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 – Spring 2025
Video Presentation By Peter Kote & Trevor Murphy
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
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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