Timothy Sumer

Crucial California Estate Planning strategies for 2022: SECURE Act, Prop 19, California Trust Administration, Incapacity. 👉 Book a Call at w/California Estate Planning Attorney to update your Estate Plan for 2022. Estate Planning strategies have had to adapt to huge changes in law in the last few years: the SECURE Act, Prop 19, upcoming shifts in gifting laws, and now in 2022 a new set of rules that greatly increase the complexity of administering a trust in California. For example, starting Jan 1, if your mother becomes incapacitated but is still living, you have an affirmative obligation to deliver a copy of her trust to all who inherit under that trust. You’re also required to prepare a periodic accounting! Don’t wait to educate yourself and bring your estate game plan up to date. Kick off your New Year’s Estate Planning resolutions with this webinar! To watch this video on our website, click here: For more information about California Estate Planning, click here:

Inherited IRA Advice: California Estate Planning Attorney explains how SECURE Act changed IRAs, why you need IRA Trust. 👉 Book a Call at to review or set up an IRA Trust and pass on your IRA the right way. The laws around inheriting IRAs are complex and fraught with danger while the opportunities are huge. Learn the crucial steps to ensure your legacy. Topics include the SECURE Act, IRA Trusts, Roth Conversions, Out-of-State IRAs, and the mistakes made by almost 90% of heirs. Among the many topics we’ll cover in this legal webinar are: The SECURE Act Required Minimum Distributions (RMDs) Tenth year rule Designated beneficiaries IRA Trusts Asset Protection Tax Bracket Arbitrage ROTH conversion To watch this video on our website, click here: For more information about IRA Legacy Trusts, click here: 👉 Book a Call at for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel CONTACT us at to d

Asset Protection Attorney California discusses Asset Protection laws California - from divorce, creditors, lawsuits. 👉 Book a Call at to strategize how to protect your assets in California. Is there a way to keep your name off your assets? Can you protect, even hide them from creditors and predators? From divorce? From lawsuits? From bankruptcy court? Join leading lawyer Jim Cunningham as he lays out the top strategies employed by the rich and famous to hold title as anonymously and as safely as possible. Just to be clear, what we’re not talking about is hiding assets illegally. We’re talking about protecting your assets from bankruptcy, creditors, lawsuits, divorce and the like. Among the many topics we cover in this legal webinar are: The importance of privacy What Individual, Trust, and Entity mean Inside Liability and Outside Liability Classes of threats to assets including: Taxation Tort liability Debt collection Methods of protections such as Statutory Protect

Orange County Estate Planning Attorney James F. Roberts answers FAQ and gives information on what is currently happening in estate planning. One of the reasons you may want to name a trust as beneficiary to your IRA rather than your children is that they may not be good with money management. Rather than having them blow through the money, you can name the trust as being in control of the IRA and it does have to distribute the required minimum distribution but the rest can be growing tax deferred and you can distribute to them in a way that it actually benefits the beneficiary and not let them go through the money too quickly. So if you have beneficiaries that are not good with money management you may want to consider an IRA beneficiary trust as a way to protect the assets for them and provide for them longer term. If you are concerned about beneficiaries needing a little help to protect their inheritance then contact us for an appointment.... ( read more ) LEARN MO