In this timely webinar, attorneys Michael Gilfix and Mark Gilfix discuss updates in 2023, including: Gifts – the Annual Exclusion Estate Tax – Increased Opportunity and Planning Options Medi-Cal – New Eligibility Guidelines and Asset Preservation 529 (Plans) and Crummey Trusts Prop 19 and Saving the House for the Kids Chapters: 0:00 Video starts - Topic introduced 1:17 2023 Estate Planning Changes - Overview 2:40 Who We Are 3:22 2022 Election Outcomes: Few New Laws Expected 4:07 ABLE Act in California (CalABLE) 6:50 Medi-Cal Eligibility, Planning 14:55 Estate and Gift Tax Changes 17:06 Critical Estate Tax Planning 20:23 Retirement Accounts: SECURE Act 23:12 Massive Property Tax Problem: Prop 19 28:55 2023 Planning Checklist 32:48 Overcome the 3 Ds: "Danger of Delay and Denial" 34:00 Stay Tuned for More Webinars 34:30 Take Action: Gilfix & La Poll - Contact us 35:57 Questions from Webinar Participants Answered This video is presented for educational purposes
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