AFTER A DEATH: Trust Administration, Trustees, Executors, and Probate
A parent or loved one dies, and you discover that you are the new trustee of their estate, and the executor of their will. What happens now? In these webinars and blogs, we answer questions like: What steps does a trustee need to take when someone dies, and what are the common pitfalls? What are the executor responsibilities to beneficiaries?
What to DO with Real Estate After Somebody Dies?
When someone dies who is responsible for their estate? Do you know what NOT to do when someone dies? Learn how to efficiently manage real ...
Learn More → 
California Probate: Costs, Navigation, and Probate Alternatives
Why is probate bad in California? And why is California probate so expensive? Navigating the California probate process can be dauntingly complex and more than ...
Learn More → 
Trust Administration Checklist CALIFORNIA
Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. Join us for an essential webinar...
Learn More → 
Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
Confused about what exactly a trust administration attorney does? Join us for an enlightening webinar with Attorney Jim Cunningham. He'll break down the responsibilities...
Learn More → 
When and How to PROBATE Real Estate Properties in California
When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey ...
Learn More → 
Choosing and Educating Your Future Trustees – Do it Right!
Prepare your trustees instead of throwing them in the deep end of the pool! Vital for EVERYONE leaving behind a Living Trust and successor trustees: ...
Learn More → 
How to Screw Up an Estate: Trust & Will Disasters
Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Educate yourself on what NOT to do with these ...
Learn More → 
What to Do When Someone Important in Your Life Dies: CRUCIAL Actions
What happens when your business partner dies, when your spouse dies, your child dies, your tenant, your boss, your friend? What now? What should you ...
Learn More → 
What Do I Do If I SUDDENLY Become a Successor Trustee?
Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!
Learn More → 
Trustee Risks & How to Avoid Common Pitfalls
Should I accept appointment as successor trustee of a trust? Trustees take on a fiduciary duty, the highest standard of care to which you can ...
Learn More → 
Right and Wrong Things to Do When You INHERIT Money
There are right ways to inherit. And there are some very wrong ways to inherit. In this critical moment, one wrong decision could cost you ...
Learn More → 
How to ADMINISTER a Trust After Loved One Dies: Step-by-Step Guide
Would you know what to do if your loved one died? Dealing with the death of a loved one is never easy, but it can ...
Learn More → 
Estate Planning for INCAPACITY – Passing the Torch
If your parents suddenly became incapacitated, would you know how to access their bank accounts? Do you know what’s in their living trust? Parents–would your ...
Learn More → 
Should My Kid be My Trustee? – HUGE Estate Planning DILEMMA
Naming a trustee isn’t about about just naming your oldest, or making sure all your kids are equally involved when they act as a successor ...
Learn More → 
What is an Administrative Trust?
An administrative trust is essentially the period of time during which a trustee gets his or her legal ducks in a row. They might pay ...
Learn More → 
Navigating PROBATE from JUDGE’S PERSPECTIVE
In this free legal webinar, Estate Planning and Trust Administration Attorney, James L. Cunningham Jr. is joined by the Hon. Glen M. Reiser to discuss ...
Learn More → 
What is a Power of Appointment? – DEFINED
What is a power of appointment? What is a power appointment in a Living Trust? How does power of appointment affect inheritance? What impact does ...
Learn More → 
How can I protect against new tax increases & Biden Tax Plan?
A look at the massive tax changes expected during 2021 to go into effect in 2022. What’s in the Biden Tax Plan? New Estate Taxes ...
Learn More → 
What to do if you receive a stimulus check on behalf of a decedent
Case in point: the stimulus checks that many Americans are receiving right now. The IRS has issued guidance stating that the money should be returned ...
Learn More → 
Crucial differences between Executor of a Will & Trustee
An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities at stake when confusing these ...
Learn More → 
How to Prepare Financially for the Death of a Spouse
How do I plan for the death of my spouse? When my spouse dies, what happens financially? Will my Social Security income be cut when ...
Learn More → 
Preferences For Funerals and Disposition of Remains in California
Can California Estate Planning include instructions for my funeral? Should I have a Living Trust? What is pre-need planning? What happens if I am incapacitated? ...
Learn More → 
Consider A Trust Bank for Trust Administration
What is a trust bank? Should I consider a trust bank to administer my trust? Should I name a trust bank in my living trust? ...
Learn More → 
Should I Settle On My Inheritance?
Should I sign an Inheritance Settlement Agreement? How does Estate Distribution to Beneficiaries work if a Trust is ambiguous or outdated? What are the responsibilities ...
Learn More →