Legal Webinars

ATTEND A FREE ESTATE PLANNING LEGAL WEBINAR OR VIEW OUR ARCHIVE

CunninghamLegal offers a regular schedule of free, live, online legal webinars on Estate Planning and Living Trust creation, presently replacing our in-person workshop events. CunninghamLegal provides free webinars. You will not be asked for credit card information nor will you incur an expense for attending a free webinar.

We cover not just the basics, but complex issues like blended families, taxation, special-needs heirs, and asset protection. Just like our in-person estate planning workshops, you get the chance to connect with estate planning attorneys to ask questions.

Join our FREE legal webinars and gain valuable Estate Planning insight to:
  • Protect the people who matter most
  • Preserve your wealth, reduce taxes, and avoid probate
  • Plan for guardianship of minor children
  • Prepare for incapacity and healthcare directives
  • Understand current financial planning issues affecting your wealth & estate

Most webinars are on Tuesdays or Thursdays. All are live, and questions are taken. We focus on California Trust creation and California Estate issues, but most topics apply broadly.

If you scroll down past the upcoming schedule, you’ll find an archive of past webinars for free viewing!

UPCOMING LEGAL WEBINARS

TOPIC

PRESENTER

DATE

TIME

REGISTER

Take Your Power Back: Estate Planning Steps to Protect Yourself and Your Loved Ones   

September 17th

10:00 AM

How Much Should a Living Trust Cost?  

September 22nd

11:30 AM

Hot Tax Topics for Special Year 2020: Actions to Take NOW

September 23rd

3:00 PM

Expecting Trouble After You Pass? Special Protection Clauses for a Trust  

September 24th

10:00 AM

Passing the Torch: A Workshop for You & Your Adult Children  

September 29th

11:30 AM

Top Ten Ways Trustees Get in Trouble  

October 1st

10:00 AM

ARCHIVE OF ESTATE PLANNING LEGAL WEBINARS  

Access our rich and ever-growing library of archived webinars by expert CunninghamLegal estate attorneys. Read on for an overview of available topics, or click here to go directly to the YouTube playlists.

 

 

Estate Planning Basics: Wills, Living Trusts, POAs, & the Role of Your Attorney

What are the different types of trusts? What is a trust fund? What is a trust account? How do taxes work in a living trust? When should you make a will, and what should be in it? What is a Power of Attorney, and do you really need one? 

This set of webinars deals with all the basics, including the biggest estate planning mistakes, the most common estate planning issues, and how to work with an estate planning attorney. 

Click here for legal webinars on estate planning basics.

After a Death: Trust Administration, Trustees, Executors, & 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, 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? How long after a person dies will beneficiaries be contacted or notified? What are siblings’ rights after a parent’s death? 

We also handle the tough issues: How to deal with greedy family members after a death? What are the inheritance theft laws? How could you recover a stolen inheritance? What executor problems typically occur? Are you legally liable as the Trustee?

If assets are not in a Trust, you may have to go to probate court. What does probate mean, and what does it mean to “probate a will” or “probate an estate”? What exactly happens in probate court?

Click here for legal webinars on Trust Administration and Probate.

Incapacity, Long-Term Care, & Powers of Attorney: Estate Planning

Most of us will experience a significant incapacity at some point in our lives, and most will need someone to take over our affairs while we are out of action. Everyone needs a plan to deal with the significant costs which will inevitably occur. This set of webinars deals with questions like:

What is a Power of Attorney and how much power does it give someone to deal with my affairs? How do I set up a Power of Attorney and does it keep going after I die? What’s an attorney-at-law as opposed to a regular attorney? How can I take over responsibility for my mother or father? What is a conservator and what is a conservatorship? How do I set up a conservatorship? How does a conservatorship relate to a Trust?

You’ll also learn about Long-Term Care Insurance options, in-home care costs, and financial planning for disability.

Click here for legal webinars on planning for disability, incapacity, and long-term care. 

IRAs, 401Ks, and Retirement Accounts: Inheriting & Minimizing Taxes

Believe us when we say you don’t know nearly enough about your IRAs and other retirement accounts. The laws about passing on IRAs to heirs are complex and fraught with peril for both you and your beneficiaries. Statistics show that 87% of heirs make disastrous mistakes with the IRA accounts they inherit—losing 50% or more to taxes.

These webinars deal with handling IRAs during your lifetime and beyond: What are RMDs and how do I take them? Can my beneficiaries cash in my IRA? Should my IRA be in my Living Trust? Should I convert my regular IRA to a Roth IRA? What if I inherit an IRA? Will I get taxed on my parents’ IRA now that I own it? Is there some way to lower the tax on an inherited IRA? What is an IRA Legacy Trust and do I need one?

Click here for legal webinars on inherited IRAs, 401(k)s, and other retirement accounts.

Minors, Special Needs, and Irresponsible Heirs: Trusts & Guardianship

What exactly would happen to your minor children if something happened to you? How does guardianship for minors and special needs dependents work? Can an inheritance knock a disabled person off of public assistance? And what about potentially irresponsible heirs – alcoholic, drug-addicted, or loved ones who simply cannot handle money?

In these webinars we’ll talk about special trusts set up for minors, special needs, disabled, and irresponsible heirs, along with nominating guardians, naming trust protectors, handling life insurance, and other difficult subjects you absolutely must consider if you take care of others. 

Click here for legal webinars on trusts and guardians for minors, specials needs, and irresponsible heirs.

Asset Protection: Protecting an Inheritance from Creditors, Bankruptcy, & Lawsuits

Perhaps you don’t realize that leaving a beneficiary money or real estate can make them vulnerable to attack by creditors or ex-spouses, can complicate a bankruptcy, or lead to predatory lawsuits. 

If you think you or your heirs might face that kind of danger, you should take steps to protect your assets from attack both now and in the future.

Learn about strategies like Asset Protection Trusts by clicking here for related legal webinars from Cunningham Legal.

Spouses, Divorce, and Blended Families: Estate & Inheritance Issues

What special rights does a spouse have – and not have – when inheriting assets? Can a spouse access your retirement accounts? What steps should you take together to ensure a smooth succession to a spouse in a Living Trust?

In this series of webinars, we also answer: How should an Estate Plan and Living Trust deal with ex-spouses, a blended family, or other complicated family situations? Does an ex-spouse have to be included in your will or Trust? Are there special laws in California related to blended families and inheritance? How can a Living Trust or Will be fair to an ex-spouse and children from more than one marriage?

Click here for legal webinars on Estate Planning issues for spouses, ex-spouses, and blended families.

Financial Planning, Estate Taxes, & NOT Losing Prop 13

We provide a rare specialty here at CunninghamLegal: financial and tax planning for estates. That means working closely with financial planners and CPAs as part of a three-way team for our clients to minimize taxes of all kinds that impact estates.

These webinars answer questions like: How can I avoid a reassessment of my house under California’s Proposition 13 when it’s passed on to my heirs? What’s the right way to structure life insurance to minimize taxes? Can a Trust be set up in another state, like Nevada, to avoid high income taxes like those in California? 

We also offer occasional webinars on financial planning, especially for retirees, that often include Wall Street specialists and current market updates.

Click here for legal webinars on Financial & Tax Planning.

About CunninghamLegal & Our Team

What attorneys work at CunninghamLegal, and how does the firm do Estate Planning?

These webinars explain our process, give you a bit of history about the firm, and introduce you to the best lawyers in California estate planning. Click here. 

Covid-19 Estate Planning & Financial Issues During a Pandemic

At this extraordinary time in history, many families are taking a new look at their estate plans, including Living Wills, Healthcare Directives, and Powers of Attorney for those who may need to make decisions for us during a crisis.

Our lawyers discuss issues and strategies in these webinars. Click here.

How to Learn Lots More!

Ready for more in-depth information about Estate Planning? Take a look at our extensive articles and consider ordering the popular book “Savvy Estate Planning” by our founder, Jim Cunningham.

Or simply contact us for a free initial consultation on your own custom estate plan.

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