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VIDEO FAQS
Who should be my executor (personal representative) or trustee?
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Why should I have advance directives for medical and healthcare decisions?
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When should an estate plan be reviewed?
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Will my estate be subject to any taxes, and if so, what types of tax?
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When should I consider lifetime gifts?
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What should I do if I realize that my parents do not have an estate plan in place?
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What is the difference between a succession plan and an estate plan?
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When are intra-family sales and loans used?
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Who pays expenses of maintenance, insurance, and real estate taxes in a QPRT?
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Who can be the trustee in a QPRT?
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What is post-mortem trust administration?
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What is leveraged gifting?
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What is an A-B trust?
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What is capital gains basis planning?
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What if my family cannot see eye-to-eye about our succession planning goals?
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What is a GRAT and how can it help me leverage my gift?
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What is charitable planning?
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What is a QPRT and how can it help me leverage the gift of my residence?
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What does a proper estate plan include?
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What happens if I transfer more than my annual exclusion and I do not qualify for any of the deductions or exclusions?
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What gifts qualify for the education and medical exclusion?
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What gifts are subject to the federal gift tax?
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What if I want to sell the home transferred to the QPRT and move to another home?
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What does it mean when someone says “income tax is the new estate tax”?
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Is there anything that I can do if I realize that my parents’ estate plan is incomplete or outdated?
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What aspects of my estate plan will include details about incapacity planning?
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What are the types of details that need to be covered in incapacity planning?
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What are the legal issues related to intra-family sales and loans?
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What can I do if I still want to live in my home at the end of the QPRT trust term?
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What are intra-family sales and loans?
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What are the common ways to participate in charitable giving?
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How long will probate take in California?
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How can I properly balance both estate taxes and income taxes when making the portability election?
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How does my estate plan make things easier for my family?
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How can I ensure that the guardian named for my children has the resources to raise them well?
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Should I consider long-term care insurance during the estate planning process
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Does the way in which I hold title make a difference in my overall estate plan?
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How can I maximize (i.e., leverage) my gift?
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How can a family LLC help me leverage my gift?
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How long should I retain the right to occupy the home that is transferred to the QPRT?
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How does fractionalization provide leverage?
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How can I capture the maximum capital gains step-up at death?
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Can I prevent a daughter-in-law or son-in-law from benefitting from my child’s inheritance if they get a divorce?
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Can I transfer my home and the entire large parcel of land to the QPRT?
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Can I give all of my property away before I die and avoid estate taxes?
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Can I put both my principal residence and my vacation home in a QPRT?
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Can I repurchase the home from the trustee in a QPRT?
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Can I use my spouse’s annual exclusion to give more of my assets?
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Can I appoint the same person as executor (personal representative), trustee, and guardian?
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Can I claim the real estate taxes and other deductible expenses in a QPRT as deductions on my income tax return?
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Can I do the post-mortem trust administration without a lawyer?
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Are some assets better to gift than others?
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