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Videos

Why a Living Trust?

In this video, Kyle explains why often a Revocable Living Trust is the most efficient mechanism for the administration and distribution of assets in the event of incapacity and upon death.

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What is a Living Trust?

In this video, Kyle explains the basic elements of a Revocable Living Trust.)

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Elements of a Comprehensive Estate Plan

Does your estate planning binder have to be so big? Yes! Kyle tells you why.

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The A/B Trust for a Married Trust-Maker

In this video, Kyle explains the difference between an “A Trust” (also known as an “I Love You Trust”) and an A/B Trust (also known as a “I Love You . . . But Trust”).

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Common Pot Trust

In this video, Kyle explains that equal is not always fair and describes how the Common Pot Trust can provide an fair mechanism to ensure that all beneficiaries of a trust are sufficiently “launched” into adulthood before dividing an estate into shares.

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The Beneficiary Controlled Trust

In this video, Kyle explains how you can structure your beneficiary’s inheritance to provide a degree of asset protection and divorce protection for your beneficiary.

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Step-Up in Basis

In this video, Kyle explains the concept of a “step-up” in basis for capital gains tax and how married couples who own certain assets in community property states have an advantage.

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Preserving the California Prop. 13 Property Tax Base

Prop. 13 keeps California property taxes low for real property owners who have owned their properties for a long time. You can pass this favorable tax treatment to your children, but there are traps for the unwary. In this video, Kyle gives an overview of how Prop. 13 works in California and strategies for preserving the Prop. 13 property tax base for the family's next generation.

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Disclaimer: The information contained on this website is for general information only.  Watching these lessons does not create an attorney/client relationship.  The information is designed to supplement – but not replace – your need to work with an attorney who is licensed to practice law in your community.  You should consult with a licensed attorney before acting upon any of the information presented on this website. 

Why a Living Trust? - Video Transcription

What is a Revocable Living Trust? - Video Transcription

Elements of a Comprehensive Estate Plan - Video Transcriptions

The A/B Trust for a Married Trust-Maker - Video Transcription

The Common Pot Trust - Video Transcription

The Beneficiary Controlled Trust - Video Transcription

Step-Up in Basis - Video Transcription

Preserving the California Prop. 13 Property Tax Base - Video Transcription


Disclaimer: The information contained on this website is for general information only.  Watching these lessons does not create an attorney/client relationship.  The information is designed to supplement – but not replace – your need to work with an attorney who is licensed to practice law in your community.  You should consult with a licensed attorney before acting upon any of the information presented on this website. 



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