The Basics of Medi-Cal Planning for Long Term Care

In this video, Kyle gives a general overview of planning strategies to qualify for Medi-Cal to pay for long-term care, including converting “countable” assets to “non-countable assets,” care contracts, gifting between spouses, and “stacked gifting” to non-spousal third parties.

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Certificate of Trust

In this video, Kyle explains how a Certificate of Trust is helpful in titling your assets to your trust in an efficient manner while retaining privacy over the personal aspects of your estate plan.

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LLC Planning

In this video, Kyle explains how a Limited Liability Company (“LLC”) can provide asset protection from both “inside creditors” and “outside creditors” and explains why forming an LLC under the right jurisdiction is important.

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Trust v. Power of Attorney v. Will

In this video, Kyle explains the three key estate planning documents that appoint an agent to make financial decisions on your behalf. He describes the circumstances of when each document applies and why every comprehensive estate plan includes all three documents.

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Retirement Plan Trust

In this video, Kyle explains how a trust intended to be designated as a beneficiary of a Defined Contribution Retirement Plan must be drafted with special provisions to navigate complex tax rules. He also describes how Conduit Trusts and Accumulation Trusts work and when each type of trust structure is typically implemented.

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Inheriting a Retirement Plan

In this video, Kyle explains the nuanced rules of inheriting a Defined Contribution Retirement Plan. He describes the concept of a “stretch IRA” and explains the different rules that apply depending upon the identity of the beneficiary.

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