There is an endless supply of celebrity estate planning counter-examples. In this video, Kyle describes even more celebrity estate planning blunders that you can avoid with the guidance of a competent attorney.
View Video TranscriptArchives: Videos
Classic Cars Have Style; Classic Estate Plans – Not So Much!
Comparing most estate plans to a carefully drafted comprehensive estate plan is a lot like comparing Kyle’s 1953 Chevy Bel Air to a modern car: Most estate plans lack important safety features that are necessary to protect your loved ones.
View Video TranscriptWhy 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.
View Video TranscriptWhat is a Living Trust?
In this video, Kyle explains the basic elements of a Revocable Living Trust.)
View Video TranscriptElements of a Comprehensive Estate Plan
Does your estate planning binder have to be so big? Yes! Kyle tells you why.
View Video TranscriptThe 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”).
View Video TranscriptCommon 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.
View Video TranscriptThe 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.
View Video TranscriptStep-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.
View Video Transcript