CALIFORNIA LEGAL SERVICES
Elder Law planning seeks to preserve your money, income, and assets to be used for your benefit and care while you’re still alive. Elder law. Medi-Cal Planning. …
Actived: 8 days ago
Estate Attorney Howard Neal Law Now at
(9 days ago) Jim is a second-generation attorney who, like me, has devoted his career to estate planning and business law. He is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. I trust that you will enjoy meeting Jim and benefitting from the energy and commitment he and his team will bring to their relationship with
Elder Law California Elder Law Attorney
(8 days ago) Elder Law planning seeks to preserve your money, income, and assets to be used for your benefit and care while you’re still alive. Contact us today to schedule a consultation to discuss Medi-Cal and VA Benefits planning. We have offices throughout California, and we offer in-person, phone, and Zoom meetings. Just call (866) 988-3956 or book
Elder-Care, Medi-Cal, VA Benefits Law
(Just Now) And here are some webinars specifically on long-term care and elder-law issues. We look forward to working with you! Best, Jim. James Cunningham Jr., Esq. Founder and CEO, CunninghamLegal. We guide savvy, caring families in the protection and transfer of multi-generational wealth.
Your Living Trust Attorneys in Woodland
The Sydney Law Firm, P.C. Clients
(4 days ago) On September 1st, 2017, The Sydney Law Firm, P.C. was acquired by CunninghamLegal. Jeff Sydney and his wife, Alicia, decided it was the the right time for them to retire and pass the baton to our firm to serve his clients. We are honored that Jeff Sydney has entrusted his successful, long-standing practice to us at CunninghamLegal.
Living Trust Attorneys Folsom, California
(3 days ago) The Law Offices of Ann Armstrong and Associates was known for the care and respect she showed to clients, and we are proud to continue her tradition—even though she has since passed away. Many of Ann’s clients lived in the Folsom, El Dorado Hills and Fair Oaks areas.
WELCOME, ESTATE & TAX PLANNING CLIENTS OF REED K …
(5 days ago) Significant changes in estate law came in recent years (including the 2021 Prop 19 changes to Prop 13!) which may well require adjustments to your plan. We are happy to meet with Youngman Ericsson Scott clients for a free consultation via phone or Zoom. Contact us with the form or just give us a call at (925) 930-6000.
What is a Trust Protector and Do I Need
(7 days ago) A Trust Protector is a third party, usually an attorney, given the power within the trust and by law, to allow the Trustee the power to “do the right thing” and modify the terms of an Irrevocable Trust to comply with the “Grantor’s Intent.”. In this case, that would mean assuming the woman would have wanted to include the two new
Trust Administration Attorneys California
(3 days ago) Professional Trust Administration services in California, and California Trust Law: A Trustee has 100% personal liability when managing a Trust. Perhaps you have just faced the pain of losing a loved one, and you are beginning to look at the steps …
Estate Attorney Daniel G. Van Slyke
(9 days ago) Obtaining his J.D. at Texas A&M University School of Law, Daniel served on the law review staff and was chosen as a teaching assistant for one of the most demanding of all law school classes: Legal Analysis, Research, and Writing. He graduated magna …
Bruce Ketron & Assoc. Estate Planning
(2 days ago) Significant changes in estate law came in recent years (including the 2021 Prop 19 changes to Prop 13!) which may well require adjustments to your plan. We are happy to meet with you for a free consultation via phone or Zoom, or just give us a call at (707) 226-1700.
James L. Cunningham, Jr.
(4 days ago) Founder, CEO, and Lead Attorney, CunninghamLegal . You might say that two themes define Jim Cunningham’s life: the law and California. As a second-generation California attorney now in his third decade of practice, Jim Cunningham and the firm he founded have helped thousands of families and individuals plan their estates—and preserve their legacies.
Living Trust Attorneys Sacramento California
(Just Now) Inheritance law changes come frequently and dramatically, on everything from trusts to taxes to IRAs. Recently, for example, we experienced the upheaval of both the U.S. SECURE Act and CA Prop 19, not to mention expected tax law changes under a new administration, all of which should trigger a re-think of everyone’s estate plan.
Living Trust Attorneys Huntington Beach
(3 days ago) There were drastic changes in estate law in the years 2014, 2017, 2019, and especially 2020 which should trigger a re-think of everyone’s estate plan. That’s why every attorney in our practice spends a substantial amount of time each month on professional development—even attending legal webinars, seminars, and the like when they aren’t
Find Living Trust Attorneys In California CunninghamLegal
(9 days ago) Here at CunninghamLegal, we maintain offices throughout California with easily the best California estate attorneys around. It’s our job to know the complexities of the law and provide the depth of experience to make estate planning simple …
Living Trust Attorneys Westlake Village
(3 days ago) Inheritance law changes come frequently and dramatically, on everything from trusts to taxes to IRAs—believe me, I know. Recently, for example, we experienced the upheaval of both the U.S. SECURE Act and CA Prop 19, which should both trigger a re-think of everyone’s estate plan.
Living Trust Attorneys Auburn California
(3 days ago) The Law Offices of Ann Armstrong and Associates were known for the care and respect she showed to clients, and we are proud to continue her tradition—even though she has since passed away. Indeed, we’re in the same location at 200 Auburn Folsom Road, Suite 106 Auburn, California—right next door to the Auburn Saturday Farmer’s Market.
Estate Planning before 2020 Estate Tax
(Just Now) Depending on the outcome of the November elections, there’s a strong chance that estate tax reforms will pass and be applied to assets significantly lower than under the current tax law. This includes proposed legislation that could reduce the gift tax exemption from the current $11.4 millon to a $1 million gift exemption.
Estate Planning & Advanced Tax Planning Attorneys in
(9 days ago) About Walnut Creek Estate Attorney James L. Cunningham, Jr. Jim Cunningham is the founder and president of CunninghamLegal, the bestselling author of the book Savvy Estate Planning, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction.He speaks frequently on estate planning topics, …
Welcome Clients of Robert J. Turrini of Freitas Law Firm
(6 days ago) We have already been working closely with Robert and the Freitas Law firm to ensure a smooth and seamless transition. We can meet with you by phone, online, or in person within the Freitas Offices at 1108 Fifth Avenue, Third Floor, San Rafael, CA 94901. Appointments are required: please contact CunninghamLegal directly at (415) 358-6970.
Protect Your Inheritance from Divorce
(1 days ago) A California Living Trust Attorney Discusses Asset Protection Strategies & Trusts. by James L. Cunningham Jr, Attorney at Law. Here’s a disaster I see all too often in my practice, and it breaks my heart: An inheritance which required a lifetime to accumulate is taken in an instant by a predator, creditor, or divorce after it transfers to a loved one.
Crucial California Estate Planning and
(4 days ago) Make an appointment to meet with CunninghamLegal for California Estate Planning and Trust Administration. We have offices throughout California, and we offer in-person, phone, and Zoom appointments. Just call (866) 988-3956 or book an appointment online.
How to Probate a Will in California: a
(1 days ago) California probate fees are set by state law, and may include everything from court fees, executor’s fees, appraisal fees for properties, costs for certified copies of documents, accounting fees, legal fees, and possibly something called a “surety …
Living Trust Attorneys Roseville, California
(5 days ago) The Law Offices of Ann Armstrong and Associates was known for the care and respect she showed to clients, and we are proud to continue her tradition—even though she has since passed away. Many of Ann’s clients lived in the Roseville, Rocklin and Loomis areas.
Free Legal Estate Planning Webinars
(1 days ago) 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. 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
How To Make A Living Trust In California
(8 days ago) Few areas of the law change as quickly as estate law. Free ongoing reviews. Every Living Trust and Estate Plan needs to be reviewed as life situations change because of a birth, death, divorce, retirement, moving to a new state, changing jobs, etc. Regular reviews should be done at least every three years.
Oakland Hills Estate Planning Attorneys
(5 days ago) About Oakland Estate Attorney James L. Cunningham, Jr. Jim Cunningham is the founder and president of CunninghamLegal, the bestselling author of the book Savvy Estate Planning, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction.He is a frequent speaker on estate planning …
California Estate Planning & Attorney
(6 days ago) It is, however, levied only if that total value exceeds a certain threshold set by law. An estate tax strategy is an essential part of estate planning. States are free to impose their own death tax, inheritance tax or estate tax – and many do. Estate taxes have always been a hot-button issue.
How to Protect Against Biden Tax Plans
(5 days ago) No single change to tax law would have a greater effect on the distribution of inherited wealth than the limitation of the Step-Up Basis on inherited assets proposed by President Biden. As of now, if your parent bought a stock for $100,000 that …
(2 days ago) Following law school, she joined a San Diego firm and gained experience in Estate Planning, Corporate Formation, Business Law, and Tax Law. Rachelle’s marriage to a Naval aviator took her on further adventures, including a year serving as a prosecutor for the Guam Attorney General and passing the Virginia Bar while residing in Norfolk, VA.
California Prop. 13 Protection & Prop 19
(5 days ago) Prop 19 also changed the law to let eligible homeowners transfer their tax assessments anywhere within California, and lets tax assessments be transferred even to a more expensive home, with an upward adjustment. People over 55 can now do this three times during their life instead of just once.
Book Your Appointment
(4 days ago) Asset Protection/Tax Planning for High Net-Worth Families. Charitable Planning. Special Needs Planning/Guardianships. IRA Planning/IRA Legacy Trust. Getting rid of “B” Trust. Investment/Insurance/Annuity Review. Incapacity/Long Term Care Planning. Medi-Cal / Veterans Benefits. Additonal Information (optional)
Juris Doctor Cathyana Jean-Baptiste
(5 days ago) Before heading north for law school, she was a double major in Political Science and Economics at University of Miami. This was in addition to her minor in Business Administration. Among her outstanding law school experiences was working as a Dean’s Global Summer Fellow for a judge in Victoria, Australia.
Asset Protection Strategy In California
(5 days ago) Son-in-Law Cuts Out and Takes Half Your daughter Tamma and her husband Mike are happily married and living in California when you pass away. Tamma inherits your estate, and she uses half of your generous inheritance to pay off the mortgage …
How to disinherit someone
(8 days ago) Whether Pat and Chris have to leave a disinherited child “$1” depends on your State law. In many States there is no requirement to leave a disinherited child anything. Write Down the Reason for the Disinheritance. There is an axiom in science that nature abhors a vacuum and there is an equivalent axiom in law that says the law abhors a
Stephen P. Bezaire Clients
(2 days ago) Stephen P. Bezaire Clients – Welcome to CunninghamLegal. We have had the pleasure of spending time with Stephen Bezaire and his team and are honored that he has entrusted his successful, long-standing practice to us at CunninghamLegal. Our shared passion for the law and estate planning bode well for a smooth and seamless transition as Stephen
Estate Attorney Julie A. Westerling CunninghamLegal
(9 days ago) Estate Attorney Julie A. Westerling and our full team of experienced lawyers can help you with advanced Estate & Tax Planning from any of our offices throughout Northern and Southern California. We offer in-person, phone, and Zoom appointments. Request an appointment online or call (866) 988-3956.
Estate Attorney Winston Duggan CunninghamLegal
(7 days ago) Winston Duggan and our full team of attorneys can help you with advanced Estate & Tax Planning from any of our offices throughout Northern and Southern California. We offer in-person, phone, and Zoom appointments. Request an appointment online or call (866) 988-3956. At CunninghamLegal, we guide savvy, caring families in the protection and
What happens when property is not titled
(7 days ago) As Ukkestad is a relatively recent case from 2015, it can take time to see how other courts will interpret and implement this rule of law. Contact Us for Help. Situations with unfunded trusts can be complex and difficult for a trustee to navigate.
Glossary of Terms
(Just Now) The court-supervised process of proving the validity of a will and distributing property under the terms of the will or in accordance with a state’s intestacy law in the absence of a will. Property Anything that may be the subject of ownership, whether real or personal.