Why Most Standard Living Trusts Don’t Work Anymore

Many trusts are never reviewed after they are signed. Changes in family circumstances, tax laws, and estate planning laws can affect how a trust functions over time. This webinar explains common issues found in older estate plans and the steps that may be needed to address them.

This webinar covers common trust provisions, estate planning concerns, and legal updates that may affect existing estate plans.

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Built on Trust & Experience

  • The Outdated Trust Trap: Why standard living trusts fail under today’s laws and how to update yours for maximum protection.
  • Divorce & Lawsuit Shield: How to structure your trust so your children’s inheritance remains 100% protected if they ever face a lawsuit or divorce.
  • The 3 Missing Protections: Three trust provisions commonly missing from estate plans and why they matter.
  • Elder Abuse Prevention: One simple, crucial change you can make to your trust to protect yourself from financial elder abuse.
  • The Checking Account Mistake: The single most common mistake families make with their trust checking accounts and how to avoid it.
  • Save Prop 13 Tax Benefits: Just two specific words you must have in your trust to ensure your children don’t lose your valuable California Prop 13 property tax benefits.
  • Eliminate Capital Gains Taxes: If you own a home, you cannot miss this strategy to reduce or eliminate capital gains taxes for your heirs.
  • Life Insurance Beneficiary Planning: Important considerations when naming beneficiaries for life insurance policies.
  • The New IRA/401(k) Law Alert: How recent legal changes affect your retirement accounts, and the exact steps to prevent a massive tax disaster for your family.
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