I am working on a new presentation on estate planning for retirement plan assets. I am currently offering this seminar in my office, and when it is refined, I will be posting an online version on my KZread channel Robert P Bergman Law Offices. Consider subscribing to my channel so you can be informed when this new seminar is available.

Thank you Bob, for this very informative and well presented video!

You may download the Powerpoint Slides note pages for this presentation by using this link: dl.dropboxusercontent.com/u/12912923/THE%20LIVING%20TRUST%20SEMINAR.pdf My free estate planning brochure, "California Consumer Guide to Wills, Living Trusts and Estate Planning" can be downloaded by using this link: dl.dropboxusercontent.com/u/12912923/Brochure%20-%20California%20Consumer%20Guide%20to%20Wills%2C%20Livings%20Trusts%20%26%20Estate%20Planning.pdf

If you wish to contact me with your estate planning question or to get more information about the legal services I offer, please feel free to use this link my287.infusionsoft.com/app/form/contact-my-office

This seminar is from 4 years ago, but aside from some numbers changing, the basic principles remain the same. Enjoy, and feel free to contact me directly at rpb@lawbob.com if you have questions or comments.

For more information about estate planning topics, listen to my new radio show, "LAWBOB RADIO," on KFAX 1100 AM in the San Francisco Bay Area. Also available on the iHeart Radio app, my show broadcasts from 10:30 am to 11:00 am on Saturday mornings. Visit my show website at www.lawbobradio.com to download podcasts of my broadcasts, along with an interview I had with talk show host Craig Roberts, host of "Life!Line " on KFAX.

Excellent presentation.

WANT TO ENGAGE MY SERVICES TO DO YOUR ESTATE PLANNING? I am able to assist you if you are a resident of California. My office is in San Jose, and I have clients located in about a 70 miles radius. If you are in another part of the State and wish to use me to draft your living trust based estate plan, it is possible to do that by consulting with me through WebEx. We can conduct all meetings online or by telephone, I can provide drafts of documents, and then when everything is ready for signing, ship those documents to you with instructions on getting them executed properly. If you are interested in consulting with me on living trust planning, please email me directly at rpb@lawbob.com with your request. We can then set up a time for you to consult through WebEx or similar service. Before our meeting, I would have you complete and return back to me a Consultation Packet of information so that we can have a meaningful meeting. If you choose to engage my services, there would be further instructions on getting started. My fees for first level (i.e. living trust) estate planning range from $4000 to $6500 for an individual, $5000 to $7500 for a married couple, and $6000 to $8500 for an unmarried couple (including registered domestic partners) who wish to coordinate planning. Charges for preparation of deeds, etc. are extra.

I have podcasts on various other estate planning topics at Robert P. Bergman Law Offices, kzread.info/dron/PzPhdhMgAzq-twjBjtWZdQ.html

Thank you for respondimg, Bob. I'll do as you have suggested. Maybe you can answer a couple of general questions. Is there any info about a Pure Trust? We had a "trustmaker" suggest a Pure Trust for level one, then attach below tgat a Holding trust, & below that a Working or Financial trust (his terms). on the Pure Trust had a friend ad Creator, another friend of our choice as Exchanger Trustee, & himself as the other Trustee. our grown children are the beneficiaries. We are not named anywhere in the trust. (That caused us to feel alarmed.) He instructed us to assign the other trusts in to the trust above, & we are trustees on both of them. Does that ultimately give him control of all of our assets including bank accounts in the level 3 trust? We're very uneasy about the set-up because we don't understand the legalities of trusts & who owns them. I was hoping this was not a state-specific question that you might be able to answer. Thank you.

I enjoyed your video very much. It was very educational and easy to understand. However I did not get a direct answer to my situation, since it is different from what was discussed in the video. If possible, could you pls be kind enough to answer to my question: an 93 yr old friend wants me to become the executor and beneficiary of her will. Her family refused to be involved in this. They don't talk to her and live in different states. Basically she is left alone with no attention or love. She doesn't have her own house. She has a bank account ($30,000.00), a car, and personal property such as furniture, china, etc. She doesn't have credit card debts. Her burial expenses are paid and arranged. I really would like to help her, but I don't know what I am getting myself into. I am afraid that later the family will contest. Should she prepare a trust instead of will? Will that be protection for me? Are there any other issue that can arise from this situation? We live in Bay Area, CA. Thank you very much in advance.

@rpbergman

7 жыл бұрын

The main issue you would face would be attacking any Will or trust prepared by your friend where you are left her property. If you are acting as a "caregiver"for her, under California law any property left to you (especially as a non-relative) would have a presumption of "undue influence." Undue influence can be used as the basis for voiding a Will or trust leaving property to you. The presumption of undue influence can be removed if your friend has an independent review by an attorney under Probate Code Section 21351. An independent review can overcome the presumption.

Thanks for this video.

Thank you very much.

my mom wants to make me executor of a living revocable trust for my sister and i. she wants me to have control over my sisters half of the money so my sisters husband doesnt get his hands on the money. are we able to set it up so i can feed my sister the money at my discretion and at any length of time as i see fit

@rpbergman

7 жыл бұрын

This can be done through proper trust planning. Leaving property in trust with someone other than the beneficiary as the trustee can provide a high level of asset protection, especially if there is a concern with the beneficiary's spouse or significant other trying to get access to the inheritance.

@healthyamerican

7 жыл бұрын

k..thanks..we got a living revocable trust

My "Retirement Trust Seminar" is available at my KZread channel. Take a look!

This was very informative and answered several questions that I have not been able to find the answer anywhere else. Thank you, Bob. Wondering if you can help folks in other states besides CA with estate planning? Excellent!

@lawofficesofrobertpbergman7665

8 жыл бұрын

+Rebecca Patton. Sorry. I really cannot assist those in other states, as I am not licensed to do so. However, if you visit www.estateplanning.com, you can find attorneys who belong to WealthCounsel, a national network of estate planning attorneys of which I am a member. WealthCounsel attorneys tend to practice at a higher level than most other attorneys, and can assist with many of the types of planning I cover in the video.

Wondering if you can will or do a living trust for property that will go to a non family member and if living family can contest it.

@lawofficesofrobertpbergman7665

8 жыл бұрын

+sosoftail Yes, you may do a Will or living trust and direct property to go to a non-family member. However, there is no practical way to stop a family member from contesting. Having a well-known and competent attorney do the drafting can go a long way to reducing the chances of a successful contest.

@sosoftail

8 жыл бұрын

Thank you.

This is all invaluable information on trusts and probate, for those leaving inheritance assets and liquid shares, and for those who will receive an inheritance in trust or probate. You have to have an experienced lawyer help you with a probate or a trust. Don't ever try to go it alone! Trust me! As this experienced attorney says, probate takes a year to 2 years in CA due to budget cuts, but it takes 15--18 months in general or on average pretty much everywhere these days. This brings attention to a common problem heirs of probates and beneficiaries of trusts frequently face -- namely a very long wait to access their inheritance. So heirs or beneficiaries that don't want to wait a year or two to get their inheritance have an option that is becoming quite popular. I'm referring to inheritance loans, probate loans or trust fund loans. This is a secure, fast way to get an advance on an inheritance in probate or trust, usually 2 to 3 days after paperwork has been received by the inheritance loan firm. The trick is to identify a firm you feel comfortable with -- there are several inheritance loan companies that provide trust inheritance loans and probate loans. Back in 2009, my wife and I inherited cash from her mom who passed away after a long illness -- we searched online, on Google, for inheritance advance companies and identified three established inheritance loan firms we liked, who specialized in inheritance advances for heirs of probates and trusts. We liked the look and speed and safety of the probate loans and trust fund cash advances at www.inheritanceadvance.com -- and we liked their content. We liked www.inheritancenow.com, and we liked the look of www.heiradvance.com, and their free Probate Timeline. All three offered inheritance loans without interest or monthly payments to deal with. Their inheritance loans had no up-front costs, and their terms were reasonable and fast. Intestate didn't matter, and credit or employment status wasn't a major deal to worry about. 20+ years offering these inheritance loans indicated that we could trust they knew what they were doing, and they did. We didn't know probate loans were so easy to deal with, and we never dreamed inheritance loans in California were so incredibly fast, 3 days is all it took for us.

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This is attorney Robert Bergman. I practice in San Jose, California. For more information, please visit my website at www.lawbob.com.

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