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Overview of What You Should Know and What’s Needed When Completing a Trust (3min 28sec) This segment provides an overview of the intake and information process and what you need to know to help you establish a trust. Most of these matters are explained in more depth in the other videos in this section. Watch the video and learn more.

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The Vital Importance of Titling Your Assets In The Name of Your Living Trust (4min 34sec) In this presentation, we provide an overview of titling your assets in the name of your trust. This is a very important topic, because if you want your trust to pass your assets, then you must title them in the name of your trust. Always remember and follow that simple rule because it is key to your trusts’ functionality and avoiding probate. Titling your assets in your trust is not difficult and on average it takes about 20 minutes per asset or account. Watch the video and learn more. (You can read more about this as well as access, download and print the handout: “The Importance of Titling Your Assets In The Name of Your Trust” by clicking here.)

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Beneficiary Designation Strategies For Life Insurance & Retirement Plan Accounts (3min 28sec) This presentation discusses strategies for handling Life Insurance and Qualified Retirement Plans (which you do not title in your trust). Fortunately, these assets can pass very easily without probate. All you need to do is designate whom you want the funds paid to in the event of your death. This is usually done on a beneficiary designation form where you generally name a primary beneficiary and a secondary, contingent, backup beneficiary. Watch the video and learn more. (or you can read about it instead of watching the video by clicking here.)

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The Importance of Executing Deeds for Transferring and Titling Real Estate in Your Trust (& What’s Needed) (2min 22sec) In the living trust process, you will be asked to provide certain information regarding any real estate properties that you own. Generally, real property is any ownership interest or right to land, whether or not there is a house or building on it. If you want your trust to pass the property, it is vitally important that you execute a deed for each whole or part interest, conveying and transferring it to your trust. This rule also applies to any whole or part interest that you acquire in the future. If requested, we will generally prepare these Deeds on your behalf. To transfer your real estate to your trust requires a copy of the last transfer document — usually a Deed – showing your current ownership and how you hold title. Watch the video and learn more.

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Nominating and Choosing Trustees (4 minutes) This segment gives guidance for choosing successor trustees to administer the trust. Choosing trustees is a core issue you must decide on in establishing a trust. Watch the video and learn more.

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Choosing and Nominating Guardians for Minor Children (1min 17 sec) This segment gives guidance for choosing successor trustees to administer the trust. Choosing trustees is a core issue you must decide on in establishing a trust. Watch the video and learn more.

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Choosing a Young Person’s Age to Manage an Inheritance (3min 14 sec) This segment discusses the need and importance of choosing what age a beneficiary should be before being allowed to manage an inheritance. Whether or not you have young or immature children or beneficiaries it is still important to choose and specify a minimum age just in case. Watch the video and learn more.

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Descendants by Right of Representation Explained (1min 47 sec) This segment explains the meaning of the most common inheritance clause known as descendants by right of representation. Watch the video and learn more.

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(For Married Trusts Only) The Law of Portability and the Surviving Spouse as Beneficiary Explained (2 minutes): For married couples we start the living trust process discussing one of the most important and generous tax benefits available to those residing in community property states such as California. We call it the community property tax benefit and it often proves to be the single most valuable part of a comprehensive living trust process – so valuable that it has allowed countless surviving spouses to legally shelter hundreds of thousands, even millions of dollars from income taxation. Watch the video and learn more.

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(For Married Trusts Only) Conflict Agreement and Community Property Tax Benefit Explained (5 minutes): For married couples we start the living trust process discussing one of the most important and generous tax benefits available to those residing in community property states such as California. We call it the community property tax benefit and it often proves to be the single most valuable part of a comprehensive living trust process – so valuable that it has allowed countless surviving spouses to legally shelter hundreds of thousands, even millions of dollars from income taxation. Watch the video and learn more. (or you can read about it instead by clicking here.)

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Completing The Client Checklist (3min 23sec) This video provides an overview of the client checklist that confirms your understanding of important rules and disclosures related to your living trust. All clients must acknowledging their understanding of these issues (such as the importance of titling your assets in the name of your trust, seeking legal advice at death, etc.). Watch the video and learn more. (or you can read about it instead of watching the video by clicking here.)