Trust Video Series 2 — The Information and Intake Process2018-09-11T21:00:20+00:00

Trust Video Series 2
The Intake and Information Process

In every law office trust process, there is information you must furnish, issues you need to know about, and choices you must make. That is the subject of this video series 2. (Note: If you are single you can skip the first two videos.)  (When you are finished with this video series, be sure to watch our other 2 informative video series by clicking on the appropriate choice here:  Video Series 1: Why a Living Trust is the Only Intelligent Choice — or — Video Series 3: The Purpose and Explanation of Each Document)

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(A) Married Conflict Agreement and Community Property Worksheet 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.)

Who Do You Want In Control

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(B) Married Trust Worksheet Explained (2min 52sec) This video discusses the new (2011) law of Portability, a welcome reform which now allows spouses to safely leave their estates outright to each other while still allowing the survivor to make use of the deceased spouse’s exemption to pass a potential total of $10+ million tax free. Portability essentially outdates the tax-need for complicated and restrictive AB sub-trusts. Watch the video and learn more(or you can read about it instead of watching the video by clicking here.)

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(1) Real Estate Worksheet Explained (2min 15sec) This video discusses the purpose of the real estate worksheet, which is to provide a current picture of your real estate holdings. For many this is simply your home; for others, you may own multiple properties. Whichever the case may be, if you want your trust to pass your real estate, it is vitally important that you record properly executed deeds transferring each property into the name of your trust. Watch the video and learn more.

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(2m) Completing The MARRIED Questionnaire (6min 10sec) This video guides you through the MARRIED trust questionnaire

[singles see (2S) below] where you provide us your names, childrens’ names, contact information, successor trustee names, and other information. We also confirm your intent on a few matters. To play the correct questionnaire video please click the appropriate selection depending if you are completing an in-office trust or a trust-by-mail. Watch the video and learn more.

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(2s) Completing The SINGLE Questionnaire (5min 30sec) This video guides you through the SINGLE trust questionnaire

[marrieds see (2M) above] where you provide us your names, childrens’ names, contact information, successor trustee names, and other information. We also confirm your intent on a few matters. To play the correct questionnaire video please click the appropriate selection depending if you are completing an in-office trust or a trust-by-mail. Watch the video and learn more.

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(3) Completing The Client Checklist (4min 58sec) 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 initial and sign 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.)

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(4) The Vital Importance of Titling Your Assets In The Name of Your Living Trust (4min 05sec) 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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(5) 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.)

Access Series 3 Videos:
Explanation and Purpose of Each Document

Series 3 Videos

In this section you will find a series of short videos that thoroughly explain each of your trust documents including their importance and purpose. If needed, they will also guide you how to properly execute and notarize each document.

Access Series 1 Videos:
Why a Living Trust is the Only Intelligent Choice

Series 1 Videos

Many of you already know why you should have a trust — but just in case you don’t (or need a refresher) — these 6 short videos (totaling about 15 minutes) will give you a thorough understanding of why it is so important. (Much better than sitting through a seminar!). When you already know “why a trust” you can move on to the next two video series (series 2: the intake and information process and series 3: The explanation and purpose of each document)