InvestmentNews Article on Gun Trusts #2A #tcot
I was interviewed for this InvestmentNews article on gun trusts: http://www.investmentnews.com/article/20150114/FREE/150119965/bullseye-how-gun-trusts-can-hit-the-mark-with-clients-estate-planning I was quoted briefly in the article, and they asked me to write a...Gun Trusts Considered by America’s Top Planner Event #2A #tcot
A few months ago I attended the America’s Top Planner event here in Orange County which attracted major influencers from around the country to learn new planning techniques in a novel format. ATP interviewed me for an idea submission and this is the result:...Proto-terrorists from Sea to Shining Sea? Dial 911-1911
This content is for members onlyFamily Protection Clinic
This short video illustrates some of the handgun drills we practice in our Family Protection Clinic, where in addition to firearm training you get a recap of California gun law and learn of recent developments in estate planning. Learn about real family protection and...Will a Gun Trust Protect My Guns if SB374 Becomes Law?
This content is for members onlyWhy Every Gun Owner Needs a Gun Trust
[UPDATE: Another reason to have a gun trust: This memo warns that gun owners using a common revocable joint living trust may be at even more risk of incurring criminal liability.] Although gun trusts are now a popular means of obtaining Title II weapons...No Contest Clauses
Do you plan to make UNEQUAL distributions to your kids? Are you worried that one or more of your children may challenge your estate plan or any particular transfer or change in beneficiary you have made, or a particular loan arrangement you have made with a child who...New Gun Trust Reg: Obama Nation to Spy on Family Planning
An excerpt of the following article was posted in opposition to ATF’s Proposed Rule 41P. (Originally published 9/2/2013) Seems I am always working on Labor Day. This year, it’s reviewing the latest nonsense to arise by Executive Order in the Obama Nation. Last...Irrevocable Trusts in California
An irrevocable inter vivos trust (IRT) is a trust created during the settlor’s lifetime, over which settlor retains no power to alter, amend or revoke. Although RLT’s typically become irrevocable on the settlor’s death, they are not called irrevocable trusts. Trusts...Incentive Trusts
If you have either life insurance or accumulated wealth, you may want to create a safety net for your children. Planning is critical if your children are young, in case something happens to you before they are ready to face life on their own without the benefit of...Incentive Trust Basics
Incentive trusts are designed with the purpose of influencing behavior of the beneficiaries. The type and scope of these provisions is limited only by the imagination of the drafter, and a few more practical limits such as the assets required for implementation...How to Set Up a California Pet Trust with Teeth
Many pet owners are concerned about how their pets will be cared for after the owner dies or becomes incapacitated. Existing estate plans can be easily modified to at least partially address this problem. A client’s durable power of attorney and/or revocable living...Gun Trust Basics
Why EVERY gun owner should have a gun trust; avoiding accidental felonies; carrying on a legacy of firearm training, etc. Gun trusts can also be drafted with incentive provisions for carrying on the firearm legacy. Gun trusts are purpose-built to hold guns. The...GUN TRUST ATTORNEYS ISSUE WARNING
[UPDATE: For the last three years (since August 2016) I have not generally recommended the lifetime funding of gun trusts in California. Passage of AB 1292 in July 2019 has significantly enabled and clarified use of gun trusts — however, there are limits under the new...
Free to Advisors
Protective Law Corporation
895 Napa Ave
Suite B4,
Morro Bay, CA 93442 Suite B4,
United States (US)
URL: https://lawnews.tv