In this timely webinar, attorneys Michael Gilfix and Mark Gilfix review crucial pieces of this new law, as it pertains to your estate plan. They go over what you need to know, to ensure that your estate plan is comprehensive, and up to date.
They cover:
- New estate tax issues – what is the new exemption? What else do you need to know about this new law?
- Critical estate planning updates, changes to Trusts in light of new laws.
- How to protect your California property from MASSIVE, potentially 7-figure property tax increases.
- The secret tool to protect inherited assets from future divorces, creditors, and taxes -- and why it is more relevant than ever.
- The new law's potentially massive impact on Medi-Cal and Special Needs Planning, and the ability to pay for long-term care.
Originally presented Tuesday, July 22, 2025
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
0:00 Introduction
2:13 The New 2025 Tax Bill - What it Means for Estate Planning
3:42 About our Firm
4:32 Books we've Written
5:35 What is in the new Law - Highlights
11:23 What is NOT in the new Law?
13:05 Implications for Estate Planning
14:19 Actions to Take: "Core" Estate Plan
16:53 Property Tax Cliff - California Only - It's Already Here - Proposition 19
20:47 Prop 19: Now Part of CA State Constitution - Protections Gutted
26:13 Prop 19 - What's at Stake? A Real Example
29:54 We have Solutions. Talk to us
32:11 Medicare and Medicaid - New Tax Bill Implications
41:10 Protect Your Children - Leave NOTHING to Them - Dynasty Trusts Instead!
47:24 Let us be Part of Your Integrated Team
48:58 Things you can do to protect your family, preserve your hard-earned legacy - Steps you Must Take
51:20 Follow up for Updates - How to Stay in Touch
Read More
By: Gilfix Law
Title: New Tax Law Revealed: Smart Moves to Protect Your Legacy
Sourced From: www.youtube.com/watch?v=wVpMTCQzo1s
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