Estate Planning strategies have had to adapt to huge changes in law in the last few years: the SECURE Act, Prop 19, upcoming shifts in gifting laws, and now in 2022 a new set of rules that greatly increase the complexity of administering a trust in California. For example, starting Jan 1, if your mother becomes incapacitated but is still living, you have an affirmative obligation to deliver a copy of her trust to all who inherit under that trust. You’re also required to prepare a periodic accounting! Don’t wait to educate yourself and bring your estate game plan up to date. Kick off your New Year’s Estate Planning resolutions with this webinar!
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By: CunninghamLegal
Title: Top Estate Planning GAME CHANGERS for 2022
Sourced From: www.youtube.com/watch?v=8T7kq7OT2iI
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