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More sessions like these !! With real life examples for the 10 , 20 , 50 M estates

Flagged for promoting money laundering 😂😂😂

You guys are awesome! Thank you for sharing this!!!

You guys are great

Good video. The key point is that with the A-B revocable trust structure, the bypass B trust won't get step-up on cost basis when the surviving spouse passes away, but I see one aspect not mentioned in the video - the Bypass B trust is an irrevocable trust and all appreciation and growth after the 1st spouse die will be exempted from the estate tax when the 2nd spouse die. Though the cost basis is not stepped up, but saving 40% estate tax I think beats the capital gain tax on on the growth and appreciation, make sense? Of course you can assume entire assets without AB trust splitting is below the estate tax exemption amount by the time the 2nd spouse passes away, but that is for small estate size and hoping the government won't further changing the law the reduce the exemption from the 7 millions (after 2025 sunset) to like 1 million as Biden suggested. Plus people now usually structure their living trust with disclaimer option to allow them to decide how much if any to disclaim into B trust anyway for added flexibility.

One of the best i ever heard about estate planning

Great information

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Using the irrevocable trust as the solution to reduce estate tax may not be worth the ongoing admin trouble (filing tax return on the irrevocable trust), the cost of corporate trustee, and the high income tax brackets for the assets in the irrevocable trust.

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Thank you for the video!!! We learn a lot from you! Thank you!

Marguitha Locks

Dudes a scammer and POS. This is hilarious !!

So less than $25M-$26M we can use legal zoom

I like the idea of a long term legacy where money is used to enhance the lives of descendants. Where even low interest loans could be taken and paid back to help heirs get ahead in life (school, housing, business) but not have them feel entitled and retire at 30, never really working a day. That isn't healthy.

I'm leaving most of my estate to charity. Even now I have started.

You arise yo kids to be hard working . Show them how hard you worked for that home . Teach them the value of owning something out right .so they will hold what you’ve let them in high regard .

🤝📈

May we ask what is the difference between “estate of David X” versus “david trust” vs “ david living trust” after the grantor dies how does one refer to what the deceased person person left?

Pls do more u tube video which are structured what to fo to open the trust how to structure

I am 60 - thanks for the council

What property doesnt go through probate court?

I was in a family meeting that the 5 family members with substantial wealth were discussing how to set up a structured fund so that after all the family members are passed away their fund continue to support a group of select individuals and or families with financial need by lending them money without interest in return of a simple honorary and promissory note that if and when they stand on their feet and start earning money to return the money to the fund and if they can without any obligation to help one or more needy individuals or families the same way they were help when they needed to come out of poverty to improve their chances of success in their lives. All of the family members unanimously voted that they did not want to give to charities that the executives work for salaries and bonuses ( like good will executives ) . What would be the way for this family to structure a trust fund that after all the beneficiaries are passed away the fund will continue to provide for the needed individuals or families chosen by a trusted guardian( s ) that could work for the fund on voluntary basis without asking any compensations? I thought to share this story to get ideas. assed the fumoney

I agree about having an independent non interested fiduciary - three sons in my family (I am #2) and oldest had power of attorney - wanted to settle old scores that he felt was part of the process. Also took Dad from his home state (with 3 living siblings) back to brother's state and put him in retirement home - Dad knew no one for the last three years - other than my brother and his family. Sad what happens - could have been handled better with a non family member calling the shots in my view.

So leaving the a "legacy" means force your kids to enter into business they may not want to...such as leaving properties and forcing them all to cooperate in a rental business so they can get smaller amounts? Why not just write your will that would allow anyone who wants the property(s) to buy them at a discount from their siblings. Then those who want to have a legacy, do and those who don't won't. Rarely a good idea to PUSH your ideology on anyone, including your own grown kids.

Thank you for this. We had a great experience when your firm did our Family Trust and daughter's Health Care POA.

You've become my personal hero, Sir.

Attorneys love keeping their fingers in the family funds by “legacy” plans. Their nightmare is exactly what is described here: the kids come to town and leave with their portion of the assets, never to be involved with the local lawyer again.

3:28 is important!

I like your tie. Where'd you buy it? Please let me know & thanks, for this video! It's great advice!

Dana, what is the net worth range of your clients? This sounds like high net worth and ultra high net worth planning.

My brother and sister took all my dads money and got a shady lawyer to exclude out of everything now i have to fight them to try and get my share my dad died 5 weeks ago.he had alzheimers etc.

Thank you for this; it was thought provoking and of value. Sorry if name icon comes up 2x. Computer glitch we don't know how to fix.

Can a trust be formed after a lawsuit recovery

When I was young the goal was to provide for my children in the event my wife and I passed. This meant money for education, healthcare and living expenses until they became of age. As we got older we saw our children evolve into hard working, responsible adults and so they are entitled to our assets when we pass. They are responsible for managing the assets for the grandkids. Anything that is left to grandkids is not done until they are 30 and have had the opportunity to show themselves. as responsible, hard working adults.

Your thoughts are very helpful. Especially avoiding our offspring becoming ‘trust fund babies’.

Wow, that was so good! thank you!

Thank you for the information. I am so appreciative of your video. I would only like to add a thought of concern that I have regarding choosing not to designate any money for one's successful grown children & maybe designate grandchildren and their children only. A catastrophic long term illness or accident can leave one's grown children in a possibly perilous financial position, which in turn can cause a chain of events of severe financial struggle. I can only speak for myself, but for this reason, I would leave atleast a decent/ worthwhile sum of money to my successful grown children. I look forward to looking into more of your advice on various financial estate planning topics.

How long can a Trust litigation (probate) case remain in pre-trial/discovery stage?

I want to know what is the tax rate of assets in a trust. Is income inside a trust the same regardless of the type of trust? Anyone?

Great video! Very Informative! If you want help growing your channel I think I can be of service! I sent you an email

We as grandparents to out of schoolers, are NOW thinking the same way. We have given to our one child's family and feel as though they expect us to help them retire at the same age we did...LOL. I think NOT.....They need to pay their own way yet and teach their own kids how to accomplish what they want to be in life...its NOT a free ride.....We have our OWN Charities that we have supported for years, and enjoy doing so....We are NOT looking to our family to care for us in our Old Age....We plan on taking care of ourselves, so as NOT to be a burden on them.....It's STILL our life AND we plan on enjoying it too the END!....Surprise! 😘 SMOOCHES. 😘

Hi This is a great man who practices estate planning for 34 years. Thank you for sharing your valuable recommendations. I know a lawyer who practices well estate planning www.bainslawoffices.com/

"Planning for a lifetime" kinda got upended by the SECURE Act.

Very wise recommendations; definitely helped reframe the purpose of an estate. Thank you!