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How Wealthy People Structure Estates to Reduce Taxes 

CunninghamLegal
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Secret methods using Living Trusts the wealthy use to reduce taxes revealed by expert estate planning attorney in California 👉 Book a Call at www.cunninghamlegal.com/book-... for estate planning, tax planning, and wealth management tips.
How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Prop 13 tax caps on California real estate? Join Attorney Jim Cunningham, bestselling author of “Savvy Estate Planning,” as he walks you through three in-depth case studies. You will gain valuable insight into the sophisticated, “advanced planning techniques” that have been too long hidden from view by the top lawyers in the field! Don’t miss this legal webinar.
👉 Book a Call at www.cunninghamlegal.com/book-...
for California Living Trusts, Estate Planning, and Trust Administration.
To learn more about advanced tax planning for high net worth families, click here: www.cunninghamlegal.com/calif...
To watch this video on our website, click here: www.cunninghamlegal.com/legal...
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CONTACT us at www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
WEBSITE: www.CunninghamLegal.com for California Estate Planning information
FREE LEGAL WEBINARS: www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
#cunninghamlegal #estateplanning #taxplanning

Опубликовано:

 

7 дек 2022

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Комментарии : 6   
@JL-xg7xb
I’m buying your book. Thank you for the video
@DeniseMiura
@DeniseMiura Год назад
Truly appreciate your videos, Jim. I understand the advantages of IDGTs. The major disadvantage I think is, a highly appreciating asset (such as real property) will NOT get a step up in basis upon thr grantor's death, since IDGT assets get to be excluded from grantor's estate. So the beneficiary are kinda screwed, in terms of inheriting a presumably much lower basis which means much higher potential capital gains, much lower potential depreciation expense if rented, to say nothing of significantly higher property taxes due to Prop 19. Is the ANY way out of this??
@jimmywatermelon357
@jimmywatermelon357 Год назад
Great Video,
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