Do I need a Will If I have a Living Trust?
Feb 16, 2011You do need a will even if you have a Living trust. this video explains why......
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Jeffrey Robert Matsen's Legal Guides (31)
Costa Mesa, CA
Estate planning Lawyer at Costa Mesa, CA
Practice Areas: Estate Planning, Business ... +3 more
Funding your Estate Plan
Feb 16, 2011Funding is what makes your estate plan effective. It is the re-titling of your assets....
See Full GuideEstate Planning for those with High net worth
Feb 16, 2011If you have a high Net worth these are somethings you should consider...
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Feb 16, 2011Find out what a Living Trust is....
See Full GuideCHoose an Estate Planning Attorney
Feb 16, 2011You want to choose someone who is responsive and has the experience and the background to address your concerns and resolve your issues. Choose someone who really cares and has a reliable team in place...
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Feb 16, 2011You want to choose someone with Experience and is repsonsive to you and solves your problems....
See Full GuideAsset Protection Planning: Sophisticated Planning Methods
May 20, 2010A. Introduction In the right context and for the right client with sufficient property to warrant in depth planning, more sophisticated planning steps are available. It should be kept in mind that i...
See Full GuideAsset Protection Planning: Exemptions
May 20, 2010A. Homestead Exemptions Generally, homestead exemptions vary from state to state. Florida, Texas, Kansas and Minnesota have very favorable and generous homestead exemptions. The Texas homestead exempti...
See Full GuideAsset Protection Planning: Equity Stripping
May 20, 2010Real property assets should have at least two layers of protection. First, property should be placed into an asset protected structured that features charging order protection. Second, the property ...
See Full GuideAsset Protection Planning: Foreign Asset Protection Trusts (“FAPTs”)
May 20, 2010A. Introduction and Overview A FAPT is a trust that is set up in an offshore jurisdiction which has enabling trust legislation providing for substantial protection against creditors of the trustor. ...
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