
Sign up to save your podcasts
Or


In this webinar, you’ll learn all about an AB Trust (also known as A-B Trust, A/B Trust, or Bypass Trust). This estate planning tool can be used for irrevocable trust asset protection. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust setup, and heritage wealth planning. Lawyers used to use “AB Trusts” as a common Estate Planning strategy—indeed, you may have one without even knowing it. But times and laws have changed, and the potential consequences of having an AB trust can be huge, including massive tax bills and limited access to funds. In this webinar, you’ll learn all the issues around an AB Trust (also known as A-B Trust, A/B Trust, or Bypass Trust). Do the new portability deadlines and increases in the federal tax exemption make AB trusts obsolete? Or maybe an AB Trust is still a savvy move for your particular situation? What are your options if you already have an AB Trust and need to make a change? Not sure? You must see this webinar.
SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ 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: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
By Jim Cunningham4
33 ratings
In this webinar, you’ll learn all about an AB Trust (also known as A-B Trust, A/B Trust, or Bypass Trust). This estate planning tool can be used for irrevocable trust asset protection. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust setup, and heritage wealth planning. Lawyers used to use “AB Trusts” as a common Estate Planning strategy—indeed, you may have one without even knowing it. But times and laws have changed, and the potential consequences of having an AB trust can be huge, including massive tax bills and limited access to funds. In this webinar, you’ll learn all the issues around an AB Trust (also known as A-B Trust, A/B Trust, or Bypass Trust). Do the new portability deadlines and increases in the federal tax exemption make AB trusts obsolete? Or maybe an AB Trust is still a savvy move for your particular situation? What are your options if you already have an AB Trust and need to make a change? Not sure? You must see this webinar.
SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ 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: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

17 Listeners