California Wealth Warriors - Mastering Protection & Prosperity in the Golden State

Advanced Estate Planning for Californians (Ep. 7)

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Is your estate plan California-proof?

Join Ray Olmo and James Cunningham of Cunningham Legal on California Wealth Warriors as they dive into the intricacies of California estate planning, equipping you with the knowledge you need to protect your assets and legacy! 

Together they dive into critical topics like property taxes and the impact of Propositions 13 and 19, making this episode a vital resource for successfully maneuvering through California’s complex financial and legal landscape.

Key Highlights:

  • California’s Estate Planning Landscape: Insights into the state’s unique challenges, including high property values and the ‘Mansion Tax’
  • Property and Estate Tax Nuances: An exploration of California’s evolving property tax laws, like Propositions 13 and 19, and their impact on wealth management
  • Estate Planning for Business Owners: Diving into the specific challenges faced by California’s entrepreneurs, including business valuation and contingency planning
  • Educational Insights: Discover why professional guidance is essential in navigating California’s complex estate planning scene
  • Preparing for the Unexpected: Strategies for dealing with unforeseen events, emphasizing the importance of business continuity and estate management
  • Trustee Responsibilities in California: A focus on the crucial role and risks of trusteeship in the state, highlighting the need for expert legal advice
  • And much more!

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    Connect with Ray Olmo: 

    • LinkedIn: Ray Olmo
    • LinkedIn: TRUST-CFO
    • Company Site: TRUST-CFO
    • Facebook: TRUST-CFO
    • Twitter: TRUST-CFO
    • YouTube: TRUST-CFO

      • Connect with James Cunningham: 

      • Website: CunninghamLegal.com
      • YouTube: CunninghamLegal

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        About James Cunningham:

        Jim Cunningham, Partner, Certified Specialist – Estate, Trust, and Probate Law at CunninghamLegal, is a second-generation California attorney in his third decade of practice. Jim and the firm he founded have helped thousands of families and individuals plan their estates—and preserve their legacies. Certified by the State Bar of California’s Board of Specialization as a Specialist in Estate Planning, Trust, and Probate Law, Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz (Honors in the Major) and a Juris Doctor from Whittier College of Law.

        Jim is also a real estate investor, California real estate broker, and recognized expert on California property taxation.

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        California Wealth Warriors - Mastering Protection & Prosperity in the Golden StateBy Raymond Olmo