Savvy Estate Planning

Savvy Estate Planning

By Jim CunninghamEducation
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Savvy Estate Planning episodes

  • Long Term Care Awareness: Planning for Care, Costs, and Control

    If your long term care plan is based on what you heard in the last few years, it may already be outdated.

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment for advanced tax planning, high net worth planning, and estate planning.

    In 2026, Medi-Cal brought asset limits back, and that one change alone reshapes long term care planning in California. In this eye opening webinar, attorney Jim Cunningham and advisors at Ascent Wealth Management explain what changed, why it matters, and how these shifts impact families long before a health crisis hits. We will cover the real cost of care in California, why Medicare still does not pay for custodial care, and how planning strategies are evolving, including hybrid long term care insurance and renewed Medi-Cal planning. Long term care is no longer a future problem. The rules changed. The costs are higher. And pretending this is someone else’s issue is no longer an option.

    CHAPTERS

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/long-term-care-awareness-planning-for-care-costs-and-control/

    πŸ‘‰ For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    55 min
  • How to Retire & Support Your children

    How do you retire comfortably while still helping your children financially?

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-... for advanced tax planning, retirement planning, and estate planning.

    CHAPTERS

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/how-t...

    πŸ‘‰ For more on this topic: https://www.cunninghamlegal.com/blog/...

    SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL...

    CONTACT us at https://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: 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!

    55 min
  • Estate Planning for a $50 Million Estate

    At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and family wealth planning.

    When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come.

    CHAPTERS

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/

    πŸ‘‰ For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    1 hr 23 min
  • Who Needs a Living Trust?

    Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated.

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, creating a living trust, and probate avoidance.

    If you own real estate, have minor children, run a business, or simply want to make life easier for your family, a living trust may be the right tool. In this webinar led by attorney Jim Cunningham, we explain who benefits most from a living trust, how it works, and when a simple will is not enough. Planning today prevents chaos tomorrow. Register and find out if a living trust makes sense for you.

    CHAPTERS

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/who-needs-a-living-trust/

    πŸ‘‰ For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    1 hr 16 min
  • If Someone Dies with DEBT... Who Pays It?

    What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for answers on debts, creditors, trusts, family, or heirs.

    After a person dies, spouses, families and other loved ones are often left with unanswered questions about bills, creditors, and responsibility. This webinar explains what really happens when people die with debt, who is legally responsible for paying it, and when children, spouses and loved ones are not on the hook. Learn how debts are handled through estates and trusts, which obligations die with the borrower, and what creditors can and cannot collect. Clear, practical, and reassuring, this program is designed to replace fear with facts and help families avoid costly mistakes. Register now for this webinar led by estate planning attorney Jim Cunningham.

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/

    πŸ‘‰ For more on this topic: https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    1 hr 4 min
  • Estate Planning for $15M Estate

    Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to protect your family’s wealth, design smart tax strategies, and create a legacy plan that actually works.

    You did the hard part. You built a $15 million estate. Now comes the part most people fumble. In this straight-talking webinar, estate attorney Jim Cunningham walks you through how to turn wealth into a lasting legacy. We cover how to protect your spouse, safeguard your children’s inheritance from lawsuits and divorce, and use strategic gifting to reduce future estate taxes. You will also learn how to support causes you care about without giving Uncle Sam a bigger slice than necessary. This is not theory. It is practical planning that puts your money to work for your family and your values.

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-15m-estate/

    πŸ‘‰ For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    1 hr 16 min
  • Oil and Gas Investing Explained! Tax Benefits for High Earners

    Oil and gas investing is not just about energy. It is about taxes, cash flow, and planning opportunities built directly into the U.S. tax code. πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and investment planning.

    In this educational webinar, attorney and author Jim Cunningham joins the financial advisors at Ascent Wealth Management to break down the potential tax benefits of oil and gas investments for self employed professionals and W-2 high income earners. We will explain how long standing incentives like intangible drilling costs and depletion allowances work, why they have existed for nearly a century, and who they may benefit today. We will also discuss current developments in the oil and gas industry, production expectations, and how the political climate impacts domestic energy dominance and independence. If you are looking for alternative investments with real tax strategy implications, this conversation is worth your time.

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    1 hr
  • Before Selling or Merging a Law Practice in California... Watch THIS!

    Thinking about selling your estate planning practice or merging with another firm? In this webinar, Jim Cunningham explains what CunninghamLegal looks for when acquiring or merging with a California estate planning firm. πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help selling your practice, to merge a law practice, or for advice on the law firm sale process.

    Drawing from nearly 30 successful mergers, Jim walks through key elements of a sale, including valuation basics, client transition planning, ethical duties, revenue sharing, and phased retirement options. Selling your practice is about more than price. It is about legacy and client care.

    πŸ‘‰ Watch this video on our website: https://www.cunninghamlegal.com/selling-or-merging-a-law-practice-in-california/

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    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!

    1 hr 35 min
  • Asset Protection and the Corporate Veil

    Unlock the secrets of asset protection & avoid lifting the corporate veil in our must-see webinar led by attorney Jim Cunningham. πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for attorneys well-versed in corporate veil company law, to learn more about the corporate veil, and general estate planning for your business.

    Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets. Learn about the "corporate veil" and its crucial role in liability protection. Who is protected by the corporate veil? Understand the consequences of lifting the corporate veil under corporate law and how a creditor can, and can’t, pierce this veil. Learn about the strategic use of a Holding Company, the importance of up-to-date legal documents, business succession planning, and robust exit packages, especially for incapacity scenarios. This essential webinar provides valuable insights for business owners looking to fortify legal protections, reduce risk, and have smooth operational transitions. Don't miss this unique learning opportunity!

    πŸ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    To watch this video on the website, click here

    https://www.cunninghamlegal.com/asset-protection-using-llcs-partnerships-and-corporations-the-right-way/

    For more information about Business Law, click here

    https://www.cunninghamlegal.com/california-legal-services/business-law/

    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!

    53 min
  • How to Keep Assets Private & PROTECT them from Creditors

    Asset Protection Attorney California discusses Asset Protection laws California - from divorce, creditors, lawsuits. πŸ‘‰ Book a Call at https://cunninghamlegal.com/book-your... to strategize how to protect your assets in California.

    Is there a way to keep your name off your assets? Can you protect, even hide them from creditors and predators? From divorce? From lawsuits? From bankruptcy court? Join leading lawyer Jim Cunningham as he lays out the top strategies employed by the rich and famous to hold title as anonymously and as safely as possible.

    Just to be clear, what we’re not talking about is hiding assets illegally. We’re talking about protecting your assets from bankruptcy, creditors, lawsuits, divorce and the like.

    Among the many topics we cover in this legal webinar are:

    The importance of privacy

    What Individual, Trust, and Entity mean

    Inside Liability and Outside Liability

    Classes of threats to assets including:

    Taxation

    Tort liability

    Debt collection

    Methods of protections such as Statutory Protections, Trusts, etc.

    Advantages of LLCs

    Click here for homestead exemption documents:

    https://arcc.sdcounty.ca.gov/Documents/DH.pdf

    To watch this legal webinar on our site, click here:

    https://www.cunninghamlegal.com/legal_webinars/how-to-keep-assets-private-protect-them-from-creditors/

    To learn more about asset protection, click here:'

    https://www.cunninghamlegal.com/california-legal-services/asset-protection/

    πŸ‘‰ Book a Call at https://cunninghamlegal.com/book-your...

    for California Living Trusts, Estate Planning, and Trust Administration.

    SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM...

    CONTACT us at https://cunninghamlegal.com/californi... 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!

    50 min

About Savvy Estate Planning

From the publisher's feed

This podcast will dive into talks about estate planning, trust administration, tax strategies, business planning, and more. Hosted by Jim Cunningham, each episode unravels the complexities of…

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