Why Most Standard Living Trusts Don’t Work Anymore

Many trusts are never reviewed after they are signed. Changes in family circumstances, tax laws, and estate planning laws can affect how a trust functions over time. This webinar explains common issues found in older estate plans and the steps that may be needed to address them.

This webinar covers common trust provisions, estate planning concerns, and legal updates that may affect existing estate plans.

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Built on Trust & Experience

  • The Outdated Trust Trap: Why standard living trusts fail under today’s laws and how to update yours for maximum protection.
  • Divorce & Lawsuit Shield: How to structure your trust so your children’s inheritance remains 100% protected if they ever face a lawsuit or divorce.
  • The 3 Missing Protections: Three trust provisions commonly missing from estate plans and why they matter.
  • Elder Abuse Prevention: One simple, crucial change you can make to your trust to protect yourself from financial elder abuse.
  • The Checking Account Mistake: The single most common mistake families make with their trust checking accounts and how to avoid it.
  • Save Prop 13 Tax Benefits: Just two specific words you must have in your trust to ensure your children don’t lose your valuable California Prop 13 property tax benefits.
  • Eliminate Capital Gains Taxes: If you own a home, you cannot miss this strategy to reduce or eliminate capital gains taxes for your heirs.
  • Life Insurance Beneficiary Planning: Important considerations when naming beneficiaries for life insurance policies.
  • The New IRA/401(k) Law Alert: How recent legal changes affect your retirement accounts, and the exact steps to prevent a massive tax disaster for your family.
Client Stories

Trusted by California Families

John is just the ultimate professional and when I hear him speak, I feel my father’s estate is in good hands. To me, having a qualified estate planning group is of the utmost importance.

David Nerhood

Preston Estate Planning Client

I highly recommend Preston Estate Planning to anyone wanting estate planning assistance. The cost of preparing legal documents for our estate needs is so very worthwhile and gives me peace of mind that my legal matters are organized for me.

Vicki Wilson

Preston Estate Planning Client

We’ve both been working with Preston since 1998 and he’s done fabulous work for us and we love the seminars and the brochures that he sends us and his availability.

Carolyn Shields

Preston Estate Planning Client

He’s not just playing a role. I feel comfortable with him. He is compassionate. He explains things to people in terms that they can understand and grasp the idea. And the clients that I brought to him have stayed with him over the 17 years.

Lola Weisgerber

Preston Estate Planning Client