Proactive Law: Recent Episodes
Hikari Intellectual
What are the Medical Emergency Documents that should be considered a necessity for any individual over 18? What do they do? Why do they matter? Find out in less than 10 minutes here.
Attorneys Rick Durfee, Michael Koberlein, and Danielle Parlich are joined by David Phillips from Estate Planning Specialists to discuss some of the major celebrities who passed away in 2023; the consequences of their planning (or lack thereof), and what the general public can take away from their lessons.
Senior and Founding Attorney Rick Durfee discusses the basics of how our firm's Durable General Power of Attorney operates and why it is an essential document for anyone 18 years or older.
Join Founding and Senior Attorney Rick Durfee as he discusses the importance of why you need to fund your trust and how to do it.
Founding and Senior Attorney Rick Durfee joins Sure Wealth Solutions' Founder Andy Daniels to discuss how they have teamed up together to help their clients maximize their wealth - all while protecting their assets.
In this episode,
Founding Attorney Rick Durfee explains the basics of Revocable Living Trusts.
Join founding and senior attorney of Durfee Law Group Rick Durfee and Long Realty Canyon Sky Realtor Matt Greer as they discuss some of the common challenges and mistakes they have seen in their professional careers when it comes to property/home ownership.
Whether you own one property or many, you will want to hear what these two have to say!
Join attorneys Danielle "Nel" Parlich and Daniel Hansen as they discuss some of the tax benefits and solutions that you may not know about. Even if you have a CPA or accountant who files your taxes, you may want to hear what these two have to say.
Founder and Senior Attorney of Durfee Law Group Rick Durfee joins Associate Attorney Daniel Hansen to discuss the Augusta Rule. If you are a home or rental owner - you may want to check out these insights as it could save you $$ on your tax returns.
In this episode, we discuss: What is Probate? Why would I want to avoid it? What are some ways we can avoid it?
Estate Planning is even more important if you do not have children - not less! Rick Durfee discusses the factors and options for individuals who are child free and what they can do to ensure they have a say as to what happens to their estate after they have passed instead of leaving it up to politics.
Durfee Law Group attorneys Rick Durfee, Michael Koberlein, and Daniel Hansen join together to have a discussion about CPAs, Tax Attorneys, and other tips & tricks you may not have known when it comes to filing your taxes!
Rick Durfee joins Andy Daniels and Scott McRae from Sure Wealth Solutions to discuss the basics of CRUTs (Charitable Remainder Uni-Trust).
As we have already discussed a bit about the Family Bank and the Family Office, we will be talking about the Family Foundation. We will discuss:
◦ Who needs this and why
◦ How does this impact financial services and products
◦ Donor Advised Fund vs. Private Foundation
◦ Social Capital vs. Family Capital
◦ Charitable Intent vs. Tax Incentives
◦ Next Generation Training
◦ Keeping control of assets after a client passes
◦ How to set up and operate, funding, gifting & valuation issues
Making all the pieces work with each other and with your
practice
◦ Year in summary and review
◦ Materials and Handouts:
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Best Practices Diagram
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Trust Order Form
Watch this episode and get the show notes: https://www.proactivelaw.com/post/integrated-planning-putting-it-all-together
When to Plan & When it is Too Late
What Are We Protecting, What are we protecting it from, who
are we protecting it for
Cost Benefit: Set Up Cost, Maintenance Cost, Complexity Cost
Risk Assessment: Subjective vs. Objective Risk
The Good Fence: Internal Risk vs. External Risk
Segregating Control, Equity and Risk
Using the Family Bank and Family Office
Subsidiary Entities for Special Use Properties
The Residential LLC & Occupancy Agreement
Charging Liens & Charging Orders
Avoiding Fraudulent Conveyances
Friendly Secured Loans - Securing real estate, A/R, equipment, etc.
How to Punch Holes in an Asset Protection Plan
Off Shore vs. Domestic
Self Settled "Domestic" Asset Protection Trusts
State to State issues – what jurisdiction is best?
Tax Consequences & Reporting Requirements
Watch This Webinar Here: https://youtu.be/NxDIckaLZI8
In this webinar you will learn:
When to fund your estate
Beneficiary designations- coordinating with trusts and individuals
RMD's, taxation and the estate plan
Variations on a theme: Roth vs Traditional
Spousal Vs. Non-spousal Beneficiary rules
Creditor Protection for Inherited IRA's
Rick Durfee and Michael Koberlein discuss the family bank and family office.
Watch this episode: https://youtu.be/z73qv3Pql1E
As a professional, do you know how to help your clients deal with the probate process? Rick Durfee and Michael Koberlein from Probate Law Group and Durfee Law Group discuss the probate process during a webinar to real estate professionals.
To see the video of this webinar go to Probatelawgroup.com/5ThingsofProbate
Need peace of mind during a pandemic? Having these basic documents in place can do just that and you can get them at a discount! Rick Durfee explains these documents and why you want to have them in place NOW before any other disaster happens.
Resources in this video:
Get the discount: http://durfeelawgroup.com/shelterinplace/
Proactive Law Podcast: https://anchor.fm/proactivelaw