The SECURE Act contains several provisions that significantly change the planning and administration of estates and trusts. You need to recognize the impact of the SECURE Act and be prepared for IRS interpretations, requirements, and pitfalls to avoid, when considering the objectives of your Living Trust.

Learn more in this episode of the Bottled Business Sense Show.

_______________________________________

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

_______________________________________

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

_______________________________________

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Whether you work as an independent contractor or your business hires independent contractors, California’s new AB5 law, which went into effect January 1, 2020, forces your hand on becoming an employer or an employee depending on how you conduct your business.

Learn more in this episode of the Bottled Business Sense Show.

_______________________________________

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

_______________________________________

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

_______________________________________

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group


 

What do prospective clients value in an attorney? As more potential clients become comfortable researching and connecting with attorneys online, law firms are reassessing and recalibrating how they manage prospects’ expectations and client needs.

Learn what will assist you in this episode of the Bottled Business Sense Show.

_______________________________________

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

_______________________________________

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

_______________________________________

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

Under federal law, the Equal Employment Opportunity Commission (EEOC) prosecutes claims of discrimination. The Department of Fair Employment and Housing (DFEH) handles claims brought under California law. An employee, may go to these agencies and file a complaint, referred to as a “charge,” outlining the general facts supporting his or her claim of harassment.  But then what happens?

 

Learn what you need to know in this episode of the Bottled Business Sense Show.

 


 

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

In 2016, a lesser-known alternative to keep a decedent’s home out of probate became available to Californians: the revocable transfer on death or “TOD” deed– a simple and inexpensive way to transfer real property to a beneficiary in California. While a TOD deed is attractive because of its simplicity and inexpensiveness, there are specific limiting criteria and procedural requirements for TOD deeds.

 

Learn about the “ins and outs” in this episode of the Bottled Business Sense Show.

 

 


 

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

A Physician Orders for Life-Sustaining Treatment, or “POLST” makes sure that decisions about care at the end of life are written as medical orders that health care providers must follow. The POLST should list the medical care people do or do not want, given their current health condition. Without a POLST, emergency care providers generally must provide such medical treatment to keep people alive.

 

Learn why this is so important to you in this episode of the Bottled Business Sense Show.

 


 

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

http://bottledbusinesssenseshow.com A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee. A successor trustee will eventually transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so.

 

Learn more on episode of the Bottled Business Sense Show.

 

https://www.avvo.com/legal-guides/ugc/duties-of-a-successor-trustee-following-the-death-of-the-settlor

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Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group