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 protecting your legacy — with insights, real-life stories, and examples to help you plan for the future with confidence. Whether you’re an entrepreneur, a family decision-maker, or just curious about securing your wealth, this podcast is your go-to guide for navigating life’s most important legal and financial decisions.
Should You Consider Converting a Large 401(k) or IRA to a Roth?
Should you consider a Roth conversion? For many high income earners, the better question is whether they can afford not to.
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ (https://www.cunninghamlegal.com/book-your-appointment/) for advanced tax planning, estate planning, and high net worth planning.
Recent law changes have quietly turned traditional IRAs into tax accelerators, especially after death. This webinar digs into how Roth conversions are being used for tax rate arbitrage, estate tax reduction, and long term legacy planning, not just tax free growth. We will unpack more than ten compelling reasons to consider converting, including the SECURE Act’s ten year payout rule, why trusts often make IRA taxes worse, and how estate taxes change the math entirely. We will also explore stretch Roth opportunities, Roth strategies for special needs and asset protection trusts, and testamentary IRA CRT planning. This webinar is hosted by attorney Tasha K. Jahn with the financial advisors at Ascent Wealth Management.
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👉 Watch this video on our website: https://www.cunninghamlegal.com/should-you-consider-converting-a-large-401k-or-ira-to-a-roth/ (https://www.cunninghamlegal.com/should-you-consider-converting-a-large-401k-or-ira-to-a-roth/)
👉 For more on this topic: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ (https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/)
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ (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 (https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1)
CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ (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 (https://www.CunninghamLegal.com) for California Estate Planning information
FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!
22 Sept 2026
Is Co-Tenancy a Solution to Prop 19 Problems?
Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment, including the changes made by Proposition 19.
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ (https://www.cunninghamlegal.com/book-your-appointment/) for advanced tax planning, high net worth planning, and legacy planning! For some families, it may create a MAJOR opportunity to avoid property tax reassessment. The challenge is that the rules are highly technical, and one wrong move can destroy the opportunity entirely. In this webinar, estate planning attorney Jim Cunningham breaks down how the Co-tenancy Exclusion works, who may qualify, and why careful planning matters for families with shared real estate interests. You learn how co-tenancy rules apply to inherited property, and opportunities of planning in advance. Whether you own family property now, or expect to inherit California real estate in the future, this webinar helps you better understand an important and often overlooked planning opportunity.
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👉 Watch this video on our website: https://www.cunninghamlegal.com/what-is-the-prop-19-co-tenancy-exclusion/ (https://www.cunninghamlegal.com/what-is-the-prop-19-co-tenancy-exclusion/)
👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ (https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/)
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ (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 (https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1)
CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ (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 (https://www.CunninghamLegal.com) for California Estate Planning information
FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!
15 Sept 2026
Ready to Retire? How to Sell or Hand Off Your Law Firm!
Learn how to sell a law firm, plan your retirement, and hand off your legal practice without leaving clients or value behind. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ (https://www.cunninghamlegal.com/book-your-appointment/) for help with selling a law firm, help with retirement, or to exit your practice.
Retiring from a law firm takes more planning than simply locking the office door and heading for the golf course. Whether you want to sell your law firm, transition ownership to another attorney, or gradually step away from your practice, the right succession plan can protect your clients, employees, and the value you spent decades building. In this video, we explain how attorneys can prepare a law firm for sale or handoff, identify potential successors, address client and ethical obligations, and avoid common transition mistakes. Learn what makes a legal practice transferable and how to start planning before retirement arrives.
CHAPTERS
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ (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 (https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1)
CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ (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 (https://www.CunninghamLegal.com) for California Estate Planning information
FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
2,179,663
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.3 / 5
4 ratings
Podcast Authority Score: 55 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
61
Social presence
0
YouTube
93
Engagement
32
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