Tag: Ray Almo
Advanced Estate Planning for Californians (Ep. 7)

Advanced Estate Planning for Californians (Ep. 7)

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Is your estate plan California-proof?

Join Ray Olmo and James Cunningham of Cunningham Legal on California Wealth Warriors as they dive into the intricacies of California estate planning, equipping you with the knowledge you need to protect your assets and legacy! 

Together they dive into critical topics like property taxes and the impact of Propositions 13 and 19, making this episode a vital resource for successfully maneuvering through California’s complex financial and legal landscape.

Key Highlights:

  • California’s Estate Planning Landscape: Insights into the state’s unique challenges, including high property values and the ‘Mansion Tax’
  • Property and Estate Tax Nuances: An exploration of California’s evolving property tax laws, like Propositions 13 and 19, and their impact on wealth management
  • Estate Planning for Business Owners: Diving into the specific challenges faced by California’s entrepreneurs, including business valuation and contingency planning
  • Educational Insights: Discover why professional guidance is essential in navigating California’s complex estate planning scene
  • Preparing for the Unexpected: Strategies for dealing with unforeseen events, emphasizing the importance of business continuity and estate management
  • Trustee Responsibilities in California: A focus on the crucial role and risks of trusteeship in the state, highlighting the need for expert legal advice
  • And much more!

 

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Connect with James Cunningham: 

 

About James Cunningham:

Jim Cunningham, Partner, Certified Specialist – Estate, Trust, and Probate Law at CunninghamLegal, is a second-generation California attorney in his third decade of practice. Jim and the firm he founded have helped thousands of families and individuals plan their estates—and preserve their legacies. Certified by the State Bar of California’s Board of Specialization as a Specialist in Estate Planning, Trust, and Probate Law, Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz (Honors in the Major) and a Juris Doctor from Whittier College of Law.

Jim is also a real estate investor, California real estate broker, and recognized expert on California property taxation.

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Advanced Asset Protection Planning for Californians (Ep. 4)

Advanced Asset Protection Planning for Californians (Ep. 4)

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Want to learn how top investors in California keep and increase their wealth? 

Tune into the California Wealth Warriors Podcast with host Ray Olmo and asset protection maestro Jeffrey Verdon. They’re ready to share key strategies and resources for managing wealth in California. This episode is perfect for anyone in California looking to safeguard their money and grow it wisely.

Key Highlights:

  • Asset Protection Odyssey: Discover Ray and Jeff’s journey in asset protection, highlighting their dedicated mission to secure Californian assets
  • The Role of Private Retirement Plans: Dive into how California’s Private Retirement Plans play a vital part in asset protection, and understand their limitations
  • The Evolution of Asset Protection: Trace the historical development of asset protection and its ethical application in modern estate planning.
  • Advanced Strategies in California: Dive into the complexities of Californian asset protection, discussing the importance of early planning and legal compliance
  • Asset Protection Trusts Explained: Learn the differences between domestic and foreign trusts and how they can strategically secure your retirement funds
  • A Spectrum of Asset Protection Tactics: Analyze key strategies like California PRPs, Domestic Trusts, Offshore Planning, and using Lifetime Exemptions for estate planning
  • Essential Advice for Californians: Gain insights from Jeff on the critical role of asset protection in your financial strategy, including a unique “lawsuit exposure and stress test”
  • And much more!

 

Connect with Ray Olmo: 

Connect with Jeffrey Verdon: 

 

About Jeffrey Verdon:

Jeffrey Verdon is a Partner of Falcon Rappaport & Berkman LLP, formerly the Managing Partner of the Jeffrey M. Verdon Law Group, LLP. He has been practicing law in the areas of taxation and comprehensive estate planning since receiving his Masters of Law (LL.M. Taxation) from Boston University in 1979.

Mr. Verdon was named by Goldline Research as one of the “Top 10 Most Dependable Lawyers of California for 2008.” He specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for high-net worth clients across the United States.

Mr. Verdon was a Fellow and Senator of the distinguished Isle of Man-basedOffshore Institute, a professional body that is dedicated to the education and training of competent practitioners in offshore and international finance and tax planning, and to improving the professional standards of those who dispense professional advice in this field. He is also one of the founding members of one of the earliest and most distinguished publications on comprehensive estate planning, Jacob’s Report on Asset Protection Strategies.

In addition to his practice, Mr. Verdon is a highly sought-after speaker in the areas of taxation and estate planning. He regularly lectures aboard luxury cruise ships, and at top Investment Conferences Internationally.

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Announcing the California Wealth Warriors Podcast (Ep. 1)

Announcing the California Wealth Warriors Podcast (Ep. 1)

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Are you prepared to navigate California’s financial challenges? 

Discover the ‘California Wealth Warriors’ podcast with host Ray Olmo, where secrets of mastering California’s financial landscape await you.

Leading by example, Ray Olmo unveils his journey, intertwining personal tales and deep-rooted connections to California’s rich agricultural and viticulture heritage. Dig into the untold stories of a family that has shaped, and been shaped by, the Golden State for generations.

Episode Highlights:

  • Explore the unexpected reasons behind the migration from California and how Ray’s expertise in asset protection and legal strategy forms a fortress against financial challenges
  • Discover how Ray’s personal experiences have shaped his approach to safeguarding your financial future
  • Learn about innovative corporate structuring and the use of trusts to protect assets
  • Understand the critical role of Ray’s team in providing expert legal and financial guidance through California’s intricate financial environment
  • And much more!

 

Connect with Ray Olmo: 

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