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Video Library

Let's say you do a Foreign Asset Protection Trust, how does that affect your tax returns? This is often of the most misconceived notion about Asset Protection. This video covers the filing requirements. If you would like more information about Asset Protection, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646!  more...

General discussion about the initial cost and filing fees related to administer a Probate Administration. Shadi discusses what to expect in terms of hard costs; specifically probate court in Orange County. She explains publication fees, whether the person stepping in to act as Administrator or Executor will be required to get bonded and a general idea of the cost involved and that bond fees are paid every year until the case is completed. Attorney Shaffer explains that the process of probate is primarily to ensure that creditors get paid monies owed to them from the estate and any remaining assets go to the legal heirs of the person that has passed away.  more...

In this video Attorney Shadi Shaffer briefly explains a simple overview of what Probate Administration is and when people have to go through the Probate Court system. She explains in simple terms the overall process and how when someone does NOT have a Trust or Will they go through Probate or if they only have a Will they go through probate court IF they have any real property in California and/or if they have any assets over $150,000. Please keep in mind that every State has its own specific rules and that this video is specifically regarding the State of California.  more...

As our BB generation is slowly hitting retirement age, it is difficult to imagine that the cost of health care isn't going to increase, as our elders have greatly benefitted from the evolution of the medical field. However, the extended life granted to the BB hasn't always translated to better health. In the event an elder can no longer take care of him / herself, NH steps in. This video addresses the importance of being ready for such a cost. If you would like more information about Medi-Cal qualification, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646!  more...

Once it has been determined that a loved one should go to a NH, this is where the real work begins. Just like anything, preparation and systems in place will help you make the whole process go smoother. This video covers a few tips to keep in mind to ease the process. If you would like more information about Medi-Cal qualification, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646!  more...

An elder who may have a failing health might wonder whether a NH or Assisted Living is the appropriate next step. Those are not one and the same. The level of supervision and medical assistance is quite different, this video covers those distinctions.   more...

In the context of Medi-Cal qualification, the Deficit Reduction Act of 2005, which has been passed into in 2006 has been applied in many states. It has been said that it would be put in application in CA since last year, and still nothing. This video explains why early preparation in CA has huge benefits to the Applicant with today's rules. If you would like more information about Medi-Cal qualification, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646!  more...

As an individual gets older, it is possible that he / she is no longer able to take care of their own person. This could include basic care such as clothing, paying bills, and as complex as driving oneself from one place to another. In the event no prior planning had taken place, this is where Conservatorship steps in. This video covers the basics of what a person should know about Conservatorship. If you would like more information about Medi-Cal qualification, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, feel free to call me at 714-966-2646!   more...

When applying for Medi-Cal Benefits, you may often hear the term Community Spouse. This applies in a Married Couple situation, and greatly affects the manner, speed, and the cost involved for an individual to be eligible. If you would like more information about Medi-Cal qualification, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646!   more...

Reason to do an Estate Plan, tax benefit that comes from doing a Revocable Living Trust. The Step-Up in Basis is a method available to minimize the inheritance tax. http://youtu.be/NHfc8QJqTss  more...

If you have looked into Medi-Cal, you will have come across the term of art Spend-Down Method on more than one occasion. This video covers its definition and what your options are when trying to qualify. http://youtu.be/LPBxp4y1R0U  more...

Once you realize that you or a loved one are in need of Nursing Home care, the first thing you must do is determine how to qualify. This video takes you the process of how you must prepare financially. If you would like more information about Medi-Cal qualification, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646! http://youtu.be/1m1w8MsQfW8  more...

This video covers how a Limited liability Company can be used in a business context, but also as an asset protection tool.   more...

This video covers how a Limited liability Company can be used in a business context, but also as an asset protection tool.  more...

No further than 50 years ago, traditional estate planning was all that was necessary for a majority of the population. Times have changed a great deal. Today, our Baby Boomers represent a great portion of our population, and their life expectancy has grown as well. This video covers the new legal approach to deal with these matters. http://youtu.be/p9BdgGyjtUE  more...

In this segment/video, Shadi talkes about why parents with minor children have a DUTY to have a Will. She explains the importance of appointing legal guardians for your minor children and how this is done through a Will. Shadi continues to explain why this is necessary, how it protects your child or children. She gives information on what happens when a parent does not have a guardian appointed legally for their child. Why Child Protective Services can step in and temporarily take the child until the legal system appoints a Guardian. How the system is set up to protect children and if the parent(s) themselves do not appoint and designate who they feel is fit to care for their child or children when the parents are unable to that the legal system through a guardianship proceeding will appoint a family member or anyone they feel is best fit to care for the child both emotionally and financially. Shadi stresses how as a new mom herself every parents has to have a Will that appoints the legal guardians of their child or children. http://youtu.be/MdNYmCI-cs8  more...

This covers what Medi-Cal calls the "Look-Back Period", and how it affects the Applicant. This video covers the way the Medicaid/Medi-Cal office makes a determination of what assets to count against an Applicant when applying for Medi-Cal eligibility. http://youtu.be/CvxIEFqvQjk  more...

When drafting an Estate Plan, the Client has various types of distribution languages to choose from (Mandatory, Support, Discretionary), with Discretionary Language being the strongest form of AP. When creating a plan for your children, this type of language should be found in your legal documents in order to protect those children from lawsuits. If you would like more information about Asset Protection, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646! http://youtu.be/BxJVJwgjN74  more...

Fraudulent Transfer is a term of art to claim an assertion against a Debtor who tries and attempts to do an Asset Protection Plan if there is a present Creditor. This video discusses the danger of creating a plan during an actual lawsuit. If you would like more information about Asset Protection, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646!  more...

In order to determine what Asset Protection instrument works best for your situation, the first thing to do is to separate your different types of belongings -- how you treat cash is different than a home, a Retirement Account would be handled differently than stocks, and so forth. This video covers these distinctions, and gives you a method to separate them.  more...

An Irrevocable Trust is a legal instrument that protects the assets put inside of it, so that in the event of a lawsuit, both its Grantor and its Beneficiaries are protected. It also provides great income and estate tax benefits to the Grantor, however the control of that asset is greatly diminished. If you would like more information about Asset Protection, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646! http://youtu.be/54UUhrniAFc  more...

In this segment/video Shadi explains the terminology and differences between an "estate plan," "trust" and "will." She clarifies what these terms mean and how they work together and the differences between them. Shadi explains why some people only have a Will and why when you have a Trust you still have a Will. She explains how an "estate plan" is a series of legal documents that in most cases consist of a Trust, Will, and other legal documents relating to your family, assets, and estate in general. http://youtu.be/ARYENAr3o58  more...

This short video gives you an overview of what Asset Protection is exactly, and what it can and cannot do for your particular legal situation. It further debunks the myths around Asset Protection, and gives you a real life summary of what it can accomplish. http://youtu.be/uNrnQnBXQpc  more...

A lot of people have a basic understanding of Asset Protection, but simply do not have a road map to decide what instruments best fit their particular situation. This video gives you an overview of these tools, and lets you know what degree of efficiency and complexity each entails. http://youtu.be/mPNhWQoX-y4  more...

http://apelcenter.com Trust funding is when you transfer assets (real property, financial accounts, etc) under a Revocable Living Trust. Shadi explains how important it is to make sure that this is done. She shows how Do It Yourself Trusts always miss this very important step in protecting your assets from probate court and other legal issues when you have either lost capacity or have passed away. She stresses how on-line companies do not assist you with this process and that the only way to protect your family home is to make sure that the title is changed and held under your Trust once you have a Trust in place. This clip will show you why you have to work with a licensed attorney to make sure your estate plan is properly in place and your family is protected. http://youtu.be/DyBZUZeorVQ  more...

In the event you have an excess of assets for Medi-Cal purposes, you must undertake what is Medicaid / Medi-Cal planning. An excess of assets may entail simply having an excess amount of cash in your bank account, maybe a pension plan which disqualifies you from approval, or simply stocks and bonds which causes your financial situation to be above the threshold amount allowed to received Medicaid / Medi-Cal benefit. This is where Medicaid / Medi-Cal can prove beneficial. If you would like more information about Medi-Cal qualification, please visit me www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646! http://youtu.be/f2CytwgpGtI  more...

http://apelcenter.com/ In this segment, as a new mom herself, Shadi is not shy in expressing how it is the DUTY of every parent to have designated the legal guardian(s) of their child(ren). She stresses how important it is to have put in writing who you want the legal guardian of your child(ren) to be. Why you have to have this done and what happens if you don't have this important document that appoints your legal guardian(s). Every parent needs to watch this video and even more importantly once you do, you have make sure you appoint in writing the legal guardian of your child(ren) - whether married, divorced, or single. http://youtu.be/CDPtd4cmiL8  more...

Patrick's video during his interview on the Brian Tracy Show on how to qualify for Medi-Cal   more...