Bethel Law
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Do this before hiring an estate planning attorney!
Struggling to get answers as a beneficiary of a trust or probate? Attorney Andrew Bethel explains how to request essential information-without immediately hiring an attorney. Learn the steps to write an effective letter to trustees or executors, including key legal references like California Probate Code 16061.7, and how to demand notice, copies of trusts, and accountings. Save time and money with these practical tips before involving legal counsel.
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*Disclaimer*
Viewing this video does not create the expectation of an Attorney-client relationship. The information from this video is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation.
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Відео

Tips to Simplify Trust Administration & Probate!
Переглядів 149День тому
Navigating trust administration and probate can feel overwhelming, but it doesn’t have to be. In this video, Attorney Andrew Bethel, shares actionable tips to make the process simpler, faster, and less stressful for everyone involved. trustee notice video: ua-cam.com/video/HLlhDiXvXW8/v-deo.html Like us on Facebook - BethelLawCorp Check out our website - www.bethellaw.com/ Sign up ...
Avoid This Estate Planning Disaster!
Переглядів 24814 днів тому
Are you making this critical estate planning mistake? In this video, estate planning attorney Andrew Bethel reveals why naming someone other than your trust as the beneficiary of your accounts and policies can lead to family disputes, legal chaos, and unintended consequences. Discover why assets with beneficiary designations bypass your will or trust, how verbal promises fail to hold up legally...
Disinherited? Here’s How You Can Challenge a Trust
Переглядів 30621 день тому
Have you been disinherited from a trust and wondered if you still have legal rights? This video explores the groundbreaking case Hamlin v. Jendayi, which clarifies the rights of disinherited heirs to access and challenge trusts. Learn how California law ensures transparency for natural heirs, even when they’re excluded from a will or trust, and how courts address issues like undue influence and...
California Real Estate Faces Trump Shake-Up
Переглядів 310Місяць тому
The Trump administration is back, bringing with it new policies that could profoundly impact the real estate market in California and beyond. With Republicans controlling the House, Senate, and White House, slim majorities promise bold moves, especially with the wealthiest cabinet in U.S. history. In this video, we dive into the unique challenges facing California's real estate market, from sky...
Can a New Wife Take Your IRA?
Переглядів 57Місяць тому
Can the New Wife Take Your IRA? Attorney Andrew Bethel breaks down the California Court of Appeals case Reich v. Reich. We explore how Thomas Reich’s $1.5 million IRA sparked a legal battle between his wife of seven and a half months and his family. Learn about the concept of omitted spouses, the distinction between probate and nonprobate assets, and how beneficiary designations can override yo...
BOI Filings Blocked NATIONWIDE - What's Next?
Переглядів 306Місяць тому
The Corporate Transparency Act (CTA) has been at the center of legal debates since its passage in 2021. Intended to combat financial crimes, this law mandates small businesses to report detailed beneficial ownership information to FinCEN. But is it constitutional? In this video, we discuss the recent nationwide injunction issued by Judge Amos Mazzant of Texas, which halts the enforcement of the...
Second Marriage? Step-Children? Protect Your Children Now!
Переглядів 223Місяць тому
Blended marriages often come with unique estate planning challenges, particularly when it comes to safeguarding children’s inheritances. In this video, Attorney Andrew Bethel explains how A-B split trusts work, their advantages, and their trade-offs. Learn how this estate planning tool can protect your children’s inheritance, provide financial stability for your surviving spouse, and prevent fa...
Why Cheap Trusts Cost More in the End
Переглядів 378Місяць тому
Attorney Andrew Bethel examines the concerning rise of online estate planning using generic legal templates, highlighting why these solutions often fall short. Drawing from his experience as a probate attorney, he explains the essential trustee duties that these documents frequently mishandle. Through real case examples, he demonstrates how proper estate law knowledge and professional guidance ...
No Trustee? Here’s What Happens Next
Переглядів 1622 місяці тому
Understanding trustee vacancies in trusts is crucial for ensuring smooth estate administration. In this video, Attorney Andrew Bethel breaks down what causes trustee vacancies and the steps California law provides to fill them. We’ll cover the essential role of a trustee, common reasons for trustee vacancies-such as resignation, incapacity, or removal-and how California’s Probate Code provides ...
What to Expect from a Second Trump Administration
Переглядів 4062 місяці тому
Attorney Andrew Bethel explores what to expect from another Trump administration, focusing on potential changes in estate planning, taxes, and financial regulations. With Republicans controlling the Senate and Trump’s alignment with Project 2025, significant changes could be on the horizon. Like us on Facebook - BethelLawCorp Check out our website - www.bethellaw.com/ Sign up to ou...
2025 Gift & Estate Tax Changes Explained
Переглядів 1 тис.2 місяці тому
Attorney Andrew Bethel breaks down the new 2025 numbers for estate and gift taxes, federal income tax brackets, capital gains tax brackets, and other critical updates. The IRS has increased the annual gift tax exclusion to $19,000 per recipient, allowing generous gifting without triggering taxes. The federal estate tax exemption has also risen to $13.99 million, benefiting those engaged in esta...
Should Your Beneficiary Also Be Your Trustee?
Переглядів 5482 місяці тому
Can a beneficiary also be the trustee of your trust? Attorney Andrew Bethel explains why the answer isn’t as simple as it seems. In this video, we break down the benefits, risks, and legal duties involved when a beneficiary takes on the trustee role. Discover if it’s the right choice for your estate and how it impacts trust management, fairness, and family dynamics. Don’t miss these key insight...
Stop Just Adding People to your House Title!
Переглядів 4833 місяці тому
Estate attorney Andrew Bethel from Bethel Law discusses the critical importance of ensuring proper vesting on property deeds. Many homeowners, in an effort to save money or simplify the transfer of property to loved ones, make costly mistakes by failing to include appropriate vesting language. Andrew explains the difference between Joint Tenancy and Tenants in Common, and highlights how missing...
Living Trusts in California: What the Public Can and Can’t Know
Переглядів 6623 місяці тому
Who can access your estate information after you pass? Attorney Andrew Bethel breaks down the privacy of living trusts, what becomes public, and how to keep your estate away from prying eyes. Learn why living trusts are not recorded in California, what aspects (like deeds) are public, and how to avoid probate and family drama. Make sure to like, comment, and subscribe for more estate planning t...
Kovel Letter Explained: How to Protect Legal Communications
Переглядів 2633 місяці тому
Kovel Letter Explained: How to Protect Legal Communications
Can a Secret Child Claim Your Estate?
Переглядів 2363 місяці тому
Can a Secret Child Claim Your Estate?
Democrat & Republican Party Platforms Compared
Переглядів 7274 місяці тому
Democrat & Republican Party Platforms Compared
Kamala Harris' Tax Plan: What Wealthy Americans Need to Know
Переглядів 6994 місяці тому
Kamala Harris' Tax Plan: What Wealthy Americans Need to Know
How the Trump-Vance Plan Could Reshape U.S. Taxes
Переглядів 6824 місяці тому
How the Trump-Vance Plan Could Reshape U.S. Taxes
2024 Democrat Platform on Estate Taxes, Capital Gains, Step-up & 1030 Exchange
Переглядів 1,6 тис.4 місяці тому
2024 Democrat Platform on Estate Taxes, Capital Gains, Step-up & 1030 Exchange
What is an Irrevocable Life Insurance Trust (ILIT)?
Переглядів 3664 місяці тому
What is an Irrevocable Life Insurance Trust (ILIT)?
Inheriting a Vacation Home? Beware of These California Taxes
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Inheriting a Vacation Home? Beware of These California Taxes
Do Living Trusts File a Tax Return?
Переглядів 9995 місяців тому
Do Living Trusts File a Tax Return?
Shelter your Money for Your Family Tax & Creditor Free!
Переглядів 3195 місяців тому
Shelter your Money for Your Family Tax & Creditor Free!
Can an Illegitimate Child Make a Claim on my Estate?
Переглядів 8995 місяців тому
Can an Illegitimate Child Make a Claim on my Estate?
Project 2025 Income, Estate & Gift Tax Changes
Переглядів 1,2 тис.6 місяців тому
Project 2025 Income, Estate & Gift Tax Changes
LLC vs. S-Corp: Which is Best for Rentals?
Переглядів 4346 місяців тому
LLC vs. S-Corp: Which is Best for Rentals?
CA A.B. 1483: New Rules for Firearm Inheritance!
Переглядів 3846 місяців тому
CA A.B. 1483: New Rules for Firearm Inheritance!
Where's the Money? Understanding Estate Distributions
Переглядів 4026 місяців тому
Where's the Money? Understanding Estate Distributions