Presentations

McDowall Cotter, APC provides ongoing complimentary educational and professional training workshops and we are happy to come to you to present on any of these topics. McDowall Cotter offers various CLE credits such as CFP, MCLE, EA, CPA, and LIFE for our in-person presentations. For more information on these workshops, please see our Events Calendar. If you have any suggestions on topics that you would like to see covered in the future, we always solicit your input and feedback. Listed below are a few of the seminars we offer year round.

PRESENTATION TOPICS

2020 Tax Update (Password: 2cMkEfmP)

Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13 (Password: KmgZErA3)

What to do When a Loved One is Alive but Not Well (password: VgZP3vVJ)

Planning for Loved Ones with Special Needs (Password:YyZA4M3f)

Insulating your Assets from Lawsuits (Password: 63dJGqkv)

What to do When a Loved One Dies or is Incapacitated (Password: gYmKu3JA)

McDowall Cotter’s Recorded Vlogs: 

Meet the Litigation Team!

Meet the Estate Planning and Trust Administration Team!

Taking my Property Taxes with Me with Stefani Coggins, Esq and Bob Vale, Esq

Truths and Myths About Estate Planning with Bob Vale, Esq and Karishma Patel, Esq

The Importance of Health Care Directives with Bob Vale, Esq and Dr. Brad Stuart

18 and an Adult: Preparing for the College Bound Kid with Bob Vale, Esq

The Impact of COVID-19 on Autonomous Vehicles Testing with Monica Castillo, Esq

Partition Actions with David Rosenbaum, Esq

The Whys and Why Nots of Using a Professional Trustee with Stefani Coggins, Esq and Bob Vale, Esq

Getting Property to the Kids with Lower CA Property Taxes – Tricks and Traps of Proposition 13 with Bob Vale, Esq. and Brett Lytle, Esq.

What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws with Bob Vale, Esq. and Brett Lytle, Esq.

Advanced Topics in California Property Tax and Important Changes to Prop 15 & 19 with Bob Vale, Esq. and Brett Lytle, Esq.

Bow Wow Meow: Planning For oUr Beloved Pet with Bob Vale, Esq. and Jennifer Emmaneel, Esq.

Planning for a Loved One with Special Needs and the CalABLE Act with Bob Vale, Esq. and Karishma Patel, Esq.

Propositions 15&19: Ballot Initiatives to Increase California Property Taxes with Bob Vale, Esq., Brett Lytle, Esq, and Stefani Coggins, Esq.

Advance Health Care Directives: Part 1 with Bob Vale, Esq. and Karishma Patel, Esq.

You Bought It Together, Now How Do You Title It?: A Miniseries (hosted by attorneys Stefani Coggins and David Rosenbaum)

Episode One: Joint Tenancy

Episode Two: Tenancy in Common

Episode Three: Community Property

Keeping Trustees Out of Lawsuits: A Mini Series (hosted by attorney David Rosenbaum)

Episode One: Managing Investments During a Crisis

Episode Two: How Much Do I Really Have to Tell Them?

Episode Three: I am a Loyal Trustee, Really, I am

Episode Four: No Good Deed Goes Unpunished

Episode Five: Does the Trustee Have Any Powers?

DISCLAIMER: Nothing in these presentations should be interpreted as legal advice. These presentations are intended to help a person to understand the area of law to help ask the right questions with the attorney of their choice. Your time to act may be very limited and this could substantially reduce your rights and options. YOU CANNOT rely on anything contained here in. These information are not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship. You should contact a lawyer in your area immediately, to assist you in any of these matters.

Circular 230 Disclosure: Pursuant to recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.

If you have questions please contact us here.