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 our copies of our recorded vlogs.

 

McDowall Cotter’s Recorded Vlogs of 2021:

 

Episode One: Keeping Trustees and Executors Out of Lawsuits with David Rosenbaum, Esq and Roxanne Jen, Esq

 

What to do When a Loved One is Alive but Not Well with Bob Vale, Esq and Karishma Patel, Esq.

 

Episode Two: Lawsuits About Trusts and Wills – Part One with David Rosenbaum, Esq and Roxanne T. Jen, Esq

 

Post Proposition 19 Updates with Roxanne T. Jen, Esq and Karishma Patel, Esq

 

Episode Three: Lawsuits About Trusts and Wills – Part Two with David Rosenbaum, Esq and Roxanne T. Jen, Esq

 

Taxes, Taxes, Taxes with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.

 

The Importance of Advance Health Care Directives: Part One with Bob Vale, Esq. and Karishma Patel, Esq.

 

18 and Off to College! Preparing for the College Bound Kid with Karishma Patel, Esq. and Roxanne T. Jen, Esq.

 

Episode Four: Prudent Investor Rule with David Rosenbaum, Esq. and Roxanne T. Jen, Esq.

 

Truths and Myths About Estate Planning with Karishma Patel, Esq and Roxanne T. Jen, Esq.

 

Episode Five: How Much Do I Really Have to Tell Them with David Rosenbaum, Esq. and Roxanne T. Jen, Esq.

 

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

 

Post Proposition 19 – Amelioration and Work-Arounds with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.

 

What to do When a Loved One is Alive but Not Well with Bob Vale, Esq. and Karishma Patel, Esq.

 

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

 

Episode Seven: No Good Deed Goes Unpunished with David Rosenbaum, Esq. and Roxanne T. Jen, Esq. 

 

Advance Health Care Directives – Everyone over 18 needs one with Roxanne T. Jen, Esq. and Karishma Patel, Esq.

 

Post-Proposition 19 – Amelioration and Work-Arounds with Bob Vale, Esq., Roxanne T. Jen, Esq. and Karishma Patel, Esq.

 

Episode Eight: Does the Trustee Have Any Powers? with David Rosenbaum, Esq. and Karishma Patel, Esq.

What to do When a Loved One Dies with Bob Vale, Esq., Karishma Patel, Esq. and Roxanne T. Jen, Esq.

 

McDowall Cotter’s Recorded Vlogs of 2020: 

 

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.

 

Advance Health Care Directives: Part 2 with Bob Vale, Esq and Karishma Patel, Esq.

 

Insulating Your Assets from Lawsuits with David Rosenbaum, Esq.

 

Elders in Crisis: 7 Steps to Assist Elders Moving into the Grey Zone with Bob Vale, Esq. and Karishma Patel, Esq.

 

Estate Planning Considerations for 2021 with Bob Vale, Esq. and Brett Lytle, Esq.

 

Proposition 19 Post-Election Update with Bob Vale, Esq. and Stefani Coggins, Esq.

 

California Proposition 19 and Reassessment – Part 1 with Bob Vale, Esq., Brett Lytle, Esq., and Stefani Coggins, Esq.

 

California Proposition 19 and Reassessment – Part 2 with Bob Vale, Esq., Brett Lytle, Esq., and Stefani Coggins, 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.