Four named series:
- Estate Planning Topics
- Medicaid / Medi-Cal Planning
- Asset Protection 101
- Attorney Shadi Shaffer Answers Your Questions
Start with the library.
Read first, call later. Whatever you are about to ask, there is a good chance one of us has already answered it, on camera or in print.
“I think with knowledge comes power and with this educational format you will be able to learn quite a bit about the entire process before you ever step into an attorney's office to find out what it is that you really need or what instrument you may require”
Patrick Phancao, the channel's own trailer, 2013
- 119videos on the firm's channel, most of them Patrick's
- Over 3,000subscribers
- 90issues of a printed newsletter, still arriving
The videos
The newsletter
Protecting You and Yours. 90 issues of a printed newsletter, still arriving. (NEWSLETTER START YEAR, CONFIRM WITH CLIENT. Their own August 2025 issue says “over 20 years.”)
The book
How to Prepare for Life's Unknown, by Patrick P. Phancao and Shadi Ala’i Shaffer.
The radio show
Trust Talk Radio, recorded episodes. Tom Gates listened to the show for a while before he called.
Two answers from the library.
Patrick, on camera, in 2013.
“Number one: the best form of asset protection is no asset protection at all. Now, before you shut me off, give me a chance to explain what I mean by that last comment.”
Patrick Phancao, opening his asset protection series
“Well, think of a revocable living trust as you drafting your own rule book. Anything short of writing something illegal, you're basically allowed to do and make the decisions in the event that you're not around or cannot make those types of decisions.”
Patrick Phancao, on what a living trust is