“Trust Me!” is the podcast of the Trusts and Estates Section. In conversations with guests, we cover an eclectic mix of topics of interest to California trust and estate lawyers, and others interested in the field. Since we do not offer continuing legal education credit, we have more flexibility with our programming.
You can find descriptions of and links to each of our episodes below. You can download them on Apple Podcasts, Buzzsprout, and other podcast players. Please subscribe to Trust Me! so you will get new episodes as they are released each month.
The Podcast Team is composed of Anna Soliman, Ryka Farotte, Kimberly McGhee and Kevin Bryce Jackson, all members of the Executive Committee of the Section.
We welcome your comments, and we invite you to propose topics and guests for future episodes. To reach us, please email Anna Soliman, asoliman@ftci.com.
Episodes
Season 3
- Season 3, Episode 8: Decanting in CA – Need to Change an Irrevocable Trust? No Need to Wine Are irrevocable trusts truly irrevocable? One way to change the terms of an irrevocable trust is by decanting. In this episode, our guest Michael Rosen-Prinz will be discussing the particulars of California’s decanting statute.
- Season 3, Episode 7: Working with Clients Who May Have Cognitive Impairment Most attorneys are able to identify clients who clearly have mental capacity to make decisions and those who clearly lack such capacity. But what about the clients in the middle part of the spectrum?
- Season 3, Episode 6: International Estate Planning and Taxation 101 The world is getting smaller and smaller. As estate planners, we need to be aware of cross-border issues when it comes to estate planning and taxation.
- Season 3, Episode 5: e-State Planning for Bitcoin and Other Crypto Assets In January of 2009, the infamous and anonymous Satoshi Nakamoto launched the Bitcoin Network. Bitcoin is the first cryptocurrency, which is a digital asset that lives on a decentralized public ledger, also known as the blockchain.
- Season 3, Episode 4: Pits and Pearls of Personal Property Issues after Death In this episode, our guests, Marguerite Lorenz, Master Trustee, and Todd Stephenson, estate liquidator, will be discussing the difficulties that are encountered in dealing with personal property after someone has died.
- Season 3, Episode 3: Legislative Advocacy by the Trusts and Estates Section Trust and estate lawyers have a keen interest in state legislation. The California Lawyers Association gives them a voice in Sacramento.
- Season 3, Episode 2: Nuts and Bolts of Private Letter Rulings Private letter rulings (PLRs) are one of many tools that tax and wealth planning professionals can employ to benefit their clients, but many professionals are unaware of the benefits of PLRs or don’t know how to obtain PLRs.
- Season 3, Episode 1: Focus on Function, Not Age, When Working with Clients Join us for a conversation with neuropsychologist Jonathan Canick about the interplay between aging and an elder client’s capacity to execute estate planning documents.
Season 2
- Season 2, Episode 12: What is a Conservatorship?—Navigating the California Conservatorship Process Over the past few years, “conservatorship” has become a popular buzz word and the topic of many discussions in the media.
- Season 2, Episode 11: Elder Law Attorney – What is it and why do I need one? In this episode, our guest Josie M. Porras Corporon, CELA, will be diving into the misunderstood world of elder law.
- Season 2, Episode 10: Choosing to File in Probate or Civil Probate matters and general civil matters can sometimes be seen as operating in two separate worlds. However, in practice, these worlds often interact with one another.
- Season 2, Episode 9: Trust Amendments After the Conflicting Decisions of King v. Lynch and Haggerty v. Thornton Amending revocable trusts is such a common occurrence for estate planners that the procedure for doing so may be given little thought.
- Season 2, Episode 8: Expanding Access to Estate Planning Surveys reveal an equity gap in estate planning. Although everyone should have an estate plan, Americans in communities of color are less likely to have plans in place.
- Season 2, Episode 7: 529 Plans in a Nutshell There’s a lot of talk about student loan debt and the rising cost of college education. One tax effective solution for clients who want to help their children or grandchildren with this rising cost is a 529 plan.
- Season 2, Episode 6: Employing Caregivers and Advising Those Who Do Many elders who need support with their activities of daily living want to remain in their homes as long as possible. How can caregivers be hired and paid in compliance with the law? What do California trust and estate lawyers need to know to advise their clients?
- Season 2, Episode 5: Trust Income Taxation 101 In this episode, our guest Michael DiBernardo will be diving into the exciting world of fiduciary income taxation. This episode is geared towards practitioners who don’t deal with trust income tax rules on a daily basis.
- Season 2, Episode 4: When They Don’t Clap for Anti-SLAPP – Part 2 This Episode of “Trust Me” is Part 2 of a multi-episode series, which features an interview with Ryan Szczepanik and Ciarán O’Sullivan, the co-authors of the article: “When They Don’t Clap for Anti-SLAPP.”
- Season 2, Episode 3: When They Don’t Clap for Anti-SLAPP – Part 1 This Episode of “Trust Me” is Part 1 of a multi-episode series, which features an interview with Ryan Szczepanik and Ciarán O'Sullivan, the co-authors of the article: “When They Don’t Clap For Anti-SLAPP.”
- Season 2, Episode 2: Trustee Compensation and Analysis of California Rules of Court Rule 7.776 This Episode of “Trust Me” features an interview with Josh Yager, co-author of the article “How Much is Too Much? Trustee Compensation and an Analysis of California Rules of Court, Rule 7.776.”
- Season 2, Episode 1: Predatory Marriage Vulnerable elders too often fall victim to predators who marry them for financial gain. But how should we balance the fundamental right to marry and enjoy companionship with protecting elders from financial abuse?
Season 1
- Season 1, Episode 12: The Audit Process: A conversation with former IRS Estate and Gift Tax Attorneys Our guests for this episode are two former IRS Estate and Gift Tax Attorneys, Eva Wolf and Michael Perlmutter. Eva and Michael will discuss the general audit process for Estate and Gift Tax returns
- Season 1, Episode 11: John Sutton’s Will: Bending the Arc of History Towards Justice in the Probate Court Our guest for this episode, Terrence M. Franklin, shares an incredible story of a Last Will and Testament from 1846 that played a very important role in his family history. He hopes that telling this story can help bend the arc of history towards justice.
- Season 1, Episode 10: Estate Planning: Where Were We, Where Are We, Where We Might Be Going? In this month’s episode of Trust Me! we interview Chelsea Suttmann and Melissa Karlsten, authors of a recent article entitled “Advanced Planning—A Decade in Review: What Have We Learned Over the Last Decade and Where Are we Headed?” The article appeared in Volume 27, Issue 1 of the California Trusts and Estates Quarterly published by the Trusts and Estates Section of the California Lawyers Association.
- Season 1, Episode 9: From a Judge’s Perspective In writing or performing, it is important to know your audience. In probate litigation, your audience is often the judicial officer presiding over the case.
- Season 1, Episode 8: Trustee Removal Litigation and Mediation The trustee is in the driver’s seat in how a trust is administered, deciding when and how assets will be allocated. Parents who create trusts to benefit their children often pick one or more of them to serve as trustee.
- Season 1, Episode 7: Inheritance Forgery Inheritance forgery can take many forms, including phony estate planning documents that redirect assets to a scammer and fake deeds that spring the family home from the decedent’s estate.
- Season 1, Episode 6: Pen to Paper to Execution – Part 2 Our returning guests for this episode are Bryan Kirk of Fiduciary Trust International and Daniel Lorenzen of Fox Rothschild, LLP.
- Season 1, Episode 5: Pen to Paper to Execution – Part 1 Our guests for this episode are Bryan Kirk of Fiduciary Trust International and Daniel Lorenzen of Fox Rothschild, LLP.
- Season 1, Episode 4: E-Discovery in Trust and Estate Litigation Our guests for this episode are Scott Frasier and Matt Owens, authors of an article to be published in the Trusts and Estates Quarterly called “Let’s Get Digital! ESI in Trust and Estate Litigation.”
- Season 1, Episode 3: Ethics for Trusts and Estates Attorneys Guests for this episode of “Trust Me!” are Tom Shaver and Neil Wertlieb. Tom served as Editor to the Fourth Edition of the Guide to The California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel.
- Season 1, Episode 2: Double Damages & AB 327 We continue our discussion of updates with Patrick A. Kohlmann and Vivian Thoreen presenters at the 2020 Annual meeting of as seminar entitled “Case Law and Other Changes in Trusts and Estates Practices”.
- Season 1, Episode 1: Amendments & Power of Appointment Patrick A. Kohlmann and Vivian Thoreen pick out some highlights from the presentation at the 2020 Annual meeting entitled “Case Law and Other Changes in Trusts and Estates Practices”.