Trust Me Podcast Season 3

What must be, and what should be included, by the trustee of a trust in an accounting? And, who is entitled to receive what kind of information? In this episode, our guest Denise Riley discusses the details of what is required in an accounting.  Read more

A revocable trust is an essential part of an estate plan in California. And when clients ask why they need a revocable trust, our answer is always: to avoid probate! Read more

Join estate-planning attorney Elizabeth Bawden and trust-and-estate litigator Matt Owens for a discussion about the Corporate Transparency Act. Read more

Join Deputy District Attorney Scott Pirrello and Estate Planning Attorney Melissa Raneri Karlsten for a conversation about elder abuse, including internet and technology scams that everyone, no matter their age, is being bombarded with on a daily basis. Read more

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.  Read more

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? Read more

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. Read more

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. Read more

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. Read more

Trust and estate lawyers have a keen interest in state legislation. The California Lawyers Association gives them a voice in Sacramento. Read more