California Lawyers Association

Trust Me Podcast Season 3

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
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. Read more
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.  Read more

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