Probate Weekly

In this episode, Bill Gross talks with Jasmine Hathaway, co-founder of Professionals of After Loss Services and founder of Compass Coordinators, about the gap between having a plan and having someone actually equipped to carry it out.

In this episode of Probate Weekly, Bill Gross talks with Marty Stevens-Heebner, Founder and CEO of Clear Home Solutions and President of the National Association of Senior and Specialty Move Managers. Marty has spent her career helping families through exactly this moment and she shares how to clear a parent's home practically and emotionally, without the regret or the family fallout.

In this episode of Probate Weekly, Bill Gross talks with Mathew Wrenshall, Managing Partner of RMO LLP in Pasadena, a firm that handles trust and estate disputes exclusively, about what actually holds up in court.

In this episode of Probate Weekly, Bill Gross and Paul talk through what families actually need to know, the mistakes that show up over and over, and how to get ahead of the problems before they turn into court dates.

Alexa Rosario is a real estate veteran, inheritance expert, and founder of Heirloom, a company created to help families navigate the complex legal, logistical, and emotional realities of inherited property. After losing her father and experiencing a 2.5-year probate process firsthand, Alexa turned that experience into a mission to help families protect their property, preserve their legacy, and move through difficult transitions with greater clarity and care.Visit her website here: https://weareheirloom.co/consult

In this episode of Probate Weekly, Bill Gross talks with Mina Sirkin, a Certified Specialist in Estate Planning, Trust and Probate Law with over two decades of experience clearing exactly these problems.

In this episode of Probate Weekly, Bill Gross talks with Edward Winslow of Crete Ventures about how commercial property actually gets valued, what a Broker Opinion of Value tells you that an appraisal might not, and why getting the number right early changes everything about how the estate gets settled.

In this episode, Bill Gross talks with Casey D. Conklin about the legal exposures that quietly threaten small and family-owned businesses and the straightforward steps owners can take now to protect everything they've built.

In this episode of Probate Weekly, Bill Gross talks with John Strohmeyer, a tax, estate planning, and probate attorney in Houston, about what trusts actually do, what they cannot do no matter how they're drafted, and where the confusion keeps coming from.

In this episode of Probate Weekly, Bill Gross talks with Beti Bergman of Peninsula Law, who handles probate, trust, and conservatorship matters, about where these two sales diverge and how to structure a conservatorship deal so the buyer stays at the table.

In this episode of Probate Weekly, Bill Gross talks with Rob Silverman, an estate planning and probate attorney in Walnut Creek, California, about the proactive steps executors, administrators, and agents should take before a probate property ever hits the market.

Laura represents clients in trust and estate litigation when a family's legacy is at risk. She brings a mix of sharp strategy and real empathy to high‑stakes, emotionally charged disputes.Visit her website here: https://vzlawoffices.com/meet-your-allies/

On this episode of Probate Weekly, Bill Gross talks to Michael Zwick about how he finds missing heirs and inheritance assets. Connect with him on LinkedIn here: https://www.linkedin.com/in/michaelzwick/

Jenna Glassock is a founding partner of Laurel Trust Law LLP and the previous founder of Glassock Law APC. Her practice specializes in foundational estate planning, probate representation, trust administration, and high net worth estate planning.Visit her website here: https://www.ltlfirm.com/jenna-glassock

Mark Cianciulli is a real estate broker, attorney, CPA, and founder of The CREM Group. Mark leads a highly proficient Los Angeles team that has successfully closed some of the most unique transactions in the specialty real estate space.Visit his website here: https://cremgroupre.com/agent/mark-cianciulli

Kevin Bemel is the president of the Bemel Companies, which provide trust and estate administration, financial and real estate management, startup and early stage company advisory services, and media project production.Visit his website here: https://www.bemel.com/about~

As the world grows more complex, you need aggressive representation on your side. Proper planning is vital toward your and your family's future. Attorney Mark Abell talks about his experience on this week's call. Visit his website here: https://www.trustabell.com/Connect with him on LinkedIn: https://www.linkedin.com/in/maabell/~

With over 25 years of legal experience and a focus on estate planning and probate for the past 12 years, Antoinette Bone is a recognized for helping individuals protect their assets and leave a lasting legacy. Visit her website here: https://abonelaw.com/

Grace is an estate planning attorney dedicated to helping individuals and families protect their legacies through comprehensive, personalized planning. Leveraging her extensive experience in estate planning, probate, trusts, real estate transactions, and business matters—including partnerships, LLCs, corporations, and complex financial issues—she serves as a trusted advisor who simplifies intricate legal processes while guiding clients with expertise, compassion, and a commitment to achieving their long-term goals.VIsit her website here: https://stclairesq.com/about/

For 20 years Ryan worked side by side with his father, Scott Darling, assisting clients with their estate planning needs. As the managing attorney of Darling Law Offices, his goal is to carry on the tradition of helping familiesVisit his website here: https://www.darlinglawoffices.com/

Michael Abramson is an incredible attorney based in Los Angeles. In this video, he shares his expertise from decades in the business.Visit his website here: https://apps.calbar.ca.gov/attorney/Licensee/Detail/79690

Drawing on his experience at Citi, CBRE and 1031tax.com, Rhett applies investment-grade due diligence to ensure every broker introduction meets our exact standards. Rhett oversees our client and broker relationships with the kind of attention you'd expect from your family's trusted advisor - professional, thorough, and always looking out for your best interests.Visit his website here: https://realestatebrokermatch.com/

Paul Deloughery, also known as Paul E. Deloughery, is an experienced estate planning and probate litigation attorney with over 25 years of experience. Based in Phoenix, Arizona, Paul is dedicated to helping families protect their wealth, maintain harmony, and create lasting legacies.Visit his website here: https://suddenwealthprotectionlaw.com/meet-the-attorneys/

Joshua Ramirez is the founder of the firm California Estate Planning services. Visit his website here: https://www.californiaestateplanningservices.com/

Bill Gross talks to Darren Findling, a probate attorney based in Michigan. Darren is the President of The Probate Pro, the nationally recognized, leading probate and trust coordination law firm.Visit his website here: https://theprobatepro.com/darren-findling/

Lee Jay Berman began as a full-time mediator 30 years ago, and has successfully mediated over 2,700 matters as, many of which were high profile cases, as a private, independent commercial mediator. Visit his website here: https://mediationtools.com/

California attorney Scott Rahn resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. He represents heirs, beneficiaries, trustees and executors.Visit his website here: https://rmolawyers.com/

Stefan O'Grady is a Partner at Keystone Law Group, P.C. With two decades of litigation experience, including 15 years of probate litigation experience, Stefan represents beneficiaries and fiduciaries (professional and non-professional) in contested and non-contested probate, trust and conservatorship matters. He also handles estate and trust administration issues. His expertise in all areas of trust and estate law allows Stefan to anticipate the needs of his clients to help them effectively protect their rights in and out of the courtroom.Visit his website here: https://keystone-law.com/firm/attorneys/stefan-ogrady

James Morgan, a nursing home abuse attorney and highly respected founding partner of Lanzone Morgan, LLP, has dedicated his legal career to fighting for the underdog. James has never represented insurance companies or large corporations. James' legal career has been committed to representing individuals who have been victims of corporate greed and misconduct.Visit his website here: https://lanzonemorgan.com/

Bill Gross and speaks with attorney Colleen English Balderson about what folks need to know regarding trusts, titles, and probate. Contact Colleen:www.englishlawgroup.com(502) 425-8717 colleen@englishlawgroup.com

Nicholas focuses his practice on resolving disputes over trusts, estates, conservatorships, and other fiduciary matters. A respected member of the Los Angeles legal community, Nicholas is known as a pragmatic and effective trusts and estates litigator who seeks to achieve favorable results for his clients through skillful negotiation, strategic counsel and deft trial work.Visit his website here: https://www.sheppardmullin.com/nvanbrunt

NATHAN B. HOFFMAN is a mediator who has participated in over one hundred mediations is his practice since 1979.Visit his website here: https://www.thehoffmanlawfirm.com/

An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A. Vanessa is admitted to practice law in California and was recently admitted to the Idaho State Bar.Visit her website here: https://www.lagerlof.com/teams/vanessa-m-terzian/

Scott P. Schomer has been certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Visit his website here: https://www.schomerlawgroup.com/

NATHAN B. HOFFMAN is a mediator who has participated in over one hundred mediations is his practice since 1979.Visit his website here: https://www.thehoffmanlawfirm.com/

After he went through the estate settlement process, Stephen saw how broken it was — months of calling banks, sorting mail, and hoping nothing was missed. Then he built Sunset, bringing his legal background and financial technology expertise to the table.Sunset automatically searches IRS records, all three credit bureaus, 2,500+ banks, life insurance databases, property records, DMV, and state unclaimed property databases to build a complete estate asset inventory. 10,000+ families have used it to find everything a loved one owned and owed.Visit his website here: https://www.hellosunset.com/

R. Sam Price is an experienced and highly educated attorney passionate about helping others. He simplifies complex legal jargon and court procedures for his clients. He made such an impression on an author client that she based a character of a probate attorney on him, in her real-life novel entitled, “Battle of the Wills.”

Isaac is the CEO of On Track Property, a top real estate development and property management company located in Los Angeles, California.Visit his website here: https://ontrackproperty.com/about-us/

Casey is known as “The Ideal Networker”, and has made it his mission over the years to collect and connect: he collects relationships and connects people so they can do business together. His Mastermind program, called 'The Platinum Inner Circle', creates massive results for the businesses that participate and follow his guidance. With members in numerous verticals and locations, the Inner Circle provides one of the most diverse Results-Driven programs available anywhere in the world.

Mr. Parr crafts bespoke plans to help his clients preserve and enhance their wealth for future generations. Mr. Parr also advises fiduciaries in administering trust, probate, and conservatorship estates. He is adept at navigating the procedural nuances and complex family dynamics often involved in these matters.Visit his website here: https://hillfarrer.com/trusts-and-estates-planning-probate-and-litigation/

For more than 30 years, Attorney Lee A. Drizin has practiced in the areas of estate planning, probate, trusts, guardianship, and real estate matters. He has an outstanding track record handling contested probate and administration and has been extremely successful in both jury and non-jury trials.Visit his website here: https://drizinlaw.com/

Nicole Adkison is a California-based estate planning attorney with nearly 12 years of experience helping families, business owners, and individuals navigate the complexities of wealth preservation and tax strategy. Specializing in advanced estate and gift tax planning, business succession, generational wealth transfer, private real estate transactions, and charitable planning, Nicole provides creative, tax-savvy solutions that go beyond the ordinary.Visit her website here: https://www.adkisonlaw.com/

Sonny specializes in helping homeowners and families navigate complex property challenges with clarity, care, and results.Visit his website here: https://vcpro.com/sonnymcewen

As a Probate Attorney extraordinaire, Al Nicoletti has carved out a unique niche in solving simple and complex probate matters that once stalled real estate deals. He developed a strategy to structure probates so they are fast, efficient, and done right.Visit his website here: https://alnicoletti.com/

Nikki Hashemi is an attorney at RELAW APC. She has represented hundreds of clients in matters ranging from estate planning and trust administration to probate, foreclosure avoidance, and personal bankruptcy. Having seen both the peace of mind that comes from well-structured, fully funded estate plans and the challenges of inadequate planning, Nikki emphasizes proactive guidance to help clients avoid pitfalls and prevent unnecessary conflict. She is passionate about facilitating meaningful conversations that clarify wishes and preserve family harmony.Visit her website here: https://relawapc.com/team/nikki-hashemi/

Clavel Law was founded by attorney Robert Clavel, whose practice is grounded in thoughtful problem-solving and a strong commitment to client-centered service.Visit his website here: https://www.clavellaw.com/about

Michael Young has over 30 years of experience serving the Bay Area as a top Real Estate Broker. Michael is a Certified Probate Real Estate Specialist.Visit his website here: https://princetonpacific.com/

Dan is a trial lawyer whose practice focuses on trust, probate and complex civil cases involving families. He also serves as a mediator and arbitrator of trust, probate and complex family civil disputes.Visit his website here: https://www.hansonbridgett.com/Our-Attorneys/daniel-spector

Jennifer Felten has been working in the real estate industry since 1993. Starting out in customer service at a title company, she worked her way into the escrow side of the business, where she worked as an escrow officer, manager and trainer.Visit her website: https://relawapc.com/team/jennifer-felten/

David Tate is an attorney with extensive litigation experience based in California.Visit his website here: https://tateattorney.com/

Connor Inlow is an attorney at TLD Law's Long Beach office, where he has established himself as an integral part within the firm's transactional law division. Visit his website: https://tldlaw.com/our-people/connor-inlow/