Podcasts about estate law

In today's episode I am in conversation with Salem Sekome, apart from being one of my favorite fashion vloggers she is also an exceptional attorney with a strong and resilient work ethic. I love how women in the legal profession are always so intentional about creating safe spaces for all of us, being kind and always enthusiastic to share resources. Salem Sekome is a skilled negotiator and dedicated litigator with a strong foundation in legal practice. She holds an LLB degree from the University of Johannesburg and is currently pursuing a Postgraduate Diploma in Tax Law.Admitted as an attorney of the High Court of South Africa, Salem has developed broad expertise across several areas of law. Her practice focuses on Family Law, including divorce, antenuptial contracts, child custody, maintenance, domestic violence, and family mediation. She also has substantial experience in general civil litigation, Estate Law, Commercial Litigation, debt recovery, and third-party claims such as unlawful arrest, medical negligence, and Road Accident Fund (RAF) matters.Beyond her legal career, Salem is passionate about travel, content creation, shopping, and exploring diverse cultural experiences.Don't forget to subscribe, like, comment and share this episode with your friends. Follow us on instagram and X to engage with us some more: @sister_in_law_

In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert discuss critical estate planning considerations during divorce proceedings. They explore what happens if someone becomes incapacitated or dies while their divorce is still pending, revealing potentially unwelcome consequences if proper planning isn't in place. The discussion highlights how existing estate plans typically name a spouse as the primary decision-maker and beneficiary—a designation most divorcing individuals would want to change immediately. Without written estate plans, the situation becomes even more complicated, potentially requiring expensive and contentious conservatorship proceedings for incapacity or following intestacy laws upon death that would likely favor the soon-to-be ex-spouse. This episode, part one of a two-part series, emphasizes that you remain legally married until a judge finalizes your divorce, meaning all existing estate planning designations remain in effect unless proactively changed.   Time-stamped Show Notes: 0:00 Introduction 2:10 What happens if you become incapacitated during divorce with a written estate plan 2:52 The consequences of becoming incapacitated without a written estate plan during divorce 3:28 Brief explanation of the conservatorship process and why it should be avoided 5:03 What happens if you die before your divorce is finalized 5:12 Death without a written estate plan during divorce: intestacy and its complications 6:29 How existing written estate plans remain in effect until the divorce is finalized 6:48 The bottom line: You remain legally married until a judge says otherwise

This is an overview and summary of trusts and estates law, focusing on the creation and types of trusts, trustee duties, probate and estate administration, tax planning, and wills/intestacy.Trusts are a way to manage assets during life and after death. A trust requires a settlor, trustee, beneficiaries, intent, and trust property. Trusts can be revocable or irrevocable, testamentary or inter vivos. Trustees have fiduciary duties to beneficiaries, including loyalty, prudence, impartiality, and providing information.Probate is the court-supervised process of authenticating a will, appointing a personal representative, gathering assets, paying debts, and distributing property. Estate taxes can be minimized through strategies like lifetime gifts, trusts, and charitable giving.Wills are legal documents that direct asset distribution after death. They are essential for avoiding intestacy (distribution by state law). Wills must be properly executed and witnessed.Understanding trusts, probate, and wills is crucial for effective estate planning.

Samantha M. Sbrocchi is a distinguished partner at Antonelli & Antonelli, specializing in probate and estate litigation in the NYC Metro Area. With a practice focused on contested wills, fiduciary misconduct, wrongful death proceedings, and complex kinship matters, Samantha has rapidly established herself as a formidable advocate in the New York trusts and estates legal community.  After joining Antonelli & Antonelli before her bar admission and being admitted to practice in 2019, she quickly rose to become a partner in January 2025. Samantha is known for her unwavering dedication to clients, exceptional work ethic, and impressive track record of results.  Here's a Glimpse of What You'll Learn 0:00 Preview - Compassion in Estate Law 1:29 Introduction 3:20 Samantha's Keys to Success 5:21 How Samantha Got into Law 8:15 Be Tenacious 9:58 The Value of Self-Care 12:30 A Step-By-Step Approach 15:03 Compassion in Estate Law 19:09 A Court Appointed Empath 21:52 Changes in Estate Law 24:20 Samantha's Outlook 26:28 Wrap Up Antonelli & Antonelli is a family-owned law firm specializing in probate and estate litigation services. The firm prioritizes building strong client relationships while helping with estate planning, tax issues, and probate navigation. They deliberately maintain a limited caseload to provide personalized attention and quality legal representation to each client. Their probate services focus on managing decedents' estates to transfer assets to beneficiaries, while their estate litigation expertise covers contested wills, accountings, wrongful death proceedings, kinship matters, and fiduciary issues. Recognizing that these legal matters can be stressful and complicated, their attorneys work to eliminate anxiety while addressing all concerns. They serve clients throughout New York City and northern New Jersey, offering free consultations for those needing assistance with probate or estate litigation. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing - Samantha Sbrocchi of Antonelli & Antonelli This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

On this episode of Court Radio, Dean Weitzman of MyPhillyLawyer talks about diminution in value when involved in a car crash and speaks with attorney Saul L. Langsam about wills and estate law. The post Court Radio: Diminished Value After A Car Accident & Estate Law first appeared on MyPhillyLawyer.

Jackie Love, Esq is a co-owner and founding partner of The Legacy Law Firm. Hear the discussion on Estate Law with important topics such as Wills, Trusts, and other crucial legal documents to protect your legacy and family.

Amanda S. Eckhoff of Robinson+ Cole LLP, and Tracie M. Kester of Stewart Title Guaranty Company break down best practices for ensuring smooth real estate closings and optimal title insurance coverage, excerpted from MCLE's 4/4/2024 live webcast: Marking Up Title Commitments, Eliminating Exceptions & Getting Endorsements. The full program is available as an on-demand webcast or an MP3 here.  Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today! Connect with us on socials!Instagram: mcle.newenglandX (Formerly Twitter): MCLENewEnglandLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)Facebook: MCLE New EngalndThreads: mcle.newnengland

When does a trust beneficiary's cooperation with a trustee to modify, reform, or decant a trust become a taxable gift by that trust beneficiary? In late 2023, the IRS Office of Chief Counsel answered that question in CCA202352018. In this episode, our guest Jenny Hill Bratt discusses the CCA and its impact on trust and estate practitioners and their clients.   About Our Guest:Jenny Hill Bratt is a partner in the San Diego (Del Mar) office of Sheppard Mullin.  Her practice is focused on US and international estate and income tax planning, trusts and estates administration, family and closely-held business planning and charitable planning and exempt organizations.Jenny is a fellow in the American College of Trust and Estate Counsel (ACTEC) and is certified as a specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. She served on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and was involved in the passing of the California Uniform Trust Decanting Act effective January 1, 2019. She is ranked by Chambers in Private Wealth Law.Jenny can be reached at jbratt@sheppardmullin.com or on LinkedIn.About Our Host: Matt Owens is a partner in the San Diego (Del Mar) office of Sheppard Mullin.  His practice is focused on trust, estate, and inheritance disputes.Matt is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and served as Chair of the Executive Committee of the San Diego County Bar Association's Estate Planning, Trust, and Probate Law Section. He is ranked by Chambers in Private Wealth Disputes.Matt can be reached at mowens@sheppardmullin.com, on LinkedIn, or on X.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

There are many things to consider when choosing a trustee or successor trustee for a trust. The trustee will face a number of challenges over the course of their service and will need to plan ahead to avoid the inevitable pitfalls.  In this episode of Trust Me!, we discuss a proactive plan for a trustee to successfully administer a trust, and an overview of primary things to consider to mitigate the risk of adverse action against a trustee. About out Guests: Herbert A. Stroh, Esq. is a partner at McCormick and Barstow in San Luis Obispo, California, where he assists clients in trust and estate litigation, administration, planning, and conservatorships. He has also served as a mediator in trust and estate disputes. Josh Yager, Esq., CFP is the managing partner of Anodos Advisors, a fiduciary consulting firm in Santa Barbara, California, where he is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. About Our Host:Daniel C. Lorenzen is a partner in the Los Angeles office of Venable LLP, where he advises  individuals, families, and closely held businesses that have contacts in California, the United States, and around the world. He advises clients on all of the traditional tools of wealth planning, with an eye for holistic planning to minimize federal, international, state, and local taxes.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

This week on Hull on Estates, Doreen So and Margarita Grup review the key developments and modernization initiatives that were outlined in the 2019-2023 report from the Ontario Superior Court of Justice, including future initiatives for further digitalization of our system in an effort to improve access to justice.    

Estate planner discusses evolving novel claims in trust and estate law, highlighting 7 main claims, including pre-death will contests and tortious interference. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

When a client passes away, one of the most important items on our to-do list is to file certain tax returns.  In this episode of Trust Me!, we will be discussing an overview of things to consider during the period of post-death administration, mainly focusing on filing the federal estate tax return (Form 706).  About Our Guests:Lisa M. Piehl is the Program Manager for the Internal Revenue Service (IRS), Estate and Gift Tax Policy division.  Lisa has been with the IRS Estate and Gift Tax division since 1994 in different roles, such as: Estate and Gift Tax Attorney, Supervisory Attorney, and Attorney Advisor.  Lisa works out of the Woodland Hills, CA office. Robin L. Klomparens is a tax attorney and a Director at Fennemore Law.  Renowned for her expertise in tax law, Robin excels in navigating complex tax code changes, providing her clients with up-to-date and effective legal counsel. She has contributed significantly to legal education as an adjunct professor at USF's LLM program, Golden Gate University's MS program, and currently at McGeorge School of Law. A prior member and current advisor to CLA's Tax Section Executive Committee and Estate and Gift Committee, and a member of ACTEC, she also contributes to various charitable boards. Her extensive lecturing and publications further establish her knowledge in tax law.About Our Host:Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals.  She is also a TEXCOM member and is involved with the Fiduciary Income Tax Section of the American Bar Association. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

This week on Hull on Estates, Stuart Clark and Doug Higgins review the powers and duties of attorneys for property and estate trustees with respect to dependant support obligations. Stuart and Doug discuss the different requirements of various Ontario legislation, including the Substitute Decisions Act, the Family Law Act and the Succession Law Reform Act, and the implications for decision-makers.

In this episode of Trust Me!, Bette Epstein discusses the magic of the trust and estate mediation process to informally resolve disputes, which includes party engagement, active listening, patience and problem solving. About Our Guest:Bette Epstein is a mediator, arbitrator and referee with ADR Services, Inc.  Ms. Epstein has been mediating trust and estate disputes since 2000.  Following a remarkable career as a trust and estate litigator, she turned her focus to alternative dispute resolution 24 years ago and has been helping parties settle their disputes since. Ms. Epstein is located in Northern California and mediates disputes virtually throughout California.bepstein@adrservices.comhttps://betteepstein.com/About Our Host:Kristin Yokomoto is a partner at Baker & Hostetler LLP in Costa Mesa, California and focuses on tax and estate planning for high-net-worth individuals, trust administration and probate. She is a Fellow of the American College of Trust and Estate Counsel and the American Bar Association. Ms. Yokomoto is a member of the Executive Committee of the California Lawyer Association's Trusts and Estates Section.kyokomoto@bakerlaw.comThank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

This week on Hull on Estates, Doreen So and Kiran Sanghera discuss Will Challenges and the case of Roe v Roe.    Links: Insane Delusion  Banton v. Banton, 1998 CanLII 14926 (ON SC) Tate v. Gueguegirre The Challenge of Appealing a Will Challenge

California just passed a directed trust statute! In this episode of Trust Me!, Michael Rosen-Prinz and David Khanjyan will go over the basic structure of a directed trust, along with the specifics of California's new directed trust statute.About Our Guests:Michael Rosen-Prinz is a partner at Loeb & Loeb LLP (Los Angeles office). Michael maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency and QSBS planning, and estate, gift and generation-skipping transfer tax matters. Michael also has deep experience forming and operating single family offices and private trust companies; advising on governance, succession, tax, regulatory and operational issues. In addition, Michael devotes a substantial portion of his practice to cross-border planning for domestic and international families. In this area, he advises clients on foreign trusts, pre-immigration planning and expatriation, as well as inbound and outbound investments and compliance matters related to structuring investment vehicles in the U.S. and internationally. Michael is also a member of TEXCOM. Michael can be reached at: mrosenprinz@loeb.comDavid Khanjyan is an associate at Loeb & Loeb LLP (Los Angeles office). He advises clients on the domestic and international aspects of income, estate and gift tax planning. He works with U.S. and non-U.S. individuals, families, trustees and businesses with multijurisdictional issues to structure tax-efficient plans. David is a member of the Pro Bono Committee and helps orchestrate various pro bono projects throughout the firm. He also is a member of the Armenian Professional Society and was a graduate editor of the Tax Law Review at NYU School of Law. David can be reached at: dkhanjyan@loeb.comAbout Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a TEXCOM member and is involved with the Fiduciary Income Tax Section of the American Bar AssociationThank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

Jack Grimes is an Army Cavalry soldier turned lawyer. Or, wait a minute—it's actually the other way around! Jack has the unique experience of attending law school and THEN heading into the military. As he says, he had an itch he couldn't scratch and knew the only way he would be able to rest is if he enlisted. Today, he has been commissioned as an Air Force JAG Corps Lieutenant Colonel while he runs his private practice in Northern Virginia. He's a man that stands for upholding the law in every aspect of his life. Here's a Glimpse of What You'll Learn 0:00 Introduction 3:17 Military Experience 4:53 Why Jack Enlisted 6:45 Working in the JAG Office 10:20 Why Jack Went to Law School 12:57 Lessons Learned From the Military 16:32 Military Education Benefits 18:29 Working With Private Citizens  20:43 Choosing a Legal Field 23:34 Career Advice for Veterans 24:54 Pitfalls of Private Practice 27:30 Benefits of Military Experience 30:07 Veteran Legal Mentorship Programs 34:52 Biggest Legal Marketing Mistakes 36:47 Focus of Jack's Practice 39:43 Marketing Success Stories 42:10 Closing Thoughts Jack's practice, GuideOn Legal Services, pays homage to his Army roots, playing off the name of the flag carried by military units. The name of the practice is meant to signify the firm's desire to continue supporting troops once they transition out of the armed forces and into civilian life. Look to GuideOn for services associated with estate planning and estate law, digital asset protection, and business law. Whether you serve or not, you can rest assured that Jack and his team will have you and your loved ones protected on and off the battlefield. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Jack Grimes of GuideOn Legal Services This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

Quick Take - (Full Episode - #86 - Link Below to Full Episode) We're thrilled to welcome J. Massey - real estate entrepreneur, father, coach, instructor, author, podcast host, short-term rental expert, and founder of Cashflow Diary, an STR hospitality training company that shows investors how to build their own short-term rental businesses. J. has built a real estate portfolio with short term rentals at the center, and now operates a 37-unit short-term rental business, which has created more profit faster than any other strategy he has seen before. In fact - J. and his team have identified 65 different use cases for short-term rentals. 65? Really? If you thought that short-term rentals were just beach condos and cabins in the woods, you will want to hear what J. has to say! Cashflow Diary exists to create short-term rental entrepreneurs. With Cashflow Diary, J. has trained thousands of students, helping them invest profits into whatever is most important to them - family, business, community, and the future. In this episode, we discussed: - Balancing the tax challenges of active income with buy-and-hold strategies - How J. discovered short-term rentals as the perfect entry point for many - Why your labor should build assets rather than simply building income - What's the difference between being in your career and being retired? - Why short-term rentals solve single points of failure for investors - Benefits to short-term rental arbitrage, both from the standpoints of operators and property owners - The 65 different use cases for short-term rentals - J.'s thoughts on oversupply in the short-term rental market - What opportunities are a little less apparent in the short-term rental space? - Themed short-term rentals and why they work well - Scaling your business and the need for learning leadership :: Link to Full Episode - https://youtu.be/3QPYyky6roY Where you can find J. Massey: Website - https://cashflowdiary.com/ Facebook - https://www.facebook.com/CashflowDiary/ Instagram - https://www.instagram.com/cashflowdiary/ LinkedIn - https://www.linkedin.com/in/cashflowdiary/ YouTube - https://www.youtube.com/user/CashFlowDiary The Ultimate Short Term Rental Guide - https://cashflowdiary.com/the-ultimate-short-term-rental-guide/ How To Start An Airbnb Business: https://cashflowdiary.com/how-to-start-an-airbnb-business Text "Blueprint" to 949-881-6939 for J.'s free eight-hour course to learn how to get your first short-term rental Join Jason Muth from Straightforward Short-Term Rentals and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast! #realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #airbnb #str #shorttermrentals #vacationrentals #airbnbtips #airbnbinvestor #mediumtermrental #airbnbarbitrage #cashflow Follow us! Following and subscribing to The Real Estate Law Podcast not only ensures that you'll get instant updates whenever we release a new episode, but it also helps us reach more people who could benefit from the valuable content that we provide. The Real Estate Law Podcast on Instagram and YouTube NextHome Titletown Real Estate on Facebook and LinkedIn Straightforward Short-Term Rentals on Instagram Attorney Rory Gill on LinkedIn Jason Muth on LinkedIn Help us Spread the Word If you've found our podcast helpful, entertaining, or informative, please consider leaving us a rating and review. It only takes a minute and can make a huge difference in helping us reach more listeners. Hospitality.FM The Real Estate Law Podcast is part of Hospitality.FM, a podcast network dedicated to bringing the best hospitality-focused podcasts to those in and around the industry, from Food + Beverage, Guest Experience, Diversity & Inclusion, Tech, Operations, Hotels, Vacation Rentals, Real Estate Law, and so much more!eal Estate Law, and so much more!

In this episode of Trust Me!, Kristin Yokomoto discusses ethical considerations in the estate planning world. She covers issues relating to engagement letters, conflicts, communication, capacity and more.About Our Guest:Kristin Yokomoto is a partner at Baker & Hostetler LLP in Costa Mesa, California and focuses on tax and estate planning for high-net-worth individuals, trust administration and probate. She is a Fellow of the American College of Trust and Estate Counsel and the American Bar Association. Kristin is a member of the Executive Committee of the California Lawyer Association's Trusts and Estates Section and the Orange County Bar Association Professionalism and Ethics Committee. She is a Certified Specialist in Estate Planning, Trust and Probate Law with the California Bar Association of Legal Specialization. Kristin recently published an article on the Trusts and Estates Mediation and the Role of the Mediator for the Trust and Estates Quarterly and is earning an LL.M. in Dispute Resolution.About Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a TEXCOM member and is a Vice-Chair of the Fiduciary Income Tax Section of the American Bar AssociationThank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

In this week's episode of Divorcing Well, I chat with family and estates lawyer, Michele Gordon, about the intersection between family law and wills and estates. Michele discusses the importance of having a properly drafted will and powers of attorney, and some of the problems that come up if you don't have these documents. There is great information in the podcast for everyone so you don't want to miss it. To contact Michele, email: michelegordonlaw@yahoo.ca

Clients have grown to be more charitably inclined and want to incorporate charitable giving as part of their estate plan. In this episode, we discuss the basics of charitable planning, as we review the ABCs of those great acronyms: the CRUTs, CRATs, and CLATs.About Our Guest:Amy Takeuchi Wanlass is a Senior Wealth Advisor for Northern Trust based in their Pasadena office. Amy has over a decade of experience in delivering estate planning and tax advice, as well as financial planning services. Amy works with individuals and their families on complex wealth transfer strategies, estate and income tax planning, and charitable planning goals.Prior to joining Northern Trust, Amy was with Wells Fargo Bank, N.A., as a Senior Wealth Planner. Amy was also previously a practicing trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg and Knupp LLP.Amy can be reached at: akt3@ntrs.comAbout Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a member of the Trust and Estates Section of the California Lawyers Association and is a Vice-Chair of the Fiduciary Income Tax Section of the American Bar Association.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

A law professor explores the transformative impact of AI in trust and estate Law, delving into ethics, challenges, tips, and trends shaping legal practices. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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.  About Our Guest: Denise Riley is the Senior Fiduciary Officer of the West Region in the San Francisco office of Northern Trust.  In addition to being the fiduciary practice leader, she is responsible for the development and implementation of fiduciary strategies to serve the needs of Northern' s private clients. Denise has broad estate planning and fiduciary experience. Prior to her career at Northern Trust, she practiced law, specializing in tax, estate and charitable planning, estate and trust administration, and tax controversy, most recently at Orrick, Herrington and Sutcliffe. She also headed the Northern California fiduciary practice at U.S. Trust and served as the Chief Fiduciary Officer at Morgan Stanley Trust Company. She is a member of the State Bar of California and American Bar Association, where she has been active in several estate planning and taxation committees. She is past president of the San Francisco Area Women Tax Lawyers, and has written and spoken on a variety of tax and estate planning topics About Our Host:   Erika Gasaway is a shareholder at Hopkins & Carley, a premier trust and estate planning, administration, and litigation firm in downtown San Jose and Redwood Shores, California.  Erika represents clients in trust and estate disputes such as trust contests, will disputes, and enforcing trusts at all stages from pre-litigation counseling and negotiations all the way through trial or settlement. She is a member of the Trust and Estates Section of the California Lawyers Association and several other associations for estate panning and professional fiduciaries.  She can be reached at egasaway@hopkinscarley.com  or via Linked In. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

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! We know that probate is time consuming and costly, but have you ever wondered how our system came to be? In this episode of Trust Me!, Anne Rudolph and Ralph Hughes discuss their recent article published in the Trusts & Estates Quarterly -- The Rise of Revocable Trusts in California.About Our Guests:Ralph E. Hughes is a founding Shareholder of Hughes and Pizzuto, APC focusing on Probate and Trust Administration, Probate and Trust Litigation, and related mediation. Ralph received his law degree from the University of California, Berkeley in 1976. Shortly thereafter, he moved to San Diego. Since that time, he has been involved in all aspects of probate, estate planning, trust and probate administration, and related litigation. He is a member of the American College of Trust and Estate Counsel (ACTEC), and is a Certified Specialist in Estate Planning, Trust & Probate Law. Ralph is affiliated with West Coast Resolution Center and conducts mediations through that organization. He has participated in well over 100 mediations.Anne M. Rudolph is a Shareholder of Hughes and Pizzuto, APC focusing in Probate and Trust Administration, Probate and Trust Litigation, and Appeals. Anne is the Chair of the Firm's Appellate Section. Anne received her law degree from the University of Oklahoma College of Law where she graduated in the top 5% of her class. She has been a Certified Specialist in Estate Planning, Trust & Probate Law since 2013. Anne has earned an AV Preeminent rating from Martindale-Hubbell for legal experience and knowledge as well as ethical standards. She has also been named a Top Rated Estate and Trust Litigation Attorney by San Diego Super Lawyers® since 2018, an honor that is reserved for the top 5% of attorneys in California. She is a frequent speaker on legal ethics issues that arise in the fields of trusts, estate planning, and probate.About Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a TEXCOM member and is involved with the Fiduciary Income Tax Section of the American Bar Association.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

Join estate-planning attorney Elizabeth Bawden and trust-and-estate litigator Matt Owens for a discussion about the Corporate Transparency Act. About Our Guest: Elizabeth Bawden is a partner in Withers Bergman's Los Angeles office. Elizabeth focuses her efforts on estate planning, planned giving, and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations, including matters involving digital assets and cryptocurrencies. She also regularly represents tax-exempt organizations in formation, organizational and operational issues. Her practice also includes advising socially minded entrepreneurs and business owners on their options for dedicating their companies to philanthropic causes. Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law and a fellow in the American College of Trust and Estate Counsel (ACTEC). She received the 2019 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners, where she has served as president and has been a member for 15 years. Elizabeth has been recognized in the Chambers High Net Worth Guide in the area of Private Wealth Law – Southern California since 2021. Elizabeth can be reached at elizabeth.bawden@withersworldwide.com About Our Host: Matt Owens is a partner in Sheppard Mullin's San Diego (Del Mar) office. Matt focuses his practice on trust, estate, and inheritance litigation. He has prosecuted and defended a wide range of matters in probate court, including trust contests, elder-abuse actions, accountings, contested conservatorships, and claims involving breach of fiduciary duty. His clients include high-net-worth individuals and families, corporate trustees, and licensed professional fiduciaries. Matt is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law, he is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and he was recognized in the Chambers High Net Worth Guide 2023 for Private Wealth Disputes – California. Matt can be reached at mowens@sheppardmullin.comThank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

What does it really take to become a successful lawyer? And what are the hidden truths of navigating a legal career that TV shows like Boston Legal and Suits might not portray? In an enlightening chat with Victoria Reading, a seasoned attorney who has walked this path, we delve into the heart of these questions. Victoria not only shares her unique journey and the shifts she made in her legal career but also offers her expert advice on estate planning and the little-known legal requirements of a valid will in North Carolina.Launching a business? We've got you covered. Victoria highlights how necessary it is to seek expert advice, especially in niches like the wedding service industry. In an industry where every tiny detail matters, having the right paperwork in place before you venture into business can make all the difference. Victoria also shares her thoughts on the importance of building trust in business relationships and debunks common myths around estate planning. Plus, if you're curious about her favorite outdoor activities and best walking routes in Wilmington, you're in for a treat!It's not all serious law talk, though. Victoria gives us a peek into her personal life, moving from Phoenix to Wilmington, and how she integrated herself into the local community. She shares how she built her reputation and skills while emphasizing the importance of confidence, especially for young women entering the male-dominated legal profession. Lastly, if you're someone who loves a good laugh, Victoria's humorous takes on court transcripts are sure to tickle your funny bone. Tune in for an entertaining and informative chat where we explore the world of law from a lawyer's perspective.Support the showThank you all for listening to this week's podcast! If you enjoy listening please consider rating, following, and reviewing the show. Want to support the show further? Consider subscribing to the show, HEREHow to find us:Whiskey & Wisdom: @whiskey.and.wisdomChris Kellum: @ctkellum LinkedIn: Christopher KellumTyler Yaw: @tyler_yaw_LinkedIn: Tyler Yaw

In this episode, Nathan and Michael discuss more about trusts, banks, and money. If you're looking to leave money to your family, you'll want to listen to this episode to discover how you can possibly get insurance on your bank account for free.

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. Scott and Melissa discuss shipping notifications, product subscriptions, and why you should not click on links, or pick up the phone if you do not recognize the caller. In addition to finding out the scammers' old and new tricks, you will also learn ways to protect yourself and others from being a victim of financial scams. And, Scott and Melissa discuss how trusts and estates attorneys can help to protect their clients from financial scams. About Our Guest:Guest Scott Pirrello is a Deputy District Attorney at San Diego's District Attorney's Office where he is the head of Elder Abuse Prosecutions and is a member of the San Diego Elder Justice Task Force. Scott is a frequent speaker on elder abuse crimes and how the community can help better protect victims. Scott's work on an instrumental case in San Diego revealed a nationwide elder fraud network and he continues to work to bring information about these scams to the public in an effort to protect others. About Our Host:Host Melissa Raneri Karlsten is a trusts and estates attorney at the law firm of Aaron, Riechert, Carpol & Riffle, APC in Redwood City, California. She is also a member of the Trusts and Estates Section Executive Committee of the California Lawyers Association.Links:60 Minutes: Cyber Scammers Target Parents, Grandparents for Digital Theft: https://www.youtube.com/watch?v=U2r1MJk85Zo  FBI Internet Crime Complaint Center (IC3): https://www.ic3.gov/ County of San Diego, HHSA, Don't Get Hooked: https://www.sdcda.org/content/helping/dont-get-hooked.pdf Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

Nathan and Michael discuss an ongoing conservatorship case that has caught the attention of many. That's right, in this episode they talk about a recent filing from Michael Oher, whose story was shown in the popular movie "The Blind Side." Listen to this episode to learn more about the case and conservatorships.

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. About Our Guest:Michael Rosen-Prinz is a partner at the Los Angeles office of Loeb & Loeb LLP.  Michael maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency and QSBS planning, and estate, gift and generation-skipping transfer tax matters.  Michael also has deep experience forming and operating single family offices and private trust companies; advising on governance, succession, tax, regulatory and operational issues. In addition, Michael devotes a substantial portion of his practice to cross-border planning for domestic and international families. In this area, he advises clients on foreign trusts, pre-immigration planning and expatriation, as well as inbound and outbound investments and compliance matters related to structuring investment vehicles in the U.S. and internationally.Michael is also a member of the Trust and Estates Section of the California Lawyers Association.  Michael can be reached at: mrosenprinz@loeb.comAbout Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals.  She is also a member of the Trust and Estates Section of the California Lawyers Association and is involved with the Fiduciary Income Tax Section of the American Bar Association. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

In this new episode, Michael and Nathan discuss the ins and outs of protecting your estate plan. From who you tell about your plan, to who you should or shouldn't cut out, this episode covers it all. Learn more about who you should have your estate plan written by, where you should keep it, and 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?In this episode, geropsychologist Bonnie Olsen provides practical guidance on dealing with clients who may have mental function deficits.  She explains how capacity is situational, what attorneys can do to optimize client decision-making ability, and how to get beyond the label of a diagnosis.  Dr. Olsen's article entitled “What Attorneys Need to Know About a Client's Cognitive Capacity” will appear in Volume 29, Issue 2, of California Trusts and Estates Quarterly, which is available to all members of the Trusts and Estates Section of the California Lawyers Association.About the Guest:Dr. Bonnie Olsen is clinical psychologist who often works with elderly patients.  She is a Professor of Clinical Family Medicine at the Keck School of Medicine at the University of Southern California.  In 2020-2021, she led a project funded by the U.S. Department of Justice to develop and test an evidence-informed tool for judges to adjudicate guardianship/conservatorship petitions.  In addition, she has a consulting practice in which she evaluates a person's mental capacity to make estate planning changes, either before or after they are made.About the Host:When this episode was recorded (August 3, 2023), Jeffrey Galvin was an attorney with Downey Brand LLP in Sacramento, where he litigated trust and estate disputes involving mental capacity and undue influence issues, and was a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

Handwriting your living will may seem like a good idea. However, without the assistance of a trusted legal advisor, it could cause more trouble for your family. In this episode, Nathan and Michael discuss the handwritten wills of Aretha Franklin, which led to an extensive court case over many years. It is always smart to consult a lawyer regarding your will.

In this episode, Nathan and Michael discuss an Employee Stock Ownership Plan (ESOP), which can allow business owners to sell their company in a way that saves on taxes. An ESOP is a very articulate plan that can have benefits for your future generations. Learn more about employee stock ownership plans in this educational and entertaining episode.

Nathan and Michael dive deeper into the Richins case in this fascinating episode. Learn more about prenups, wills, and the slayer statute through this ongoing case.

The actual cost of litigation of inheritance is revealed in the episode Nathan and Micheal discuss what you should know before you sue a sibling. Learn more about how proper estate planning can prevent ugly litigation from happening and how to determine if litigation is necessary.

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.  In this episode, our guest Chris Nason will be discussing a basic and practical overview of international estate planning and tax planning issues.   About Our Guest:Chris Nason is a partner at McDermott, Will & Emery based in their San Francisco office. Chris focuses his practice on private client matters.  He is the managing editor of International Estate Planning, a multi-volume guide to US estate and income taxation of foreign nationals published annually by LexisNexis/Matthew Bender Elite. Chris teaches classes on Trusts and Estate Planning at Stanford Law School.While in law school, Chris served as an editor for the Yale Journal of International Law and was a fellow at the China Law Center and was also a co-president of the Law and Africa Society. Prior to law school, he attended Peking University as a CSC Scholar, where he studied Chinese language and law. Chris can be reached at: Cnason@mwe.comAbout Our Host: Host Anna Soliman is Trust Counsel and Chief Fiduciary Officer for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals.  She is also a TEXCOM member and is a Vice-Chair of the Fiduciary Income Tax Section of the American Bar Association. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

In this new episode, Nathan and Michael discuss a case where a power of attorney went wrong. It's important to be cautious with who you choose as your power of attorney and be educated on your options. However, a power of attorney is a great tool you are able to use. Learn all about this case and power of attorneys in this educational episode.

One of the biggest misconceptions about estate planning is that a trust and a will are the same things and that if you have one, you don't need the other.   This is not true.   In this episode, Zacc Call and Laura Hadley invite estate planning attorneys Courtney and Gregory Lyle onto the podcast to discuss some of the biggest misconceptions about trusts and wills and how you can use them to best organize your estate for your family.   Greg and Courtney discuss:   The main differences between a trust and a will Why you should have a will AND a trust  Whether a revocable trust or an irrevocable trust is the best fit for your needs The crucial elements you should include in your trust  And more   Resources:   Guided Path 5-1: The Estate Plan Everyone Should Have    Connect with Capita Financial Network:   info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network   Connect with Gregory & Courtney Lyle:   Independence Law Firm LinkedIn: Gregory Lyle About Gregory and Courtney Lyle:   Courtney and Gregory Lyle are both estate planning attorneys located right next door to Capita Financial Network! Courtney and Greg met at Brigham Young University and then attended the University of Utah together for Law School. They then got married and have been working as estate planning attorneys ever since.   Courtney and Greg use their expertise with estate planning law alongside Capita to enrich individuals' financial planning experience. 

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. Over a decade later, crypto has solidified itself as a legitimate asset class and a major player in the financial space. There are now thousands of different crypto assets—like Ethereum, Litecoin, and even Dogecoin—many of which hold significant value. This has made proper estate planning for crypto even more critical.Some still might ask though: What is crypto? What is blockchain?  How do crypto owners properly plan for their crypto if they lose capacity or die? Our Guest, Jonathan Mintz, Esq., answers these questions and helps us navigate the intersection of crypto and estate planning!About Our GuestJonathan Mintz, Esq. is a Founding Partner of Evergreen Legacy Planning LLP, a national law firm based in Evergreen, Colorado with offices in Newport Beach, California. Jonathan helps entrepreneurs and crypto-affluent individuals implement complex legal structures that maximize wealth protection and minimize taxes. He is also a Founder of The Bespoke Group, a multifamily office that offers custom-tailored services to crypto-affluent individuals, including providing access to crypto custodians in Switzerland and Liechtenstein.Jonathan is a frequent national speaker, and he has authored and co-authored articles appearing in some of our industry's most prestigious publications including the Estate Planning Journal, the AICPA's Tax Adviser, and the Journal of Financial Service Professionals.Personally, Jonathan and his wife are both avid cyclists who enjoy combining world travel and cycling. They've ridden mountains throughout the United States, Canada, France, Italy, and Switzerland.You can contact Jonathan at the information in the following link: https://evergreenlegacyplanning.com/You can find Jonathan's most recent webinar with the California Lawyers Association on the intersection of estate planning and crypto assets at the following link: https://cla.inreachce.com/Details/Information/188f9fe0-e657-4064-8198-26f28ad0bafaAbout Our HostKevin Bryce Jackson, Esq. is an attorney in the Private Client and Tax Division at Withers Bergman LLP. Kevin's practice focuses on Trusts and Estates, with an emphasis on Trusts and Estates Litigation. Kevin is currently a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). You can contact Kevin at the information in the following link: https://www.withersworldwide.com/en-gb/people/kevin-bryce-jacksonThank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

How exactly did entails work? Why were they so popular? What rites did Mr. Collins perform as a clergyman? Find out the answers to these questions and more, in this episode of My Cousin Jane. If you like the show, please consider donating, subscribing to our newsletter, or following us on Facebook or Instagram.

In this episode, Nathan and Michael discuss a few recent cases they have learned about. Learn more about how waiting for retirement may benefit you, how to protect yourself and your family from elder fraud, and new legislature regarding assisted suicide in this all-inclusive episode.

Elder abuse is becoming more prominent in today's world, which is a concern for all of us. In this episode, Nathan and Michael discuss a new way that parents and grandparents can be protected from elder abuse and undue influence. Listen to this episode to learn 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. This episode is geared towards estate planners who are looking to create a well-rounded plan to avoid unnecessary family strife after a client's passing, as well as to the general public to get ideas on how to keep children from fighting after their passing. We will share stories of good and bad plans as well as provide ideas on how best to create a plan to keep families out of court and in harmony. About Our Guests:Marguerite Lorenz, Master Trustee, Managing Partner at Lorenz Private Trustees, and author of Ethics for Trustees 2.0, available on Amazon. Marguerite is in her 20th year as a professional trustee, executor and agent.Marguerite can be reached at 877-630-8448, www.MyTrustee.net.Todd Stephenson, owner and founder of Estate Sale Warehouse. Estate Sale Warehouse has been providing personal estate liquidation solutions since 1994 in San Diego and surrounding areas.Todd can be reached at (760) 433-6549, estatesalewarehouse.comAbout Our Host:Host Kimberly R. McGhee is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Elder Law Attorney by the National Elder Law Foundation, and V.A. Certified Accredited Attorney. She is a Member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM), former President of the Southern California National Academy of Elder Law Attorneys, Member of the Board of Directors for Palomar Health Medical Group, Member of the Board of Directors for Southern Caregiver Resource Center, contributing author and editor for CEB (Continuing Education of the Bar's) Trusts & Estates practice guide and Vice-Chair of the North County Bar Association California Conference of Delegates. She also serves as a Court Appointed Attorney and Guardian Ad Litem in the Superior Court of San Diego County, California.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

In this episode, Nathan and Michael discuss a recent trial that occurred in Park City, Utah involving actress Gwyneth Paltrow. Accidents can occur at any time, and being prepared is the best thing to do. This case highlights why it is important to discuss estate planning with a trusted legal advisor. Listen to find out more!

Pricing is a very important part of will or trust planning. In this episode, Nathan and Michael explain why certain attorneys charge what they do and what you are receiving for that price. If you're looking into having a will or trust drafted up by an estate planning attorney, this is an episode you will want to hear first!

Trust and estate lawyers have a keen interest in state legislation.  The California Lawyers Association gives them a voice in Sacramento.  When conservatorships became a hot topic in the Legislature, the Trusts and Estates Section of CLA was there to provide real-world input from experienced practitioners.  The Section regularly sponsors bills to advance the fairness and efficiency of California law.  Get the inside scoop from Saul Bercovitch, who leads CLA's advocacy efforts, and Mary deLeo, Chair of the Section's Executive Committee.  They discuss recent legislative initiatives, peer into a crystal ball regarding the future of electronic wills in California, and explain how lawyers can participate in the Section's advocacy.About Our Guests:Saul Bercovitch is the Associate Executive Director for Governmental Affairs of the California Lawyers Association.  He joined CLA in 2018, shortly after it was established.  Saul previously worked for the State Bar of California, as Legislative Counsel and as an attorney in the Office of General Counsel.  He also practiced civil litigation for over a decade.  He can be reached at saul.bercovitch@calawyers.org.Mary deLeo is a Shareholder at Weintraub Tobin in Sacramento.  Her practice focuses on trust and estate litigation, trust and estate administration, conservatorships, fiduciary representation, special needs trust administration, and planning for incapacity.  Mary is the current Chair of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (Texcom).  She can be reached at mdeleo@weintraub.com. About Our Host:Jeffrey Galvin is a partner at Downey Brand LLP in Sacramento.  He litigates trust and estate disputes across Northern California.  Jeff created and edits the blog Trust on Trial, which covers California trust and estate litigation.  He is also a member of Texcom.  He may be reached at jgalvin@downeybrand.com.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

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.  Our guest, S. Eva Wolf, will provide us with guidance on the PLR process as it relates to common estate, gift and generation-skipping transfer tax issues.   About Our Guest:S. Eva Wolf's 15-year legal career has followed an atypical path; she has twice moved between private practice and government practice. Towards the beginning of her legal career, she worked as an Attorney (Estate Tax) in the IRS Estate & Gift Tax division, then returned to private practice where she advanced from associate to partner at Mitchell Silberberg & Knupp LLP, one of the oldest and most respected law firms in Los Angeles. Prior to joining the IRS Office of Associate Chief Counsel (PSI) as a Senior Attorney (Tax) in April 2020, Eva was a partner at Withers Bergman LLP, an award winning, global law firm. An Arizona native, Eva earned a B.A. in Sociology and a minor in Philosophy from Arizona State University and a J.D. from the University of Arizona. Eva also earned a Tax LL.M. from Loyola Law School, where she now teaches Estate & Gift Tax.  Eva also presented a webinar for CLA on the subject of this podcast episode, which can be found here:  Nuts & Bolts of Private Letter Rulings (inreachce.com)About Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals.  She is also a TEXCOM member and is involved with the Fiduciary Income Tax Section of the American Bar Association. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

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.  Aging itself has no direct effect on mental capacity, but ageist stereotypes and implicit biases abound.  Indeed, many physicians mistakenly assume that advancing age results in cognitive decline.  At the same time, mental function deficits are often overlooked in clinical settings and may inhibit a person's ability to make decisions.  How then, if at all, should estate planners consider the age of their clients when undertaking estate planning?  About Our Guest:Dr. Jonathan Canick has practiced neuropsychology for over 30 years.  He is a member of the departments of psychiatry and neuroscience at California Pacific Medical Center and an associate clinical professor at the University of California, San Francisco.  He evaluates, consults, and testifies on matters related to mental capacity, undue influence, and elder financial abuse.  He also provides education and training to health care, legal, and financial professionals.  Dr. Canick may be reached at jc@drcanick.com.  About Our Host:Jeffrey Galvin is a partner at Downey Brand LLP based in Sacramento.  He litigates trust and estate disputes around Northern California, representing trustees and beneficiaries.  His cases often involve mental capacity and undue influence issues.  Jeff created and edits the blog Trust on Trial, which covers California trust and estate litigation.  He is a member the Executive Committee of the Trusts and Estates Section of the California Lawyers Association.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek