Podcasts about estates

June 6th, 2026. 

In this episode of Hull on Estates, Nick Esterbauer and Osama Saleemi discuss D.R. v. A.R., 2026 ONSC 796, a recent decision of the Ontario Superior Court of Justice addressing guardianship of property under the Substitute Decisions Act, 1992, and when less restrictive options might be more appropriate. Case reference: D.R. v. A.R., 2026 ONSC 796 (CanLII),

Rural crime and livestock worrying are serious issues across Scotland's countryside.In this episode of Scotland Matters, host Cameron Gillies, Head of External Affairs at Scottish Land & Estates, takes a closer look at rural crime—an issue that affects rural communities in direct and often deeply personal ways.From theft and vandalism to wildlife crime and fly-tipping, rural crime takes many forms. But at this time of year, with lambing and calving in full swing, the focus turns to one particularly urgent issue: livestock worrying.As always, thank you for supporting the podcast and if you'd like to find out more check out the links below!Check out our Spotify - https://open.spotify.com/show/2CSHv068KPoYIkhdnJ8d3r?si=lIi7f2qxSFWy_I51DguAyQ&nd=1&dlsi=e01a374fbd… Find out more about Scottish Land & Estates - www.scottishlandandestates.co.uk Find out about the Helping it Happen Awards - www.scottishlandandestates.co.uk/helping-it-happen

Sam chats with Simon Nash and Jill Upton about his role as Head winemaker across the group. @thewineshowaustralia @hillsmithfamilyestates

In this episode of Hull on Estates, Stuart Clark and Filbert Yung discuss the rule against perpetuities as applied in Ottawa (City) v. ClubLink Corporation ULC 2021 ONCA 847 and 2025 ONCA 34. A medieval doctrine and long-standing source of anxiety for lawyers, the rule against perpetuities is brought sharply into focus with these decisions. Stuart and Filbert discuss the complex factual background leading to the litigation, the Court of Appeal's reasoning in both decisions, and key pitfalls lawyers should be mindful of when drafting agreements that impose interests in, or conditions on, land.

Are You Sure You Want to Be an Executor? Episode 384 – Being named as an estate executor is often considered an honor, and you will be compensated for your efforts. But is it worth all the potential trouble? More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 384 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: are you sure you want to be an executor? Perhaps you should consider it an honor. Your Uncle Charlie, who always liked, trusted and respected you, has named you as the executor of his will. What does that even mean? The executor of an estate is the person (or, sometimes an entity) appointed to manage the financial affairs of a deceased individual and to carry out their wishes as outlined in their will. The executor is usually a family member, but it can also be a close friend, financial advisor or family lawyer. It can also be a financial institution. And sometimes there's more than one. So, what does an executor do? Here are some of the early steps many executors take: obtaining copies of the death certificate and filing a copy of the will with the probate court where the deceased lived. Before the court approves the executor, they may schedule a hearing to give interested parties a chance to either contest the will or object to the appointment of the executor.[1] Once approved, the executor generally needs to notify the appropriate parties of the decedent's death. This may include friends and family members, financial institutions and government agencies, such as the Social Security Administration. Then they usually need to gather all the estate's assets and liabilities. After that, the executor will need to settle any debts or taxes before the assets can be distributed. Once all this is done, they will supervise the distribution of the assets.[2] It sounds complicated, and it very often can be. It typically takes three to six months, but it can be much longer, sometimes as long as two years or more.[3] [4] And it could involve a major time commitment on the executor's part. Also, the amount of paperwork can be overwhelming. Here's one good reason to say yes: executors usually get paid. However, for small and modest sized estates where family members act as executor, this is often done free of charge.  In larger and more complicated estates, the rate is typically set by state law, with a normal rate of anywhere between 2 and 5 percent of the total estate value.[5] In many cases the rate will be calculated on a sliding scale based on the value of the estate. In New York, for example, the fee is 5 percent for estates below $100,000, gradually dropping down to 2 percent for estates of more than $5 million. Two percent of $5 million is $100,000. Things can sometimes get tricky for an executor. In most states, the executor can also be a beneficiary of the estate.[6] This has the potential to create a conflict of interest, if not conflict with the other beneficiaries. The entire process can be overwhelming for some. It's important to remember that even though it may be an honor, you don't have to accept it. Another alternative might be to accept the assignment but hire some professionals to help you out.[7] And people do sometimes turn down the opportunity to serve as an executor, despite any personal or financial incentives. Potential family conflicts are sometimes enough to scare someone off. For example, the decedent might own a house that is scheduled to be split among his children. But what happens if one of them is already living there? The executor may have to notify the resident that he or she must move out so that the property can be sold. It may carry some prestige, but acting as the executor can often put them in the middle of disagreements between some of the heirs over the distribution of assets. If you're a family member or friend, being an executor can cause irreparable damage to your personal relationships, and that's one of the big reasons people sometimes opt out. It's also important to recognize that an executor is considered a fiduciary for the estate and its beneficiaries. This is a high ethical standard where, if the executor does something wrong or enriches him or herself unjustly, they can be sued personally. The potential for personal liability may be enough of a reason to reject the nomination, particularly in large or complicated estates. Finally, note that things can get even more complicated if the individual does not have a will. In that case, the court will appoint someone to be the administrator of the estate. That's basically the same job as the executor, but with a court-appointed individual who may or may not have known the decedent. If you're the one who's doing your own estate planning, putting together the will—with the help of a qualified estate planning attorney—is a good start. You'll need to think seriously about who you want as your executor. Just as important, you need to communicate early and openly about your decisions with everyone involved. And be sure to revisit your choice every few years. [1] MetLife. “Executor of Estate: What Do They Do?” MetLife.com. https://www.metlife.com/stories/legal/executor-of-estate/ (accessed April 16, 2026). [2] Id. [3] American Wills & Estates. “How Long Does Probate Take and How Much Does it Cost?” Americanwillsandestates.com https://americanwillsandestates.com/blog/how-long-does-probate-take-and-how-much-does-it-cost/ (accessed April 16, 2026). [4] Beck, Lenox & Stolzer. “How Long Does It Take to Distribute Assets and Close an Estate?” Beckelderlaw.com. https://beckelderlaw.com/how-long-does-it-take-to-distribute-assets-and-close-an-estate/# (accessed April 16, 2026). [5] The Olear Team. “Executor of estate fees: How much is paid, and when?” Olear.com. https://olear.com/executor-estate-fees-much-paid/#:~:text=What%20are%20executor%20of%20estate,executor%20fee%20is%202%20percent (accessed April 16, 2026). [6] MetLife. “Executor of Estate: What Do They Do?” MetLife.com. https://www.metlife.com/stories/legal/executor-of-estate/ (accessed April 16, 2026). [7] Miura, Danielle. “Your client is the executor. Now what?” Insurancenewsnet.com. https://insurancenewsnet.com/innarticle/your-client-is-the-executor-now-what (accessed April 16, 2026). More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraby EmailTuneInDeezerRSSMore Subscribe Options

Estate planning often becomes far more difficult when families inherit assets tied to royalties, licensing rights and public image. Clear communication and preparation can make the difference between unity and conflict after a loved one passes away. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Scott Rahn, trust and estates litigator and founding partner of RMO LLP, about the estate of Chuck Norris and the planning considerations tied to celebrity wealth. Using Norris' reported $70 million estate as a framework, Scott explains why celebrity net worth figures often differ from the actual value of an estate, particularly when royalties, private companies and likeness rights are involved. David and Scott also explore the importance of family communication, the responsibilities that come with fiduciary roles, and why coordinated advisory teams can help reduce disputes after a death occurs. Their conversation highlights how preparation, flexibility and clear expectations can help families better manage both the emotional and financial realities of complex estates. Key takeaways: Why celebrity estate valuations often shift dramatically based on royalties, public image and timing How family expectations can create tension when emotional value differs from economic value Why heirs inheriting IP rights face responsibilities beyond simply receiving money or property How coordinated advisors and family communication can reduce disputes after a death occurs Why estate plans should allow flexibility as family structures and financial realities evolve Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Scott Rahn: LinkedIn: Scott Rahn LinkedIn: RMO Lawyers Website: RMO Lawyers Email: rahns@rmolawyers.com  About Our Guest: Los Angeles 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.  He utilizes his experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties, and emotional complexities underlying trust contests, estate conflicts, and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, Scott collaborates closely with clients. He pursues and defends claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute.  His advice and counsel include prevention and remediation of financial elder abuse. Scott is known for in-depth financial investigations and deftly handling intra-family dynamics and decades-long family friction. He has extensive experience in courts, arbitration, mediation, and dispute resolution forums across California, as well as in key retirement centers in the United States and through strategic partnerships in international locations.  His clients are typically embroiled in inheritance disputes, trust contests, will contests, caregiver undue influence, step-parent undue influence, sibling undue influence, estate administration irregularities, beneficiary bias, trustee misappropriation, accounting irregularities, breach of fiduciary duty, beneficiary theft, trust investigations, accusations of wrongdoing, fraudulent behavior, wrongful taking something from an estate, and breach of fiduciary duties. He focuses on identifying and correcting where behavior went wrong, and pointing out where allegations of wrongdoing are simply wrong.

In dieser Folge sprechen wir ausführlich über das neue Michael-Jackson-Biopic „Michael“. Wir diskutieren die starken Performances von Jaafar Jackson und Juliano, beeindruckende Kulissen und Kostüme, aber auch die größten Schwächen des Films: fehlender Tiefgang, abrupte Zeitsprünge und wichtige Karrieremomente ohne ausreichenden Kontext. Außerdem geht es um den Einfluss des Estates auf die Produktion, die Darstellung von John Branca, die Verwendung von Michaels Originalstimme sowie die Frage, warum der Film trotz Kritik viele neue Fans erreicht. Abschließend sprechen wir über die Hoffnung auf einen zweiten Teil, der mutiger und emotionaler erzählt wird.

Review Guide: The Property Machine Mastering Property Law: The Operating System of Legal RelationshipsThis episode unpacks the complex, layered system of property law—reframed as an operating system—that governs how we understand ownership, possession, and transfer of both tangible and intangible assets. Whether you're preparing for exams or seeking to see property rights from a new perspective, this deep dive offers clarity on foundational concepts like the bundle of sticks, estates, concurrent ownership, and conveyance.Most people think property is just about land—about tangible dirt you can point to. But in reality, property law is an invisible, intricate operating system that governs the complex web of human relationships with both physical and digital assets. If you want to understand how society distributes wealth, enforces boundaries, and balances individual rights against public needs, this episode is your shortcut.We demolish the myth of property as a solid block of dirt by revealing it as a flexible bundle of rights—sticks you can sever, transfer, and share. You'll discover the power of the "bundle of sticks" metaphor, which unlocks the secrets behind key property interests like the right to exclude, use, possess, and transfer. Why is exclusion regarded as the most sacred? How do modern transactions—leases, sales, and even digital spaces—fit into this framework? We provide concrete examples, from leasehold estates to concurrent ownership, revealing how different forms of ownership—tenancy in common, joint tenancy, and tenancy by entirety—shape the wealth and power dynamics we live by.The episode also dives into the legal mechanisms that allow land to change hands: the land contract, the importance of the deed, and the critical role of recording acts. You'll learn how the law balances the uniqueness of property with the need for stability, establishing whether a buyer truly owns a piece of real estate or if a sneaky second sale could undo them. We explore the doctrine of adverse possession—the legal road from trespasser to owner—and demystify complex concepts like waste, future interests, and defeasible estates with clear, concrete explanations.Why does understanding property law matter now more than ever? As society shifts towards virtual and intangible assets, this episode challenges you to think differently about ownership—beyond dirt and into the realm of code. Whether you're a law student or a curious explorer of how our physical and digital worlds intersect, this is essential knowledge. Master these ideas, and you'll see how property law underpins the entire societal fabric—shaping wealth, rights, and innovation.Get ready to decode the invisible grid that governs our most fundamental relationships with space, possessions, and the law itself. This episode isn't just about land; it's about how we organize and protect the relationships that define power and community in every era.In this episode:Property as an operating system: moving beyond the physical to the network of relationships.The bundle of sticks metaphor: understanding property rights as severable, exchangeable rights.Core sticks: Right to exclude, use, possess, and transfer—how these define ownership.Estates of land: fee simple absolute, life estates, and how time limits shape property interests.Defeasible and contingent estates: conditions and future interests—reversions, remainders, and executory interests.Concurrent ownership models: tenants in common, joint tenancy, tenancy by the entirety.Landlord-tenant framework: lease types, implied warranties, and modern tenant protections.Encumbrances and non-possessory interests: easements, covenants, and equitable servitudes.Adverse possession: transforming long-term unauthorized use into ownership.Conveyance process: from land contracts to deeds, merger doctrine, and recording statutes.The evolving landscape: digital property and the future of the property operating system.

Virgin Grand Estates v. Inter-Ocean Insurance

In this compelling interview, pioneering winemaker Angelos Iatridis (often referred to as Alpha Estate's "Alpha Male") dives into the high-tech, high-altitude world of Amyndeon, Greece's coolest wine region. Known for his "no compromises" approach, Iatridis shares how he uses GPS satellites and thermal imaging to micromanage 92 separate vineyard blocks, ensuring each vine receives exactly what it needs through a massive underground deficit irrigation system.Learn more at the Alpha Estate website: https://alpha-estate.com/Visit https://www.urbanwine.club or download the UWC app on Apple's App Store.

In this episode of Moolala: Money Made Simple, host Bruce Sellery tackles three money and work topics you can't afford to ignore. Leadership strategist and author Dan Pontefract joins to discuss his new book The Future of Work is Grey, exploring the untapped value of older workers, the looming "age debt crisis," and why organizations that ignore aging demographics risk a $5.4 trillion knowledge loss. Then, Tim Hewson, CEO and co-founder of Legal Wills, breaks down how estate planning has evolved in the digital age from Bitcoin and frequent flyer miles to iPhoto libraries and legacy account holders and why every adult needs an up-to-date will. Finally, Licensed Insolvency Trustee Rob Kilner of Spergel reveals the real risks of Buy Now, Pay Later platforms, including debt stacking, hidden fees, and the psychological trap that keeps consumers spending without realizing it. To find out more about the guests check out: Dan Pontefract: danpontefract.com | LinkedIn | YouTube | Instagram | Threads | TikTok Tim Hewson: legalwills.ca | Facebook | Instagram | LinkedIn Rob Kilner: spergel.ca | Facebook | X | Instagram | TikTok Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn

On this episode of Court Radio, Dean Weitzman of MyPhillyLawyer speaks to Saul Langsam about wills, estates, and trusts, such as what the most important estate planning documents are. Now You Can Watch the Court Radio Live Stream: https://www.youtube.com/@MyPhillyLawyer/streams The post Court Radio: Wills, Estates & Trusts first appeared on MyPhillyLawyer.

In this episode of Hull on Estates, Doreen So and Yalda Mostafaie discuss Estate of Sydney Monteith, 2023 ONSC 7246, in which the Ontario Superior Court of Justice considered whether a fostered but non‑adopted child could inherit on an intestacy. The episode examines the interaction between the Succession Law Reform Act and the Children's Law Reform Act, and the Court's strict statutory approach to defining "child" and "sibling" for intestate succession purposes.

Jeffrey Adams and Icebox Radio Theater returns with their terrifying anthology "Frozen Frights". This week it's: The Estates! Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeffrey Adams and Icebox Radio Theater returns with their terrifying anthology "Frozen Frights". This week it's: The Estates! Learn more about your ad choices. Visit megaphone.fm/adchoices

Estate planning can appear straightforward until factors like privacy, control and long-term management come into play.  What begins as a simple distribution of assets can quickly involve decisions around trusteeship, probate and how to prevent disputes. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Jennifer Proper, managing director of wealth strategies at Pitcairn, about a case where estate planning worked exactly as intended. Using the estate of actor Matthew Perry as a reference point, Jennifer explains how a revocable trust and pour-over will can function together to maintain privacy, avoid probate and streamline the handling of assets. David and Jennifer also examine the role of trustees, the importance of updating documents over time, and how specific provisions can discourage challenges or fraudulent claims. Their conversation underscores why planning early and reviewing regularly can make a meaningful difference in how an estate is ultimately administered. Key takeaways: How revocable trusts and pour-over wills work together to protect privacy and simplify asset distribution Why avoiding probate helps reduce costs, delays and public exposure of estate details The importance of choosing and reviewing trustees to handle long-term fiduciary responsibilities How specific clauses can discourage disputes and reduce the risk of fraudulent claims Why estate planning should begin early and evolve as life circumstances and goals change Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Register now for the Wealth Management Edge conference here! Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Jennifer Proper: LinkedIn: Jennifer Proper LinkedIn: Pitcairn Website: Pitcairn About Our Guest: As a leader in the Wealth Management Team, Jennifer serves as a strategic wealth advisor, providing innovative planning services to achieve excellent client outcomes and deliver a superior client experience. Her responsibilities encompass all aspects of wealth planning, including trust and estate administration, fiduciary advice, and wealth planning advice. She works directly with clients to proactively identify and address current and future needs and then collaborates with team members across the firm to implement customized planning strategies. Jennifer works with the entire Pitcairn team to enhance best practices and foster strong team dynamics in order to meet the complex needs of client families. Before joining Pitcairn, Jennifer served as Director, Legacy and Wealth Planning at Abbot Downing, a Wells Fargo division serving ultra-high-net-worth individuals and family offices. While at Abbot Downing, she provided sophisticated estate, business, and financial planning for the firm's clients and led the Northeast regional planning team. Jennifer earned a Juris Doctorate from Albany Law School of Union University, with a concentration in Estate Planning. She also has a Bachelor of Science in History and Political Science with a Minor in Spanish from Binghamton University in Binghamton, NY. Active by nature, Jennifer spends her free time hiking, cheering on the Philadelphia Sixers with her family, and doing F45 workouts to take her health and fitness to the next level. Jennifer is an animal lover and enjoys daily walks with her dog,  Miley. Originally from Syracuse, New York, suburban Philadelphia is now home for Jennifer, her husband, and two daughters.

Speakers: Tim Burke (chair) | Editor Estates Gazette Kellie Hatton | National head of real estate, Shakespeare Martineau Sam Wallis | CEO, GIA Bruce Evans | Chief commercial officer, RentGuarantor   Editor Tim Burke sits down with some of the judges from our category sponsors to discuss this year's awards

Speakers: Tim Burke (chair) | Editor, Estates Gazette Clive Chalkley | Partner, Gowling WLG Luke Tillison | Managing partner, head of transactional, BTG Eddisons Gavin Lacey | CEO, CHPK   Editor Tim Burke talks to some of this year's judges to find out what makes a standout entry, and how they like to approach the judging process.

Send us Fan MailTrusts, Estates & Joint Accounts | Series 65 and Series 66 Exam PrepEverything you need on trusts, estates, and joint accounts for the Series 65 (Uniform Investment Adviser Law Examination) and Series 66 (Uniform Combined State Law Examination). This topic isn't a huge percentage of the exam, but it's easy points if you know the patterns NASAA likes to test.What this video covers:Joint account types — JTWROS (Joint Tenants with Rights of Survivorship), Tenants in Common, Tenants by the Entirety, and community property. The survivor question and how the exam tests it.The three players in every trust — grantor (settlor, trustor), trustee, and beneficiary.Revocable vs irrevocable trusts — what changes, who pays the taxes, why the IRS doesn't care about your revocable trust, and what you actually get in return for giving up control.Testamentary trusts — when they're funded and why probate still applies.Why people set up trusts in the first place — probate avoidance, privacy, control after death, and estate tax reduction. The four real reasons, ranked.The Prudent Investor Rule under the Uniform Prudent Investor Act — fiduciary duty, total portfolio approach, diversification, and the wrong answers the exam loves to throw at you.Trustee duties with multiple beneficiaries — balancing income beneficiaries against remainder beneficiaries, what the trustee considers, and what the trustee absolutely does not care about.Estate accounts — executor vs administrator, Letters Testamentary vs Letters of Administration, and how the account actually works.Common Series 65 and 66 exam questions answered:Who gets taxed on a revocable trust? The grantor. Who gets taxed on an irrevocable trust? The trust or the beneficiary. Does a revocable trust reduce estate taxes? No. Does a revocable trust avoid probate? Yes. When is a testamentary trust funded? At the grantor's death. Who can trade a trust account? The trustee. What standard does a trustee follow? Prudent investor rule.Taught by Ken Boyd — former NYSE floor trader (1989–2009) and founder of Capital Advantage Tutoring. 35 years on Wall Street. Series 7, SIE, Series 63, 65, and 66 exam prep.

Today, “left” and “right” are the main labels we use to categorise political views, but their origins go back over two centuries. To understand, we have to go back to the French Revolution in 1789. That spring, France's King Louis XVI convened a meeting known as the Estates General, bringing together representatives from three groups, or “Estates”: the clergy, the nobility, and the Third Estate, which represented the common people. A few months later, in July, this assembly became the Constituent Assembly. Where did it all begin? Are there other kinds of political oppositions besides left and right? In under 3 minutes, we answer your questions! To listen to the last episodes, you can click here: ⁠⁠What is the European Political Community, the continent's intergovernmental organization?⁠⁠ ⁠⁠Who are the Moonies, the church with ties to Japanese politicians?⁠⁠ ⁠⁠Which swing states could decide the US election result?⁠⁠ A podcast written and realised by Amber Minogue. First Broadcast: 20/5/2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Hull on Estates, Natalia Angelini and Sofie Hector discuss Hernandez v. Hernandez, 2026 ONSC 1136, where the Ontario Superior Court of Justice awarded costs against a party who was successful on the legal issue before the Court, emphasizing that relative success does not shield a litigant from adverse cost consequences where their conduct undermines proportionality and the efficient administration of an Estate.

Do you have a Will? When last was it updated? What about my children? What happens to my personal belongings when I pass on? Having a Will is one way of securing our children's future. In this week's episode we explore the many different aspects about writing a Will. How do we make it legal, how to safeguard against common mistakes, and simply understanding why having such a document in the first place (and updated regularly) is vitally important. Attorney Heinrich Badenhorst is here to help. Brought to you by Epi-Max Baby & Junior - Our Family, for Your Family. Sponsored by Curaprox and supported by Jacaranda FM.

Rusty Field, President & CEO of Evenstad Estates (home of Domaine Serene), joins RiskCellar hosts Brandon Schuh and Nick Hartmann for a side-by-side tasting of four wines, two from Burgundy and two from Oregon's Willamette Valley. Rusty shares the career journey that took him from United Health Group and Ameriprise Financial to Upsher-Smith Laboratories, and ultimately to leading one of America's most awarded wineries.The episode covers the science of winemaking. Why Pinot Noir thrives at the 45th parallel in both Oregon and Burgundy, how French oak barrels protect wine through tight grain structure, and why the 2022 Evenstad Reserve Chardonnay won Best Wine by Quality at the 2025 Sommeliers Choice Awards. Rusty breaks down the difference between volcanic Jory soil in the Dundee Hills and Burgundy's limestone-rich gravel terroir.The back half pivots to the 2020 Oregon wildfire vintage, frost candles in Burgundy, mildew wiping out 70% of the 2024 Côte de Nuit crop, and how Evenstad uses library wine inventory as a hedge. Rusty closes with an open invitation to connect on LinkedIn for insider travel guides to both wine regions.Key TakeawaysThe 45th parallel creates nearly identical growing seasons in Oregon and Burgundy, ideal for Pinot Noir2022 Evenstad Reserve Chardonnay: Best Wine by Quality, 2025 Sommeliers Choice Awards (96 pts)French oak's tight grain allows controlled oxygen exchange, Pinot Noir ages 14–18 months, Chardonnay ~12Mildew destroyed 70% of 2024 Côte de Nuit crop; 2020 wildfire smoke taint exposed limits of crop insurance~7,200-member wine club drives ~50% D2C revenue, unusually high for the industryAll Evenstad vineyards are dry-farmed and transitioning to full organic certificationRusty offers personal LinkedIn insider travel guidance for Burgundy and Oregon wine countryChapters00:00 Welcome & Guest Introduction01:00 How Rusty Joined the Evenstad Family04:48 Pharma to Wine: The Career Pivot08:32 Oregon vs. Burgundy Tasting Lineup09:00 First Pour, Château de la Crée "Les Graviers" White Burgundy12:56 Serving Temperature & Chardonnay Chemistry16:58 French Oak Barrel Aging Explained21:52 Second Pour, 2022 Evenstad Reserve Chardonnay (Oregon)23:53 Oregon as a Premier Wine Region28:42 Third Pour, Domaine Evenstad "Le Fusselot" Chambolle-Musigny30:19 Evenstad's Expansion into Burgundy35:07 Wine Club: 7,200 Members & D2C Strategy38:06 Fourth Pour, 2022 Evenstad Reserve Pinot Noir41:33 The 45th Parallel: Why Oregon Mirrors Burgundy43:16 Dry Farming, Organics & Sustainability45:12 Two Truths & A Lie: Wine History48:38 Climate Risk: Fire, Frost, Hail & Disease50:24 The 2020 Wildfire Vintage & Insurance Challenges54:24 Parametric Coverage & Future-Proofing57:07 Joining the Domaine Serene Wine Club59:47 Rusty's LinkedIn Offer: Insider Wine Country Guide01:00:09 Closing & Teaser for Episode Two at the WineryConnect with RiskCellar:Website: https://www.riskcellar.com/Rusty Field:LinkedIn: https://www.linkedin.com/in/rustyfield/Website: https://www.domaineserene.com/about/team/rusty-fieldBrandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/ 

We often think of trusts as a way to protect your assets, especially if you work in certain fields - but a surprising number of regular families use them for a range of reasons. LISTEN ABOVESee omnystudio.com/listener for privacy information.

A lack of planning in emerging housing developments has resulted in "parking wars" and a strain on local facilities. That's according to Paul Gogarty, Independent TD for Dublin mid-west who explain all to Anton.

Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and Estates magazine and the Journal of Practical Estate Planning. He worked as a legislative assistant on Capitol Hill in the 1970s and was a legal intern in the office of the Administrative Assistant to the Chief Justice of the U.S. Supreme Court in 1973. In 2010 John A. founded the Purposeful Planning Institute which today is the largest multi-disciplinary educational institute (non-profit) focused on best practices for UHNW and HNW families with over 525 members in the U.S. and nine countries internationally. He was also a co-founder of the Collaboration for Family Flourishing (CFF) and served for four years on the Board of the International Association of Advisors in Philanthropy. He was nominated as a fellow of the American College of Trust and Estate Counsel in 1994 and has chaired two subcommittees within ACTEC, the Legacy and Generational Planning Subcommittee of the Practice Committee and the Family Dynamics Subcommittee of the Business Planning Committee. In 2017, John A. received the Scott Fithian Leadership Award from the International Association of Advisors in Philanthropy and served on the Board of Directors of that organization for four years. He has served on the Planned Giving Advisory Council of the Carter Center in Atlanta, Georgia since 2015. John A. is the author of two Tax Management portfolios and more recently has self-published The Purposeful Trusts and Legacies Handbook and is currently working on two book projects, The Gift of You, and the New Vocabulary of Family Wealth. John A. is a good and long-time friend of FOX and we are privileged to have collaborated with him and with PPI repeatedly throughout the years. Purpose is often cited as one of the key pillars of long-term success for multigenerational families. John A. dedicated much of his professional work on bringing purpose to families and the advisors who serve them – particularly as the founder of the Purposeful Planning Institute. He elaborates on the importance of purpose for families and their advisors and talks about why it is important to be purposeful as a family leader or wealth advisor. He also highlights the distinctions between purpose, values, and mission since these are often lumped together and not always fully understood. John A. has pointed to the significance of family traditions and rituals as powerful tools for establishing and living the family purpose. He describes why rituals are important and how they help families crystallize their purpose and values and pass them on across generations. Conversely, he points out what happens if traditions become performative or imposed on the family, rather than genuinely meaningful. John A. shares some examples of family traditions that he has encountered over his decades of work with UHNW families and outlines the impact of these traditions on the family and the changed that resulted from these shared rites. John A. has formulated five suggestions for trustees, including corporate and professional trustees, as well as PTCs, related to helping the families they serve define and fulfill their shared purpose. He provides an overview of these practical resources and describe how they can be put to use in support of the family's success and wellbeing. Do not miss this opportunity to hear from one of the most respected founders and premier thought leaders of the family wealth space.

Disputes over inheritances? Who inherits super? All your uestions about wills and estates answered

Residents in parts of Shannon have been left quite literally in the dark, with claims that some housing estates have gone without proper public lighting for up to three years. Questions are now being raised about safety, accountability, and why the issue remains unresolved, with responsibility seemingly unclear between Clare County Council and the ESB. So how has it been allowed to go on for so long — and when can residents finally expect to see the lights come back on? Joining Alan Morrissey to discuss this in more detail was Shannon Banks Sinn Fein Councillor, Cllr James Ryan. Clare Fm received statements from both ESB and the County Council regarding the issue: Statement from ESB: “Some public lighting faults in Co. Clare may require the attendance of ESB Networks crews to resolve. In such cases, crews are dispatched following a request from the local authority. However, the broader maintenance and repair of public lighting remains the responsibility of the local authority and their appointed contractors. For the majority of public lighting faults, ESB Networks crew involvement is not necessary for repair work to proceed. Where our attendance is requested, ESB Networks prioritises public safety and ensures crews are made available accordingly. It is important to note that ESB Networks does not have visibility of the number or location of public lighting faults, as this information is managed by Clare County Council and their service providers. In parallel with ongoing maintenance support, ESB Networks continues to work closely with local authorities on proactive public lighting upgrade programmes across the county.” Statement from the Council: “The maintenance of public lighting is the responsibility of Clare County Council, with the exception of the motorway network and housing estates not taken in charge by the local authority. Current Lighting issues in the Shannon Municipal District: • There were 5 locations in Westbury estate where recently some lights were not working but they have been unbundled from the direct ESB connection and all lights in the estate are now working. • There is one light not working in the Shannon Banks estate. • In Clonlara there are 3 lights not working. • There are 4 Lights reported to be not working that are part of the ESB Ardnacrusha power station that light the local road but they are not Clare County Council's responsibility. • There is 1 light fault in Parteen submitted last week awaiting repair. • There are 2 lights in Lakyle estate awaiting repair. Work has commenced in Shannon Town on the Public Lighting Energy Efficiency Project (PLEEP) which will upgrade the lighting in Shannon to energy efficient LED standard. Overall lighting faults for the county currently stand at 0.19% which equates to 30 lights out of an overall inventory of 15,500 lighting units. Faults do not always mean a light is out and can range from a light is on all day, a light is too dim or too bright or a request for additional lights.” Image © street light by Marccophoto from Getty Images Signature via Canva

This week, Ivy Slater, host of Her Success Story, chats with her guest, Paula M. Jones. The two talk about carving a niche in international estate law, building a client base through strategic networking and referrals, and breaking barriers for women leaders in the legal profession. In this episode, we discuss: How a "plain vanilla" estate case involving a longtime green card holder, a surprise $400,000 estate tax bill, and a postmortem QDOT opened Paula's eyes to the complexities of international estate law and revealed "these are my people", multinational clients like the family she grew up in. Paula describes the moment that cemented her five-year exit plan at her past law firm and her decision to start her own practice in 2015. Why building your own client base is the real job security in law, how Paula left with a strong book of business, and what it's been like to grow from solo to hiring full-time employees, moving beyond contract support. How Women Owned Law entered her story, first as a founding-era member who believed women needed real business support, and later, as she returned for help navigating the next stage of growth, she joined a CLE committee and began mentoring newer members. Paula describes one of her favorite tools for managing entrepreneurial fear. Paula M. Jones, founder of Jones Estate Group, has been practicing since 1999 and advising clients on all aspects of international estate law matters for high-net-worth individuals and business owners.  She started her own firm in 2015. Client matters include efficient planning in regard to U.S. estate and gift taxation, qualified domestic trusts, residency determinations, tax treaty applications, pre-immigration planning, expatriation tax planning, administration of estates of foreign individuals with U.S. property, foreign account and asset compliance issues, and migration of trusts. Paula is an adjunct professor at Western New England University School of Law, where she teaches International Estate Planning.  She serves on the STEP Cross-Border SIG Committee and has authored several articles in respected industry journals such as Trusts and Estates, AICPA's Tax Advisor, and the ABA's Practical Tax Lawyer. Website: https://jonesestategroup.com/ Social Media Links: https://www.linkedin.com/in/paula-m-jones-esq-b9b357113/    

150 years ago this month, the Indian Act became law — a sweeping piece of legislation that governed almost every aspect of First Nations' lives — and has long been criticized as unfair, racist and “unquestionably sexist."On this special edition of The House, Catherine Cullen explores the history of the discriminatory legislation with Bob Joseph, author of 21 Things You Might Not Know about the Indian Act and Janice Makokis, an Indigenous Legal Rights Scholar and associate professor at the University of Windsor Faculty of Law. The program also looks at current attempts to reform the Indian Act through Bill S-2, an amendment that would allow status to pass on indefinitely to future generations — eliminating the "second-generation cut-off." Dawn Lavell-Harvard, former national president of the Native Women's Association of Canada, explains how it would impact her own family, and Kitigan Zibi's Nick Ottawa explains why First Nations are concerned about an influx of new members without a recent connection to the community. Then columnist and professor Niigaan Sinclair weighs in on whether he thinks the bill will pass. Plus, host Catherine Cullen speaks to Chief Councillor John Jack about how the Maa-nulth Treaty on Vancouver Island allowed Huu-ay-aht First Nation to literally burn a copy of the Indian Act fifteen years ago, and why he believes their modern treaty is a model for the future. Then, AFN National Chief Cindy Woodhouse Nepinak adds a final thought on whether the Indian Act can be amended — or scrapped. This episode features the voices of:Bob Joseph, author of 21 Things You Might Not Know about the Indian ActJanice Makokis, Indigenous Legal Rights Scholar and associate professor at the University of Windsor Faculty of LawDawn Lavell-Harvard, former national president of the Native Women's Association of CanadaChief Jean-Guy Whiteduck, Kitigan Zibi Anishinabeg First NationNick Ottawa, Lands, Estates and Membership Administrator at Kitigan Zibi Anishinabeg First NationNiigaan Sinclair, professor of Indigenous Studies at the University of Manitoba and columnist at the Winnipeg Free PressChief Councillor John Jack, Huu-ay-aht First NationsChief Councillor Wilfred Cootes, Uchucklesaht TribeMusic from Eddie Jones Hawlith and Tipinksip Uchucklesaht Hawlith

Rhode Island. The brief story of the gem state.Welcome, traveler, to the enchanting shores of Rhode Island—a place so small it can be crossed in under an hour, yet so rich in story that it feels boundless. Tucked into the heart of New England, this coastal gem shimmers with history, whispers of rebellion, and the quiet hum of the Atlantic against its rocky shores. Here, every street, every harbor, every breeze seems to carry a tale waiting to be told.Long before the nation itself was imagined, a man named Roger Williams arrived in 1636, weary yet resolute. Banished from neighboring colonies for his radical beliefs, he sought not power, but freedom—the freedom to think, to worship, to live without fear of persecution. And so, on the banks of what would become Providence, he built a refuge unlike any other. It was a bold experiment, a sanctuary of tolerance in a rigid world. In that moment, Rhode Island became more than a place—it became an idea.The sea, ever-present and ever-inviting, shaped the colony's destiny. Ships carved paths across distant waters, carrying goods, stories, and fortunes. In time, Newport rose like a jewel along the coast, its harbor bustling with trade and ambition. It became one of the wealthiest ports in early America, though its prosperity was intertwined with the darker currents of the triangular trade. Still, the echoes of that era linger in the creak of old docks and the salt-stained air.Yet Rhode Island was never content to simply follow—it resisted. In 1772, under a moonlit sky, colonists set fire to a British customs schooner in what became known as the Gaspee Affair. Flames danced upon the water, and with them, the first sparks of revolution ignited. It was a daring act, a declaration that even the smallest colony would not bow quietly to empire.Innovation, too, found its home here. In the quiet determination of its people, bold ideas took shape—like the USS Turtle, the world's first combat submarine, slipping silently beneath the waves in a daring attempt to change naval warfare forever. Rhode Island has always been a place where imagination meets courage.As the centuries turned, Newport transformed once more—not into a port of trade, but into a playground of grandeur. Along its cliffs rose the magnificent Newport Mansions, shimmering monuments to the Gilded Age. Estates like The Breakers, Marble House, and Rosecliff stood not merely as homes, but as declarations of wealth and artistry. Within their walls, laughter echoed through grand halls, and chandeliers glittered like captured starlight.And yet, for all its grandeur, Rhode Island never lost its charm—its delightful eccentricities, its sense of identity. Here, even the smallest details carry pride. The state bird, the Rhode Island Red, struts as a symbol of local heritage, while the beloved drink, coffee milk, offers a sweet, nostalgic taste of home. These quirks are not trivial—they are threads in the tapestry of a place that knows exactly who it is.Today, Rhode Island stands as a living storybook. Walk the streets of Providence, and you may feel the quiet presence of its founding ideals. Stand along the coastline, and the wind may carry whispers of sailors, rebels, and dreamers. Beneath its modest size lies a vast and vibrant past—a testament to resilience, creativity, and the enduring power of freedom.So come closer. Listen carefully. In Rhode Island, the past is never far away—it lingers in the air, dances on the waves, and waits, patiently, to enchant all who arrive.The content for this episode is written by Chef Walter, narrated by Noah Mitchell, and produced by SimVal Media, USA

This week on Hull on Estates, Jonathan Kappy and Osama Saleemi discuss the passing of accounts in estate, trust, and fiduciary matters, with a particular focus on how the process can be used creatively beyond its traditional retrospective function. The episode examines the limits of passing accounts, the court's role in reviewing fiduciary conduct, and how trustees and other fiduciaries may use the process to obtain practical assurance for proposed interim distributions, while remaining mindful of the boundaries of judicial discretion.

A Garda has been hit with a two-year driving ban after a judge ruled his attempt to chase two illegal scrambler bikes amounted to dangerous driving — mounting kerbs, flying down a busy road, and all in the middle of heavy traffic and kids heading to school.So should Gardaí be allowed to chase scramblers and e-scooters, or is it just too risky for the public?The debate explodes. Some callers say the judge has handed “scrotes” a green light and the guard should get a medal… others insist rules are rules, and a patrol car can't become a weapon.

Improve your foiling skills in paradise! Join us in Montanita Ecuador May 23-30, 2026 for a foil drive / tow / prone foil camp with Ecuador Foil, KT Foiling & Julia Castro. Learn MoreOn this episode, Robert Ross (owner of Ecuador Foil and the ME Hotel & Villas - Montañita Estates in Montañita, Ecuador) joins Luc Moore (host of the Foil Life Podcast) for a practical Q&A answering all the common questions about the upcoming Ecuador Foil Retreat.Robert breaks down the world-class foiling setup in warm, consistent Pacific waters: the legendary “Laboratory” reef spot with its easy conveyor-belt rip, straight takeoffs on mushy crumbly waves, high wave count (50–70 waves per session), boat launches into point breaks, and options for prone, tow, and foil drive sessions. The retreats cater to all levels—from beginners chasing their first reps to experienced wingers and surfers looking to add tow foiling or get more volume in uncrowded conditions.The conversation covers prevailing conditions (waist to double overhead, works on all swell sizes), ideal gear recommendations, no-wetsuit warm water (around 80°F), daily sessions adjusted for tides and wind, transfers to multiple breaks, and why this spot is exceptionally beginner- and intermediate-friendly thanks to the forgiving wave shape and current assistance.They also dive into logistics: airport pickups from Guayaquil with driver Henry, boutique hotel accommodations (private rooms or shared villas with kitchens, pools, Jacuzzis, and on-site restaurant/bar), nearby seafood spots, family-friendly options for non-foilers, safety in the area, and a typical retreat day blending early morning sessions, downtime in hammocks, and group dinners.Episode Highlights:- The “Laboratory” and boat-access spots — easy launches, rip-assisted paddles, high repetition, and conveyor-belt wave access ideal for learning or racking up waves.- Conditions & versatility — all swell sizes, warm water, prone/tow/foil drive options, tide- and swell-dependent spot rotations (beach breaks to reefs).- Who it's for — beginners to advanced, wingers transitioning to tow, lake/wake experienced riders, and groups; gear rentals available.- Retreat practicalities — two-week window with flexible daily sessions, hotel details (pools, Jacuzzis, no mandatory shared rooms), food (fresh seafood, group dining options), sun protection, and family activities.- Travel tips — Guayaquil arrivals, WhatsApp communication, safety notes, and why warm water + easy access makes everything more fun and less exhausting.If you're on the fence about a tropical foiling getaway with consistent warm-water waves, easy learning conditions, boat-assisted tow sessions, and a relaxed boutique hotel base in a vibrant surf town, this episode delivers the exact details you need—plus plenty of stoke for high-volume, uncrowded foiling in paradise.Robert Ross / Ecuador Foil — https://www.ecuadorfoil.com  ME Hotel & Villas (Montañita Estates) — https://www.montanitaestates.com  Foil Life Podcast — https://foillifepodcast.com/camps  Check https://foillifepodcast.com/camps or www.ecuadorfoil.com for retreat dates (including the May sessions), booking info, and to reach out directly. They're ready to customize your Ecuador foil adventure.

On this week's Ask Todd, Todd Lutsky breaks down the real differences between life estates and irrevocable trusts — and why the “quick fix” solution isn't always the best one.Todd explains:How much control you actually give up with a life estateWhy irrevocable Medicaid trusts are often used to protect assets from long-term care costsThe five-year lookback rule and what it means for nursing home planningCapital gains consequences when selling property held in a life estateWhat happens when a parent leaves property to just one child — and how gift tax rules apply if proceeds are sharedIf you own property, are worried about long-term care costs, or already have a life estate in place, this episode walks through the pros, cons, and tax implications you need to understand.

Welcome back to another episode of Beats, Vines & Life! This time, host MJ Towler heads to the heart of Napa Valley for a refreshing and thoughtful conversation with Jack Bittner, the managing partner of Accendo Estate. With a rich background in business, global investment, and a deep-rooted love for fine wine, Jack B brings an owner's mindset and a collector's palate to every decision at Accendo.In this episode, you'll hear about Jack B's journey from a small town near Boston to becoming a Napa Valley tastemaker, how philosophy and a curious spirit shaped his path, and how he sees wine as an ever-evolving puzzle—one that keeps even the sharpest minds guessing. The discussion covers everything from the art of precision viticulture and what truly defines a “sense of place” in wine, to wild stories from his early days managing a wine shop (while still underage!) and insights on the challenges and future of Napa Valley's luxury wine scene.But it's not all business—expect plenty of laughs, tales of family legacy, creative collaborations in winemaking, and the sometimes-overlooked romance and grit that goes into every bottle. Whether you're a wine aficionado, a lover of good stories, or just craving inspiration, this episode serves up a glassful of wisdom, warmth, and life lessons you won't want to miss. For more information about Accendo Estate click the link!Follow Accendo Estate on IG!____________________________________________________________Until next time, cheers to the mavericks, philosophers, deep thinkers, and wine drinkers! Go to the-vines.com and use code BLACKWINEGUY to unlock member pricing and join their community for just $395, plus get a case of wines they make with their partners. (U.S. addresses only.)Subscribe and give Beats Vines and Life a five-star review on whichever platform you listen to.For insider info from MJ and exclusive content from the show, sign up at blackwineguy.comFollow MJ @blackwineguyFollow Beats Vines and Life @beatsvinesandlifeFollow Totally Biased Wine Reviews on IGSign up for Totally Biased Wine Reviews Hosted on Acast. See acast.com/privacy for more information.

On this week's Ask Todd, Todd Lutsky explains why life estates can create serious tax, creditor, and control problems—and why an irrevocable trust is often the better solution for protecting your home.He also answers listener questions on updating a revocable trust in your 90s, protecting rental property from the five-year lookback, and what happens when your assets grow beyond the Massachusetts estate tax exemption.Download Todd's free guide, The Calculating the Consequences of a Life Estate, to understand the risks before you sign anything.

Markets were hit with fresh volatility after reports of an attack on the world's largest natural gas field, sending oil prices sharply higher and raising new concerns about global energy supply. Chuck and Mark break down what this escalation means for crude markets, LNG infrastructure, inflation, and the broader economy—along with a hotter-than-expected Producer Price Index (PPI) report that could complicate the Fed's path forward.Todd Lutsky joins for Ask Todd to explain why life estates can create unintended tax consequences and loss of control—especially when compared to irrevocable trusts. He also answers listener questions on revocable trusts, protecting rental properties from the five-year lookback, and navigating the Massachusetts estate tax exemption.A packed episode covering energy shocks, inflation pressures, and smart estate planning strategies.

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. What seems straightforward on paper can quickly involve multiple jurisdictions, reporting requirements, and competing legal systems. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Martin Behn, partner at Lathrop GPM, about the estate planning challenges that arise when individuals hold assets or citizenship in more than one country. Using the recent death of actress Catherine O'Hara as an example, Martin explains how advisors must identify assets globally, determine which country's laws apply, and account for international tax treaties. David and Martin also explore how factors like residency, citizenship and domicile influence estate taxation and inheritance outcomes. Their conversation highlights why cross-border planning often requires coordination between advisors and attorneys in different jurisdictions to help families transfer wealth effectively. Key takeaways: Why identifying every asset worldwide is the first step in cross-border estate planning How tax treaties determine which country controls estate and gift tax treatment Why advisors may need estate planning documents in multiple jurisdictions The planning risks when countries impose forced heirship rules on estates The difference between citizenship, residency and domicile in tax planning And more! Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Martin Behn: LinkedIn: Martin Behn Website: Lathrop GPM About Our Guest: Martin Behn represents clients in matters concerning estate planning, trust administration, probate, and trust litigation. Martin's practice primarily focuses on estate planning with a multi-generational focus.  Martin advises clients regarding sophisticated family wealth transfer and tax planning techniques, including Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), sales to intentionally defective grantor trusts, gift trusts with intentionally defective grantor trust provisions, Irrevocable Life Insurance Trusts (ILITs), and Generation-Skipping transfer Trusts (GST / Heritage Trusts). Prior to joining the firm, Martin was with Sinsheimer Juhnke McIvor & Stroh, LLP in San Luis Obispo, California, and Grant & Gordon, LLP in Palo Alto, California.

The DOJ is sitting on half of the Epstein Files — and Congressman Robert Garcia says that's no accident. It's a cover-up, and Trump is leading it.Rep. Garcia joins Marc Elias to break down where the Epstein investigation stands: who's been subpoenaed, what the DOJ is hiding, and why this is already worse than Watergate.Support Democracy Docket's mission:https://newsletters.democracydocket.com/anchor-youtube-fridayCongressman Robert Garcia:https://robertgarcia.com/00:00 Today's Guest: Congressman Robert Garcia01:07 Latest Developments with the Epstein Files04:02 Strategic Power: How the Minority Forces Subpoenas08:26 Unpacking the Cover-Up: What's Still Missing10:06 Pam Bondi's Role in the Record Compilation14:09 Expanding the Hunt: Banks, Estates, and Survivors17:12 Beyond the Island: The New Mexico Ranch Investigation18:18 FBI Inside Job? Why Civil Servants are Speaking Out20:16 Elite Accountability: The Political Fallout for Trump23:44 Investigating Both Parties: Moving Beyond Partisanship25:49 History of Failure: Why Law Enforcement Stalled28:45 The Battle for 2026: Redistricting and Competitive Seats30:37 The SAVE Act: New Threats to Your Voting Rights32:34 ICE Agents vs. The Military: A New Suppression Tactic?35:40 Exposing "Fake Moderates" and House Seat Predictions39:22 Connecting the Dots: Corruption, the Economy, and Your Vote

In this week's Ask Todd, Todd Lutsky of Cushing & Dolan breaks down the pros and cons of life estates — one of the most commonly used, and commonly misunderstood, estate planning tools. Todd explains what a life estate actually does, the loss-of-control issues many families don't anticipate, and why selling a home with a life estate can become more complicated than expected.He also outlines when life estates may make sense — and when an irrevocable trust may be the better alternative.Listeners also asked: • Is there a tax-efficient way to protect an IRA from Medicaid?• How the SECURE Act affects inherited IRA planning• Can you sell a home held in an irrevocable trust without resetting the five-year clock?• What are the real benefits — and risks — of using a life estate?If you have questions about estate planning, Medicaid planning, or protecting your assets, tune in to Ask Todd every Wednesday at 10:30am on the Financial Exchange Radio Network.To learn more, visit cushingdolan.com or call (866) 848-5699.

Attorney Steve Gibbs Puts Whole Life Insurance on trial and Makes "The Case" for utilizing it Your Wealth Building Arsenal. Caleb Guilliams is joined by Steve, the co-founder of Insurance and Estates with a surprise guest, Barry Brooksby, to challenge him on why he calls whole life insurance a "guaranteed investment".Watch the Video on Youtube for Visuals - https://youtu.be/wk210M9jfLsWant a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarityWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant More Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comTimestamps:00:00 Intro 01:03 Introducing Steve & Barry 02:50 Barry introduces Insurance and Estates 05:09 Quantifying The Value of Credit Protection 09:56 Asset Protection From Contracts and State Laws12:50 Cash in a Bank vs. Cash Value Life Insurance 15:02 Life Insurance as a Contract and Trust 16:31 Barry Addresses "Guaranteed Investment" Statement 18:07 Defining "Investment" and "Guaranteed Asset"22:21 Contract as an Asset 24:46 How is life insurance considered a trust? 28:36 Steve's "AHA moment" on Life Insurance 33:42 Life Insurance Compared to 401ks 43:21 Steve's Personal Experience with Life Insurance 45:16 Why are people attracted to life insurance? 48:24 Comparing IUL (Indexed Universal Life) to Whole Life Contracts 55:20 Response to "Buy Term and Invest the Difference" 58:08 Legacy and Permanent Life Insurance 1:01:55 100 Years of Bond Yields vs Dividend Interest Rates 1:11:21 Why is Life Insurance so Hated? 1:18:50 Final ThoughtsDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Use code emily at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/emily  Thanks to Incogni for sponsoring this video. Watch the full coverage of the live stream on The Emily D. Baker YouTube channel: https://youtu.be/-pr_ALNGSw4 Day 8 of the Kouri Richins trial delivered a whiplash of information, moving from forensic accounting and life insurance details to the dramatic testimony of a key witness in a romantic relationship with the defendant, Robert Josh Grossmann. Don't miss the dramatic details and the full context of this pivotal day in the Kouri Richens trial! RESOURCES Kouri Richins Trial Playlist - https://www.youtube.com/playlist?list=PLsbUyvZas7gIKTiEBENmlYTBxjH_fbLUO   Kouri Richins Trial Case Brief Playlist - https://www.youtube.com/playlist?list=PLFdNnRZUqH63ET7ols7SV3omxBEPgMoAh Learn more about your ad choices. Visit podcastchoices.com/adchoices

Life choices that fall outside the traditional script can expose weaknesses in systems built on long-standing assumptions. When marriage, children and default heirs are not part of the picture, planning must adapt or risk unintended consequences. In this episode of Celebrity Estates, Senior Editor David Lenok explores the estate of Coco Chanel alongside Dr. Jay Zigmont, PhD, MBA, CFP, founder and CEO of Childfree Wealth. Their discussion centers on how outdated legal frameworks intersect with modern family structures, why capacity and undue influence claims arise in high-profile estates, and what happens when significant wealth is directed outside bloodlines. Jay outlines how childfree and permanently childless adults face unique estate and long-term care considerations, why powers of attorney and fiduciary appointments are critical, and how a “die with zero” philosophy can reshape retirement and legacy strategies. Join David Lenok and Dr. Jay Zigmont as they unpack the estate planning lessons behind nontraditional family structures and the importance of aligning financial systems with evolving life paths. Key takeaways: Why 25% of U.S. adults identify as childfree or permanently childless How estate law assumptions can create guardianship and inheritance risks Why many professionals suggest evaluating powers of attorney by midlife Why “die with zero” planning challenges traditional AUM models How advisors can adapt systems to better serve nontraditional families Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Jay Zigmont: LinkedIn: Jay Zigmont Website: Childfree Wealth Website: Childfree Trust About Our Guest: Dr. Jay Zigmont is on a mission to help people without kids live their best lives, with the plan and finances to support it. He's a CERTIFIED FINANCIAL PLANNER and Childfree Wealth Specialist with Childfree Wealth. In short, he's the go-to expert on navigating the financial road less traveled for people without kids. He's the author of The Childfree Guide to Life and Money and a cohost of the Childfree Life by Design podcast, where he drops expert knowledge with a dose of humor. Dr. Jay is a frequent contributor to top-tier media outlets, including Forbes, C-Span, TheStreet, and the Wall Street Journal.

Today we welcome Sarah Jane to the R2Kast

Guest: Tyler Anbinder. The author explains the potato blight's origins, the devastation on estates like Lansdowne's, and the economic reasons landlords paid to ship tenants to America.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.