Podcasts about probate law

There are plenty of things about being an attorney that make it seem less than desirable as a potential career choice. The long hours are pretty much a given and there's a reason that most portrayals of lawyers include some allusion to titanic amounts of stress.But one thing that I would venture a guess most law students don't consider is how genuinely uncomfortable and awkward our profession can truly be. Unless you're devoid of empathy AND immune to first, second, or even third-hand embarrassment, the law of large numbers means you're going to find yourself in a scenario that feels like the worst episode of a sitcom you already didn't like. The importance of telling your client something they don't want to hear is nothing new, but as my guest today has seen in her decades of practice, when it comes to the complexity of the legal system it's generally the folks who THOUGHT they understood what was happening who end up taking the biggest emotional hit.Rachel A. King is an attorney in practicing in California, Arizona, Kentucky, and Texas.A veteran of the U.S. military Rachel served in the Army as a paralegal and Communication Specialist before earning her JD from Thomas Jefferson School of Law.As the founder of the King Law Firm, Rachel is Board Certified in the area of Estate Planning, Trust, and Probate Law, and is committed to the legal success of her clients and believes communication is essential for a successful attorney-client relationship. She not only proves this daily in her practice, but as the host of the Gavels Down, Voices Uppodcast which aims to demystify the legal system, and as the author of the forthcoming book, "Getting Divorced, Now What?", a guide which aims to be a compassionate, relatable roadmap for those who may not be able afford an attorney. We talk about everything from what it's like to grow up in a legal family, why a nontraditional route to law school is often more of an asset than a liability, and why –  no matter how much we may want it – as a boss, we eventually have to choose between being a leader and a friend. Enjoy the show.

The aftermath of trust litigation brought by beneficiaries against trustees is too often a lawyer malpractice claim against the drafting lawyer.  Listen to Sean McKissick and Kristin Yokomoto discuss the 1958 balancing test applied to lawyer malpractice cases and the messages from the courts in recent cases. About Our Guest:  Sean McKissickSean McKissick is a partner at Downey Brand LLP in Sacramento, California, where he specializes in trust and estate litigation.  He serves as the Vice Chair of the Probate and Estate Planning Section of the Sacramento County Bar Association.  He is the current Editor of Trust on Trial, a blog focusing on trust and estate litigation in California that was founded by the Honorable Jeffrey Galvin prior to his ascension to the bench.  Listeners can receive Sean's blog posts via email as they are posted by subscribing at https://www.trustontrial.com/subscribe/.  About Our Host:  Kristin YokomotoKristin Yokomoto, Esq., is a partner at Baker & Hostetler LLP in Costa Mesa, California. She practices in the areas of estate planning for high net worth clients, business succession planning, trust administration, and probate. She is a Legal Specialist in Estate Planning, Trust & Probate Law certified by the State Bar of California. Kristin is a Fellow of the American College of Trust and Estate Counsel (ACTEC), Executive Committee Member of the CLA Trust and Estate Section (TEXCOM), and Committee Member of the Orange County Bar Association Professionalism & Ethics Committee.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek and Cat Hammons

Navigating through a divorce involves more than just the legal process—it requires thoughtful planning before and after. Kimberly Loveland, an esteemed estate planning expert, joins us to shed light on crucial strategies to ensure a smooth transition out of marriage!! Key Insights: Preparation is Key: Kimberly emphasizes the importance of proactive planning before, during, and after divorce. Updating beneficiaries and revising financial plans are critical steps to safeguarding your assets. Building Your Support Team: Engaging professionals like estate planners and CPAs can alleviate the burden of handling complex financial decisions alone. Kimberly shares how having a skilled team was pivotal in her own divorce journey. Estate Planning Essentials: Understanding the nuances of estate planning is essential, especially in scenarios involving blended families or common-law spouses. Kimberly advocates for preemptive measures such as premarital agreements to prevent future conflicts. Legal and Financial Considerations: Discussing trusts, tax implications, and property agreements, Kimberly stresses the significance of seeking expert advice to navigate these intricate matters effectively. What You'll Learn: Strategies to update and safeguard financial assets during divorce. The pivotal role of estate planning in protecting your interests. Practical advice on engaging a competent support team for holistic divorce management. Insightful tips on legal documents and their implications in divorce proceedings. Long-term financial planning considerations for subsequent marriages. Connect with Kimberly Loveland: Website: www.lhestatelaw.com LinkedIn: linkedin.com/in/kloveland Facebook: facebook.com/lhestatelaw Instagram: @lhestatelaw About Kimberly Loveland: Kimberly Loveland is a board-certified Estate Planning and Probate Law attorney practicing in Florida and Texas. With expertise in high net worth tax practices and family wealth transfer, she specializes in estate planning, trust administration, and mediation services. Kimberly is committed to empowering individuals through personalized asset protection strategies across life stages. About the Podcast: Hosted by Olivia Brooke Summerhill, Certified Financial Planner, and Divorce Specialist, the podcast aims to equip affluent women with practical advice to maintain their lifestyle during and after divorce. Connect with Olivia Brooke Summerhill: Website: www.summerhillfirm.com LinkedIn: Click Here Tune in to the latest episode for expert insights from Kimberly Loveland on navigating divorce with confidence and foresight.

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

Attorney Liz Nielsen has guided hundreds of families through the estate planning process, serving as their trusted advisor to bring peace of mind to their lives. She is the founder of Nielsen Law, a small estate planning law firm in Austin, Texas.  Liz is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She practices exclusively in the areas of estate planning, special needs planning, and estate administration.Liz is also President of the Travis County Women Lawyers Association. Giving back to the Austin community is very important to Liz. TCWLA is a nonprofit organization that is committed to supporting issues affecting women both as lawyers and as members of society.  Liz is also Board Vice Chair/President-Elect of AGE of Central Texas, a nonprofit organization that helps older adults and their caregivers thrive as they navigate the realities and opportunities of aging and caregiving.In this episode, Liz shares some of the ways that industry organizations such as TCWLA are supporting working professionals and advancing opportunities and change. She also shares her insights on what to look for when considering whether to join an organization and how to get the most benefit from your participation. Lastly, Liz shares some insights into the work she does in helping individuals and families through estate planning. She busts some myths about who this planning applies to and what it entails. 

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

If you have had to deal with probating a will before you understand how the process works. For those of you who have yet to deal with a probate process, the law in Indiana has certain requirements that must be fulfilled to move forward efficiently and in a timely manner. Read the full article here: www.oflaherty-law.com/learn-about-la…te-law-updates O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: www.oflaherty-law.com/ - LinkedIn: www.linkedin.com/company/oflahertylaw - Instagram: www.instagram.com/oflahertylaw - Facebook: www.facebook.com/oflahertylawGroup/ **None of the content in this series is intended as paid legal advice.

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

Elijah Keyes' interest in estate planning and special needs began as a child where he saw the effects of long-term illness in his household. He gained an appreciation of the effects of physical and mental illnesses and how they affect families and communities. Ever since becoming an attorney, Elijah has worked exclusively in the areas of estate planning, special needs, elder law, and tax.Elijah is recognized as a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. Elijah is also a member of the J. Rueben Clark Law Society, the Foundation Fighting Blindness, and the Multiple Sclerosis Society.Elijah is a former professor of law at Golden Gate University and frequently speaks to attorneys and community groups on a range of issues related to special needs trusts, estate planning, trust administration, and probate.Elijah lives in Milpitas, California with his wife and two children.Connect with ElijahWebsite: www.keyeslawgroup.comLinkedIn: https://www.linkedin.com/in/elijahkeyes/General Info:Are you looking for digital marketing help for your law firm? Are you currently running a few campaigns, but are not getting the results you were hoping for?If you are nodding yes to both questions, check out these case studies of some killer results we have gotten for law firms just like yours and ask us how we can help you get those same results.  Click here to review the case studies: https://lbmsllc.com/lp-attorneys/Want a free evaluation of your digital marketing presence? Simply click here: https://www.lbmsllc.com/online-presence-report/and we'll send you a free snapshot report to get started.For a copy of my book, 7 Steps to Recession-Proofing Your Business, click this link: https://www.lbmsllc.com/book General Info: Need help with your law firm's digital marketing? Check out these case studies of some killer results we have gotten for law firms just like yours.Click here to review the case studies: https://lbmsllc.com/lp-attorneys/Click here for a free online presence report and marketing analysis. Connect With Us On Social Media:Facebook: https://www.facebook.com/lbmsllcInstagram: https://www.instagram.com/lbmsllc/Twitter: https://twitter.com/lbmsllcLinkedIn: https://www.linkedin.com/company/local-business-marketing-solutionsAlignable: https://www.alignable.com/fanwood-nj/local-business-marketing-solutionsConnect With Frank Directly on LinkedIn: https://www.linkedin.com/in/fdemming/YouTube: https://www.youtube.com/@lbmsllc

Mike Menninger has been a full-time estate planner since 2014.  He is one of only approximately 155 attorneys in Ohio that is certified as a specialist in Estate Planning, Trust & Probate Law by the Ohio State Bar Association.  To have achieved and maintained that distinction, he dedicates himself to education, both for himself and his clients, to ensure he is able to provide the technical know-how along with honest and heartfelt counseling.  His approach to estate planning is built upon his knowledge and training, but it is exponentially improved by what he's learned from clients and their stories. He is comfortable helping families implement simple and complex estate planning strategies, advising on tax and asset protection considerations, and educating and counseling his clients along the way.  The lasting and meaningful relationships with his clients are why he's in this business.Connect with MikeWebsite: https://hmestateplanning.com/Social Media: https://www.linkedin.com/in/michael-menninger-7b497a8/General Info:Are you looking for digital marketing help for your law firm? Are you currently running a few campaigns, but are not getting the results you were hoping for?If you are nodding yes to both questions, check out these case studies of some killer results we have gotten for law firms just like yours and ask us how we can help you get those same results.  Click here to review the case studies: https://lbmsllc.com/lp-attorneys/Want a free evaluation of your digital marketing presence? Simply click here: https://www.lbmsllc.com/online-presence-report/and we'll send you a free snapshot report to get started.For a copy of my book, 7 Steps to Recession-Proofing Your Business, click this link: https://www.lbmsllc.com/bookConnect With Us On Social Media:Facebook: https://www.facebook.com/lbmsllcInstagram: https://www.instagram.com/lbmsllc/Twitter: https://twitter.com/lbmsllcLinkedIn: https://www.linkedin.com/company/local-business-marketing-solutionsAlignable: https://www.alignable.com/fanwood-nj/local-business-marketing-solutionsConnect With Frank Directly on LinkedIn: https://www.linkedin.com/in/fdemming/YouTube: https://www.youtube.com/@lbmsllc

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

Probate lawyers discover the legacy a loved one intended and how to implement that legacy most fairly. Scott Rahn meets clients during emotional and stressful times, but Scott's zealous efficacy allows him to leave his clients in a better position regarding their loved one's estates.Advertiser: Journey and Practice offers The Heart-Centered Lawyers Membership, a community of law students, grads, and lawyers who participate in self-care activities to improve their legal journey and practice. Visit https://journeyandpractice.com/services and enroll with code "podcast" for a special rate.Scott Rahn's BackgroundScott Rahn attended undergrad in his home state of Wisconsin. Still, Scott has yet to make plans to leave sunny California. Although Scott wanted to become a mergers and acquisition lawyer, Scott discovered that he enjoyed probate litigation. Scott Rahn founded RMO Probate Litigation, a nationwide estate litigation firm.  Are Nice Lawyers Successful?Scott did not have to become some loud-talking, arrogant jerk, as most litigators are portrayed, to get results for his clients. Scott Rahn explains that when you work with jerk lawyers, you will pay more and get slower results when clients want to have their problems handled promptly for the least amount of money. You do not need a shark lawyer to receive results. Lawyer Side HustlesAfter practicing probate litigation for a few years while working for others, Scott Rahn decided to open his law firm, RMO Probate Litigation. RMO has grown and opened five offices nationwide.Probate law eventually touches every person's life, which is one of the challenges of probate law. Typical scenarios are when someone you know dies if you create a will or trust for yourself. When Scott Rahn became interested in probate litigation, Scott knew that he was ready to help people. Join the FREE mailing list!Get behind-the-scenes content from Kyla. 1) Visit www.youarealawyer.com2) Add your email address to the Subscribe pop-up box OR3) Enter your email address on the right side of the screen4) Get emails from me (I won't fill your inbox with junk)!LINKS AND THINGSAdvertiser: Journey and Practice offers The Heart-Centered Lawyers Membership, a community of law students, grads, and lawyers who participate in self-care activities to improve their legal journey and practice. Visit https://journeyandpractice.com/services and enroll with code "podcast" for a special rate.YOU MAY ALSO LIKE THESE EPISODESWhy People Avoid Estate Planning (and How Lawyers Can Change This) featuring Justin Stivers: https://www.youarealawyer.com/posts/why-people-avoid-estate-planning-and-how-lawyers-can-change-this-featuring-justin-stiversHow To Budget Like a Lawyer and Become Financially Free featuring Rho Thomas: https://www.youarealawyer.com/posts/www-youarealawyer-com-posts-rho-thomas-money-coach-and-lawyerHow Sales Funnels are Changing the Legal Industry featuring Sam MollaeiVIDEO TIMESTAMPS00:00 - INTRO00:20 - WELCOME SCOTT RAHN00:29 - SCOTT'S BACKGROUND01:20 - MIDWEST LIFE & SPORTS02:30 - PROBATE LAW AFFECTS EVERYONE03:30 - INNOVATE PROBATE LAW07:10 - NATIONWIDE PROBATE LITIGATORS08:02 - PROBATE LAW & PANDEMIC09:22 - TRUST ACCOUNTS: PRO & CON12:37 - YOU ARE A LAWYER PODCAST12:50 - LAW SCHOOL EXPERIENCE15:12 - ZEALOUS EFFICACY17:30 - PREPARE FOR LITIGATION19:03 - DAY IN THE LIFE22:34 - POWER OF PROBATE LAW 23:44 - ADVICE FOR NEW LAWYERS25:30 - OUTROThanks for watching the You Are A Lawyer podcast! New episodes released every Thursday

James L. Cunningham, Jr. has been an attorney for more than two decades in the areas of estate planning, probate, trust administration, elder law, disability/special needs planning, and much more. He is one of the few attorneys certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law. As founder of Cunningham Legal, he oversees six offices, along with a team of attorneys and professionals focused entirely on estate issues. James is a California native, a devoted husband, and the father of three children.   During the show we discuss: What Estate Planning Entails What Happens When You Don't Get Estate Planning Right What Should Be in a Will What a Living Will Can Do for You What Advantages Estate Plans Offer Factors You Should Take into Account in Setting Up a Trust Why the Government Wants to Take All Your Money When You Die How Often You Should Update a Trust How Divorce for You or Your Kids Affects Your Estate  How a Local Estate Planner Can Get Started Elements that Make Up Estate Planning How to Choose an Executor  Elements that Constitute an Effective Estate Plan Key Papers for Estate Planning Elements of Estate Planning that are the Most Crucial The Issues Covered by Estate Planning The Best Way to Get Ready for Estate Planning Why Estate Planning is So Crucial Who Needs to Prepare Their Estate The Various Estate Planning Strategies and What They Accomplish   Show resources: www.cunninghamlegal.com

What is a conservatorship? Over the past few years, “conservatorship” has become a popular buzz word and the topic of many discussions in the media. With this new-found attention on conservatorships, California lawmakers have been busy, passing multiple bills and changing the landscape of how conservatorships are established, managed, and supervised in California Probate Courts. Although there is some criticism of the restrictive nature of conservatorships, these proceedings are designed to protect California residents who cannot properly manage their own affairs. Our guest, Joseph Gruber, Jr., Esq., answers our initial question—what is a conservatorship—and so much more. About Our GuestJoseph Gruber, Jr., Esq., is an attorney with Aaron, Riechert, Carpol, and Riffle, APC. The Board of Legal Specialization of the California State Bar Association has certified Mr. Gruber as a specialist in Estate Planning, Trust, and Probate Law. Mr. Gruber frequently handles conservatorship matters and is often appointed by the superior courts of San Mateo County and Santa Clara County to serve as independent counsel for various conservatees. Mr. Gruber is also the chair of the Estate Planning, Trust, and Probate Section of the San Mateo County Bar Association. You can contact Mr. Gruber at the information in the following link: https://www.arcr.com/attorneys-staff/joseph-e-gruber-jr/You can find Mr. Gruber's recent webinar on conservatorship basics at the following link: https://calawyers.org/event/webinar-the-nuts-and-bolts-of-conservatorship-law/About Our HostKevin Bryce Jackson, Esq. is an attorney in the Private Client and Tax Division at Withers Bergman LLP. Mr. Jackson's practice focuses on Trusts and Estates, with an emphasis on Trust and Estate Litigation. Mr. Jackson is currently a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). You can contact Mr. Jackson at the information in the following link: https://www.withersworldwide.com/en-gb/people/kevin-bryce-jacksonTrust Me is produced by Foley Marra Studios Thank you for listening to Trust Me!

Brent chats with Jonathon Morrison about how to optimize charitable lead annuity trusts. They talk about the mechanics, running the numbers, and the many tax benefits for charitable clients. A senior partner and Best Lawyers® honoree, Jonathon Morrison's practice is focused on tax, business and estate planning for clients with large or complex estates. Jonathon Morrison is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in California. After a decade practicing with preeminent estate planning law firms in Silicon Valley, Jonathon gained a mastery of virtually every estate and tax planning strategy in existence. With his unique background, Jonathon enjoys a reputation for developing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection. Jonathon is also a frequent speaker and nationally recognized expert with respect to a specific type of charitable vehicle: the “charitable lead annuity trust” (CLAT). Jonathon is routinely engaged by clients, advisors and attorneys around the country to implement and provide advice with respect to CLAT planning. Before relocating to his hometown of Phoenix in 2015 to raise children near his family, Jonathon worked with Silicon Valley's two largest estate planning law firms – most notably, the personal tax planning group associated with the preeminent venture capital law firm, Wilson Sonsini, which led IPOs for virtually every major Silicon Valley-based company, including Apple, Google, Amazon, Tesla, Twitter, LinkedIn, Netflix, Pandora, and GoDaddy. During this time, Jonathon served as a trusted advisor to hundreds of the wealthiest individuals in the world, including founders, C-level executives, “Midas List” venture capitalists, and angel investors associated with many of the top tech companies. Equipped with sophisticated tax and estate planning knowledge that is unique to the Arizona legal community, Jonathon quickly distinguished himself after his return to the Valley as one of the Phoenix area's premier tax and estate planners.Continue reading

In this episode, our guest Josie M. Porras Corporon, CELA, will be diving into the misunderstood world of elder law.  This episode is geared towards practitioners who don't know what an elder law attorney does and when they need to refer their clients to an elder law attorney; as well as to the general public as a guide for where to start when they want to plan for a long term disability in addition to their passing.  We will discuss the basics of long term care planning and public benefits and provide examples of when and how to best plan for a crisis. About Our Guest:Josie M. Porras Corporon, CELA is a Certified Elder Law Attorney by the National Elder Law Foundation, Certified Specialist, Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Dementia Care Practitioner by the National Council of Certified Dementia Practitioners. As a Certified Elder Law Attorney, she is well-versed in creating a plan to protect families in the event of crisis as well as helping families deal with the crisis with or without planning.  Josie received her BA/BSW in Social Work from California State University, Chico, and her JD from the University of Iowa College of Law. Josie was a medical social worker prior to becoming an attorney and has incorporated those skills into her law practice. She is the appointed attorney representative on the State's Advisory Committee on Alzheimer's Disease and Related Dementias; is a member of the National Academy of Elder Law Attorneys, Past President of the Northern California Chapter; and is appointed to the Executive Board for Legal Services of Northern California. Locally, she sits on the Advocacy Committee for the Chico Chapter of the Northern California and Northern Nevada Chapter of the Alzheimer's Association and is a Board Member at the Peg Taylor Center. Josie can be reached at (530) 892-2421.About 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.  Trust Me is Produced by Foley Marra StudiosThank you for listening to Trust Me!

Proprietor of Strohmeyer Law, John Strohmeyer, joined me on Ditching Hourly to talk about why he left a big hourly law firm to start his own practice and how he packages and sells fixed-fee legal services to avoid trading time for money.  John's bio:John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston, where he guides individuals through the maze of estate planning, tax, and probate law to help them leave no unfinished business.John is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. John is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”, the cool-kids club for estate planners).John hosts the Five Star Counsel podcast, which attempts to answer the question, "What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like?"Based on his first career working for the Four Seasons Hotels, primarily as the Night Manager of the Austin property, he helps lawyers get better at client service, which helps them satisfy their ethical duties to their clients and convey their competence to their clients.Here is the link to John and Jonathan talking on Five Star Counsel:https://strohmeyerlaw.libsyn.com/fsc-rewind-ditching-the-billable-hour-w-jonathan-starkWhen he's not practicing law, he spends his time with his wife Emily and their rescued mutts Griswold, Molly, and Billy; running marathons (45 as of August 15, 2022); and homebrewing beer.----Do you have questions about how to improve your business? Things like: Value pricing your work instead of billing for your time? Positioning yourself as the go-to person in your space? Productizing your services so you never have to have another awkward sales call or spend hours writing another custom proposal? Book a one-on-one coaching call with me and get answers to these questions and others in the time it takes to get ready for work in the morning.Best of all, you're covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word, and I'll refund your purchase in full.To book your one-on-one coaching call, go to: https://jonathanstark.com/callI hope to see you there!

Informal administration of an estate in Wisconsin is anything $50,000 in value or under. If the will is challenged, it will have to become a formal administration where the probate court decides on the issues. Read the full article here: https://www.oflaherty-law.com/learn-about-law/wisconsin-probate-law-changes O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ **None of the content in this series is intended as paid legal advice. In #Wisconsin, the #probate court handles all issues related to probating a will. The probate process is initiated by the personal representative filing a petition with the probate #court to validate a #will.

There's a lot of talk about student loan debt and the rising cost of college education.  One tax effective solution for clients who want to help their children or grandchildren with this rising cost is a 529 plan.  In this episode, our guest David Oh will review the basic rules of 529 plans and discuss what clients should consider when setting up such plans. He will also examine the tax and financial differences between 529 plans and other gifting options.  David Oh (Trust Counsel and Managing Director for Fiduciary Trust International of California) is a senior trusts and estates advisor with broad experience in estate planning and trust administration. He advises clients on matters including tax planning, tax compliance, wealth transfer techniques, and charitable strategies. He earned a Master of Laws (LLM) in taxation at Boston University School of Law, Juris Doctor from University of the Pacific, and Bachelor of Arts in legal studies from University of California at Berkeley. He is a Certified Specialist in both Taxation Law as well as in Estate Planning, Trust and Probate Law by the State Bar of California. David sits on the boards of Continuing Education of the Bar and the Estate and Gift Tax committee of the California Lawyer's Association.  David can be reached at: david.oh@ftci.com David also presented a webinar entitled 529 Plan Basics for Estate Planning, which can be found here: Education – California Lawyers Association (calawyers.org) 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. Trust Me is Produced by Foley Marra Studios.Thank you for listening to Trust Me!

When you die, are you going to leave your loved ones with an easy situation to deal with or are you going to leave them a mess? If you have not done any estate planning, leaving them a mess becomes the default. Because estate planning is so critical to the completion of a financial plan, we're going to go in depth in this 4 part series of what you need to know to make it easy for your beneficiaries. Pull up a chair, relax, and enjoy as you learn how to make life easy for your beneficiaries once you're gone.

This Episode of “Trust Me” is Part 2 of a multi-episode series, which features an interview with Ryan Szczepanik and Ciarán O'Sullivan, the co-authors of the article: “When They Don't Clap for Anti-SLAPP.” The article appeared in the California Trusts and Estates Quarterly, Volume 28, Issue 1, published in 2022 by the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (“TEXCOM”). In our first episode with Ryan and Ciarán, we covered the general use of SLAPP lawsuits and anti-SLAPP motions. In this episode, we discuss the application of anti-SLAPP motions in trust and estate disputes, policy considerations and potential legislation concerning anti-SLAPP motions in trust and estate cases, and practical tips for handling anti-SLAPP motions in the probate court. About our Guests:Ryan J. Szczepanik, J.D., is a California Certified Specialist in Estate Planning, Trust and Probate Law. He is a Member of TEXCOM.Ciarán O'Sullivan has litigated the entire range of trust and estate related disputes since 1998. He is a Member of TEXCOM, and is the current chairman of its Litigation sub-committee. He is a frequent writer and presenter on topics of interest to Trusts and Estates litigators, and has published articles in the Trusts and Estates Quarterly, the Daily Journal, and elsewhere on trial and appellate procedure.    About our Host:Kevin Bryce Jackson represents fiduciaries and individuals throughout California in a wide range of trust and estate matters. He is the New Lawyers Section's liaison to TEXCOM.If you have questions, comments, and/or suggestions for future topics, please email Anna Soliman at asoliman@ftci.com Trust Me is Produced by Foley Marra Studios www.thefoleymarrastudios.comThank you for listening to Trust Me!

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 091 Jack Hales, Founding partner – Hales & Sellers PLLC   Jack Hales is a founding partner at Hales & Sellers PLLC and is board-certified in Estate Planning and Probate Law. Hales primarily focuses on areas of estate planning and probate, including representation of executors, fiduciaries, and beneficiaries in uncontested and contested estate and trust matters. He is currently fighting for justice for dozens of families suing a funeral home and recently spoke with New York Post and DallasMorning News about the issue.   Jack's insights include:    The challenges of estate planning The common mistakes people make with trusts Why gifting property to the next generation can cause problems How remarrying can impact your will The misconceptions of having a power of attorney Enjoy the show!   Connect with Jack:   Website: https://www.halesandsellers.com/ Facebook: https://www.facebook.com/HalesandSellers       Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

How to prospect lawyers and build impactful referral relationships in the estate planning space: Ask The Expert with Attorney Sylvana RosendeSylvana Rosende, Miami probate and estate planning attorney, guests this probate Ask The Expert episode to share how putting people first allowed her to build a referral-based business, start her own law firm, and align with real estate professionals to deliver more impactful results for clients.Watch on YouTube: https://youtu.be/kOa87jAYRNsEpisode Segments:0:00 Finding a professional niche and pursuing a career you love3:13 The power of being passionate about your niche: Winning referral-based business7:01 What are the best and worst ways real estate professionals can pitch attorneys?8:22 Why comarketing with attorneys is a win for you and for shared clients.8:47 SCRIPT: How to pitch co-marketing to probate attorneys/estate planning attorneys10:56 SCRIPT: How to become an estate planning referral yourself11:26 SCRIPT: Sample marketing copy/prospecting script for estate planning referral campaign 11:56 SCRIPT: Quick script for approaching attorneys with estate planning referrals14:38 SCRIPT: How to invite a probate attorney to cohost a Facebook community and educational content16:08 How a real estate investor really impressed me with his probate service19:10 How NOT to ask attorneys for real estate referrals20:04 Is it worth it to send emails and direct mail to probate attorneys?24:56 Should you bring cookies, gifts to introduce yourself to B2B prospects?26:30 What impact do you want to make as a probate attorney?Pre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

This Episode of “Trust Me” is Part 1 of a multi-episode series, which features an interview with Ryan Szczepanik and Ciarán O'Sullivan, the co-authors of the article: “When They Don't Clap for Anti-SLAPP.” The article appeared in the California Trusts and Estates Quarterly, Volume 28, Issue 1, published in 2022 by the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (“TEXCOM”). In our first episode with Ryan and Ciarán, we have a conversation about the general use of SLAPP lawsuits and anti-SLAPP motions. Later in the series, we discuss the application of anti-SLAPP motions in trust and estate disputes, policy considerations and potential legislation concerning anti-SLAPP motions in trust and estate cases, and practical tips for handling anti-SLAPP motions in the probate court.  About our Guests:Ryan J. Szczepanik, J.D., is a California Certified Specialist in Estate Planning, Trust and Probate Law. He is a Member of TEXCOM.Ciarán O'Sullivan has litigated the entire range of trust and estate related disputes since 1998. He is a Member of TEXCOM, and is the current chairman of its Litigation sub-committee. He is a frequent writer and presenter on topics of interest to Trusts and Estates litigators, and has published articles in the Trusts and Estates Quarterly, the Daily Journal, and elsewhere on trial and appellate procedure.   About our Host:Kevin Bryce Jackson represents fiduciaries and individuals throughout California in a wide range of trust and estate matters. He is the New Lawyers Section's liaison to TEXCOM.If you have questions, comments, and/or suggestions for future topics, please email Anna Soliman at asoliman@ftci.com Trust Me is Produced by Foley Marra Studios www.thefoleymarrastudios.comThank you for listening to Trust Me!

The new year brings in nearly 200 new laws for Illinois in 2022. This article will cover changes in Probate law changes for 2022. Read the full article here: https://www.oflaherty-law.com/learn-about-law/illinois-probate-law-changes O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Our Tinley Park attorneys are happy to schedule a consultation with you. Our Tinley Park contact information is: 16557 Oak Park Ave., Ste. B, Tinley Park, IL 60477 (708) 894-3030 tinleypark@oflaherty-law.com Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ **None of the content in this series is intended as paid legal advice. The changes in #Probate #law is meant to serve as an overview of the new laws for #2022 and is not meant to be an exhaustive review.

Priya Royal is a charitable planning expert and is also the founder and Managing Attorney at Royal Law Firm PLLC a women-powered, international private client services firm. Priya joins Nana on Build Value By Choice to talk about her work in philanthropy and how you should be estate planning as a business owner. Find out how people from outside your network can benefit a community and the different services a tax attorney can provide when compared to an accountant. KEY TAKEAWAYS Powerful Progress is a 501(c) (3) nonprofit bringing together industry leaders and professional experts in law, finance, and technology, to empower locked out communities with information, networks, entrepreneurship, and access to support wealth building across generations. A great way to grow both individual and community skillsets is to give them access to mentors who belong to a more aspirational status than them. This way skills can be passed from those in more privileged communities to those who are unable to gain that information in other ways. It’s about creating accessibility between networks. Tax = money. Every time money is the answer then you should start with a tax attorney. Getting your tax structure right will ensure you have access to credit and are covered for liabilities. A tax advisor can give legal advice and accounting advice, whereas an accountant can give accounting advice, but not legal advice. Philanthropic planning allows you to support the causes you care about while also being able to deduct certain costs from your taxes. The best philanthropic plans allow you to make a difference over a long sustained period of time. There are many types of trusts you should discuss with your financial advisors. One of the biggest mistakes people make is believing that philanthropy is only for the wealthy. BEST MOMENTS ‘Escape planning is about planning for life, not planning for when you die’ ‘You feed the individual and grow the community’ ‘It’s essentially a math game’ EPISODE RESOURCES Leave a comment or question on the Build Value By Choice Facebook community page Get your free value builder score here bit.ly/get-free-valuation Get more resources on infhorizons.com/podcast Powerful Progress Royal Law Firm Heritage Auctions Don’t forget to subscribe to the podcast and share it. ABOUT THE GUEST Priya Prakash Royal Esq., LL.M., MBA is an established tax law and charitable planning expert, has been published by the ABA, Bloomberg Tax, and various trade journals, including Heritage Auctions, and a frequent speaker at bar associations, national, and international conferences, and events, including the DC Bar, NAPABA, SABA, USPTO, National Appraisal Institute, AIP, CentreLink and various podcasts. Drawing from her own experience of invisibility and lack of access as an immigrant and minority woman, she co-founded Powerful Progress Inc., a 501(c)(3) nonprofit channeling expertise to create financial sustainability across locked-out communities. She is the Vice-Chair of the DC Bar Steering Committee in Estates, Trusts, and Probate Law, the Tax Chair of the South Asian Bar Association North...

As Principal of AHAVA Law, Sheila-Marie works directly with women to understand their goals and wishes, educate them on their options, and develop strategic solutions to meet their needs. She helps clients understand the important relationship between family law and estate law, and how estate planning impacts family law matters, because no two estate plans, administrations, or probate proceedings are the same. Women benefit from Sheila-Marie's services because they love someone. She honors that love and treats each client as the important individual that they are, and not just a number on the bottom line. As one of few California State Bar Board Certified Specialists in Estates, Trusts, and Probate Law, Sheila-Marie can address all matters involving life, incapacity, and death from planning through administration. How she got started in estate planning - preparing 30 plans in just two weeks for those being deployed (01:40) The difference between a will, an estate plan, and a trust (02:45) When you should set up or begin the process of an estate plan (06:26) A few examples of estate planning and beneficiaries not being adjusted pre-divorce filing (09:34) Why she stands out as unique and what she cares about throughout the planning process with each client (15:20) Ahava Law focuses on Mischpah (Family), Ahava (Love) and Mitzvot (Good Deeds). It is important to engage in Tzedakah (Justice). Through her work in estate planning, Sheila-Marie makes the world a better place by supporting those who support our country and community. Join Our Community: Instagram @The.Graceful.Exit Facebook @TheGracefulExit Pinterest @TheGracefulExitOfficial

Over the weekend, the Build Back Better Act was dealt a devastating blow when Senator Manchin announced that he would not vote on the Act before the Christmas deadline. So what's the fate of the Build Back Better Act and will we still see tax changes in the near future? On this week's episode of the Wealth & Law Podcast, Brent and Rachel chat with John Strohmeyer to discuss the future of the Build Back Better Act and what clients should be doing while the proposed changes are in limbo. John Strohmeyer is the owner of Strohmeyer Law PLLC, in Houston, Texas. After earning his B.S. in Zoology from the University of Texas at Austin, John spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before beginning his legal education. He earned my J.D. from the University of Texas School of Law in 2009, then earned a Masters of Law (also known as an “LL.M.”) in Taxation in 2010 from the New York University School of Law. While John's time at NYU was the end of his formal education (at least for now), he has gone on to become Board Certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate Law. John has been recognized by his peers as a Fellow of the American College of Trust and Estate Counsel, named a Texas Super Lawyer by Texas Super Lawyers by Thompson Reuters in 2019, 2020, and 2021, a Rising Star by Texas Super Lawyers by Thompson Reuters in 2015, 2016, 2017, 2018, and 2019; “Rookie of the Year” in 2016 and Outstanding Substantive Committee Chair in 2017 by the State Bar of Texas Tax Section; a 2015-2017 Fellow of the Section of Real Property, Trust and Estate Law of the American Bar Association; and a Young Leader of the American College of Trust and Estate Counsel. John can be reached at john@strohmeyerlaw.com, (713) 714-1249. His show is available on You Tube https://www.youtube.com/channel/UCDaKULB-A6Ru4tKfpZl8ozg and on Facebook https://www.facebook.com/strohmeyerlaw.

Representing an estate in a real estate transaction can present a host of issues and requirements. Learn the traps for the unwary in this podcast, excerpted rom MCLE's 6/11/2021 program: Handling Real Estate Issues in Probate Estates. The full program is available as an on demand webcast or an MP3 here. Get 24/7 instant access to hundreds of family law eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass.

This week Brent joins John Stromeyer on John’s show, Tax Talk, to discuss the House Ways & Means Committee tax proposals, changes to estate planning, and what to expect in the future. They cover the proposals on the estate tax exemption, changes to the treatment of grantor trusts, what they are advising their clients to do now, and much more. John Stromeyer is the owner of Stromeyer Law PLLC, in Houston, Texas. After earning his B.S. in Zoology from the University of Texas at Austin, John spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before beginning his legal education. He earned my J.D. from the University of Texas School of Law in 2009, then earned a Masters of Law (also known as an “LL.M.”) in Taxation in 2010 from the New York University School of Law. While John’s time at NYU was the end of his formal education (at least for now), he has gone on to become Board Certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate Law. John has been recognized by his peers as a Fellow of the American College of Trust and Estate Counsel, named a Texas Super Lawyer by Texas Super Lawyers by Thompson Reuters in 2019, 2020, and 2021, a Rising Star by Texas Super Lawyers by Thompson Reuters in 2015, 2016, 2017, 2018, and 2019; “Rookie of the Year” in 2016 and Outstanding Substantive Committee Chair in 2017 by the State Bar of Texas Tax Section; a 2015-2017 Fellow of the Section of Real Property, Trust and Estate Law of the American Bar Association; and a Young Leader of the American College of Trust and Estate Counsel. John can be reached at john@strohmeyerlaw.com, (713) 714-1249. His show is available on You Tube https://www.youtube.com/channel/UCDaKULB-A6Ru4tKfpZl8ozg and on Facebook https://www.facebook.com/strohmeyerlaw.

This week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss the House Ways & Means Committee tax proposals, changes to estate planning, and what to expect in the future. They cover the proposals on the estate tax exemption, changes to the treatment of grantor trusts, what they are advising their clients to do now, and much more. John Strohmeyer is the owner of Strohmeyer Law PLLC, in Houston, Texas. After earning his B.S. in Zoology from the University of Texas at Austin, John spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before beginning his legal education. He earned my J.D. from the University of Texas School of Law in 2009, then earned a Masters of Law (also known as an “LL.M.”) in Taxation in 2010 from the New York University School of Law. While John’s time at NYU was the end of his formal education (at least for now), he has gone on to become Board Certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate Law. John has been recognized by his peers as a Fellow of the American College of Trust and Estate Counsel, named a Texas Super Lawyer by Texas Super Lawyers by Thompson Reuters in 2019, 2020, and 2021, a Rising Star by Texas Super Lawyers by Thompson Reuters in 2015, 2016, 2017, 2018, and 2019; “Rookie of the Year” in 2016 and Outstanding Substantive Committee Chair in 2017 by the State Bar of Texas Tax Section; a 2015-2017 Fellow of the Section of Real Property, Trust and Estate Law of the American Bar Association; and a Young Leader of the American College of Trust and Estate Counsel. John can be reached at john@strohmeyerlaw.com, (713) 714-1249. His show is available on You Tube https://www.youtube.com/channel/UCDaKULB-A6Ru4tKfpZl8ozg and on Facebook https://www.facebook.com/strohmeyerlaw.

TEXT EZWAY TO 55678 SOCIAL NETWORK EZWAYWALLOFFAME.COM Brought to you by BRAINTAP.COM Radio Boomers Live Like our FB Page Every Mon. 10 a.m. PST With Host: James Zuley and Reatha Grey Reatha Grey Tech Time:  Special Guests: GERALD L. KANE -  is with the Law Offices of Gerald L. Kane located in Encino and has devoted over 25 years helping families achieve their goals of protecting their wealth and he has over 3,000 clients. He is a Certified Specialist in Estate Planning, Trust and Probate Law an Accredited Attorney with the Veterans Administration and is in the top 5% of Attorneys in California as a Superlawyer.  Hot Topic: News Updates Jim's Gem: Perseverance Pays Off... Carmelita's Corner Special Guest: BRYNDA MATTOX - Producer/Actress She hails from Kentucky and is an expert on its history. Her own unique history encompasses her journey as a recipient of a scholarship to Yale University and has produced many plays in which she also was featured as an actress.  She was also a producer in association with Tom Porter of Tea with Michael Raye a popular cult comedy cable t.v. series. Her knowledge of Bernice, the older sister of film icon Marilyn Monroe will be a topic of her interview. 

Sienna and Kirsten discuss all things probate law with the D.C. Register of Wills Nicole Stevens, Esq., including topics ranging from the validity of holographic wills to advice for new Estates Trusts and Probate Law attorneys. Want to get ahead of the pack? Joining the D.C. Bar Law Student Community (LSC) can get you there. Your LSC membership will provide resume and skills boosting opportunities and one-on-one access to local practicing attorneys. To learn more, click here. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations.

With a new year come changes to legislation. This article will cover recent changes to estate and probate law in 2021, including: Changes in Transfers of Real Estate in Iowa, What is a Directed Trust in Iowa?, and Guardian and conservator law changes since January 1, 2020. Read the full article here: https://www.oflaherty-law.com/learn-about-law/changes-to-iowa-estate-and-probate-law-2021 O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ Learn more about Probate and Estate Administration law in Iowa here: https://www.oflaherty-law.com/areas-of-law/illinois-probate-attorneys **None of the content in this series is intended as paid legal advice.

T. Michael Sullivan of AndoverLaw PC in Andover discusses the importance of the one-year statute of limitations on claims against the decedent—and how often what appears to be an insolvent estate Is rendered not insolvent by this statute. This podcast is excerpted from MCLE’s 2/27/2020 live webcast, How to Handle Insolvent Estates: The 60-Minute Lawyer. 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.

Al Nicoletti has gone from "new to town lawyer" to the ubiquitous "Prince of Probate" in the real estate industry in the blink of an eye. This episode has tons of gold for anyone who is trying to make a splash in their industry and raise their profile.Al talks about:- his tips from how he grew his network rapidly in a new town- how having a niche helped him get known- the way he's approached leveraging stages to build credibilitytons more!Al is awesome. You'll definitely want to connect with him and learn from his social genius.Connect with Al:His YouTube ChannelOn FacebookOr if you need any help with probate work, email him at anicoletti@bapblaw.com or call him to 904-246-9994Connect with ME! Also, I'd love it if you connected with me on LinkedIn or Instagram. Or shoot me an email at youshould@connectwithpablo.com with the "Heard CEC's Charod" in subject. This that's a genius email address? Me too, but I didn't come up with it. It was the idea of my good friend, and super talented web designer, Nathan Ruff. If you want your website redone, updated, and managed with unlimited updates for just $250/month (CRAZY GOOD DEAL RIGHT??), go to Manage My Website and hookup with one of the smartest, most talented guys I've ever met- THE Nathan Ruff.Support the show (https://connectwithpablo.com)

In this podcast episode, Jesus McDonald interviewed Ellen Cookman, who is the owner of Cookman Law, PC in Palo Alto, California. Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law, and her LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen lives in East Palo Alto with her husband, two sons (one with special needs), and a boxer-pit bull mix named Ulysses. Questions covered: 1. What inspired you to open your own practice? 2. Why did you choose estate planning? Why not go the business attorney route? 3. For those that don't know estate planning, what do you do? 4. Who should be thinking about estate planning? 5. Who is your ideal client? And how can they get in contact with you? 6. Do you have any tips for our listeners? You can also watch the video version of this episode on Jesus McDonald's YouTube channel. For business inquiries please send Jesus McDonald a LinkedIn message.

John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston where he assists individuals and their business with cross-border tax planning, estate planning, and estate administrations. John is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. John is the Chair of the International Tax Committee of the State Bar of Texas Tax Section, was named Rookie of the Year by the Tax Section of the State Bar of Texas, was a 2015-2017 Fellow of the American Bar Association Section of Real Property, Trust and Estate Law, and was a Young Leader of the American College of Trusts and Estates Counsel.  After earning a BS in Zoology from the University of Texas at Austin, he spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before heading to law school. When he's not practicing law, he spends his time with his wife Emily and their rescued mutts Griswold, Molly, and Billy; runs marathons (43 as of March 1, 2020); homebrews beer; and writes about client service issues for professionals.   Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with John Strohmeyer about cross border tax planning, estate planning, and estate administration.   Here are some of the beneficial topics covered on this week’s show: ●    Why it’s better to let someone else take on your risk as a new lawyer. ●    How estate plans need regular care and maintenance to best serve you. ●    Why people need estate planners to help protect their assets. ●    How people should always be thinking about tax planning. ●    How you can minimize your estate taxes each year.   Connect with John: Links Mentioned: strohmeyerlaw.com Twitter @johnthelawyer Instagram @strohmeyerlawpllc Facebook facebook.com/strohmeyerlaw LinkedIn linkedin.com/in/johnthelawyer Connect with Gary: Website sbadvisors.cc/ Facebook facebook.com/SmallBusinessAdvisors LinkedIn linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Sharri talks about her family’s effect on Abraham Lincoln’s assassin during an intertwined story concerning the Fugitive Slave Act, negotiated by her maternal relative U.S. Senator Henry Clay, inciting the Christiana Riot in Lancaster County, Pennsylvania where her paternal ancestors were protecting fugitive slaves; Frederick Douglass assisting her ancestors to reach the Elgin Settlement in Canada on the Underground Railroad; growing up on a dairy farm in Lapeer, Michigan, living in an 1846 farmhouse; being the only black student in her one room schoolhouse; relative Phyllis Marshall, a black Canadian TV personality and jazz singer; traveling in Europe as a soprano with the Southern Michigan Youth Chorale; competing in the Miss America franchise; earning a bachelor's in economics from Oakland University; her thirty year career at General Motors; going back to complete her law degree at Michigan State; attending a two week immersion class in Germany in her fifties to achieve her dream of becoming fluent in a second language; founding a law practice in the areas of Child Welfare, Juvenile Delinquency, and Probate Law at the age of 55; being instructed by her grandmother as a child to not talk about her ancestry because no one would believe it; her Revolutionary War patriot Green Clay who was the largest landholder and largest slaveholder in Kentucky; the impact of the free labor of slaves in creating the wealth of America; presenting "My Journey to DAR" at the Elgin settlement for former and self-emancipated slaves, in Ontario, Canada, annual "Homecoming" event; the 1851 Christiana Riot battle at the home of her paternal great-great-grandparents William and Eliza Parker, self-emancipated slaves from Maryland and abolitionists, resulting in the demise of slave master Edward Gorsuch who attempted to reclaim slaves under the Fugitive Slave Act of 1850 which was negotiated by her maternal relative U.S. Senator Henry Clay; the killing of Gorsuch fueling John Wilkes Booth to assassinate president Abraham Lincoln; ancestor Christopher "Kit" Clay’s relationship with servant of African descent Matilda Tillman and their daughter Loutisha Clay’s relationship with a white man whose fear of financial ruin prevented their legal marriage; Cassius Clay inspired to be an abolitionist by Green Clay's African descent servant Mary, condemned to hang for murdering her overseer who was plotting to kill her; Cassius suggesting Mary is Green Clay's daughter; joining the DAR to preserve lineage with a long lasting institution and to provide enrichment about the formation of the U.S.; questioning about lineage during application process triggering trauma from suffering due to experiencing ancestors' lives while researching genealogy; objecting to people trying to eject citizens from America, “I'm putting my stakes in the ground.” Read Sharri’s biography at www.daughterdialogues.com/daughters

Thanks for coming back! In this episode, I speak with Patricia Ann Bath. Patricia comes from a long line of Irish Catholics. Aside from working as an Engineer, she also went to Law School and practiced Probate Law for many years. Patricia shares her enthusiasm for this and how it became a Ministry for her. How does Patricia keep her fire burning for our Catholic Faith? Click play and let's find out, together. Items Mentioned on the podcast: Terry Schiavo Case Dates for Patricia's Facebook Live Events: Thursday, Sept 10th - Planning for Disability Thursday, Sept 17th – Why You Should Have a Will Thursday, Sept 24th – The Probate Process All can be viewed on the Blessed Sacrament Catholic Community Facebook Page Intercessory Prayer to St. Michael the Archangel After Mass A BIG Thank you to our Executive Producers: Dr. Jeff Vista, Chris Lehmann, 2019 Men's ACTS Team and Joe Nunez, and two Anonymous Donors. Vision problems, need a diabetic annual eye exam, tired of glasses, and interested in LASIK? Call 210-692-1388 to set up an appointment with Dr. Gary Legault at South Texas Eye Institute or visit South Texas Eye Institute.   Please support our Sponsor, Dr. Gary Legault.  Special thanks to Philip Strauch III for providing the Outro Music, "He must Increase." Text and Tune copyrighted. We are also brought to you by Breadbox Media. Check out our ever-growing line up of excellent Catholic Podcasts. Like what you hear? Support us on Patreon or Paypal. 

In this video, we discuss the various defenses available to #fiduciaries and their #legal counsel in response to a claim against the #fiduciary by another party according to Illinois #Probate Law. Read more in the article at: https://www.oflaherty-law.com/learn-about-law/legal-protections-for-fiduciaries-in-illinois-illinois-probate-law There's no need to leave your home to receive #legalconsultations and #legalservices- Call or click to learn more about phone and videoconferencing with our attorneys. https://www.oflaherty-law.com/notice-on-the-coronavirus-oflaherty-law Have any questions that weren't answered here? Let us know in the comment section! Subscribe to BLTV for daily Learn About Law videos: https://www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA If you are in the Illinois, Iowa or the Indiana area, and would like to make an appointment with an attorney, O'Flaherty Law would be happy to help. If you would like to schedule a free consultation or receive paid legal advice, go to: www.oflaherty-law.com or call our office directly at (630) 324-6666. SeizeYourBusiness.com is hosted by Bryan McDonald from OnPurpose Growth Website: www.onPurposeGrowth.com My LinkedIn: https://www.linkedin.com/in/mcdonaldbryan/ My Twitter: https://twitter.com/mcdonaldbryan Unlike other business-oriented podcasts, we will not give you “RA RA!” motivation. The purpose of this podcast is to provide you with actionable strategies and tactics that you can incorporate into your own business immediately. Every week, we will interview a successful business owner and plunge into the mind of our guest for specific lessons learned in the course of business. In the second half of each episode, we will have that business owner join us for an in-depth discussion of a particular topic apropos to his or her business, and hopefully to yours as well. Learn About Law is part of the Business Lounge Network, offering convenient and affordable office space in the Chicagoland area. Escape the noise of a crowded office or home and instead work in our professional and calm environment built to suit your business needs. For news on free events, membership offers and more, visit www.BusinessLoungeNetwork.com. More Learn About Law videos, podcasts, and articles: www.learn-about-law.com Learn More about O'Flaherty Law: www.oflaherty-law.com Like us on Facebook for daily videos: www.facebook.com/oflahertylaw/ O'Flaherty Law has convenient offices located in Davenport Iowa serving Iowa and the Quad cities and in Downers Grove, Elmhurst, Naperville, Tinley Park, St. Charles, and Lake in the Hills, Illinois, serving DuPage County, Will County, Cook County, Lake County and McHenry County. Its attorneys focus on providing quality legal work, above-and-beyond customer service, and affordable rates in the following practice areas: divorce & family law; estate Planning, wills & trusts; probate & estate administration; litigation, civil law & dispute resolution; business representation & corporate law; guardianship, elder law & special needs law; residential & commercial real estate law; immigration; bankruptcy; and DUI law and traffic & criminal defense. O'Flaherty Law is proud to offer a free initial consultation in most areas of law. The free consultation will provide general answers on what we can do for you regarding a legal matter, specifics on what services we provide, and brief explanations on what your options for legal service may be. A free consultation does not include free legal advice or answers to specific legal questions relating to your matter. Free consultations last no longer than 30 minutes, but a full 30 minute consultation may not always be required. None of the content in this series is intended as paid legal advice. Subscribe to our channel for daily videos dedicated to law and business. https://www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA

Want to know what happens after a loved one dies? Brent and Rachel are joined by Kristin Yokomoto to discuss just that–from an estate planning perspective. They cover the probate process, dealing with creditors, tax issues, and trusts. Kristin Yokomoto is a partner in the law firm Albrecht & Barney, in Irvine, California. She is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Her practice focuses on estate planning, trust administration, and probate. Kristin has been practicing for over twenty years and has a background in business litigation, venture capital transactions, and mergers and acquisitions. Find out more about her here: https://albrechtbarney.com/attorneys/ If you are enjoying the podcast please SUBSCRIBE and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/team/

While the economy is certainly volatile, there are many ways to capitalize upon the uncertainty and leverage opportunities for asset growth. Jonathan & Michael are joined by attorney Robert Buechner to discuss tax-advantaged strategies for investing in the current market climate. The conversation dives into specific ways to leverage the law and investing to achieve tax preferred growth in venture capital and other assets as we move towards a buyer's market. ABOUT ROBERT BUECHNER Robert W. Buechner is President of the law firm of Buechner Haffer Meyers & Koenig Co., L.P.A. in Cincinnati, Ohio. He is a graduate of Princeton University and the University of Michigan Law School and has earned the prestigious CLU and ChFC designations from the American College. He has been designated as a Super Lawyer since 2009 and is certified as a specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association. Nationally recognized as an authority on tax and financial matters, Mr. Buechner has authored six books, published 18 articles and has spoken at over 1,000 tax, financial, and motivational forums. He has also spoken at the Million Dollar Roundtable and nine CLU Institutes. In addition, he has been an entrepreneur starting “Team Coaching for Winning at Life” and has developed a seminar program with Tara L. Robinson titled “Connecting Passion and Purpose.” Also he has been a co-chair of “Champions for Urban Youth” which connects caring adults with inner city children. He has served as Chair or Chairman of the Board of Trustees of the following organizations: Southwestern Ohio Tax Institute, Tax section of the Cincinnati Bar Association, church council of Hyde Park Community United Methodist Church, the City Club, Greater Cincinnati Estate Planning Council, the Cincinnatus Association, the Princeton Club of Southwestern, Ohio and Cincinnati Country Day School. (“CCDS”). He hosted his own T.V. show, “Greater Cincinnati Business Review” for 11 years. He has also served on the Board of Directors of two publicly traded corporations and is a former trustee of SORTA. Mr. Buechner has been a volunteer mentor in our public schools for over 25 years earning the prestigious “Extra Mile” Award in 2002. In addition, the Cincinnati Bar Association awarded him the first John Warrington Community Service Award in 1997 and he received the “Chieftain” award from CCDS in 2016 for outstanding community service. SUBSCRIBE TO THE EMAIL INBOX UPDATES! https://digitaldollar.substack.com For more information about our sponsor, visit https://10xts.com Follow us on Twitter --- Send in a voice message: https://anchor.fm/digitaldollar/message

In this introductory episode on Probate & Wills, Probate Barrister Lydia Pemberton and Hatti Suvari discuss the various points around this area of Law, explaining what is meant by a Probate, what happens to an inheritance if a person dies and they do not leave a Will, as well as what happens when a person has dies and they have left a Will, the role that you would have as either the Executor or the Administrator of a Will, and what is meant by a Contested Probate. A great introductory discussion in to this vast area of Law.#Wills #probate #makingawill #legalassistance #contestedprobate #probate #inheritence #executor #jointwills #administrator

Wealth Transformation - Podcast Show Notes: YPFW Heather Reynolds, JD Voted “Best Attorney” in Alameda, California (2016), Heather Reynolds has focused her law career on Estate Planning, Trusts and Probate Law sVoted “Best Attorney” in Alameda, California (2016), Heather Reynolds has focused her law career on Estate Planning, Trusts and Probate Law since 2000. For many of those years, she was a Specialist in those areas, Certified by the State Bar of California, Board of Legal Spec Attorney Heather Reynolds is the founder and president of Your Legacy Lives. Heather was a Legal Specialist in Trusts, Estate Planning and Probate Law, certified by the State Bar of California, Board of Legal Specialization from 2004-2009. She founded her firm in January of 2000. Attorney Reynolds provides high quality legal services to clients who seek peace of mind and probate avoidance. She assists families before and after the loss of a loved one. She graduated with honors from Georgetown Law Center, attended her final year of law school as a visiting scholar at Boalt Hall, U.C. Berkeley, in 1998 and is currently admitted to practice law before the California Superior and Supreme Court as well as the U.S. District Court, Northern District. She is a member of the Trust and Estates Section of the State Bar of California.   In this episode, Dr. Cheryl and Heather discuss: Estate Planning How money is handled in the family The best and the worst with money in an estate   Key Takeaways: How to handle money within an estate How to fix the money fights when someone dies Being educated in your financial status within your estate   Connect with: Heather Reynolds Facebook: Vyana Reynolds Website: heatherreynolds.com Email: law@heatherreynolds.com LinkedIn: mermazingw     Connect with Dr. Cheryl: Wealth Transformation Podcast Twitter: @cherylscheurer Facebook: @CherylScheurer Website: www.cherylscheurer.com/ Email:  drcherylscheurer@gmail.com YouTube: Cheryl Scheurer TV Show:  Comcast Channel 26 and U-Verse 99 Book: Wealth Transformation LinkedIn: Cheryl Scheurer, Ph.D BINGE NETWORKS TV: Wealth Transformation Channel  

Wealth Transformation - Podcast Show Notes: YPFW Heather Reynolds, JD Voted “Best Attorney” in Alameda, California (2016), Heather Reynolds has focused her law career on Estate Planning, Trusts and Probate Law sVoted “Best Attorney” in Alameda, California (2016), Heather Reynolds has focused her law career on Estate Planning, Trusts and Probate Law since 2000. For many of those years, she was a Specialist in those areas, Certified by the State Bar of California, Board of Legal Spec Attorney Heather Reynolds is the founder and president of Your Legacy Lives. Heather was a Legal Specialist in Trusts, Estate Planning and Probate Law, certified by the State Bar of California, Board of Legal Specialization from 2004-2009. She founded her firm in January of 2000. Attorney Reynolds provides high quality legal services to clients who seek peace of mind and probate avoidance. She assists families before and after the loss of a loved one. She graduated with honors from Georgetown Law Center, attended her final year of law school as a visiting scholar at Boalt Hall, U.C. Berkeley, in 1998 and is currently admitted to practice law before the California Superior and Supreme Court as well as the U.S. District Court, Northern District. She is a member of the Trust and Estates Section of the State Bar of California.   In this episode, Dr. Cheryl and Heather discuss: Estate Planning How money is handled in the family The best and the worst with money in an estate   Key Takeaways: How to handle money within an estate How to fix the money fights when someone dies Being educated in your financial status within your estate   Connect with: Heather Reynolds Facebook: Vyana Reynolds Website: heatherreynolds.com Email: law@heatherreynolds.com LinkedIn: mermazing     Connect with Dr. Cheryl: Wealth Transformation Podcast Twitter: @cherylscheurer Facebook: @CherylScheurer Website: www.cherylscheurer.com/ Email:  drcherylscheurer@gmail.com YouTube: Cheryl Scheurer TV Show:  Comcast Channel 26 and U-Verse 99 Book: Wealth Transformation LinkedIn: Cheryl Scheurer, Ph.D BINGE NETWORKS TV: Wealth Transformation Channel  

Special needs trusts are one of the first things mentioned when beginning to plan financially for a family member with special needs. In this episode we learn why special needs trusts are such powerful tools and the difference between 1st, 3rd, and pooled trusts. We also learn a management strategy that works well for most families, what to look for when choosing a pooled trust, as well as suggested next steps after the completion of creating the trust. About the Guest: Kevin Urbatsch is a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. Kevin is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. Kevin is also a fellow of the American College of Trust and Estate Counsel (ACTEC). In 2013, Parenting Magazine named Kevin as one of the nation’s Top Child Advocates for his work in fighting for the rights of children with special needs. In May 2011, Kevin was presented the NAELA’s Presidential Recognition Award for his work in special needs planning. In each year from 2010 to 2017, Kevin was named a Northern California Superlawyer. In 2009, Kevin was named KRON-TV’s Best of the Bay estate-planning attorney for Northern California. Kevin is a frequent lecturer to professionals and consumers on special needs and estate planning. He also is the author (or co-author) of several books and treatises. Kevin has been a member of the California Bar since 1993. He received his law degree from St. Louis University in 1993 and his undergraduate degree from Truman State University in 1988. He began his California law practice as a litigator where he specialized in a variety of matters, including but not limited to elder financial abuse, Americans with Disabilities Act public access cases, and trust and estate litigation. This show is the 2nd of 12 episodes in a series focusing on Special Needs Financial Planning Find Kim on Instagram as Journey2Lomah Find LOMAH on Facebook as LOMAH

In this episode, host Neil Howe talks to Kristin Dittus of DittusLaw.com an Estate Planning Law Firm in Denver, Colorado. Kristin helps individuals and families with estate planning, elder law and probate. She works with clients to create a well thought out plan that can best provide for and protect themselves and their loved ones. From young parents who are concerned with naming guardians to families with more complex assets and business entities, her 15 years of experience guides clients to the most economical solutions to effectively handle their legal questions.Listen in as Dittus shares some of the common problems people run into when setting up Estate plans, wills and trust and how these common mistakes can be avoided to protect your assets. There is a lot of information online about how to set up an Estate Plan, but each situation is unique and not knowing the circumstances of each case can cause undue stress and sometimes have the assets for into the wrong hands. Kristin shares some stories from her 15 plus years of practice experience that has helped her clients overcome their obstacles and provide the desired outcome they needed. To find out more about Kristin Dittus and Dittus Law, visit: Kristin Dittus, JD, LLM (tax)Estate Planning, Probate and Elder Law44 Cook St., Ste. 100, Denver, CO 80206 With additional offices in Lakewood and DTCOffice: 303-780-7390 | Cell: 720-331-4907www.dittuslaw.com | kristin@dittuslaw.comThe Trust Factor Radiohttps://businessinnovatorsradio.com/the-trust-factor-radio/

In this episode, host Neil Howe talks to Kristin Dittus of DittusLaw.com an Estate Planning Law Firm in Denver, Colorado. Kristin helps individuals and families with estate planning, elder law and probate. She works with clients to create a well thought out plan that can best provide for and protect themselves and their loved ones. From young parents who are concerned with naming guardians to families with more complex assets and business entities, her 15 years of experience guides clients to the most economical solutions to effectively handle their legal questions.Listen in as Dittus shares some of the common problems people run into when setting up Estate plans, wills and trust and how these common mistakes can be avoided to protect your assets. There is a lot of information online about how to set up an Estate Plan, but each situation is unique and not knowing the circumstances of each case can cause undue stress and sometimes have the assets for into the wrong hands. Kristin shares some stories from her 15 plus years of practice experience that has helped her clients overcome their obstacles and provide the desired outcome they needed. To find out more about Kristin Dittus and Dittus Law, visit: Kristin Dittus, JD, LLM (tax)Estate Planning, Probate and Elder Law44 Cook St., Ste. 100, Denver, CO 80206 With additional offices in Lakewood and DTCOffice: 303-780-7390 | Cell: 720-331-4907www.dittuslaw.com | kristin@dittuslaw.comThe Trust Factor Radiohttps://businessinnovatorsradio.com/the-trust-factor-radio/

In this episode we discuss recent and upcoming #changes to #Illinois #probate and #estate laws. Probate is a court case that oversees the process of collecting and disbursing the assets of an individual's estate once he or she has passed away. If the deceased (known from here on as the decedent) had a valid will and named someone to manage his or her estate, the court will appoint this person as executor of the estate, as long as he or she is fit to take on the role. If the decedent did not have a will, the court will appoint an administrator to fulfill the responsibilities of an executor until the case comes to an end. Read more in the article at: https://www.oflaherty-law.com/learn-about-law/illinois-probate-and-estate-law-2020-recent-changes-to-illinois-estate-and-probate-law Have any questions that weren't answered here? Let us know in the comment section! Subscribe to BLTV for daily Learn About Law videos: www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA If you are in the Illinois, Iowa or the Indiana area, and would like to make an appointment with an attorney, O'Flaherty Law would be happy to help. If you would like to schedule a free consultation or receive paid legal advice, go to: www.oflaherty-law.com or call our office directly at (630) 324-6666. Learn About Law is part of the Business Lounge Network, offering convenient and affordable office space in the Chicagoland area. Escape the noise of a crowded office or home and instead work in our professional and calm environment built to suit your business needs. For news on free events, membership offers and more, visit www.BusinessLoungeNetwork.com. Do you have marketing, editing or audio/video production needs for your business, podcast or website? Want to be a part of the BLTV network? Let us know what we can do for you by calling us at 630-324-6666 or by emailing us at david@businessloungenetwork.com. More Learn About Law videos, podcasts, and articles: www.learn-about-law.com Learn More about O'Flaherty Law: www.oflaherty-law.com Like us on Facebook for daily videos: www.facebook.com/oflahertylaw/ O'Flaherty Law has convenient offices located in Davenport Iowa serving Iowa and the Quad cities and in Downers Grove, Elmhurst, Naperville, Tinley Park, St. Charles, and Lake in the Hills, Illinois, serving DuPage County, Will County, Cook County, Lake County and McHenry County. Its attorneys focus on providing quality legal work, above-and-beyond customer service, and affordable rates in the following practice areas: divorce & family law; estate Planning, wills & trusts; probate & estate administration; litigation, civil law & dispute resolution; business representation & corporate law; guardianship, elder law & special needs law; residential & commercial real estate law; immigration; bankruptcy; and DUI law and traffic & criminal defense. O'Flaherty Law is proud to offer a free initial consultation in most areas of law. The free consultation will provide general answers on what we can do for you regarding a legal matter, specifics on what services we provide, and brief explanations on what your options for legal service may be. A free consultation does not include free legal advice or answers to specific legal questions relating to your matter. Free consultations last no longer than 30 minutes, but a full 30 minute consultation may not always be required. None of the content in this series is intended as paid legal advice. Subscribe to our channel for daily videos dedicated to law and business. www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA

A woman in transition is faced with all sorts of decisions.  E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with strategic estate planning at all stages of transition. Estate planning can create a significant impact during times of transitions, from the loss of a loved … Continue reading 10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1 →

Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She has a tax practice focused on both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations. Following graduation from Harvard Law School in 1999, Tama began her legal career with Vinson & Elkins in the Probate, Trusts & Estates Group of the Tax Section. After almost 10 years at V&E, Tama continued her legal practice with Klosek Howes LLP and formed Klosek & Associates PLLC in June 2013. She has been widely recognized as an outstanding attorney in her field. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.htmlNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.Support the show (https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html)

In this episode of It's Legal in Texas, host Mike Carroll of the Thrash, Carroll, and Vanway Law Group informs listeners about opportunities to grow wealth, build a legacy, protect assets and avoid probate so they don't wind up surprised and disappointed if the unthinkable happens. You can expect a 10 minute show twice a month. Attorneys who come to the table in our firm are:Erin Thrash, senior partner and board certified estate planning and probate attorney, Mike Carroll, partner, estate planning and probate attorney, Chris Ha, board certified attorney specializing in probate law and trust administration and a certified financial planner, Ken Vanway, Board Certified attorney specializing in Estate Planning and Probate Law, Jan Jackson, estate planning, probate and secession planning attorney.Also occassionally at our table are: Allison Mora, Paralegal and Meagan Coleman, Paralegal. Our purpose is to help you avoid mistakes we’ve seen and grow your legacy without legal hassles. Our firm specializes in estate planning, asset protection and probate administration.

Greenville County Probate Judge Debora Faulkner discusses new probate law changes effective January 1, 2019.  Plus, several callers check in to get help working through some serious family drama.

Attorneys Megan Hitchcock, Steve Chu, and Josh Gilliland discuss the impact of the final moments of Infinity War on probate law in the United States. How would the courts respond to 50% of the population turning to dust? Megan, Steve, and Josh discuss the different types of wills for planning an estate and what happens when a person dies without a will, focusing on victims of Thanos as examples. There is also a lot of geeking out over Infinity War. Support the show (https://www.patreon.com/thelegalgeeks)

Linda Faingold, Esq of Tampa Bay Elder Law talks about Probate and Estate Planning. Advance directive, living wills, and how to avoid probate.

Jim Garrett State Bar certified Tax Specialist who works only on trust and estate matters. He is also a State Bar certified specialist in Estate Planning, Trusts and Probate Law. His practice deals primarily with large to very large trusts and estates where tax issues are very important Sgt Chris Cognac runs the Community Policing Unit at the Hawthorne Police in Los Angeles County California. He is one of the co creators of the high successful internation community policing project called “Coffee with a Cop, he and his fellow officers also run a program for low income children to be able to play ice hockey  Jason Schultz attorney who concentrates his practice in personal injury and wrongful death matters on behalf of plaintiffs in state and federal courts primarily in and around Atlanta, Georgia. He is a Life Member of the Million Dollar Advocates Forum The Top Trial Lawyers in America, AV Rated by Martindale-Hubbell, Georgia Super Lawyers, named in the Top 100 Trial Lawyers in Georgia . He authored the book “The Ultimate Guide to Injury Cases in Georgia: The Truth About Your Injury Case” and well as numerous articles and seminars relating to trucking safety and litigation Steven Bowman leading international advisor in strategy, governance, risk and leadership. He currently consults with over one thousand nonprofit and corporate organizations each year in the USA, UK , Australia , NZ and Asia. He is a fellow of the Australian Institute of Company Directors and a Fellow of the Corporate Law and Accountability Research Group , Monash University, and co-author with his wife of “Leading From the Edge of Possibility: No More Business As Usual”

Lisa Rosser 16-year human resources professional and a military veteran who spent 22 years in the active Army and the Army Reserve. She combined these backgrounds and founded a training and consulting firm called “The Value Of a Veteran”.  She has made it her mission to help companies understand what military veterans have to offer an organization  Donald O'Connell founder of Shasta QA, an American outsource software testing company founded in 2002.  Shasta QA competes in the highly competitive $30 Billion worldwide software testing market  Rachel Fine Chief Marketing Officer of Shittens.  They are disposable mitten-shaped wet wipes. While old fashioned square wet wipes put your hands at risk of all kinds of accidental fecal contamination, with new Shittens, you can fully protect your hands while tending to the dirty deed. The genius mitten shape of a Shitten provides not only protection, but on a larger scale, emotional peace of mind Frank Scofield Certified Public Accountant and Board Certified in Estate Planning, Trust and Probate Law by the Texas Board of Legal Specialization. He is a principal and founder of both the law firm of Scofield & Scofield and the CPA firm of Scofield, Drake & Co