Trust GBS

Lori Bolander and Lauren Gallagher, Gallagher Bolander Smedley, LLP

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Business
Updated Weekly

In each episode, we'll get together with other professionals and have fun talking about trust and estate matters.

Sep 22

Doing Death Differently with Death Doula Penny Waugh

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 18 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Penny Waugh, Death Doula and Founder of The Death Network, who has spent years helping families navigate end-of-life transitions with compassion and dignity, often partnering alongside hospice and other medical professionals. Penny is especially known for helping people access lesser-known death care options like home funerals, green burial, and water cremation, and for hosting death cafe discussions and community education events that open up conversations most people avoid. Tune in to the episode to hear about: * Penny Waugh on the "silver tsunami" ahead: baby boomer deaths are projected to jump from 7,000 to 11,000 a day by 2030 * Why might it be kinder to name a third-party healthcare agent instead of a spouse or child? * A home funeral can cost roughly 20% of a traditional service, with no legal deadline in California for keeping a loved one at home * Why do only 30% of Californians know medical aid in dying is already legal in their own state? * Penny Waugh's list of options most funeral homes won't mention unless you ask: green burial, water cremation, and home funerals Learn more about Penny Waugh: * Visit The Death Network's website: https://www.thedeathnetwork.com * Join a Community Event of The Death Network: https://www.meetup.com/the-death-network/events * Connect with Penny on LinkedIn: https://www.linkedin.com/in/penny-waugh-1724964 * Follow The Death Network on Instagram: https://www.instagram.com/thedeathnetwork * Watch The Death Network on YouTube: https://www.youtube.com/@TheDeathNetworkCA ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
Aug 25

When Trustees Need an Advisor with Donovan Filpi

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 17 In this episode of TRUST GBS, Lauren Gallagher and guest co-host filling in for Lori Bolander, Carly Maganuco, speak with Donovan Filpi, Senior Vice President and Wealth Management Advisor with Merrill Lynch, where he has spent nearly two decades helping individuals, families, fiduciaries, and professionals navigate complex financial decisions with confidence. Donovan is especially well known in the trust and estates and fiduciary community for his work in special needs planning, retirement planning, and investment management, and he frequently presents at estate planning, special needs, and fiduciary conferences throughout California. Tune in to the episode to hear about: * Donovan Filpi on the early-career money habit that quietly wrecks saving: letting income dictate spending instead of the reverse * Is skipping your 401(k) match actually costing you a guaranteed 100% return? * The life events, from marriage and birth to death and divorce, that should trigger an immediate financial and estate review * What financial blind spots trip up first-time trustees who inherit a role they never trained for? * Donovan Filpi's checklist for stepping into a trustee role: income sources, recurring expenses, and liabilities first Learn more about Donovan Filpi: * Connect with Donovan on LinkedIn: https://www.linkedin.com/in/donovanfilpifinancialplanner * Get in touch with Donovan: https://advisor.ml.com/sites/ca/carlsbad-ca/the-special-needs-team/donovan.r.filpi ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
Jul 29

Your Estate Plan vs. Divorce with Attorney Frann Setzer

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 16 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Frann Setzer, principal at The Law Office of Frann Setzer Family Law, who has extensive experience helping clients navigate significant life transitions. Her practice covers divorce, marriage dissolution, legal separation, annulment, child custody, child support, spousal support, property division, premarital and postmarital agreements, domestic partnerships, and related matters. Get these questions answered & more: * Why waiting until your divorce is over to plan your estate could be the costliest mistake you make? * Could a standard clause in your will accidentally void a promise you made in your divorce settlement? * Why do some family law attorneys refuse to take clients less than three months before their wedding? * If you've been separated for years but never officially divorced, do you know who would inherit your assets today? * A couple who's been together for 30 years could walk away with nothing… one legal step to fix that? Learn more about Frann Setzer: * Connect with Frann on LinkedIn: https://www.linkedin.com/in/frann-setzer-cfls-mba-1301694/ * Visit Setzer’s Family website: https://setzerfamilylaw.com/ ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
Jul 1

Care, Choice & End-of-Life Planning with Dr. Donald Moore and Christa Folkers

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 15 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Dr. Donald Moore Founder and Medical Director, and Christa Folkers, Program Director of Autonomy Health, a practice dedicated to Medical Aid in Dying (MAiD), patient advocacy, and compassionate guidance for individuals facing terminal illness. Through their work at Autonomy Health, Dr. Moore and Christa help patients and families navigate complex medical, emotional, and end-of-life decisions with greater clarity, dignity, and autonomy. Their patient-centered approach focuses on education, thoughtful conversations, and empowering individuals to better understand their options while receiving compassionate support throughout the process. Tune in to the episode to hear about: * What Medical Aid in Dying (MAiD) is and why awareness around it remains limited * The legal, medical, and mental capacity requirements patients must meet to qualify for MAiD in California * Dr. Moore’s perspective on why earlier conversations around death and autonomy are so important * Christa sharing how grace, love, and preparation can transform difficult end-of-life experiences for families * How hospice referrals, community outreach, and education help patients better understand their options * The emotional and logistical realities families face when navigating serious illness and difficult medical decisionsLearn more about Dr. Donald Moore, Christa Folkers and Autonomy Health: * Connect with Dr. Donald on LinkedIn: http://www.linkedin.com/in/donaldmooremd * Visit Autonomy Health’s website: https://www.autonomyhealth.org/ * Follow Autonomy Health on LinkedIn: https://www.linkedin.com/company/autonomyhealthmd * Follow Autonomy Health on Instagram: https://www.instagram.com/autonomy_healthmd * Email Autonomy Health: info@autonomyhealth.org ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
Jun 3

Unraveling the Complexities of Landlord-Tenant Relations with Lawrence A. Mudgett III, Esq.

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 14 In this episode of the TRUST GBS (formerly Simplifying The Complicated), Lori Bolander and Lauren Gallagher speak with returning guest Lawrence Mudgett, owner of Safer Law. Lawrence is a San Diego County–based attorney who concentrates on landlord-tenant and real estate law. Tune in to the episode to hear about: * Why do evictions take so much time? * How extensive are tenant protections? * The small (and AVOIDABLE) mistakes landlords make that derail evictions * How to collect unpaid rent * The added risk trustees face when renting out inherited properties Learn more about Lawrence A. Mudgett III, Esq.: * Visit Safer Law’s website: https://saferlaw.com * Connect with Andrew on LinkedIn: https://www.linkedin.com/in/lawrencemudgett3 * Email Lawrence: lawrence@saferlaw.com ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
May 29

End-of-Life Planning with Death Doula Nicole Soares

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 12In this episode of the Trust GBS, Lori Bolander and Lauren Gallagher speak with Nicole Soares, an end-of-life educator, planner, death doula, financial expert, and after-death care specialist in Southern California to facilitate empowered, meaningful, and ecologically responsible deaths. She is a compassionate guide and dedicated advocate for planning, informed value-based choice, holistic therapies, and green burial and water cremation options. With 34 years of experience in financial services solving tough fraud and credit challenges, Nicole is uniquely equipped to help others not only with their emotional, spiritual, and ritual needs, but also with the complex financial decisions that are often part of the end-of-life journey as CEO of EcoLove Transitions. Tune in to the episode to hear about: * The importance of end-of-life planning * The roles and responsibilities of a death doula, emphasizing the significance of advanced healthcare directives, preplanning, and ecologically responsible death care * The stigma and discomfort surrounding conversations about death and how addressing these topics openly can lead to more meaningful and peaceful end-of-life experiences * Nicole’s personal experience of caring for a friend with a severe brain injury, which fueled her passion for helping others with comprehensive end-of-life planning * The various legal aspects of end-of-life choices, such as the POLST form, and the challenges of ensuring that one's healthcare wishes are honored Learn more about Nicole Soares: * Visit EcoLove Transitions’ website: http://ecolovetransitions.com * Connect with Nicole on LinkedIn: https://www.linkedin.com/in/nicole-soares-420bb27 * Visit EcoLove Transition’s YouTube channel: https://www.youtube.com/@EcoLoveTransitions ******************************* About the Trust GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.Watch more episodes of Trust GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
May 29

Tackling Tenant-Landlord Issues in Trusts & Estates with Lawrence Andrew Mudgett III

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 10In this episode of Trust GBS, Lori Bolander and Lauren Gallagher speak with Lawrence Andrew Mudgett III, Esq., a San Diego County based attorney with over 15 years of legal experience focusing on Landlord Tenant law, Bankruptcy law, and Real Estate Litigation. Tune in to the episode to hear about: * Landlord-tenant issues in the context of trusts and estates * Lawrence’s extensive experience in landlord-tenant law, explaining essential steps such as serving a notice of change in management when a property's owner passes away * Various eviction scenarios, including dealing with tenants who are beneficiaries and the intricacies of maintaining compliance with local just cause eviction ordinances. * The concept of "cash for keys" as a potential strategy to avoid eviction proceedings but emphasize the risks associated with improperly handled agreements * Practical advice on navigating legal aid, tenant rights, and the importance of using professional eviction attorneys to ensure all technicalities are correctly managed. Learn more about Lawrence Andrew Mudgett III: * Visit Safer Law’s website: https://saferlaw.com * Connect with Andrew on LinkedIn: https://www.linkedin.com/in/lawrencemudgett3 *********************************** About the Trust GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.Watch more episodes of Trust GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
May 29

Why You Need An Estate Plan & How to Get Started

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 8In this episode of Trust GBS, Lori Bolander & Lauren Gallagher discuss why you need an estate plan and how to get started. Tune in to the episode to hear about: * Role of Executors: Insights into the responsibilities of executors and administrators in the probate process * Understanding Probate: Explanation of probate, why people seek to avoid it, and the court processes involved * Avoiding Probate: Benefits of establishing a trust to bypass the probate process and ensure smoother, faster, and more efficient estate administration * Choosing a Trustee: Considerations for selecting the right trustee, including trust in the chosen individual and potential family dynamics * Guardianship and Conservatorship: Explanation of guardianship and conservatorship proceedings and how estate planning can help avoid them * Powers of Attorney: Importance of financial and healthcare powers of attorney to manage affairs in case of incapacitation * Managing Affairs for Minors and Young Adults: Estate planning to protect minor children's and young adults' interests, avoiding guardianship proceedings *********************************** About the Trust GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.Watch more episodes of Trust GBS: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

See All (18)

In each episode, we'll get together with other professionals and have fun talking about trust and estate matters.

Creator

Lori Bolander and Lauren Gallagher, Gallagher Bolander Smedley, LLP
Years Active

2024 - 2026
Episodes

18
Rating

Clean
Show Website

Trust GBS

Trust GBS

Episodes

Doing Death Differently with Death Doula Penny Waugh

When Trustees Need an Advisor with Donovan Filpi

Your Estate Plan vs. Divorce with Attorney Frann Setzer

Care, Choice & End-of-Life Planning with Dr. Donald Moore and Christa Folkers

Unraveling the Complexities of Landlord-Tenant Relations with Lawrence A. Mudgett III, Esq.

End-of-Life Planning with Death Doula Nicole Soares

Tackling Tenant-Landlord Issues in Trusts & Estates with Lawrence Andrew Mudgett III

Why You Need An Estate Plan & How to Get Started

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