Trust Me

California Lawyers Association - Trusts & Estates
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Trust Me

Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..

  1. OCT 29

    All in the Family: What Estate Planners Should Know About Family Law Basics

    Estate planners not only help clients plan for what happens at death. Nowadays, especially with the high divorce rates, trust and estate lawyers also need to be mindful of how certain planning will play out in the event of a divorce. In this episode of Trust Me!, we discuss what estate planners should know about the basics of family law.About Our Guest:Vanessa Soto Nellis is a Shareholder and Chair of the Family Law Practice Group of Lewitt Hackman. She is also a Certified Special...

    32 min

  2. OCT 1

    “Double Damages” and Other Enhanced Remedies Under Probate Code Section 859

    What enhanced remedies are parties entitled to recover under Probate Code section 859? Is it double damages, triple damages, or something else? There has been a district split, and now even a division split, on whether parties can receive “double damages” under Section 859. Recent case law sheds light on this issue, and the guests on this episode were counsel of record in two of those recent cases, enabling them to share key insights and an overview of where the law stands now on Section 859....

    39 min

  3. SEP 5

    Haggerty vs. Thornton: Revocations and Modifications

    Haggerty vs. Thornton is a case that made its way to the California Supreme Court with an eagerly anticipated decision. This case concerns an area of law that is of great interest to planners, administrators, and litigators: the method of amending trust and whether the method of revocation can be considered the same as the method of amendment.About Our Guests:Jennifer Campbell is a partner at Carlin and Peebles LLP in Southern California. She focuses her practice on estate planning and trust ...

    37 min

  4. JUL 30

    Gift Tax Consequences of Changing Irrevocable Trusts

    When does a trust beneficiary’s cooperation with a trustee to modify, reform, or decant a trust become a taxable gift by that trust beneficiary? In late 2023, the IRS Office of Chief Counsel answered that question in CCA202352018. In this episode, our guest Jenny Hill Bratt discusses the CCA and its impact on trust and estate practitioners and their clients. About Our Guest:Jenny Hill Bratt is a partner in the San Diego (Del Mar) office of Sheppard Mullin. Her practice is fo...

    36 min

  5. JUN 24

    Risk Mitigation Strategies for the Successor Trustee

    There are many things to consider when choosing a trustee or successor trustee for a trust. The trustee will face a number of challenges over the course of their service and will need to plan ahead to avoid the inevitable pitfalls. In this episode of Trust Me!, we discuss a proactive plan for a trustee to successfully administer a trust, and an overview of primary things to consider to mitigate the risk of adverse action against a trustee. About out Guests: Herbert A. Stroh, E...

    38 min

  6. MAY 28

    From Death to Distribution – A General Overview of Federal Tax Requirements

    When a client passes away, one of the most important items on our to-do list is to file certain tax returns. In this episode of Trust Me!, we will be discussing an overview of things to consider during the period of post-death administration, mainly focusing on filing the federal estate tax return (Form 706). About Our Guests:Lisa M. Piehl is the Program Manager for the Internal Revenue Service (IRS), Estate and Gift Tax Policy division. Lisa has been with the IRS Estat...

    41 min

  7. APR 29

    The Magic of the Trust and Estate Mediation Process

    In this episode of Trust Me!, Bette Epstein discusses the magic of the trust and estate mediation process to informally resolve disputes, which includes party engagement, active listening, patience and problem solving. About Our Guest:Bette Epstein is a mediator, arbitrator and referee with ADR Services, Inc. Ms. Epstein has been mediating trust and estate disputes since 2000. Following a remarkable career as a trust and estate litigator, she turned her focus to alternative d...

    33 min

  8. MAR 25

    Let’s Get Direct about CA Directed Trusts!

    California just passed a directed trust statute! In this episode of Trust Me!, Michael Rosen-Prinz and David Khanjyan will go over the basic structure of a directed trust, along with the specifics of California’s new directed trust statute.About Our Guests:Michael Rosen-Prinz is a partner at Loeb & Loeb LLP (Los Angeles office). Michael maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency a...

    31 min
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31 Ratings

About

Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..

Information

  • Creator
    California Lawyers Association - Trusts & Estates
  • Years Active
    2021 - 2024
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © 2024 Trust Me
  • Show Website
    Trust Me

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