Simplifying the Complicated

Lori Bolander
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In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.

  1. I’m a Trustee — What Do I Do? Carly Maganuco and Damien Snow Have the Answers

    12H AGO

    I’m a Trustee — What Do I Do? Carly Maganuco and Damien Snow Have the Answers

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 13 In this episode of the Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Carly Maganuco and Damien Snow, attorneys and colleagues at Gallagher Bolander Smedley LLP. Tune in to the episode to hear about: * An outline of the initial requirements for a trustee * Key early tasks of a trustee, including formally notifying beneficiaries and heirs, obtaining an EIN, preparing a certification of trust for banks, among many more * The importance of documenting actions, tracking trustee time for fees, and using trust funds to hire professionals such as CPAs and attorneys * Typical complications a trustee may encounter Learn more about Carly Maganuco and Damien Snow: * Connect with Carly on LinkedIn: https://www.linkedin.com/in/carly-maganuco-esq-53499811a * Read Carly and Damien’s bios on Gallagher Bolander Smedley LLP’s website: https://www.lawgbs.com/about ******************************* About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * 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

    29 min
  2. End-of-Life Planning with Death Doula Nicole Soares

    06/04/2025

    End-of-Life Planning with Death Doula Nicole Soares

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 12 In this episode of the Simplifying the Complicated, 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 Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * 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

    41 min
  3. Managing Estate Sales with Care & Respect with Lane Coursen

    04/30/2025

    Managing Estate Sales with Care & Respect with Lane Coursen

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 11 In this episode of Simplifying the Complicated, Lori Bolander speaks with Lane Coursen, owner of Momento Estates. Tune in to the episode to hear about: * The various services Lane’s company offers, including handling high-value estate sales, assisting families with realistic valuations, organizing unsold items for donation, and managing moves for living clients, all without charging upfront fees * The importance of working with licensed and insured estate sale professionals, ensuring clients' properties and items are protected, and emphasizing how Memento Estates takes care of all necessary logistics, even for complex tasks like selling cars and boats * Anecdotes, showcasing how Memento Estates has successfully found hidden valuables, helped families reconnect with treasured items, and ensured that meaningful possessions are donated to appropriate organizations rather than ending up in landfills * The profound value of Memento Estates' services in simplifying the complicated process of managing estate sales, preserving the memory of loved ones, and supporting the community Learn more about Lane Coursen: * Visit Momento Estates’ website: https://www.momentoestates.com * Follow Momento Estates on Instagram: https://www.instagram.com/momento_estates_llc * Follow Momento Estates on Facebook: https://www.facebook.com/MomentoEstates * Email: MomentoEstates@gmail.com * Contact Momento Estates for a free consultation: https://www.momentoestates.com/about ******************************* About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * 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

    33 min
  4. Tackling Tenant-Landlord Issues in Trusts & Estates with Lawrence Andrew Mudgett III

    03/24/2025

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

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 10 In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speaks 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 Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * 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

    41 min
  5. Simplifying Special Needs Trusts with attorney Carly Maganuco

    02/28/2025

    Simplifying Special Needs Trusts with attorney Carly Maganuco

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 9 In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with colleague and attorney Carly Maganuco. Tune in to the episode to hear about: * Why special needs trusts are essential for preserving the eligibility of individuals with disabilities for public benefits such as Medi-Cal and SSI, requiring meticulous planning and specific language to ensure compliance with federal and state regulations * The differences between first-party and third-party special needs trusts, with third-party trusts being funded by someone other than the beneficiary and first-party trusts being funded with the beneficiary's own assets * The importance of having an experienced attorney draft and review these trusts due to their complexity and the frequent changes in laws and regulations, which can have significant impacts on the beneficiary's eligibility and access to benefits. * Why choosing a trustee for a special needs trust is critical, with recommendations to consider professional fiduciaries, who are well-versed in accessing community resources and benefits, while also allowing for family members to be involved as advisors or decision-makers. Learn more about Carly Maganuco:  * Connect with Carly on LinkedIn: https://www.linkedin.com/in/carly-maganuco-esq-53499811a *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * 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/

    38 min
  6. Why You Need An Estate Plan & How to Get Started

    01/14/2025

    Why You Need An Estate Plan & How to Get Started

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 8 In this episode of Simplifying the Complicated, 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 Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * 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

    38 min
  7. Understanding Trust & Estate Taxes with Daryl Golemb & Katherine Younger

    12/30/2024

    Understanding Trust & Estate Taxes with Daryl Golemb & Katherine Younger

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 07 In this episode of Simplifying the Complicated, Lori Bolander speaks with Daryl Golemb, CPA, and Katherine Younger, Project Manager at Golemb Accountancy Corporation. Golemb Accountancy specializes in trust and estate taxation, helping clients navigate complex tax returns, accountings, and estate tax filings. With over 20 years of experience, Daryl and Katherine bring a wealth of knowledge to trustees and estate administrators, simplifying the intricate world of estate planning and taxes. Tune in to the episode to hear about:  * Key tax responsibilities for trustees and estate administrators.  * How the final tax returns for decedents interact with trust tax filings.  * The importance of trust accountings and tax research.  * Understanding estate tax returns and the impact of portability.  * Common issues with real estate, retirement accounts, and co-trustees. Learn more about Daryl Golemb:  * LinkedIn Profile: https://www.linkedin.com/in/darylgolemb/   * LinkedIn Company Page: https://www.linkedin.com/company/golemb-accountancy-corp/about/   * Website: http://golembcpas.com  *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * 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

    59 min

  8. 12/18/2024

    Transforming Investments with Adam Nishikawa

    Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 6 In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Adam Nishikawa, Vice President at Asset Exchange Co., a qualified intermediary specializing in 1031 exchanges.  Tune in to the episode to hear about: * An Overview of the 1031 exchange and Adam’s program offers* The primary advantage of a 1031 exchange and all its benefits* The limitations of a 1031 exchange, noting that property flips don’t qualify and debt-averse investors may not maximize returns* Time Constraints and Costs of a 1031 exchange — the 45-day identification period, 180-day closing window, and fees associated with facilitating exchanges.* The 1031 exchange’s flexibility, covering various property types, allowing reinvestment across different asset classes in the U.S. Learn more about Adam Nishikawa:  * Connect with Adam Nishikawa on LinkedIn: https://www.linkedin.com/in/adam-nishikawa-0b784bb5  * Follow Asset Exchange Company on LinkedIn: https://www.linkedin.com/company/asset-exchange-company * Visit Asset Exchange Company's website: https://ax1031.com *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * 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

    30 min
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In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.

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