Trust Me
Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..
Podcasting since 2021 • 63 episodes
Trust Me
Latest Episodes
New Rules for Non-Probate Transfers of Decedent’s Primary Residence
This episode, hosted by Anna Soliman, reviews the new petition process enacted under AB 2016 for a decedent’s primary residence valued up to $750,000. We will discuss the origin of the new law, the old rules, and...
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34:48
2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know
New laws were enacted in 2025 that will affect California trusts and estates practitioners on January 1, 2026. Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode as they summ...
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Season 6
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Episode 1
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53:44
Trusts as Shields and Swords – Community Property Interests in Third-Party and Self-Settled Trusts
Host: Ben SchwefelSpeaker: Anthony LaiThis episode explores how community property interests are identified, asserted, and litigated in post-death trust and estate administrations. We break down the legal framework, ...
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Season 5
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Episode 12
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30:14
When Beneficiaries Don’t See Eye to Eye: Post-Death Real Estate Disputes
What happens when beneficiaries disagree about the family home or other inherited real estate? In this episode, guest, James Ulwelling and host, Ben Schwefel, will discuss partition actions, co-ownership conflicts, lis pendens (no...
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Season 5
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Episode 11
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43:42
One Big Beautiful Bill Act (OBBBA) and Current Landscape of Estate Planning
In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts f...
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Season 5
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Episode 10
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55:13