Trust Me
Trust Me
Latest Episodes
Finding Hidden Estate Assets with Stephen Walter, Founder & CEO of Sunset
One of the greatest challenges in probate and trust administration is ensuring that every asset is identified. In this episode of the Trust Me Podcast, presented by the California Lawyers Association Trusts and Estates Section (TEXCOM), host R....
Bulletproofing the Estate Plan: Creating a Record That Survives Scrutiny
As an estate planner, your job is to capture your client’s wishes. But what happens years down the line when those wishes are challenged, family relationships have fractured, and memories have faded?In our latest episode, we sit down wit...
Virtual Representation – It’s Really Here! (No, Really)
California has a new virtual representation statute! What does this mean for your trusts and estates practice? In this episode of Trust Me!, our guests, Kelly Cooksey of Loeb and Loeb in Los Angeles, and Anna Soliman of Sheppard Mullin in...
Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets
In this episode, R. Sam Price and Tanis Kluever discuss how probate and trust loans secured by real property can solve liquidity problems while preserving the family home. The conversation focuses on practical, legally compliant s...