The Probate Realtor Show

🎙️Episode 56: Protecting You and You Business 👨‍💼With Special Guest: Jan Meyer ⚖️ In this engaging episode, we welcome Jan Meyer, an experienced estate planning attorney from Meyer State Law. Jan provides invaluable insights into the often-overlooked aspect of business succession planning. She emphasizes the importance of having a clear plan for the future of your business, whether it's a so...

🎙️Episode 55: Death: Planning Before and After👨‍💼With Special Guest: Jennifer Sawday⚖️In this episode, we talk with Jennifer Sawday, a partner at TLD Law, about estate planning, probate, and trust administration. Jen shares common misconceptions about estate planning, the importance of having a trust, and the key components of a complete estate plan. She also discusses guardianship, the differen...

🎙️Episode 54: Probate 101 👨‍💼With Special Guest: Irene N Blocksom ⚖️In this engaging episode of the Probate Realtor Show, attorney Irene Blocksom, joins host Matias to shed light on probate, probate administration, and estate planning. With her expertise in assisting Japanese-speaking clients, Irene shares valuable insights on navigating the complexities of estate matters. From the initial steps...

🎙️Episode 53: Inheriting Land 👨‍💼With Special Guest: Brent Bowers ⚖️Join us for another exciting episode of the Probate Realtor Show! In this installment, we sit down with Brent Bowers, known as the Land Shark, to delve into the intricate world of inheriting land and making informed decisions about its value and potential. Brent shares invaluable insights into the first steps individuals should...

🎙️Episode 52: Avoid Spam Make an Estate Plan 👨‍💼With Special Guest: Davis Zellmer ⚖️In this episode, Davis Zellmer from Zellmer Estate Planning discusses the importance of avoiding probate and the intricacies of trust administration. Davis shares insights into why probate can be costly and time-consuming, emphasizing the benefits of estate planning. He addresses common misconceptions, such as lo...

🎙️Episode 51: Unearthing Secrets: Navigating Foundation Repair in Real Estate 👨‍💼With Special Guest: Bob Brown ⚖️In this episode, Bob Brown shares invaluable insights on common misconceptions about foundation repairs, highlighting the complexity of soil dynamics and the importance of consulting engineers rather than relying solely on repair companies with potential conflicts of interest. He disc...

⚖️ In this episode, legal expert Dilair S. Nafoosi shares valuable insights into the intricacies of probate law, shedding light on the often misunderstood realm of court procedures and litigation strategies. With engaging anecdotes and practical advice, Delair navigates through topics such as probate notes, courtroom dynamics, and the importance of clear communication in legal proceedings. From hi...

🎙️Episode 49: Don't Fight The Trust! 👨‍💼With Special Guest: Mark Abell ⚖️ In this episode of the Probate Realtor Show, host Matias Baker Masucci discusses key strategies with lawyer Mark Abell for crafting estate plans that minimize the risk of litigation. Mark shares insights on selecting successor trustees, addressing competency concerns, and incorporating mechanisms in trusts to protect e...

Embrace the reality check with James Long in 'Bad News! You Are Not Going To Live Forever.' 💔 Founder of Regnum Legacy, PC, and legal resource Regnum Legal, James brings a unique blend of expertise and personal commitment to estate planning. Married with two young boys, James views his clients as an extension of his own family, offering sound legal business strategy, meticulous estate pla...

Explore the intricate world of trust management with Martha Jo Patterson in 'The Trustor Is Dead! Long Live The Trustee.' 📜🤝 Martha, a Certified Elder Law Attorney, delves into the nuances of trust administration and the responsibilities of a successor trustee. In this insightful discussion, gain valuable insights on successor trustee duties, and practical advice for navigating the compl...

🎙️Episode 46: Get Organized So You Can Die In Peace 👨‍💼With Special Guest: Rebecca Goldfarb ⚖️ As a seasoned attorney, Rebecca brings a wealth of knowledge to the table, guiding us through the crucial steps to ensure your affairs are in order for a peaceful transition. From crafting a comprehensive will to navigating the intricacies of estate planning, Rebecca provides actionable advice to help...

🎙️Episode 45: What Happens To Your Stuff After You Die 👨‍💼With Special Guest: Marty Stevens ⚖️ In this thought-provoking podcast episode, join us for a deep dive into a topic that often goes unspoken – "What Happens To Your Stuff After You Die." This episode is not just about legalities; it's a compassionate exploration into an essential aspect of life that affects us all. Marty St...

🎙️Episode 44: How To Avoid Elder Financial Abuse 👨‍💼With Special Guest: Ingrid Evans 🤝 As the elderly population grows, so does the risk of financial exploitation. Ingrid Evans shares her wealth of knowledge and experience, offering practical advice, red flags to watch out for, and proactive measures to safeguard the financial well-being of our seniors. Join us for this eye-opening discussion t...

🎙️Episode 43: Charitable Giving and Estate Planning 👨‍💼With Special Guest: Heather Glick-Atalla 🤝 Dive deep into the world of philanthropy and estate planning with our special guest, Heather Glick-Atalla. Join us as we explore the strategies and considerations involved in making a meaningful impact through charitable giving while ensuring a secure future through effective estate planning. #TheP...

🎙️Episode 42: How to Handle Inheritance Disputes 👨‍💼With Special Guest: Tamiel Holloway 💡 Wondering how to navigate the challenging terrain of inheritance conflicts? Tamiel Holloway shares her expertise on understanding the common causes of disputes and offers practical strategies to prevent conflicts before they arise. #TheProbateRealtorShow #probaterealtor #losangelesprobaterealestateagent 📇...

🎙️Episode 41: What Is Business Succession Planning 👨‍💼With Special Guest: Noelle Minto 📝 In this episode, we're unraveling the complexities of business succession planning. Tune in as we break down the intricacies with our special guest, Noelle Minto, a seasoned professional in strategic business transitions. #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent 📇Connectin...

🎙️Episode 40: Don't Write Your Will On A Paper Napkin! 👨‍💼With Special Guest: Grace St. Clair 🔐Join us as we sit down with Grace St. Clair, a seasoned Estate Planning Attorney. In this engaging conversation, we explore the various documents that make up a comprehensive estate plan and unravel the reasons behind their significance. 🏆 Subscribe for more expert insights on real estate, probat...

🎙️Episode 39: Death, Taxes, and Giving It All Away 👨‍💼With Special Guest: Joshua Driskell About Our Guest: Josh’s practice focuses on business, tax, estate, fiduciary, and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association. Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth...

🎙️Episode 38: Who Should Be In Charge After You Die? 👨‍💼With Special Guest: Courtney Cole Patton, Esq. About Our Guest: Courtney Cole Patton, Esq., Partner of Jakle, Alexander & Patton, LLP, practices in the areas of estate planning, trust administration, trust settlement, probate, conservatorships and property tax. With a deep understanding of the legal landscape, Courtney is dedicated to p...

🎙️Episode 37: What Does a Probate Judge Do? 👨‍💼With Special Guest: Shirley A. Millwood About Our Guest: Shirley was born and raised in Calhoun County, Alabama. Shirley has overcome many obstacles, first learning the difficult challenges of life at a young age. Shirley spent her childhood being raised in strong, blended, blue-collar homes with parents who taught a firm work ethic and how faith in...

🎙️Episode 36: Treasure Hunts & Creative Planning 👨‍💼With Special Guest: Heather Reynolds About Our Guest: Heather Reynolds has focused her law career solely on California Estate Planning, Trusts and Probate Law since she opened her own law firm over 20 years ago. She is currently admitted to practice law before the California Superior and Supreme Court as well as the U.S. District Court, Nor...

🎙️Episode 35: Estate Planning For Women 👨‍💼With Special Guest: Somita Basu About Our Guest: A practicing attorney licensed to practice in California for 11 years, Somita grew up in Nebraska before moving in her awkward teen years to Maryland. After graduating from college in New Jersey with a degree in mathematics, Somita went to work at Prudential Life Insurance Company, providing her with a fo...

🎙️Episode 34: Why You Shouldn't Steal From Dead People 👨‍💼With Special Guest: Matt Owens About Our Guest: Matt focuses his practice on trust, estate, and inheritance disputes. He has prosecuted and defended a wide range of matters in probate court, including trust contests, elder abuse actions, accountings, contested conservatorships and claims involving breach of fiduciary duty. His clients...

🎙️Episode 33: You Inherited a Lot of Money! Now What? 👨‍💼With Special Guest: Rick Nott About Our Guest: He has more than a decade of wealth management experience and previously held positions as an advisor at AdvicePeriod, an associate advisor at SEIA and a trader at United Capital during the financial crisis. Rick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned the Certifie...

🎙️Episode 32: How to Buy Your Parents House After They Pass Away! 👨‍💼With Special Guest: R. Sam Price About Our Guest: R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend. Sam is Certified as a Specialist in Estate Plannin...