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البحث في الحلقات السابقة من Probate Notes: Your Guide to Navigating California Probate Law.

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Navigating an inherited property can feel overwhelming, especially when it collides with grief and family dynamics. We walk through that reality with guest Rhett Fruitman, co-founder of Inherited Property Match, a service that personally connects heirs, trustees, and fiduciaries with vetted real es…
Trust and estate income sounds simple until three different definitions collide. Sam Price sits down with Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, to sort out the confusion. Justin has spent his career untangling fiduciary accounting income, taxable income,…
Trusts fail every day — not because they're drafted badly, but because assets never quite make it inside. Probate attorney Sam Price and guest Bob Bergman break down how Heggstad petitions under Probate Code §850 can rescue those "orphan" assets. We explain how courts use written intent to confir…
A million-dollar retirement account sounds like a blessing — until it accidentally disqualifies a child with special needs from critical benefits. We dive into how to prevent that outcome when a parent leaves a 401(k) or IRA directly to a special needs beneficiary. Our guest is Darryl J. Lynch of…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من R. Sam Price، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.