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חפש פרקים קודמים של Probate Notes: Your Guide to Navigating California Probate Law.

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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 confi‮…
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 e‮…
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 o‮…
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…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-R. Sam Price, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.