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Cerca gli episodi passati di Probate Notes: Your Guide to Navigating California Probate Law.

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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,…
Most of us assume our life insurance will quietly be there when our families need it. Frank Campbell is here to explain why that assumption can be dangerously wrong. We talk with Frank, a California-licensed Life and Disability Analyst, about why an estimated 80% of existing life insurance polici…
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…
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…
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