OM DENNE EPISODE

Engelsk
USA

UDSKRIFT 🔗

SØK BLANT TIDLIGERE EPISODER

Søk etter gamle episoder av Probate Notes: Your Guide to Navigating California Probate Law.

ANDRE EPISODE I DENNE PODKAST

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 clients know which causes they love — but not how to make that generosity work for decades after they're gone. In this conversation, we hear guest Brie Griset Smith, CSPG, Chief Development Officer at the Inland Empire Community Foundation (IECF), explain how community foundations turn charita…
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…
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…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra R. Sam Price, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.