SOBRE ESTE PODCAST 🔗
Welcome to Probate Notes, your go-to podcast for navigating the complexities of California probate law. Hosted by R. Sam Price, a seasoned probate attorney, Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, and author of The 6-Stage Probate Process, this podcast breaks down probate practice with expert insights, practical strategies, and real-world solutions for attorneys, paralegals, fiduciaries, and professionals in the probate industry.
Each episode dives into key topics, from foundational probate concepts to advanced litigation strategies, helping you master the nuances of probate practice. Whether it's fixing court examiner deficiencies, tackling probate litigation, or staying ahead of legislative updates, you'll get actionable guidance to streamline your cases and elevate your expertise.
Expect guest interviews with top probate attorneys, fiduciaries, and legal experts, as well as a dedicated segment answering listener questions. Whether you're a seasoned probate attorney or just starting in the field, Probate Notes will help you navigate probate with confidence, clarity, and efficiency.
🎧 Subscribe now on Spotify, Apple Podcasts, YouTube, and all major platforms. Submit your questions and be part of the conversation!
Each episode dives into key topics, from foundational probate concepts to advanced litigation strategies, helping you master the nuances of probate practice. Whether it's fixing court examiner deficiencies, tackling probate litigation, or staying ahead of legislative updates, you'll get actionable guidance to streamline your cases and elevate your expertise.
Expect guest interviews with top probate attorneys, fiduciaries, and legal experts, as well as a dedicated segment answering listener questions. Whether you're a seasoned probate attorney or just starting in the field, Probate Notes will help you navigate probate with confidence, clarity, and efficiency.
🎧 Subscribe now on Spotify, Apple Podcasts, YouTube, and all major platforms. Submit your questions and be part of the conversation!
Apresentadores:
Frequência de atualização:
weekly
Duração média do áudio:
40 minutes
Entrevistas com convidados
Inglês
Estados Unidos da América
61 episódios
desde 15 de Abril de 2025
episodic
ÚLTIMO EPISÓDIO 🔗
Our conversation with Sanford M. Fisch, CEO and co‑founder of the American Academy of Estate Planning Attorneys and American Academy Wealth, LLC, focuses on building an estate planning firm that actually works as a business. We talk with Sandy about his path from tax specialist at Coopers and Lybra…
PESQUISAR EPISÓDIOS PASSADOS
Pesquisar episódios anteriores de Probate Notes: Your Guide to Navigating California Probate Law.
EPISÓDIOS ANTERIORES 🔗
Grief, sibling tension, and a house full of memories collide when a parent dies, and that is where we start. We talk with REALTOR® Scott Stoller, founder of SellItScott and a C.A.R. Certified Probate and Trust Specialist, about what really happens when heirs inherit a home in California probate.
…
Hiring help does not have to blow up your margins or your sanity. We hear how estate planning attorney Matthew Crider turned early frustrations with outsourced reception and bookkeeping into a deliberate system for working with virtual assistants, and eventually into co-founding Traba Legal. He and…
Sam Price sits down with Jeremy Lau of Prudent Investors to unpack what happens the moment a successor trustee inherits an investment portfolio. Most fiduciaries know they have a job to do. Few understand the Uniform Prudent Investor Act actually governs how they do it, from diversification to tax …
Tim Abrahams, a retired Los Angeles County Sheriff's investigator who now runs Silver Bison Consulting, joins Sam Price to unpack how elder financial abuse actually unfolds. Tim spent years chasing fraud and title theft cases, and he explains why so many families get turned away at the police count…
Probate planning gets much more complicated once retirement accounts and real families enter the picture. Financial advisor Ryan Holloway, AWMA® explains how beneficiary designations control where the accounts go, what happens when a spouse rolls funds into her own IRA, and how required minimum dis…
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…
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…
Aviso: O podcast e a arte incorporada nesta página são de R. Sam Price, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
MOTOR DE PESQUISA DE PODCAST
Pode usar nosso site para pesquisar podcasts3,820,989e episódios195,304,267por pessoas, lugares ou tópicos.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
PESQUISAR EPISÓDIOS PASSADOS
Pesquisar episódios anteriores de Probate Notes: Your Guide to Navigating California Probate Law.
RECLAMAR ESTE PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post anúncios classificados for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
entrevista com podcaster...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
a nossa conta oficial no X (anteriormente Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
