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Trust Me

California Lawyers Association - Trusts & Estates

59 episodes

1 month ago

In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamic...

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In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamic...

Show more...

Episodes (20/59)

Trust Me

One Big Beautiful Bill Act (OBBBA) and Current Landscape of Estate Planning

In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamic...

2 months ago

55 minutes

Trust Me

What TEXCOM Does and How You Can Become Involved

Listen to host Kristin Yokomoto discuss various aspects of the CLA Trusts and Estates Section Executive Committee (TEXCOM) with guests Matthew McMurtrey and Ryka Farotte. Learn about how TEXCOM monitors all California bills, some of which become law that impact our trusts and estates practice. We discuss Matt’s 11-year term on TEXCOM and Ryka’s 6-year term, their leadership roles, and some of the contributions they have made to the CLA Trusts and Estates Section and the community. Learn...

2 months ago

39 minutes

Trust Me

How to Prepare for the 2025 CSB Legal Specialization Examination in Estate Planning, Trusts & Probate Law

Listen to TEXCOM Members Kim McGhee, Ben Schwefel, Jadene Tamura, and Kristin Yokomoto discuss the benefits of becoming a Certified Legal Specialist and the five TEXCOM modules making up the Exam and You preparation course. The speakers will cover examination tips and briefly describe the examination topics, including professional responsibility, estate, gift, and tax planning through the use of revocable and irrevocable trusts, trust administration, accountings, probate law, powers of ...

2 months ago

32 minutes

Trust Me

King Lear: An Estate Planning Tragedy

In this episode of Trust Me! we will be discussing King Lear, the Shakespearean tragedy, and the fallout from an estate plan gone wrong. Our Guest Ralph Hughes is a founding shareholder of Hughes & Pizzuto, A P.C. where he practices in the areas of Estate Planning, Trust Law, Probate Litigation, Trust Litigation, Will Contests, Mediation in related fields. Ralph has been a Certified Specialist in Estate Planning, Trust and Probate Law for more than 25 years. He is a member of ...

3 months ago

27 minutes

Trust Me

The Importance of Planning Before Incapacity

Listen to two TEXCOM members in this podcast where Kim McGhee, a legal specialist in Estate Planning, Trust & Probate Law by the California State Bar, certified Elder Law attorney and VA accredited attorney, discusses key incapacity issues with respect to estate planning, as hosted by Kimberly Strand. While people are living longer than ever before, incapacity later in life is also growing more prevalent, and elder abuse is on the rise. In this podcast, we review the documents neces...

4 months ago

42 minutes

Trust Me

The Basics of LPS Proceedings

May is Mental Health Awareness Month. In this episode of Trust Me!, our guest Bill Sias, who works for the Office of County Counsel in Los Angeles, will discuss the basics of LPS Proceedings. He will review how an LPS conservatorship begins and the general processes that follow. He will also discuss how an LPS conservatorship is different from other types of conservatorships. About Our Guest:William (“Bill”) Sias has extensive experience in conservatorships in Probate and ...

5 months ago

30 minutes

Trust Me

Securing Legacies: The Role of Professional Trustees

Show Notes: Licensed Professional Fiduciaries play a key role in the trusts and estates ecosystem in California. In this episode, we discuss the role that professional trustees play in trust administration, and the skills and experience they bring to bear in order to secure the legacies and wishes of the clients they serve. About Our Guest: Marguerite Lorenz is a California Licensed Professional Fiduciary and a Master Certified Independent Trustee. Marguerite is a managing ...

6 months ago

52 minutes

Trust Me

2024 Legislation: New Laws That Trust and Estate Practitioners Should Know

New laws were enacted in 2024 that affect California trust and estate practitioners. Join our two speakers, attorneys Jadene M. W. Tamura and Mara M. Mahana, on this episode as they describe the highlights of the new laws and how they affect trusts and estates practice, estate and trust litigation, incapacity proceedings, and more. About Our Podcast Speakers: Jadene M. W. Tamura is a Shareholder and Co-Chair of the Trusts & Estates Department at Parker Milliken, practicing in the a...

7 months ago

38 minutes

Trust Me

Combining Trusts to Reduce Complexity and Costs Can Be Harder Than You Think

Complicated clients need complicated planning. And as years go by, those complications may have led to the creation of multiple trusts for the next generation. Children and grandchildren who benefit from those multiple trusts often come to their attorneys and ask, “What can we do to simplify?” The top-of-mind answer for many planners is to find a way to combine these trusts. In this episode of Trust Me!, our guests, Andrew Katzenstein and Cary Robbins of Proskauer Los ...

8 months ago

34 minutes

Trust Me

Roadblocks on the Road to Probate Trials

Show Notes: Breslin and Smith and Farrant, oh my! The road to speedy probate trials has become more challenging over the last few years due to recent case law. Practitioners who intend to steer their trust and estate litigation matters to trial must be prepared for the roadblocks they will face along the way. In this episode, two trust-and-estate litigators identify such roadblocks, as well as effective strategies for getting through them or avoiding them altogether. About Our Guest: Golnaz Y...

9 months ago

37 minutes

Trust Me

Lessons for Estate Planning Lawyers Regarding Third Party Malpractice Claims

The aftermath of trust litigation brought by beneficiaries against trustees is too often a lawyer malpractice claim against the drafting lawyer. Listen to Sean McKissick and Kristin Yokomoto discuss the 1958 balancing test applied to lawyer malpractice cases and the messages from the courts in recent cases. About Our Guest: Sean McKissick Sean McKissick is a partner at Downey Brand LLP in Sacramento, California, where he specializes in trust and estate litigation. He s...

10 months ago

35 minutes

Trust Me

Land Back to Indigenous Tribes and Tribal Organizations

Land Back is an Indigenous-led movement focused on returning land to Indigenous Tribes in a way that strengthens Indigenous sovereignty and communities. This episode features a discussion about how Land Back comes up in the context of estate planning and introduces key concepts for estate planners, financial advisors, and tax advisors to assist clients in taking such action. About Our Guests: Alma Soongi Beck is an attorney in Lathrop GPM Private Client Services Practice Groups. Beck i...

11 months ago

40 minutes

Trust Me

All in the Family: What Estate Planners Should Know About Family Law Basics

Estate planners not only help clients plan for what happens at death. Nowadays, especially with the high divorce rates, trust and estate lawyers also need to be mindful of how certain planning will play out in the event of a divorce. In this episode of Trust Me!, we discuss what estate planners should know about the basics of family law. About Our Guest: Vanessa Soto Nellis is a Shareholder and Chair of the Family Law Practice Group of Lewitt Hackman. She is also a Certified Speci...

1 year ago

31 minutes

Trust Me

“Double Damages” and Other Enhanced Remedies Under Probate Code Section 859

What enhanced remedies are parties entitled to recover under Probate Code section 859? Is it double damages, triple damages, or something else? There has been a district split, and now even a division split, on whether parties can receive “double damages” under Section 859. Recent case law sheds light on this issue, and the guests on this episode were counsel of record in two of those recent cases, enabling them to share key insights and an overview of where the law stands now on Section 859....

1 year ago

38 minutes

Trust Me

Haggerty vs. Thornton: Revocations and Modifications

Haggerty vs. Thornton is a case that made its way to the California Supreme Court with an eagerly anticipated decision. This case concerns an area of law that is of great interest to planners, administrators, and litigators: the method of amending trust and whether the method of revocation can be considered the same as the method of amendment. About Our Guests: Jennifer Campbell is a partner at Carlin and Peebles LLP in Southern California. She focuses her practice on estate planning and tru...

1 year ago

37 minutes

Trust Me

Gift Tax Consequences of Changing Irrevocable Trusts

When does a trust beneficiary’s cooperation with a trustee to modify, reform, or decant a trust become a taxable gift by that trust beneficiary? In late 2023, the IRS Office of Chief Counsel answered that question in CCA202352018. In this episode, our guest Jenny Hill Bratt discusses the CCA and its impact on trust and estate practitioners and their clients. About Our Guest: Jenny Hill Bratt is a partner in the San Diego (Del Mar) office of Sheppard Mullin. Her practice is ...

1 year ago

36 minutes

Trust Me

Risk Mitigation Strategies for the Successor Trustee

There are many things to consider when choosing a trustee or successor trustee for a trust. The trustee will face a number of challenges over the course of their service and will need to plan ahead to avoid the inevitable pitfalls. In this episode of Trust Me!, we discuss a proactive plan for a trustee to successfully administer a trust, and an overview of primary things to consider to mitigate the risk of adverse action against a trustee. About out Guests: Herbert A. Stroh,...

1 year ago

37 minutes

Trust Me

From Death to Distribution – A General Overview of Federal Tax Requirements

When a client passes away, one of the most important items on our to-do list is to file certain tax returns. In this episode of Trust Me!, we will be discussing an overview of things to consider during the period of post-death administration, mainly focusing on filing the federal estate tax return (Form 706). About Our Guests: Lisa M. Piehl is the Program Manager for the Internal Revenue Service (IRS), Estate and Gift Tax Policy division. Lisa has been with the IRS Est...

1 year ago

40 minutes

Trust Me

The Magic of the Trust and Estate Mediation Process

In this episode of Trust Me!, Bette Epstein discusses the magic of the trust and estate mediation process to informally resolve disputes, which includes party engagement, active listening, patience and problem solving. About Our Guest: Bette Epstein is a mediator, arbitrator and referee with ADR Services, Inc. Ms. Epstein has been mediating trust and estate disputes since 2000. Following a remarkable career as a trust and estate litigator, she turned her focus to alternative...

1 year ago

33 minutes

Trust Me

Let’s Get Direct about CA Directed Trusts!

California just passed a directed trust statute! In this episode of Trust Me!, Michael Rosen-Prinz and David Khanjyan will go over the basic structure of a directed trust, along with the specifics of California’s new directed trust statute. About Our Guests: Michael Rosen-Prinz is a partner at Loeb & Loeb LLP (Los Angeles office). Michael maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency...

1 year ago

31 minutes