Explore the intricate world of trust management with Martha Jo Patterson in 'The Trustor Is Dead! Long Live The Trustee.' ?? Martha, a Certified Elder Law Attorney, delves into the nuances of trust administration and the responsibilities of a successor trustee. In this insightful discussion, gain valuable insights on successor trustee duties, and practical advice for navigating the complexities of estate planning. ⚖️ Martha Jo's expertise extends beyond legal counsel; known for assisting Kerri Kasem, she currently serves on the board of the Kasem Cares Foundation. Committed to supporting famil ..read more

?️Episode 46: Get Organized So You Can Die In Peace ?‍?With Special Guest: Rebecca Goldfarb ⚖️ As a seasoned attorney, Rebecca brings a wealth of knowledge to the table, guiding us through the crucial steps to ensure your affairs are in order for a peaceful transition. From crafting a comprehensive will to navigating the intricacies of estate planning, Rebecca provides actionable advice to help you get organized and secure your real estate legacy. #TheProbateRealtorShow #probaterealtor #losangelesprobaterealestateagent ?Connecting with Heather: LinkedIn: https://www.linkedin.com/in/rebecca ..read more

?️Episode 45: What Happens To Your Stuff After You Die ?‍?With Special Guest: Marty Stevens ⚖️ In this thought-provoking podcast episode, join us for a deep dive into a topic that often goes unspoken – "What Happens To Your Stuff After You Die." This episode is not just about legalities; it's a compassionate exploration into an essential aspect of life that affects us all. Marty Stevens brings a wealth of expertise, making complex topics accessible and offering valuable insights for our listeners. #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent ?Connecting with Heather ..read more

?️Episode 44: How To Avoid Elder Financial Abuse ?‍?With Special Guest: Ingrid Evans ? As the elderly population grows, so does the risk of financial exploitation. Ingrid Evans shares her wealth of knowledge and experience, offering practical advice, red flags to watch out for, and proactive measures to safeguard the financial well-being of our seniors. Join us for this eye-opening discussion that aims to empower individuals, families, and caregivers with the information needed to protect our elders from financial harm. #TheProbateRealtorShow #probaterealtor #losangelesprobaterealestateagent ..read more

?️Episode 43: Charitable Giving and Estate Planning ?‍?With Special Guest: Heather Glick-Atalla ? Dive deep into the world of philanthropy and estate planning with our special guest, Heather Glick-Atalla. Join us as we explore the strategies and considerations involved in making a meaningful impact through charitable giving while ensuring a secure future through effective estate planning. #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent ?Connecting with Heather: LinkedIn: https://www.linkedin.com/in/heatherglick Website: https://glicklaw.com/ ?️Connecting with ✨ The Proba ..read more

?️Episode 42: How to Handle Inheritance Disputes ?‍?With Special Guest: Tamiel Holloway ? Wondering how to navigate the challenging terrain of inheritance conflicts? Tamiel Holloway shares her expertise on understanding the common causes of disputes and offers practical strategies to prevent conflicts before they arise. #TheProbateRealtorShow #probaterealtor #losangelesprobaterealestateagent ?Connecting with Tamiel: LinkedIn: https://www.linkedin.com/in/tamiel-holloway-6aa0a11a9 Website: https://www.hollowaykimberlin.com/ ?️Connecting with ✨ The Probate Realtor Show and Matias YouTube: htt ..read more

?️Episode 41: What Is Business Succession Planning ?‍?With Special Guest: Noelle Minto ? In this episode, we're unraveling the complexities of business succession planning. Tune in as we break down the intricacies with our special guest, Noelle Minto, a seasoned professional in strategic business transitions. #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent ?Connecting with Noelle: LinkedIn: https://www.linkedin.com/in/noelleminto Website: https://nmlawattorneys.com/attorney/noelle-r-minto-esq/ ?️Connecting with ✨ The Probate Realtor Show and Matias YouTube: https://www.y ..read more

?️Episode 40: Don't Write Your Will On A Paper Napkin! ?‍?With Special Guest: Grace St.Clair ?Join us as we sit down with Grace St.Clair, a seasoned Estate Planning Attorney. In this engaging conversation, we explore the various documents that make up a comprehensive estate plan and unravel the reasons behind their significance. ? Subscribe for more expert insights on real estate, probate, and financial planning! ? #EstatePlanning #TaxStrategies #ProbateRealtor #FinancialWisdom #LegacyPlanning #RealEstateInsights #WealthTransferTips #TheProbateRealtorShow #probaterealtor #losangelesprobater ..read more

?️Episode 39: Death, Taxes, and Giving It All Away ?‍?With Special Guest: Joshua Driskell About Our Guest: Josh’s practice focuses on business, tax, estate, fiduciary, and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association. Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses. Josh is admitted to practice law in all California stat ..read more

?️Episode 38: Who Should Be In Charge After You Die? ?‍?With Special Guest: Courtney Cole Patton, Esq. About Our Guest: Courtney Cole Patton, Esq., Partner of Jakle, Alexander & Patton, LLP, practices in the areas of estate planning, trust administration, trust settlement, probate, conservatorships and property tax. With a deep understanding of the legal landscape, Courtney is dedicated to providing exceptional legal services to her clients. Courtney earned her Juris Doctorate degree from the Pepperdine University School of Law, where she graduated in 2013. During her time at Pepperdine, C ..read more