Episodes
Tuesday Aug 01, 2017
The Facts: Trust Prudent Investing -- Course 1, Lesson 1
Tuesday Aug 01, 2017
Tuesday Aug 01, 2017
The Facts: a factual scenario on Trust prudent investing. This factual scenario will be used in the next two podcast edisodes to further discuss Trust prudent investing.
Friday Jul 17, 2015
Are you liable for the debts of your father?
Friday Jul 17, 2015
Friday Jul 17, 2015
Many people worry about whether they are personally liable for the debts of a deceased family member. In California, it is not so easy to hold someone liable for a debt once the debtor dies. In this episode, we discuss whether you can be held liable for a family member's debts.
Friday Jul 17, 2015
Why did my step-parent inherit all my mom's property?
Friday Jul 17, 2015
Friday Jul 17, 2015
Step-parents can cause a lot of havoc in Trust and Will matters. For example, what if you parent leaves everything to his or her spouse, and then your step-parent leaves it all to only his or her kids--nothing to you? That would be a rude awakening! Unfortunately, that result happens all too often. In this episode we discuss ways to do estate planning to avoid the disastrous results of a step-parent taking it all.
Friday Jul 17, 2015
Can you question your California Executor without being disinherited?
Friday Jul 17, 2015
Friday Jul 17, 2015
The every present threat of a no-contest clause under a California Will can make people nervous to take any action against an Executor. This is especially true where the Executor threatens to disinherit the beneficiary for questioning his or her actions. In this episode, we discuss whether a no-contest clause can be used to disinherit a Will beneficiary who questions the actions of an Executor.
Friday Jul 17, 2015
Opening a California Probate: Taking the First Step
Friday Jul 17, 2015
Friday Jul 17, 2015
Opening a California probate estate can be frustrating because of the procedural hurdles that you have to jump over. But fear not, probate can be opened with patience and using the right forms. In this episode we describe the process to open a probate estate.
Monday Jun 22, 2015
Monday Jun 22, 2015
In this podcast, we describe the ways in which a beneficiary can break a release or consent and still hold a Trustee liable. Trustee's need to know how to ensure a release is valid, and beneficiaries may like to know how to get out from under a signed release. Enjoy!
Monday Jun 22, 2015
Monday Jun 22, 2015
In this podcast, we describe the rather strange procedural device called a demurrer.
Monday Jun 22, 2015
Probate Court has the Power of the King: Equity vs. Law
Monday Jun 22, 2015
Monday Jun 22, 2015
If you are heading in probate court in California, be prepared to mind your equities. Yes, probate court operates under the rule of law, as do all courts. But there is a good bit of equity involved too. Don't know what equity is? This podcast will shed some light on the subject of equity vs. the law.
Monday Jun 22, 2015
Discovery Applies to California Trust and Will Lawsuits
Monday Jun 22, 2015
Monday Jun 22, 2015
If you are in the middle of a Trust or Will lawsuit, you will need to find all relevant evidence to prepare for trial. How do you do that? Using all the same rules and procedures available to any civil lawsuit.
Monday Jun 15, 2015
Trust Accountings; How Accurate Must They Be?
Monday Jun 15, 2015
Monday Jun 15, 2015
In this episode we tackle the tricky topic of Trust accountings. How accurate must your Trust accounting be in order to have it approved by the Court?