Trust Me
Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..
Podcasting since 2021 • 65 episodes
Trust Me
Latest Episodes
Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets
In this episode, R. Sam Price and Tanis Kluever discuss how probate and trust loans secured by real property can solve liquidity problems while preserving the family home. The conversation focuses on practical, legally compliant s...
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Season 6
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Episode 4
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35:13
Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets
In this episode, R. Sam Price and Tanis Kluever discuss how probate and trust loans secured by real property can solve liquidity problems while preserving the family home. The conversation focuses on practical, legally compliant s...
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Season 6
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Episode 3
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36:06
New Rules for Non-Probate Transfers of Decedent’s Primary Residence
This episode, hosted by Anna Soliman, reviews the new petition process enacted under AB 2016 for a decedent’s primary residence valued up to $750,000. We will discuss the origin of the new law, the old rules, and...
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34:48
2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know
New laws were enacted in 2025 that will affect California trusts and estates practitioners on January 1, 2026. Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode as they summ...
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Season 6
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Episode 1
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53:44
Trusts as Shields and Swords – Community Property Interests in Third-Party and Self-Settled Trusts
Host: Ben SchwefelSpeaker: Anthony LaiThis episode explores how community property interests are identified, asserted, and litigated in post-death trust and estate administrations. We break down the legal framework, ...
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Season 5
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Episode 12
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30:14