Trust Me
Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..
Podcasting since 2021 • 46 episodes
Trust Me
Latest Episodes
“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 “doub...
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Season 4
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Episode 9
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38:47
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 amend...
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Season 4
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Episode 8
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37:12
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 episo...
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Season 4
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Episode 7
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36:09
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 thi...
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Season 4
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Episode 6
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37:47
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 administrat...
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Season 4
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Episode 5
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40:52