Trust Me
Trust Me
Latest Episodes
Virtual Representation – It’s Really Here! (No, Really)
California has a new virtual representation statute! What does this mean for your trusts and estates practice? In this episode of Trust Me!, our guests, Kelly Cooksey of Loeb and Loeb in Los Angeles, and Anna Soliman of Sheppard Mullin in...
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...
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...
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...
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...