In this episode of Trust Me!, Kristin Yokomoto discusses ethical considerations in the estate planning world. She covers issues relating to engagement letters, conflicts, communication, capacity and more.
About Our Guest:
Kristin Yokomoto is a partner at Baker & Hostetler LLP in Costa Mesa, California and focuses on tax and estate planning for high-net-worth individuals, trust administration and probate. She is a Fellow of the American College of Trust and Estate Counsel and the American Bar Association. Kristin is a member of the Executive Committee of the California Lawyer Association’s Trusts and Estates Section and the Orange County Bar Association Professionalism and Ethics Committee. She is a Certified Specialist in Estate Planning, Trust and Probate Law with the California Bar Association of Legal Specialization. Kristin recently published an article on the Trusts and Estates Mediation and the Role of the Mediator for the Trust and Estates Quarterly and is earning an LL.M. in Dispute Resolution.
About Our Host:
Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a TEXCOM member and is a Vice-Chair of the Fiduciary Income Tax Section of the American Bar Association
Thank you for listening to Trust Me!
Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek