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 the mechanics of the procedures. 

About our guests, Judith Tang and Lisa B. Roper: 

Judith Tang is the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. 

Judith is a Director and the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. She has over 25 years of experience and a breadth of knowledge, providing comprehensive personalized estate planning and trust and estate administration services.

Lisa B. Roper is a partner in the Estate and Trust Litigation Group and the Trust Administration and Probate Group at Henderson, Caverly and Pum LLP, where she advises clients in estate and trust controversies, estate and trust administrations, guardianships, and conservatorships.  

Lisa and Judith are members of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  

About Our Host:

Anna Soliman is Special Counsel in Sheppard Mullin’s Los Angeles office, where she specializes in estate planning and trust administration for high-net-worth individuals. She is also a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Cat Hammons and Todd Gajdusek