The Probate Realtor Show: Recent Episodes
Matias Masucci
Discover the importance of fiduciary duty and how to safeguard yourself from potential breaches. In this video, we delve into the concept of fiduciary duty, exploring its definition, implications, and the consequences of its breach. Learn about the roles and responsibilities associated with fiduciary duty, and gain valuable insights into protecting your interests. Whether you're an individual or an organization, understanding fiduciary duty is crucial for making informed decisions and avoiding costly mistakes. Watch now to empower yourself with the knowledge needed to navigate complex fiduciary relationships and ensure your rights are respected.Please visit my website to get more information: https://everyla.com/ 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐦𝐲 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@matiasbroker/?sub_confirmation=1 ✅ Important Link to Follow🔗 Linktreehttps://linktr.ee/matiasbroker🔗 Stay Connected With Me.Facebook: https://www.facebook.com/matiasbakermasucci/ Instagram: https://www.instagram.com/matiasbroker TikTok: https://www.tiktok.com/@matiasbroker Twitter (X): https://twitter.com/matiasbroker LinkedIn: https://www.linkedin.com/in/matiasbroker/ Yelp: https://www.yelp.com/biz/matias-baker-masucci-realtor-beverly-hills Pinterest: https://www.pinterest.com/matiasbroker/ Zillow: https://www.zillow.com/profile/matias-baker-masucci/ Website: https://everyla.com/ 📩 For business inquiries: matias@everyla.com ☎️ Text/call (310) 776-5145=============================📍 Google location: https://maps.app.goo.gl/LdN9Y9PMcZZnjgjt6🎬Suggested videos for you:▶️ https://youtu.be/3X8wu4RXenk ▶️ https://youtu.be/7Q9jmOK5oyk▶️ https://youtu.be/xBws1s9PHOM ▶️ https://youtu.be/K5-LTRnAmC4 ▶️ https://youtu.be/-qXU8pntqVA ▶️ https://youtu.be/GpCebNKvdxo▶️ https://youtu.be/rGwTcUjTmiI ▶️ https://youtu.be/Cx1xoWQ5lWc ▶️ https://youtu.be/HHPfOsgx9io▶️ https://youtu.be/VDF99hUqgWY▶️ https://youtu.be/xD_5QURRFEU▶️ https://youtu.be/-qXU8pntqVA▶️ https://youtu.be/i9MRaBTYbWM▶️ https://youtu.be/VslBaDdnn28▶️ https://youtu.be/GpCebNKvdxo=================================✅ About Matias Baker Masucci.Welcome to Matias Baker Masucci, Your Trusted Los Angeles Realtor!Whether you’re selling a luxury estate, searching for your first home, or looking for a smart investment, I’m here to guide you every step of the way. As a father of four and a record-breaking real estate professional, I bring patience, proactivity, and purpose to every transaction.This channel is your go-to resource for real estate tips, market insights, and honest advice on buying, selling, and investing, especially in the fast-paced Los Angeles market. I also share real-life stories, simplify complex processes, and help you avoid common pitfalls. Let’s make your real estate journey smooth and enjoyable.For Business inquiries, please use the contact information below:📩 Email: matias@everyla.com🔔 If you're looking to buy, sell, or invest in Los Angeles real estate, hit subscribe! Stay tuned for expert tips, market insights, exclusive property tours, & success testimonials.https://www.youtube.com/@matiasbroker/?sub_confirmation=1=================================DISCLAIMER: Matias Baker Masucci is a licensed real estate broker in California, DRE # 02054763. Any legal information provided is for informational purposes only and NOT to provide legal advice. Contact an attorney to obtain advice on any specific legal issue or problem. We make no guarantees as to the accuracy of any information.
⚖️ In this episode, discover how to build a smart capital gains tax exit plan that protects your wealth, creates truly passive income, and helps preserve family legacies. Learn how strategies like the Deferred Sales Trust can unlock diversification, provide liquidity, and give heirs the tools to manage inherited wealth responsibly. Real-world examples highlight how these plans reduce stress, increase freedom, and allow families to focus on what matters most. Watch now to gain insights on transforming your financial future.Please visit my website to get more information: https://everyla.com/ 📇Connecting with Brett Swarts: LinkedIn: https://www.linkedin.com/in/brett-swarts/ Website: https://capitalgainstaxsolutions.com/ Facebook: https://www.facebook.com/brett.swarts/ Instagram: https://www.instagram.com/brett_swarts/# 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐦𝐲 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@matiasbroker/?sub_confirmation=1 ✅ Important Link to Follow🔗 Linktreehttps://linktr.ee/matiasbroker🔗 Stay Connected With Me.Facebook: https://www.facebook.com/matiasbakermasucci/ Instagram: https://www.instagram.com/matiasbroker TikTok: https://www.tiktok.com/@matiasbroker Twitter (X): https://twitter.com/matiasbroker LinkedIn: https://www.linkedin.com/in/matiasbroker/ Yelp: https://www.yelp.com/biz/matias-baker-masucci-realtor-beverly-hills Pinterest: https://www.pinterest.com/matiasbroker/ Zillow: https://www.zillow.com/profile/matias-baker-masucci/ Website: https://everyla.com/ 📩 For business inquiries: matias@everyla.com ☎️ Text/call (310) 776-5145=============================📍 Google location: https://maps.app.goo.gl/LdN9Y9PMcZZnjgjt6🎬Suggested videos for you:▶️ https://youtu.be/3X8wu4RXenk ▶️ https://youtu.be/7Q9jmOK5oyk▶️ https://youtu.be/xBws1s9PHOM ▶️ https://youtu.be/K5-LTRnAmC4 ▶️ https://youtu.be/-qXU8pntqVA ▶️ https://youtu.be/GpCebNKvdxo▶️ https://youtu.be/rGwTcUjTmiI ▶️ https://youtu.be/Cx1xoWQ5lWc ▶️ https://youtu.be/HHPfOsgx9io▶️ https://youtu.be/VDF99hUqgWY▶️ https://youtu.be/xD_5QURRFEU▶️ https://youtu.be/-qXU8pntqVA▶️ https://youtu.be/i9MRaBTYbWM▶️ https://youtu.be/VslBaDdnn28▶️ https://youtu.be/GpCebNKvdxo=================================✅ About Matias Baker Masucci.Welcome to Matias Baker Masucci, Your Trusted Los Angeles Realtor!Whether you’re selling a luxury estate, searching for your first home, or looking for a smart investment, I’m here to guide you every step of the way. As a father of four and a record-breaking real estate professional, I bring patience, proactivity, and purpose to every transaction.This channel is your go-to resource for real estate tips, market insights, and honest advice on buying, selling, and investing, especially in the fast-paced Los Angeles market. I also share real-life stories, simplify complex processes, and help you avoid common pitfalls. Let’s make your real estate journey smooth and enjoyable.For Business inquiries, please use the contact information below:📩 Email: matias@everyla.com🔔 If you're looking to buy, sell, or invest in Los Angeles real estate, hit subscribe! Stay tuned for expert tips, market insights, exclusive property tours, & success testimonials.https://www.youtube.com/@matiasbroker/?sub_confirmation=1=================================DISCLAIMER: Matias Baker Masucci is a licensed real estate broker in California, DRE # 02054763. Any legal information provided is for informational purposes only and NOT to provide legal advice. Contact an attorney to obtain advice on any specific legal issue or problem. We make no guarantees as to the accuracy of any information.
In this episode, estate planning attorney Richard Huntington breaks down how to keep your family out of court and conflict. He shares why having a comprehensive estate plan, including trusts and healthcare directives, is critical to protecting your legacy. Richard also touches on common mistakes people make when choosing trustees and how to avoid probate complications. Learn how proper planning can bring peace of mind and long-term security for your loved ones. Watch now to make informed decisions about your future.Please visit my website to get more information: https://everyla.com/ 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐦𝐲 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.https://www.youtube.com/@matiasbroker/?sub_confirmation=1 ✅ Important Link to Follow🔗 Linktreehttps://linktr.ee/matiasbroker🔗 Stay Connected With Me.Facebook: https://www.facebook.com/matiasbakermasucci/ Instagram: https://www.instagram.com/matiasbroker TikTok: https://www.tiktok.com/@matiasbroker Twitter (X): https://twitter.com/matiasbroker LinkedIn: https://www.linkedin.com/in/matiasbroker/ Yelp: https://www.yelp.com/biz/matias-baker-masucci-realtor-beverly-hills Pinterest: https://www.pinterest.com/matiasbroker/ Zillow: https://www.zillow.com/profile/matias-baker-masucci/ Website: https://everyla.com/ 📩 For business inquiries: matias@everyla.com ☎️ Text/call (310) 776-5145=============================📍 Google location: https://maps.app.goo.gl/LdN9Y9PMcZZnjgjt6🎬Suggested videos for you:▶️ https://youtu.be/3X8wu4RXenk ▶️ https://youtu.be/7Q9jmOK5oyk▶️ https://youtu.be/xBws1s9PHOM ▶️ https://youtu.be/K5-LTRnAmC4 ▶️ https://youtu.be/-qXU8pntqVA ▶️ https://youtu.be/GpCebNKvdxo▶️ https://youtu.be/rGwTcUjTmiI ▶️ https://youtu.be/Cx1xoWQ5lWc ▶️ https://youtu.be/HHPfOsgx9io▶️ https://youtu.be/VDF99hUqgWY▶️ https://youtu.be/xD_5QURRFEU▶️ https://youtu.be/-qXU8pntqVA▶️ https://youtu.be/i9MRaBTYbWM▶️ https://youtu.be/VslBaDdnn28▶️ https://youtu.be/GpCebNKvdxo=================================✅ About Matias Baker Masucci.Welcome to Matias Baker Masucci, Your Trusted Los Angeles Realtor!Whether you’re selling a luxury estate, searching for your first home, or looking for a smart investment, I’m here to guide you every step of the way. As a father of four and a record-breaking real estate professional, I bring patience, proactivity, and purpose to every transaction.This channel is your go-to resource for real estate tips, market insights, and honest advice on buying, selling, and investing, especially in the fast-paced Los Angeles market. I also share real-life stories, simplify complex processes, and help you avoid common pitfalls. Let’s make your real estate journey smooth and enjoyable.For Business inquiries, please use the contact information below:📩 Email: matias@everyla.com🔔 If you're looking to buy, sell, or invest in Los Angeles real estate, hit subscribe! Stay tuned for expert tips, market insights, exclusive property tours, & success testimonials.https://www.youtube.com/@matiasbroker/?sub_confirmation=1=================================DISCLAIMER: Matias Baker Masucci is a licensed real estate broker in California, DRE # 02054763. Any legal information provided is for informational purposes only and NOT to provide legal advice. Contact an attorney to obtain advice on any specific legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 74: Meet a Professional Fiduciary
👨💼With Special Guest: Condra K Griffin
⚖️In this episode, California licensed professional fiduciary Condra Griffin breaks down what fiduciary duties really mean, how she apply in estate planning, and why hiring a neutral third party can prevent family conflict, ensure proper care, and provide peace of mind. Learn how professional fiduciaries play a crucial role in trust administration, probate, and protecting vulnerable loved ones.
TheProbateRealtorShow
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📇Connecting with Condra K Griffin:
LinkedIn: https://www.linkedin.com/in/condrakgriffin/ Website: https://www.laelderlaw.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 73: Pooled Special Needs Trusts
👨💼With Special Guest: Michelle Wolf
⚖️In this episode, we dive into the importance of pooled special needs trusts and how they help individuals with disabilities maintain essential government benefits while accessing inherited or settlement funds. Michelle Wolf, executive director of JLA Trust, breaks down how these trusts work, who they benefit, and why they’re a crucial financial tool for families planning long-term care.
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
📇Connecting with Michelle Wolf:
Facebook: https://www.facebook.com/JLATrust
LinkedIn: https://www.linkedin.com/in/michellekwolf/ Website: https://jlatrust.org/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 72: Let’s Argue About Not Arguing👨💼With Special Guest: Jeffrey Kravitz⚖️ In this episode, Jeffrey Kravitz shares his journey from aspiring attorney to experienced litigator, mediator, and arbitrator. He discusses the unexpected moments that shaped his career, the realities of litigation, and the art of conflict resolution. With insights on navigating high-stakes legal battles and keeping emotions in check, he offers a behind-the-scenes look at the legal world. Watch now!#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Jeffrey Kravitz: LinkedIn: https://www.linkedin.com/in/jeffkravitzmediation/ Website: http://Kravitzmediation.com 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 71: What Are Mediation & Arbitration?
👨💼With Special Guest: Jeffrey Kravitz
⚖️ Jeff Kravitz, a seasoned mediator and arbitrator, shares insights into conflict resolution, explaining the key differences between mediation and arbitration. He discusses how these processes offer privacy, efficiency, and finality compared to traditional litigation.
With engaging real-life examples, he highlights how creative problem-solving can lead to fair outcomes. Watch now!
TheProbateRealtorShow
probaterealtor
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📇Connecting with Jeffrey Kravitz:
LinkedIn: https://www.linkedin.com/in/jeffkravitzmediation/ Website: http://Kravitzmediation.com
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 70: Wear Clean Underwear!👨💼With Special Guest: Debbie Babb⚖️ In this episode, estate planning attorney Debbie Babb shares the key steps to creating a solid estate plan that protects your assets and secures your legacy. She discusses trusts, healthcare directives, and the challenges of blended families, along with the crucial role of successor trustees and why co-trustees can create complications. Debbie also explains how proactive communication can prevent family conflicts and help avoid costly probate. Plus, learn about common mistakes people make when choosing an estate planning attorney. Watch now to safeguard your family's future!#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Debbie Babb: Facebook: https://www.facebook.com/debbiebabblaw Instagram: https://www.instagram.com/debbie_babb_law/ LinkedIn: https://www.linkedin.com/in/debbie-l-babb-esq/ Website: https://dbabblaw.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 69: Dealing With Professional Squatters
👨💼With Special Guest: George S. McCleary
⚖️ In this episode, we dive into the dark world of squatters and deed fraud with expert George S. McCleary. Learn the shocking ways fraudsters establish fake tenancy, manipulate legal loopholes, and make it nearly impossible to remove them. Discover how property owners can protect themselves, prevent squatters from taking over, and respond if they find themselves in this nightmare scenario.
George shares real cases, legal nuances, and his expert strategies for tackling this growing issue. Don't miss this eye-opening discussion!
TheProbateRealtorShow
probaterealtor
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📇Connecting with George S McCleary:
Facebook: facebook.com/MrdPortland
LinkedIn: linkedin.com/in/georgemccleary
Instagram: instagram.com/mrd_portland
Youtube: youtube.com/@georgemcclearyMRD
Tiktok: tiktok.com/@mrd_portlandX: x.com/mcclearyRE Website: https://www.mcclearyrealty.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 68: Peace, Advocacy, and Estate Planning
👨💼With Special Guest: Lindsay Altamirano
⚖️ In this episode, we dive into the intersection of peace, advocacy, and estate planning with Lindsay Altamirano. Discover how planning ahead can empower families, protect assets, and ensure your legacy aligns with your values. This discussion sheds light on the practical steps everyone should consider. Watch now to learn more!
TheProbateRealtorShow
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📇Connecting with Lindsay Altamirano:
Facebook: https://www.facebook.com/altalegacylaw Youtube: https://youtube.com/@altalegacylaw?si=aMgpezfjBtT2qMT5
LinkedIn: https://www.linkedin.com/company/alta-legacy-law-aplc
Website: https://altalegacylaw.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 67: The Cost of Unclear Wishes👨💼With Special Guest: Omid John Afati, Esq.⚖️ This episode dives into estate planning and trust litigation with insights from an expert. Explore the pitfalls of unclear estate plans, how litigation shapes better planning practices, and strategies to prevent probate court disputes. Learn how to select trustworthy individuals or neutral fiduciaries to manage finances and ensure your wishes are honored. Practical steps for funding trusts and avoiding common missteps are also covered. #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇 Connecting with Omid Afati: Facebook: https://www.facebook.com/shouplegal/ Instagram: https://www.instagram.com/shouplegal LinkedIn: https://www.linkedin.com/in/omidjohnafati/ Website: https://www.shouplegal.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 66: Call Me When You Die👨💼With Special Guest: David Soffer⚖️In this episode, attorney David Soffer dives deep into the often misunderstood world of trust administration. He explains how this critical process becomes essential once someone passes away, guiding families on how to properly manage a loved one’s estate. David highlights the importance of trust administration within estate planning, sharing real-life examples of clients who faced challenges due to overlooked steps or improper handling of the trust. From dealing with unique assets to managing high-value estates, David provides insights that can help families avoid costly pitfalls.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with David Soffer: LinkedIn: https://www.linkedin.com/in/david-soffer-30040323/ Website: https://www.sofferlawgroup.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 65: Assisted Living & Medical Care Homes
👨💼With Special Guest: Daniel Kuo
⚖️In this episode, we explore the differences between passive and active real estate investing. Learn how passive investments can provide steady income with minimal involvement, while active investing demands hands-on management but offers higher potential returns. We break down the pros and cons of each to help you decide which fits your lifestyle and financial goals.
Watch now to make an informed decision!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
📇Connecting with Daniel Kuo:
LinkedIn: http://www.linkedin.com/in/danielkuonyl Website: http://www.rosevalleyrcfe.com
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 64: Expert Trust Litigation
👨💼With Special Guest: Andrew Kienle
⚖️Uncover the hottest real estate trends that every Los Angeles buyer and seller should know right now. In this episode, we'll dive into the shifting market conditions, what’s driving property prices, and how interest rates are impacting buyers. Whether you're looking to invest, sell, or buy, staying informed about the current trends will give you an edge in the market. Don’t miss these crucial insights that could shape your next real estate move. Watch now and get ahead of the curve!
TheProbateRealtorShow
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📇Connecting with Andrew Kienle: LinkedIn: https://www.linkedin.com/company/hartkienlepentecost/ Facebook - https://www.facebook.com/HartKienlePentecost/
Twitter (X) - https://twitter.com/HKPLawFirm
Website: https://www.hkplawfirm.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 63: Complex Trust Administration
👨💼With Special Guest: Kevin M. Bayley
⚖️In this episode of The Probate Realtor Show, Matias sits down with attorney Kevin Bailey from KJM Law Partners to explore the often overlooked but crucial topic of trust administration. Kevin breaks down the process, explaining how it can help families avoid probate, reduce legal disputes, and ensure smooth asset distribution. They also discuss the role of professional trustees, the importance of properly funding a trust, and how estate planning can prevent future conflicts.
Be sure to watch this insightful episode to better understand trust administration and how to safeguard your estate!
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📇Connecting with Kevin M. Bayley:
LinkedIn: https://www.linkedin.com/in/kevinbayley/
Website: https://www.kjmlaw.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 62: All About Vesting
👨💼With Special Guest: Patricia De Fonte
⚖️In this episode, the discussion dives deep into the complexities of vesting in real estate, explaining how property ownership is legally recognized and the implications it carries, especially in terms of estate planning. The episode covers various forms of vesting such as tenancy in common, joint tenancy, and community property, highlighting the significant impact each has on ownership transfer, taxation, and inheritance.
The episode also emphasizes the importance of consulting with a legal professional to ensure that property is vested correctly, avoiding potential legal pitfalls and ensuring that your assets are protected according to your wishes.
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📇Connecting with Patricia De Fonte:
Facebook: https://www.facebook.com/pdefontelaw
Instagram: https://www.instagram.com/patriciadefonte
LinkedIn: https://www.linkedin.com/in/defontelaw/
Website: https://www.defontelaw.com
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 61: Estate Planning & The Latino Community👨💼With Special Guest: Joshua Reyes
⚖️In this episode, Matias Baker Masucci sits down with attorney Joshua Reyes to discuss the unique challenges Latino families face when it comes to estate planning and probate avoidance. He highlights the importance of early education and communication, especially in overcoming cultural barriers such as language differences and the fear of legal processes. He emphasizes the need for families to organize and plan ahead to protect their assets, regardless of immigration status. Whether you're helping your parents or planning your own estate, this episode offers valuable insights.
Tune in to learn more about how to safeguard your family's legacy.
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📇Connecting with Joshua Reyes:
Facebook: https://www.facebook.com/archalaw Instagram: https://www.instagram.com/joshuareyesesq/
LinkedIn: https://www.linkedin.com/in/joshuareyesesq/
Website: https://archalaw.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 60: Lessons From The Britney Spears Conservatorship👨💼With Special Guest: Lisa MacCarley⚖️In this episode, we have an enlightening conversation with Lisa MacCarley, an attorney and guardianship and conservatorship reform activist. Lisa shares her involvement in the Britney Spears conservatorship case, highlighting her efforts to bring about justice and reform. She explains what a conservatorship is, the types of conservatorships, and the importance of having the proper legal documents to avoid unnecessary conservatorship. Lisa also offers practical advice on selecting the right person to make decisions on one's behalf and the importance of being proactive in legal planning. She discusses the systemic issues within the conservatorship system and the need for reform. Additionally, Lisa talks about her upcoming book on the Britney Spears case, providing insights into the legal battles and her advocacy for change.Tune in to learn how to make informed decisions for your clients, family, and legacy.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Lisa MacCarley: Facebook: / lisamaccarleylawyer LinkedIn: / attorney-lisa-maccarley Instagram: / lisamaccarley Website: https://lisamaccarley.com/🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: / @matiasbroker Facebook: / matiasbakermasucci Instagram: / matiasbroker LinkedIn: / matiasbakermasucci Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 59: Probate Myths
👨💼With Special Guest: Paul Deloughery
⚖️In this episode, we have Paul Deloughery, the managing attorney at Probate Made Simple, returning to share his expertise. Paul dives into the complexities of the probate process, focusing on a challenging case he's currently managing. He discusses the intricacies of dealing with real estate in probate, the concept of partition by sale, and clears up common misconceptions about probate. Paul also emphasizes the importance of proactive estate planning to prevent future issues.
Tune in to gain valuable insights and practical advice from a seasoned professional in the field.
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📇Connecting with Paul Deloughery: Facebook: https://www.facebook.com/SuddenWealthProtectionLaw/ LinkedIn: https://www.linkedin.com/in/pauldeloughery/ Instagram: https://www.instagram.com/sudden_wealth_lawyer/
Website: https://pauldeloughery.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: www.probatemadesimple.com
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 58: Get Help After Inheriting A Business👨💼With Special Guest: Jenna Dillon⚖️In this episode, Matias Baker Masucci hosts Jenna Dillon, CEO of the Executive Performance Institute for Coaching, to discuss the benefits of executive coaching for those inheriting businesses. Jenna provides valuable insights on how coaching can help new business owners manage stress, foster self-awareness, and make informed decisions. Tune in to learn practical tips and strategies for navigating the complexities of inheriting and running a business effectively.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Jenna Dillon: Facebook: https://www.facebook.com/jkimdillon/ Instagram: https://www.instagram.com/jkimdillon/ LinkedIn: https://www.linkedin.com/in/jennakdillon/ Website: https://www.jennadillon.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 57: Lessons From Inheriting And Losing $14M👨💼With Special Guest: Paul Deloughery⚖️Today, we welcome Paul Deloughery, an attorney with a fascinating story. Paul inherited $14 million but ended up losing it all. He met his biological father, a Vietnam vet, shortly before his passing, and discovered he was the sole heir to a $28 million estate. Despite his legal expertise, Paul struggled with sudden wealth and made poor investment decisions. His experience led him to write "Probate Made Simple" and start a law firm focused on helping others avoid similar pitfalls. Join us as Paul shares his journey and insights into estate planning and wealth management.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Paul Deloughery: Facebook: https://www.facebook.com/SuddenWealthProtectionLaw/ LinkedIn: https://www.linkedin.com/in/pauldeloughery/ Instagram: https://www.instagram.com/sudden_wealth_lawyer/ Website: https://pauldeloughery.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 56: Protecting You and You Business👨💼With Special Guest: Jan Meyer⚖️ In this engaging episode, we welcome Jan Meyer, an experienced estate planning attorney from Meyer State Law. Jan provides invaluable insights into the often-overlooked aspect of business succession planning. She emphasizes the importance of having a clear plan for the future of your business, whether it's a sole proprietorship or a corporation, to ensure continuity and proper management in the event of incapacity, retirement, or death. Jan also discusses how estate planning can protect business and personal assets, dispel common misconceptions about loss of control, and highlight the critical need for thorough, proactive planning to avoid complications and ensure smooth transitions.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Jan Meyer: Facebook: https://www.facebook.com/meyeresqfamilyprotection Instagram: https://www.instagram.com/meyeresqfamilyprotection/ LinkedIn: https://www.linkedin.com/in/meyeresqfamilyprotection/ Website: https://danapointwills.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 55: Death: Planning Before and After👨💼With Special Guest: Jennifer Sawday⚖️In this episode, we talk with Jennifer Sawday, a partner at TLD Law, about estate planning, probate, and trust administration. Jen shares common misconceptions about estate planning, the importance of having a trust, and the key components of a complete estate plan. She also discusses guardianship, the differences between a will and a trust, and the roles of healthcare directives and powers of attorney. Jen’s journey into estate planning was inspired by personal experiences, and she is dedicated to educating others on the importance of proper estate planning to avoid complications and ensure peace of mind for families.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Jennifer Sawday: Facebook: https://www.facebook.com/JenSawday/ LinkedIn: https://www.linkedin.com/in/sawday/ Website: https://tldlaw.com/attorney/jennifer-sawday/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 54: Probate 101👨💼With Special Guest: Irene N Blocksom⚖️In this engaging episode of the Probate Realtor Show, attorney Irene Blocksom, joins host Matias to shed light on probate, probate administration, and estate planning. With her expertise in assisting Japanese-speaking clients, Irene shares valuable insights on navigating the complexities of estate matters. From the initial steps after a loved one's passing to the intricacies of probate administration and trust administration, Irene provides practical advice and emphasizes the importance of seeking legal guidance. Through her personal journey and experiences, Irene underscores the significance of proper estate planning in maintaining family harmony and peace of mind. Tune in for an enlightening discussion filled with expert tips and valuable information!#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Irene N Blocksom: LinkedIn: / ireneblocksom 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: / @matiasbroker Facebook: / matiasbakermasucci Instagram: / matiasbroker LinkedIn: / matiasbakermasucci Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 53: Inheriting Land
👨💼With Special Guest: Brent Bowers
⚖️Join us for another exciting episode of the Probate Realtor Show! In this installment, we sit down with Brent Bowers, known as the Land Shark, to delve into the intricate world of inheriting land and making informed decisions about its value and potential. Brent shares invaluable insights into the first steps individuals should take after inheriting vacant land, emphasizing the importance of seeking expert guidance to navigate complexities such as assessing land value and addressing tax obligations. From understanding mineral rights to exploring diverse land uses, Brent offers a wealth of knowledge on maximizing the potential of inherited land.
Tune in for a captivating conversation that sheds light on the opportunities and challenges of investing in vacant land!
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📇Connecting with Brent Bowers: LinkedIn: https://www.linkedin.com/in/brent1/ Youtube: https://www.youtube.com/channel/UCX4sxJwiz7ET7AKTXD9SA8A Website: https://www.thelandsharks.com/about 🎙️Connecting with
✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 52: Avoid Spam Make an Estate Plan👨💼With Special Guest: Davis Zellmer⚖️In this episode, Davis Zellmer from Zellmer Estate Planning discusses the importance of avoiding probate and the intricacies of trust administration. Davis shares insights into why probate can be costly and time-consuming, emphasizing the benefits of estate planning. He addresses common misconceptions, such as losing control of assets, and highlights strategies to minimize litigation risks. Davis also shares his journey into estate planning and how he and his wife now run their practice together. Tune in to gain valuable insights into estate planning and probate avoidance! #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Davis Zellmer: LinkedIn: https://www.linkedin.com/in/davis-r-z... Facebook: https://web.facebook.com/Daviszlaw Website: https://zellmerep.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxq...Facebook: https://www.facebook.com/matiasbakerm...Instagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbak...Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 51: Unearthing Secrets: Navigating Foundation Repair in Real Estate👨💼With Special Guest: Bob Brown⚖️In this episode, Bob Brown shares invaluable insights on common misconceptions about foundation repairs, highlighting the complexity of soil dynamics and the importance of consulting engineers rather than relying solely on repair companies with potential conflicts of interest. He discusses various topics, including identifying different types of cracks in foundations, the evolution of building codes, and retrofitting homes for earthquake resistance. Bob emphasizes practical strategies for buyers and sellers, such as obtaining pre-listing inspections from forensic engineers to preemptively address any foundation issues. With his wealth of knowledge and passion for helping homeowners, Bob provides essential guidance for navigating the intricacies of foundation repair with confidence.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Bob Brown: Instagram: https://www.instagram.com/rkbobbrown Youtube: https://www.youtube.com/channel/UCST-EhMoMurc824e64KOdywFacebook: https://www.facebook.com/profile.php?id=100091242556277 Website: https://www.foundationrepairsecrets.com🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
⚖️ In this episode, legal expert Dilair S. Nafoosi shares valuable insights into the intricacies of probate law, shedding light on the often misunderstood realm of court procedures and litigation strategies. With engaging anecdotes and practical advice, Delair navigates through topics such as probate notes, courtroom dynamics, and the importance of clear communication in legal proceedings. From his unexpected journey from professional poker player to esteemed attorney, Delair's compassionate and cost-effective approach to client representation shines through, offering guidance and clarity to those navigating challenging legal matters. Tune in for a compelling conversation that demystifies probate law and empowers individuals to make informed decisions during difficult times.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Dilair S. Nafoosi: LinkedIn: https://www.linkedin.com/in/dilair/ Website: https://www.lionheartlegal.com/attorney/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 49: Don't Fight The Trust!👨💼With Special Guest: Mark Abell ⚖️ In this episode of the Probate Realtor Show, host Matias Baker Masucci discusses key strategies with lawyer Mark Abell for crafting estate plans that minimize the risk of litigation. Mark shares insights on selecting successor trustees, addressing competency concerns, and incorporating mechanisms in trusts to protect estates. Gain valuable knowledge on navigating the fine line between estate planning and litigation to ensure a smooth and secure future for your assets. Tune in to this informative episode for expert advice on safeguarding your estate and making sound decisions.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Mark Abell: LinkedIn: https://www.linkedin.com/in/maabell/Website: https://www.trustabell.com/about🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxq...Facebook: https://www.facebook.com/matiasbakerm...Instagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbak...Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
Embrace the reality check with James Long in 'Bad News! You Are Not Going To Live Forever.' 💔 Founder of Regnum Legacy, PC, and legal resource Regnum Legal, James brings a unique blend of expertise and personal commitment to estate planning. Married with two young boys, James views his clients as an extension of his own family, offering sound legal business strategy, meticulous estate planning, strategic gifting, asset acquisition, and protection. 🌐💼 Join this insightful discussion for a pragmatic approach to securing your legacy, as James shares his mission to safeguard clients just like he protects his own family.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with James Long: LinkedIn: https://www.linkedin.com/in/jameslong4/ Website: https://www.atlantislaw.com/james-long-bio/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
Explore the intricate world of trust management with Martha Jo Patterson in 'The Trustor Is Dead! Long Live The Trustee.' 📜🤝 Martha, a Certified Elder Law Attorney, delves into the nuances of trust administration and the responsibilities of a successor trustee. In this insightful discussion, gain valuable insights on successor trustee duties, and practical advice for navigating the complexities of estate planning. ⚖️Martha Jo's expertise extends beyond legal counsel; known for assisting Kerri Kasem, she currently serves on the board of the Kasem Cares Foundation. Committed to supporting families, Martha Jo provides free resources, tools, and articles, making this video a comprehensive guide for anyone facing the challenges of caring for a loved one or planning for the future. 🌐💼 #TrustManagement #SuccessorTrustee #EstatePlanning #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Martha Jo Patterson: Facebook: https://www.facebook.com/martha.g.patterson.1/ Instagram: https://www.instagram.com/elderlawmom/ LinkedIn: https://www.linkedin.com/in/elderlawmom/Website: https://elderlawmom.com/ 🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 46: Get Organized So You Can Die In Peace
👨💼With Special Guest: Rebecca Goldfarb
⚖️ As a seasoned attorney, Rebecca brings a wealth of knowledge to the table, guiding us through the crucial steps to ensure your affairs are in order for a peaceful transition. From crafting a comprehensive will to navigating the intricacies of estate planning, Rebecca provides actionable advice to help you get organized and secure your real estate legacy.
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📇Connecting with Heather:
LinkedIn: https://www.linkedin.com/in/rebecca-goldfarb-7691a414
Website: https://www.goldfarbluu.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube:https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 45: What Happens To Your Stuff After You Die👨💼With Special Guest: Marty Stevens⚖️ In this thought-provoking podcast episode, join us for a deep dive into a topic that often goes unspoken – "What Happens To Your Stuff After You Die." This episode is not just about legalities; it's a compassionate exploration into an essential aspect of life that affects us all. Marty Stevens brings a wealth of expertise, making complex topics accessible and offering valuable insights for our listeners.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Heather: LinkedIn: https://www.linkedin.com/in/martystevensheebnerWebsite: https://www.clearhomesolutions.com/contact🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 44: How To Avoid Elder Financial Abuse
👨💼With Special Guest: Ingrid Evans
🤝 As the elderly population grows, so does the risk of financial exploitation. Ingrid Evans shares her wealth of knowledge and experience, offering practical advice, red flags to watch out for, and proactive measures to safeguard the financial well-being of our seniors. Join us for this eye-opening discussion that aims to empower individuals, families, and caregivers with the information needed to protect our elders from financial harm.
TheProbateRealtorShow
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📇Connecting with Heather:
LinkedIn: https://www.linkedin.com/in/ingridevans
Website: https://www.evanslaw.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 43: Charitable Giving and Estate Planning👨💼With Special Guest: Heather Glick-Atalla🤝 Dive deep into the world of philanthropy and estate planning with our special guest, Heather Glick-Atalla. Join us as we explore the strategies and considerations involved in making a meaningful impact through charitable giving while ensuring a secure future through effective estate planning. #TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Heather: LinkedIn: https://www.linkedin.com/in/heatherglickWebsite: https://glicklaw.com/🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 42: How to Handle Inheritance Disputes
👨💼With Special Guest: Tamiel Holloway
💡 Wondering how to navigate the challenging terrain of inheritance conflicts? Tamiel Holloway shares her expertise on understanding the common causes of disputes and offers practical strategies to prevent conflicts before they arise.
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📇Connecting with Tamiel:
LinkedIn: https://www.linkedin.com/in/tamiel-holloway-6aa0a11a9
Website: https://www.hollowaykimberlin.com/
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 41: What Is Business Succession Planning👨💼With Special Guest: Noelle Minto📝 In this episode, we're unraveling the complexities of business succession planning. Tune in as we break down the intricacies with our special guest, Noelle Minto, a seasoned professional in strategic business transitions.#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent📇Connecting with Noelle: LinkedIn: https://www.linkedin.com/in/noellemintoWebsite: https://nmlawattorneys.com/attorney/noelle-r-minto-esq/🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 40: Don't Write Your Will On A Paper Napkin!
👨💼With Special Guest: Grace St.Clair
🔐Join us as we sit down with Grace St.Clair, a seasoned Estate Planning Attorney. In this engaging conversation, we explore the various documents that make up a comprehensive estate plan and unravel the reasons behind their significance.
🏆 Subscribe for more expert insights on real estate, probate, and financial planning! 🌐 #EstatePlanning #TaxStrategies #ProbateRealtor #FinancialWisdom #LegacyPlanning #RealEstateInsights #WealthTransferTips
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📇Connecting with Grace:
LinkedIn: https://www.linkedin.com/in/grace-st-clair-esq-70b3b410
Website: www.StClairEsq.com
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 39: Death, Taxes, and Giving It All Away👨💼With Special Guest: Joshua DriskellAbout Our Guest:Josh’s practice focuses on business, tax, estate, fiduciary, and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association. Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses.Josh is admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan.In addition to his activities as an attorney, Mr. Driskell is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation.Find out all about Death, Taxes, and Giving It All Away on this episode of the Probate Realtor Show!CA DRE # 02054763#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent🗣️Notable Quotes:"You can set restrictions on gifts and foundations. Most clients prefer the foundation structure because it provides more capabilities over time."📇Connecting with Joshua Driskell: LinkedIn: https://www.linkedin.com/in/jrdriskell/Website:https://www.lagerlof.com/joshua-driskell/📻More Ways to Listen:Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkCApple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 38: Who Should Be In Charge After You Die?
👨💼With Special Guest: Courtney Cole Patton, Esq.
About Our Guest:
Courtney Cole Patton, Esq., Partner of Jakle, Alexander & Patton, LLP, practices in the areas of estate planning, trust administration, trust settlement, probate, conservatorships and property tax. With a deep understanding of the legal landscape, Courtney is dedicated to providing exceptional legal services to her clients.
Courtney earned her Juris Doctorate degree from the Pepperdine University School of Law, where she graduated in 2013. During her time at Pepperdine, Courtney also earned a Certificate in Dispute Resolution from the Straus Institute of Dispute Resolution.
Prior to law school, Courtney obtained a Bachelor of Arts degree in political science from the University of California, Irvine in 2010.
Courtney is an active member of the Trusts and Estates Sections of the Los Angeles County Bar Association, Santa Monica Bar Association, Beverly Hills Bar Association and California Lawyers Association. Courtney serves as a member of the Trusts and Estates Executive Committee of the Beverly Hills Bar Association.
Courtney was recently selected as a Thomson Reuters Super Lawyers Southern California “Rising Star” for 2023.
Find out all about Who Should Be In-charge After You Die on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
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🗣️Notable Quotes:
"
📇Connecting with Courtney Cole Patton, Esq.:
Website: http://www.jaklelaw.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 37: What Does a Probate Judge Do?
👨💼With Special Guest: Shirley A. Millwood
About Our Guest:
Shirley was born and raised in Calhoun County, Alabama. Shirley has overcome many obstacles, first learning the difficult challenges of life at a young age. Shirley spent her childhood being raised in strong, blended, blue-collar homes with parents who taught a firm work ethic and how faith in
God is a necessity. Persevering through life’s adversities, she always has the dedication and determination to overcome the multitude of obstacles laid before her.
While raising three young children as a single mother and working full-time in the legal field, Shirley became a first-generation college grad, ultimately achieving a Juris Doctorate from BSL (2008) and Masters’ degree from JSU (2006).
Shirley founded Millwood Law Firm, LLC in 2009, opening the first law firm in Alexandria, where she continues to practice.
During her years as a trial lawyer, she has focused on family law, adoptions, appellate cases, estate administration, estate planning, guardianship, conservatorships, commitment proceedings, and the like. For years, Shirley has been entrusted to serve as the Guardian Ad Litem to represent a multitude of children. Shirley has spent countless hours in the courtrooms advocating for her clients.
Shirley exemplifies core family values and has empathy for others who may travel her similar life path, including the loss of an adult child. She is a devoted mother to her children and loves being G-Mom to her blend of grandchildren.
When not working, Shirley enjoys gardening, chasing sunsets and various projects.
Find out all about What does a Probate Judge do on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
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🗣️Notable Quotes:
"We have to learn to separate our emotions from business and we have to treat our business as a business deal instead of putting all our emotions into it."
📇Connecting with Shirley A. Millwood:
Instagram: https://www.instagram.com/millwoodforprobatejudge/
Facebook: https://www.facebook.com/MillwoodforProbateJudge/
LinkedIn:http://www.linkedin.com/in/millwoodforprobatejudge2024
Tiktok: https://www.tiktok.com/@shirleymillwood
Website: http://www.MillwoodforProbateJudge.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 36: Treasure Hunts & Creative Planning
👨💼With Special Guest: Heather Reynolds
About Our Guest:
Heather Reynolds has focused her law career solely on California Estate Planning, Trusts and Probate Law since she opened her own law firm over 20 years ago. She is currently admitted to practice law before the California Superior and Supreme Court as well as the U.S. District Court, Northern District.
In 2003, she became a Specialist in Estate Planning, Trusts and Probate Law, certified by the State Bar of California, Board of Legal Specialization. Her served as a successful civil rights litigator in Oakland for two years prior. This gave her a practical perspective on the benefits of keeping her clients out of court whenever possible. To this day, she remains passionate about her clients’ freedom from government control by helping them avoid probate.
Having graduated with honors from Georgetown Law Center in 1998, she spent her final year of law school at Boalt Hall, U.C. Berkeley, as a visiting scholar where she also made the honors list. By 2016, she had represented thousands of clients and was voted “Best Attorney” in Alameda, California (Alameda Magazine 2016).
Attorney Heather Reynolds (formerly Heather Tremain) was featured in Forbes Magazine in December 2009, as one of the top 10 providers of legal services in the State of California, as determined by Goldline Research.
Find out all about Treasure Hunts and Creative Planning on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
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🗣️Notable Quotes:
"A trust is a magical document where you trust your trustee will follow your wishes when you pass away."
📇Connecting with Heather Reynolds:
Facebook: https://www.facebook.com/profile.php?id=100063612787293
LinkedIn: https://www.linkedin.com/in/heatherreynoldsesq/
Website: https://heatherreynolds.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 35: Estate Planning For Women
👨💼With Special Guest: Somita Basu
About Our Guest:
A practicing attorney licensed to practice in California for 11 years, Somita grew up in Nebraska before moving in her awkward teen years to Maryland. After graduating from college in New Jersey with a degree in mathematics, Somita went to work at Prudential Life Insurance Company, providing her with a foundation in financial services that serve her well as an estate planning and probate attorney. Somita had a long career in other Fortune 500 companies, working with institutions such as IBM, Pricewaterhouse Coopers, and HSBC. She has lived and worked internationally, including in India and Singapore.
Somita serves as the Immediate Past Chair for the Solo and Small Firm Section of the California Lawyers Association and was the past Co-Chair of the Diversity Outreach Committee of the CLA. Somita gives back to the community through her role as a Chair of the Board of Directors of the legal non-profit, Justice At Last, the Bay Area’s only legal organization exclusively serving survivors of human trafficking. Somita is also an adjunct professor of law at Purdue Global Law School.
Find out all about Estate Planning For Women on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Medical power of attorney needs to be updated every 6 to 7 years because banks are hesitant to accept powers of attorney over nine years old."
📇Connecting with Somita Basu:
LinkedIn:https://www.linkedin.com/in/somita-basu-esq-3825824/
Website: https://www.nortonbasu.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 34: Why You Shouldn't Steal From Dead People
👨💼With Special Guest: Matt Owens
About Our Guest:
Matt focuses his practice on trust, estate, and inheritance disputes. He has prosecuted and defended a wide range of matters in probate court, including trust contests, elder abuse actions, accountings, contested conservatorships and claims involving breach of fiduciary duty. His clients include high net worth individuals and families, corporate trustees, and private professional fiduciaries.
Matt has successfully handled numerous trials and arbitrations of trust and estate disputes. He has also handled many appeals, including the following cases that resulted in published opinions:
Funsten v. Wells Fargo Bank, N.A. (2016) 2 Cal.App.5th 959
Dunlap v. Mayer (2021) 63 Cal.App.5th 419
Matt is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He frequently speaks and writes on trust and estate litigation topics, is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and served as Chair of the Executive Committee of the San Diego County Bar Association's Estate Planning, Trust, and Probate Law Section. Matt is recognized in the Chambers High Net Worth Guide 2023 for Private Wealth Disputes - California. He has been recognized as a Best Lawyers "Ones to Watch" each year since 2021 and as a Super Lawyers Rising Star each year since 2013, and was on Legal Week's Private Client "Ones to Watch" list from 2017 to 2021. Matt holds a B.A. from the University of Mississippi and a J.D. from Santa Clara University. He is also a registered foreign lawyer in the UK.
Find out all about Why You Shouldn’t Steal From Dead People on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"The most important thing is making sure that the trustee has actually delivered all the information and documents that they are supposed to."
📇Connecting with Matt Owens:
LinkedIn: https://www.linkedin.com/in/matt-owens-462a7124/
Website: https://www.withersworldwide.com/en-gb/people/matthew-owens
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 33: You Inherited a Lot of Money! Now What?
👨💼With Special Guest: Rick Nott
About Our Guest:
He has more than a decade of wealth management experience and previously held positions as an advisor at AdvicePeriod, an associate advisor at SEIA and a trader at United Capital during the financial crisis. Rick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned the Certified Private Wealth Advisor® (CPWA®) designation in conjunction with Chicago Booth School of Business.
Rick earned his Bachelor of Arts in Economics from the University of California Irvine. Though his hometown is Newport Beach, California, he currently resides in Pacific Palisades.
As a wealth advisor and exit planner, He will help uniquely successful entrepreneurs and professionals make better financial decisions on their journey from success to significance.
Find out all about You Inherited a Lot of Money! Now What? on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"A dollar today could be worth 10x in 30yrs at 8%. If you make decisions by thinking of the future, you'll make better decisions today."
📇Connecting with Rick Nott:
LinkedIn:https://www.linkedin.com/in/rickjnott/
Twitter: https://twitter.com/_iamnott
Website: http://www.ricknott.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 32: How to Buy Your Parents House After They Pass Away!
👨💼With Special Guest: R. Sam Price
About Our Guest:
R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.
Sam is Certified as a Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization. He is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, and trust administration. He made such an impression on an author client that she based a character of a probate attorney on him, in her real-life novel entitled, “Battle of the Wills.” He assists clients with protecting their family through estate planning. Sam helps successor trustees administer trusts after the passing of the settlor.
Sam chairs the Estate Planning and Probate Section of the San Bernardino County Bar Association where he organizes monthly educational presentations and an annual Probate Symposium. Sam is also a member of the Executive Committee of the Trusts & Estates Section of the California Lawyers Association.
When he’s not working on a legal matter, Sam values time spent with his family; his British TV reporter wife, Tiffany, their six-year-old son; and their beagle, Poppy.
Find out all about How to Buy your Parents House After they Pass Away on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"You need a professional on your side, who's an expert. Using a realtor protects the estate and protects the personal representative."
📇Connecting with Sam Price:
LinkedIn: https://www.linkedin.com/in/priceattorney/
Facebook: https://www.facebook.com/PriceLawFirmAPC
Website: https://pricelawfirm.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 31: Tips to Avoid Estate Litigation👨💼With Special Guest: Tanner PittmanAbout Our Guest:Tanner Pittman is an attorney licensed to practice in Georgia and Alabama, He has practiced law serving both individuals and large organizational clients. Presently, his practice concentrates on estate services, civil litigation, and legal transactions. His varied background, ranging from retail banking to international business, to the legal field, helps Tanner bring a rich array of experience to bear upon his clients' legal issues.Tanner was Executive Editor for the nationally distributed Journal of Intellectual Property Law in 2005 and 2006. He was the recipient of the Hughes Spalding full-tuition scholarship to attend law school at the University of Georgia, where he graduated cum laude. Tanner placed among the top 16 finalists of some 200 participants in the 2004 Russell Moot Court Competition at the University of Georgia School of Law. He is a proud husband and father of three and, like his family life, sees law practice as an extension of his Christian faith.Find out all about Tips to Avoid Estate Litigation on this episode of the Probate Realtor Show!CA DRE # 02054763#TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent🗣️Notable Quotes:"📇Connecting with Tanner Pittman: LinkedIn: https://www.linkedin.com/in/tanner-pittman-9a1422169/Website: https://www.tannerpittmanlaw.com/📻More Ways to Listen:Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkCApple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show🎙️Connecting with ✨ The Probate Realtor Show and MatiasYouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQFacebook: https://www.facebook.com/matiasbakermasucciInstagram: https://www.instagram.com/matiasbrokerLinkedIn: https://www.linkedin.com/in/matiasbakermasucci/Website: https://www.probaterealtor.la/DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 30: Why a Will is NOT an Estate Plan!
👨💼With Special Guest: Brittany Britton
About Our Guest:
Brittany blends emotional insight and legal expertise to offer a contemporary approach to estate planning. She believes that a client who understands the ins and outs of the law is an empowered and satisfied client. Brittany always explains the law in plain English, approaches each situation with a creative and compassionate eye, and truly enjoys getting to know the families she works with.
Brittany earned her J.D. at Golden Gate University School of Law and is a member in good standing of the California State Bar. She earned a B.A. in psychology at the University of Arizona, where she competed as a NCAA Division I volleyball player and was active in the mentor program for at-risk youth. After graduating, she worked for a solo estate planning attorney in Tucson, learning so much about running a small business and providing excellent estate planning services.
Find out all about Why a Will is not an Estate Plan on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Decide wisely today. Create a backup plan. Choose 2-3 people you trust so you're covered in the event of vulnerability."
📇Connecting with Brittany Britton:
LinkedIn: https://www.linkedin.com/in/scott-rahn-trust-estate-probate-litigator-7b71602/
Facebook:https://www.facebook.com/bestcoastlawgroup
Website: https://bestcoastlawgroup.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 29: What Are Beneficiary Rights?
👨💼With Special Guest: Scott Rahn
About Our Guest:
Scott Rahn resolves contests, disputes, and litigation related to trusts, estates, and conservatorships, creating a welcome peace of mind for clients. He represents heirs, beneficiaries, trustees, and executors. He utilizes his experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties, and emotional complexities underlying trust contests, estates conflicts, and probate litigation.
Driven by a commitment to provide relief to people grieving the loss of a loved one, Rahn collaborates closely with clients. He pursues and defends claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. His advice and counsel include prevention and remediation of financial elder abuse. Rahn is known for in-depth financial investigations and deftly handling intra-family dynamics and decades-long family friction. He has extensive experience in courts, arbitration, mediation, and dispute resolution forums.
Find out all about what are Beneficiary Rights on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“It's easier to stop a fraud or a theft than it is to claw back those assets and address the wrong that's happened."
📇Connecting with Scott Rahn:
LinkedIn: https://www.linkedin.com/in/scott-rahn-trust-estate-probate-litigator-7b71602/
Facebook: https://www.facebook.com/scott.rahn.75/
Website: https://rmolawyers.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 28: What is incapacitation and how do you plan for it?
👨💼With Special Guest: Jennifer McNeil-Lozano
About Our Guest:
McNeil Lozano Law, PC is a boutique Trust and Estates Law Firm founded by Jennifer McNeil-Lozano, Esq. Our firm specializes in Estate Planning, Probate, Trust Administration, and General Business matters.
Jennifer founded McNeil Lozano Law, PC in 2012 to provide quality legal services on a personal level as a trusted advisor. Jennifer’s practice is based in Los Angeles and specializes in estate planning. Jennifer regularly works with financial advisors, insurance representatives and accountants to provide comprehensive advice and planning tailored to her client’s specific needs. Jennifer is currently serving on the Executive Committee of the Trusts & Estates Section of the Beverly Hills Bar Association and is an active member of Wealth Counsel.
Find out all about What is incapacitation and how to plan for it on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Be courageous; don't let fear stop you on the path to your dreams. Step boldly, one foot in front of the other."
📇Connecting with Jennifer McNeil-Lozano:
LinkedIn: https://www.linkedin.com/in/jennifermcneillozano/
Instagram: https://www.instagram.com/jenrose23/?hl=en
Website: https://www.mcneillozanolaw.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 27: What is a Material Fact in the Sale of Real Estate? 👨💼With Special Guest: Zachary Schorr
About Our Guest: Zachary D. Schorr is well recognized as being one of the top and leading Real Estate Attorneys in Los Angeles and in California. The awards and recognitions that he has received show how dedicated he is to being a leading real estate attorney and achieving the best possible results for all of his Clients: Southern California Super Lawyers: 2020-2023 Southern California Super Lawyers Rising Stars: 2016, 2015, 2014, 2013, 2012. Super Lawyers Top 100 Rising Stars: 2016 Corporate INTL Real Estate Litigation Attorney of the Year in California: 2017, 2016 Expertise.com Named Schorr Law as one of the Top 20 Real Estate Law Firms in Los Angeles: 2017. Investopedia named Zachary Schorr as one of The 5 Best Real Estate Lawyers in Los Angeles: 2016. Law Firm 500 Named Schorr Law as one of the Fastest Growing Law Firms in America in 2016. AVVO Client’s Choice Award, and AVVO Top Rated Attorney (10.0). Realty Today, Top 5 Best Real Estate Law Firms in Los Angeles, CA 2018. Find out all about What Material Fact is in the Sale of Real Estate on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow#probaterealtor#losangelesprobaterealestateagent
🗣️Notable Quotes:
"Failure to disclose defects: The value of damages is the difference between what you initially paid and the value if defect was disclosed."
📇Connecting with Zachary Schorr: LinkedIn: https://www.linkedin.com/company/schorr-law-apc/ Facebook: https://www.facebook.com/schorrlaw/ Website: https://schorr-law.com/attorneys/zachary-schorr/
📻More Ways to Listen: Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430 Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ Facebook: https://www.facebook.com/matiasbakermasucci Instagram: https://www.instagram.com/matiasbroker LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/ Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 26: Costly Mistakes in Estate Planning and Probate
👨💼With Special Guest: Darrell Harriman
About Our Guest:
Darrell Harriman graduated from UC Davis in 1976, and from McGeorge School of Law in 1979. He was sworn in as an attorney in late 1979, and started practicing law shortly afterward. Over the past 43 years he has handled a wide variety of legal matters, but during the last ten to fifteen years have narrowed his practice to include only estate planning, probate, and trust administration.
Find out all about Costly Mistakes in Estate Planning and Probate on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"If you choose to make an unpopular decision, have the fortitude to tell your child what you've done to avoid litigation down the road."
📇Connecting with Darrell Harriman:
LinkedIn: https://www.linkedin.com/in/darrell-harriman-4b478118/
Facebook: https://www.facebook.com/HarrimanLaw/
Website: http://www.harrimanlaw.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 25: Top 10 Celebrity Estate Planning Mistakes
👨💼With Special Guest: Lisa Golshani
About Our Guest:
Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed.
Lisa received her Bachelor of Arts degree in Psychology from the University of California, Los Angeles. She went on to earn her Juris Doctor degree from Loyola Marymount University Law School and served as a judicial extern to the Honorable Andrew J. Wistrich, United States District Court Magistrate Judge. She is licensed to practice law in California and is admitted to practice before the U.S. District Court for the Central District of California.
Find out all about Top 10 Celebrity Estate Planning Mistakes on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“We’re going to go over a few celebrity mistakes that we can all learn from and hopefully do better.”
📇Connecting with Lisa Golshani:
LinkedIn: https://www.linkedin.com/in/lisa-golshani-4060a079/
Facebook: https://www.facebook.com/profile.php?id=100061948036690
Instagram: https://www.instagram.com/lisagolshani/?hl=en
Website: http://www.golshanilaw.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 24: Everything You Need To Know About Conservatorships
👨💼With Special Guest: Beti Bergman
About Our Guest:
Beti Bergman is an attorney and counselor at law dedicated to serving her clients with judgment, courtesy, and diligence. In 1997, she started her legal career as a business litigator and then joined the Los Angeles City Attorney's Office in 2003 where she was civil litigator handling nuisance abatement matters.
Beti Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a Master Advocate Designation from the National Institute of Trial Advocacy, where she returns as a faculty instructor for their annual Building Trial Skills Program at Loyola Law School. Ms. Bergman is also named as a Southern California Super Lawyer, a Super Lawyers Top Women in Southern California, a Top Attorney by Los Angeles Magazine, a 10 Best Estate Planning Attorney by the American Institute of Legal Counsel, a Top 3 estate planning lawyer in Torrance by ThreeBestRated, and a Best Probate Attorney in Torrance by Expertise.com. She has been awarded the Best of Torrance Award in the Local Business Category, inducted in Marquis Who’s Who, in the Torrance Business Hall of Fame, and Premier Lawyers of America, and has been featured in Forbes, Fortune 500, Angeleno, and Los Angeles Magazine.
Find out all about Everything You Need To Know About Conservatorships on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
📇Connecting with Beti Bergman:
LinkedIn: https://www.linkedin.com/in/beti-bergman-1b11541a2/
Facebook:https://www.facebook.com/peninsulalaw/
Instagram: https://www.instagram.com/barristerbeti/?hl=en
Website: https://www.peninsula.law/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
🎙️Episode 23: What Is Breach of Fiduciary Duty In Trust and Probate?
👨💼With Special Guest: Nicholas Van Brunt
About Our Guest:
Mr. Van Brunt focuses his practice on resolving disputes over trusts, estates, conservatorships, and other fiduciary matters. A respected member of the Los Angeles legal community, he is known as a pragmatic and effective advocate who seeks to achieve favorable results for his clients through a combination of skillful negotiation, strategic counsel and deft trial work. As such, Mr. Van Brunt has developed an impressive roster of clients who value his discretion, experience and accessible approach to client relations. Whether in the courtroom or at mediation, it is his ability both to advocate passionately and effectively for his clients and to counsel clients compassionately but credibly that has helped him consistently achieve favorable outcomes for them.
Find out all about what is Breach of Fiduciary duty in Trust and Probate on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“Red Flags: Trustee withholding or delaying information, and Trustee is involved in a dual-sided transaction.”
📇Connecting with Nicholas Van Brunt:
LinkedIn: https://www.linkedin.com/in/nicholas-van-brunt-he-him-7652973/
Website: https://www.sheppardmullin.com/nvanbrunt
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 22: What is a wrongful death claim? With Adrianos Facchetti
👨💼With Special Guest: Adrianos Facchetti
About Our Guest:
Adrianos Facchetti is a member of the Consumer Attorneys Association of Los Angeles. He was selected to the 2014, 2015, and 2016 Southern California Super Lawyers Rising Stars List. The Rising Stars designation is a distinction given to no more than 2.5% of Southern California Lawyers who are either under 40 years of age or have been in practice for less than 10 years.
Adrianos also holds an AV Preeminent Rating from Martindale-Hubbell® Peer Review Ratings,™ which has been recognized as the gold standard of attorney ratings. Martindale-Hubbell recognizes lawyers for their strong legal ability and high ethical standards. An elite group of approximately 10 percent of all attorneys holds an AV Preeminent Ratings, a designation trusted worldwide by buyers and referrers of legal services.
Find out all about Long-term Care Insurance on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“On average a lawyer will get you up to 3x more than if you do it yourself.”
📇Connecting with Adrianos Facchetti:
Facebook: https://www.facebook.com/LawOfficesofAdrianosFacchetti/
Instagram:https://www.instagram.com/adrianos_facchetti_law/
LinkedIn: https://www.linkedin.com/company/law-office-of-adrianos-facchetti/about/
Website: https://facchettilaw.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 21: What is Long-term Care Insurance? With Dina Mabry
👨💼With Special Guest: Dina Mabry
About Our Guest:
Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb.
Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPAs in all states. Dina is married with three children and lives in Oak Park, CA.
Find out all about Long-term Care Insurance on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“”
📇Connecting with Dina Mabry:
LinkedIn: https://www.linkedin.com/in/dina-mabry-46666b8/
Website: https://www.bgapremierinsurance.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 20: Estate Planning For Real Estate Investors with Anthony Barilari
👨💼With Special Guest: Anthony S. “Tony” Barilari
About Our Guest:
After a brief career in welding and construction, Anthony S. “Tony” Barilari earned a Bachelor of Arts degree in English with High Honors from the University of California, Berkeley (2003) before earning his Juris Doctor from the University of California, Hastings College of the Law (2008). Since 2008, he has been licensed to practice in California State Courts as well as the Federal District Courts for the Northern and Central Districts of California. Tony practiced in the areas of civil litigation and bankruptcy for several years, before turning to estate planning and probate in 2015. Tony is a member of the Pasadena and Los Angeles County Bar Associations.
Find out all about Estate Planning For Real Estate Investors on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“A good thing to do after Prop 19, is to make sure that your income properties are held in some type of business entity to avoid property tax reassessment.”
📇Connecting with Anthony S. “Tony” Barilari:
Website: http://barilari-williams.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 18: Avoid These Estate Planning Mistakes with Vanessa Terzian
👨💼With Special Guest: Vanessa Terzian
About Our Guest:
An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A.
Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.
Vanessa is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Vanessa is a faculty member at the Institute for Preparing Heirs®.
Vanessa is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. She is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. Vanessa has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. She believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success.
Find out all about Ten False Reasons to Avoid Estate Planning on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“Statistically 70% of Estate Plans fail. To prevent that, we have to discuss the plan to prepare the key role players like the Trustee, beneficiaries, or heirs on how this plan is going to be implemented.”
📇Connecting with Vanessa Terzian:
LinkedIn: https://www.linkedin.com/in/vanessa-terzian-1b2a621a/
Website: https://www.lagerlof.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 18: Ten False Reasons to Avoid Estate Planning! With Crista Hermance
👨💼With Special Guest: Crista Hermance
About Our Guest:
As an attorney with two young children, Crista has first hand knowledge and experience to understand how important planning is for young families. Estate planning can accomplish so many of your wishes to ensure that if something happened, your kids would be legally protected the way that we want. All families should have some sort of legal estate plan.
In speaking with several parents, most of them did not have an estate plan in place or anything to protect their children in case of incapacity or death. It’s scary to think that if a plan isn’t in place, the state would have a plan for you. Odds are, it’s not the plan you would want.
Estate Planning is NOT just for the wealthy, it’s for any parent wanting to put a plan in place to protect their family.
Find out all about Ten False Reasons to Avoid Estate Planning on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Revocable living trust, power of attorney, or advance healthcare directive can be changed anytime. Having something in writing is better than having nothing at all because then at least the court knows what your wishes are."
📇Connecting with Crista Hermance:
LinkedIn: https://www.linkedin.com/in/cristahermance
Instagram: https://www.instagram.com/estateplanningmom
Website: https://hermancelaw.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 17: What is an Estate Plan Independent Review? With Nathan B Hoffman
👨💼With Special Guest: Nathan B Hoffman
About Our Guest:
Hoffman Law Firm was founded in 1999 by Nathan B. Hoffman. Nathan is a CA licensed attorney with over 30 years of experience in CA courtrooms & earned a personal AV rating from Martindale-Hubble in 1989. He works closely with clients guiding them through all phases of civil litigation including representing individuals and businesses in varied business & tort litigation, mediation & resolution matters & he particularly focuses on trust litigation representing beneficiaries & trustees.
We represent clients in litigation matters. These include business, construction, complex personal injury and trust litigation matters in all of the California Superior Courts, meditations, arbitrations and in Federal Courts in California. "When I was younger, I won with preparation, enthusiasm and passion. Now, I add wisdom and experience."
Find out all about Estate Plan Independent Review on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“An estate planner should know that if they don’t recommend an independent review when it’s required. There’s a potential that they could be sued for malpractice.”
📇Connecting with Nathan B Hoffman:
LinkedIn: https://sv.linkedin.com/in/nathan-b-hoffman-trust-and-estate-litigation-62b729?trk=org-employees
Instagram: @nathanbhoffman
Facebook: https://www.facebook.com/nathanbhoffman
Website: https://www.thehoffmanlawfirm.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 16: What Is a 'Date Of Death' Appraisal? With Glen Kangas
👨💼With Special Guest: Glen Kangas
About Our Guest:
Glen Kangas has been a real estate appraiser in Southern California for 30 years. A Certified Residential Appraiser which is the highest form of Residential License in the state. He appraises a wide variety of properties, specializing in Luxury homes, TIC units and accurate measurement of homes.
He gives homeowners a tool to make important financial decisions: accurate data and analysis. A home is one of the largest financial commitments a family makes and as an appraiser Glen knows that data guides homeowners in making informed decisions.
Glen’s educational background in engineering and political science from UCLA equipped him with technical expertise and an awareness of the immediate surroundings to give context to his appraisals. For Glen, conducting appraisals isn’t just a livelihood, it’s how he enriches the lives of others.
Find out all about the Date of Death Appraisal on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“I’m a big fan of keeping as much of your money as you can. So my favorite thing about date of death appraisals is it helps people not give tax money to the government.”
📇Connecting with Glen Kangas:
LinkedIn: https://www.linkedin.com/in/glen-kangas-mnaa-55658946/
Instagram: @truefootagela
Facebook: https://www.facebook.com/glen.kangas.31?locale=en_GB
Website: https://gaappraisalsinc.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 15: Things to Know about LGBT Estate Planning with Wendy Hartmann
👨💼With Special Guest: Wendy Hartmann
Are you a member of the LGBTQ+ community? Have you considered estate planning? In this episode of our podcast, we'll be discussing all the things you need to know about LGBT estate planning.
Many people think estate planning is only for the wealthy, but it's important for everyone, regardless of their financial status or sexual orientation. However, for members of the LGBTQ+ community, estate planning can be particularly important due to the lack of legal protections afforded to them.
Our expert guest, Wendy Hartman, will be discussing the unique challenges that LGBTQ+ individuals face when it comes to estate planning and how to navigate them. We'll be covering topics such as legal documents, beneficiary designations, and how to protect your assets and loved ones in the event of your passing.
This episode will provide valuable information to help you make informed decisions about your future and ensure that your wishes are respected. So, if you're a member of the LGBTQ+ community, or simply interested in learning more about estate planning, be sure to tune in to this informative and engaging episode.
About Our Guest:
WENDY E. HARTMANN was born in Brooklyn, New York, and received her B.S. in Business Administration from the State University of New York at Oswego. She received her Juris Doctor degree from the University of LaVerne, College of Law and her Master of Laws (LL.M). in Taxation from Golden Gate University School of Law. Ms.Hartmann is admitted to the California Bar, the U.S. District Court, Central District of California, the United States Supreme Court and the United States Tax Court. Ms. Hartmann is certified by the State Bar of California, as a Certified Specialist in Estate Planning, Trust and Probate Law, and has received recognition as a Southern California Super Lawyer in 2011-2013 and 2015-2018, as well as being recognized as one of the Top Women Lawyers in Southern California.
Ms. Hartmann is a frequent lecturer in the areas of taxation as well as the evolving laws affecting the LGBT community and taxation for same-sex couples, and has presented programs at the American Bar Association Tax Conference, the California State Bar Annual Meeting, State Bar Taxation Conference, as well as the Estate and Gift Tax Conference. In addition, she has made presentations to various sections of the Los Angeles County, Beverly Hills, San Fernando Valley, and Orange County Bar Associations, along with programs to Certified Public Accountants, estate planning councils and a wide variety of LGBT organizations, including Lambda Legal, Equality California, Love Honor Cherish, The Williams Institute at UCLA School of Law, Lavender Law, and the Los Angeles LGBT Center.
Find out all about Things to know about LGBT Estate Planning on this episode of the Probate Realtor Show!
CA DRE # 02054763
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“Every 3 to 5 years I tell my clients to look at their beneficiaries, designated agents / trustees, or nominated guardian for their children and make sure they’re still the same.”
📇Connecting with Wendy Hartmann:
LinkedIn: https://www.linkedin.com/in/wendy-hartmann-7218554/
Facebook: https://www.facebook.com/wehesq/
Website: http://wehlaw.com
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 14: What is a Corporate Trustee? With Andy B. Chong
👨💼With Special Guest: Andy B. Chong
Are you curious about the inner workings of a corporate trustee? Do you want to learn more about the role they play in managing trusts and other financial assets? Then, tune in to our latest podcast episode titled "What is a Corporate Trustee?"
In this episode, we dive deep into the world of corporate trusteeship and explore the key responsibilities and functions of a corporate trustee with financial advisor Andy Chong. We discuss the various types of trusts that corporate trustees manage, and the legal and ethical obligations that come with the role.
We also shed light on the benefits and drawbacks of having a corporate trustee, and how they can help individuals and businesses achieve their financial goals. Our expert guest shares their insights and experience on the topic, providing listeners with valuable information that they can apply in their own financial planning.
Whether you're a financial professional, a trust beneficiary, or just someone curious about the world of corporate trustees, this episode is for you. So, grab your headphones and join us for an informative and engaging conversation about the fascinating world of corporate trusteeship.
About Our Guest:
Andy is a Wealth and Business Advisor serving families and small to lower middle market businesses in both Los Angeles and the Central Valley communities. Armed with over 20 years of financial services industry experience, he brings his expert knowledge in investments, wealth planning and business advisory to his clients and other professional partners such as tax advisors, M&A professionals and trust & estate attorneys.
Andy is a Chartered Financial Analyst (CFA) and is an active volunteer of the CFA Society of Los Angeles as a CFA exam mentor, former Chair of the Asian Pacific Community of Interest group and served as a Board of Governors member from 2016-2020. He belongs to a select group of Trusted Advisors and has access to a network of highly reputable professionals in M&A, Law, Tax and Insurance. He obtained his Bachelor of Arts degree from the University of California, Davis.
Find out all about Corporate Trustees on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"If you see money in motion whether it’s a business sale, real estate sale, or inheritance all of these have tax consequences tied to it. Have a plan and get assistance."
📇Connecting with Andy B. Chong:
LinkedIn: https://www.linkedin.com/in/andychongcfa/
Website: https://www.highlinewp.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 13: What Should You Name Your Trust? What is a Conservatorship?
👨💼With Special Guest: Kevin Sayles
In this episode Kevin Sayles talks about the intricacies of a Trust specifically with what you should name your Trust and what happens when the name of the Trust is unclear. In the later part, he discusses what Conservatorship is and how it works.
Find out all about Trust and Conservatorship on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Conservatorship Sale requires court order for the sale. In addition to a deed from the conservator to the buyer, there’s also a Court Order that’s approving the sale."
📇Connecting with Kevin Sayles:
LinkedIn: https://www.linkedin.com/in/ksayles/
Instagram: @sayleskevin
Website: https://laltic.com/KevinSayles
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 12: What Does a Probate Litigator Do?
👨💼With Special Guest: Jamie Gonzalez
Jamie Gonzalez obtained a Bachelor of Arts degree in History at the University of California, Berkeley and a Juris Doctor from the University of San Francisco School of Law. She is a member of the Women Laywers Association of Los Angeles, the Los Angeles County Bar Association and the San Fernando Valley Bar Association. She also served as a member of the board of directors of the Campbell Center in Glendale, California.
She has won Pasadena Magazine’s Top Attorney Award from 2015 through 2018, Los Angeles Magazine’s Top Attorneys in Southern California Award in 2018, Los Angeles Magazine’s Top Women Attorneys in Southern California Award in 2017 and 2018 and The Legal Network’s Top Attorneys in California Award in 2017.
Find out all about what a Probate Litigator does on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"If you have a Will you’re good but take an extra step to do a Trust to avoid going to court as long as there’s no disputes."
📇Connecting with Jamie Gonzalez:
LinkedIn: https://www.linkedin.com/in/jamie-gonzalez-759036b8/
Website: https://oldmancooley.com/attorney-profiles/jamie-n-gonzalez/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 11: The Poor Man's Will, Preliminary Title Report, and Trust Mistakes
👨💼With Special Guest: Kevin Sayles
Kevin Sayles, Vice President of Lawyers Title talks about his book the Probate Real Estate Sales 101. He calls it an “encyclopedia” to guide those who are new to probate, for real estate agents, and for real estate investors. In this episode he points out 3 topics: The Poor Man's Will, Preliminary Title Report, and Trust Mistakes
Find out all about Will, Preliminary Title Report, and Trust on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"The Poor Man’s Will is a term made up where instead of someone going and getting an Estate Planning they add a child or grandchild to the title.This creates a lot of issues."
📇Connecting with Kevin Sayles:
LinkedIn: https://www.linkedin.com/in/ksayles/
Instagram: @sayleskevin
Website: https://laltic.com/KevinSayles
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 10: What is Trust Administration?
👨💼With Special Guest: Kim Millman
Kim S. Millman brings her own unique history and experience to the practice of law. Her practice focuses on estate and tax planning, estate and trust administration; charitable planning and giving; and business succession planning.
Ms. Millman received her Juris Doctor degree from Pepperdine University School of Law, graduating cum laude in 2006, and she received her Bachelor of Arts degree from California State University, Northridge, graduating cum laude in 1982. She was admitted to the State Bar of California in 2007.
For more than twenty-five years, Ms. Millman was a successful entrepreneur overseeing the daily operations of a thriving family run business with hundreds of employees and literally millions of customers. Along with various family members, Ms. Millman founded the teen apparel mail order catalog Girlfriends LA, which sold apparel, shoes and accessories to millions of teen girls nationwide. After many years as a successful and profitable operation, Girlfriends LA was sold to a New York based conglomerate.
Ms. Millman utilizes this in-depth understanding of the distinctive needs of the entrepreneur and family business owner in her practice of estate, tax and business succession planning. Additionally, her many decades of experience in the business world allows her to gain an immediate understanding of your goals and expectations, both personally and professionally.
Find out all about Trust Administration on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
“Do not lock-up the Trust documents. Don’t put them in a safe deposit box. Don’t put them in a home safe because if someone dies and nobody knows where the documents are, they’re as good as not existing.”
📇Connecting with Kim Millman:
LinkedIn: https://www.linkedin.com/in/kim-millman-6115321a/
Facebook: https://www.facebook.com/KIMMILLMANLAW/
Website: https://www.kimmillmanlaw.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 9: How Does Title Insurance Work in Probate Real Estate Sales?
👨💼With Special Guest: Kevin Sayles
Kevin Sayles started his career in the real estate industry by working in banking. While working for some of the nation’s largest savings institutions, Kevin received extensive training in lending, sales, appraisals, banking back office, escrow, title, retail and commercial banking.
He believes it is the support of the entire Lawyers Title team that will ensure your transactions close smoothly with high quality and custom closing solutions that are second to none. Since Lawyers Title is part of the Fidelity National family of companies, the #1 leader in financial strength, your real estate transactions with Kevin Sayles and Lawyers Title are safe and secure.
Find out all about Trust Administration on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
🗣️Notable Quotes:
“We ensure the transfer from the seller to the buyer. We take on some of the liabilities with our insurance policy to ensure that the property is cleared of any ties from the seller before it goes to the name of the buyers.”
📇Connecting with Kevin Sayles:
LinkedIn: https://www.linkedin.com/in/ksayles/
Instagram: @sayleskevin
Website: https://laltic.com/KevinSayles
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 8: What is a Partition Action?
👨💼With Special Guest: Jennifer Felten, Esq.
Jennifer Felten, Esq. is the principal owner of RELAW, APC, a boutique real estate law firm specializing in Escrow Title and Brokerage Law, Real Estate Development, Estate Planning and Probate. Ms. Felten has worked in the real estate industry since 1993, both on the transactional side as an escrow officer, and now as an advisor and litigator on the legal side. Currently she is licensed as an attorney, notary and real estate broker.
Find out all about reverse mortgages on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Probate is statutory, they have very strict rules. Partition is equity, so the judge can do what they want to make it. That also means if we’re trying to solve a problem and get cooperation, we have more leverage to do that."
📇Connecting with Jennifer:
LinkedIn: https://www.linkedin.com/company/relawapc/
Facebook: @RELAWAPC
Website: @RELAWAPC1
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 7: What Is Fiduciary Banking?
👨💼With Special Guest: Ronna Lubash
Ronna Lubash has served the Business Banking community for 33 years, and joined Manufacturers Bank’s Trust and Estate Banking Program in 2019. Her expertise is in Private Banking and she has extensive knowledge working with attorneys and other professionals. She is recognized for her ability to review and analyze legal and court documents to open various types of accounts (i.e., Trusts, Estates, Conservatorships, Guardianships, Court Order Blocked, Special Needs, IOLTAs, Joint Bond Agreements, Medi-Cal Gift, and VA accounts). Ronna works very closely with her clients and takes the time to listen and understand their banking needs. She focuses on finding the right solution while delivering exceptional service. Her top-level experience, skill, and knowledge makes her a trusted advisor you can depend on. Our Trust and Estate Program will accommodate multiple trustees, conservators, administrators, 2-signatures required and signers who may be out-of-state. Ronna’s market covers the West San Fernando and Conejo Valleys.
Find out all about reverse mortgages on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"If 2 signatures are required in an account, we set it up to post credits only. Anyone can deposit at anytime, wires coming in, deposits go through, and every cheque that’s written kicks it out of the system"
📇Connecting with Ronna Lubash:
LinkedIn: https://www.linkedin.com/in/ronna-lubash-53735264/
Website: https://www.manufacturersbank.com/Ronna-Lubash
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 6: How To Get Help With Estate Sales And Clean Outs? Ft. Dina Braverman
👨💼Guest Bio:
After 30 years of working in the legal industry, Dina decided that it was time to start her own business. Organizing Concepts and Designs offers an array of incredible resources. They specialize in Residential Organizing, Office Organizing, Relocations, Estate Sales and Clearing. They facilitate all of the above from A to Z and consider OCD to be a one-stop shop. Dina and her team, pride themselves on getting the job done quickly and efficiently.
Organizing Concepts and Designs has 5 star ratings on every social media platform. They have won awards for expertise in Organizing and is among the Top 10 Professional Organizing Companies in Southern California.
Find out all about reverse mortgages on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"With what they want to keep, what they want to donate, and what they want to trash, then we facilitate all those processes."
📇Connecting with Janice:
LinkedIn: https://www.linkedin.com/in/organizingconceptsanddesigns/
Facebook: http://www.facebook.com/OrganizingConceptsAndDesigns?ref=hl
Instagram: @organizingconceptsanddesigns
Twitter: https://twitter.com/dinanewmanocd
Website: www.organizingconceptsanddesigns.com
🎙️Connecting with ✨Probate Realtor Show and Matias Baker
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: @matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 5: What Does a Mortgage Broker Do? Ft. Tressa Pope
👨💼Guest Bio:
Tressa Pope is an MBA, Executive Loan Officer, and service-driven professional with 22 years of progressive experience within the mortgage industry. She quickly assumed higher levels of leadership as Team Manager at Countrywide Home Loans and Operations Manager with First Horizon Home Loans and MetLife Loans. She served as Branch Operations Manager and Mortgage Loan Officer with PrimeLending. She now serves as an Executive Loan Officer with Arbor Financial Group.
Tressa is an affordable housing specialist who Volunteers with Affordable Housing Initiatives and City Planning. She earned her MBA from Keller Graduate School of Management, and she earned a BFA from Carnegie Mellon University.
Find out all about reverse mortgages on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"If you have enough equity on your property and you don’t want to touch your first mortgage, it might make financial sense to get a 2nd mortgage."
📇Connecting with Janice:
LinkedIn: https://www.linkedin.com/in/tressa-pope-mba-36b3757/
Facebook: https://www.facebook.com/tphomeloans/
Instagram: @tressapope
Website: http://www.tressapope.com
Youtube: https://www.youtube.com/channel/UCZQ6vyI6wZgrRzP0ay1tgfQ
🎙️Connecting with ✨Probate Realtor Show and Matias Baker
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: @matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 4: What Is A Special Needs Trust? Ft. Lisa S. Golshani
👨💼Guest Bio:
Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed.
Find out all about reverse mortgages on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"When setting up a special needs trust, we need to make sure this money is going to last throughout the person's lifetime."
📇Connecting with Janice:
LinkedIn: https://www.linkedin.com/company/law-offices-of-lisa-s-golshani-aplc/
Facebook: https://www.facebook.com/profile.php?id=100061948036690
Instagram: @lisagolshani
Twitter: @Golshanilaw
Website: http://www.golshanilaw.com
🎙️Connecting with ✨Probate Realtor Show and Matias Baker
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: @matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 3: Understanding Senior Housing Options Ft. Sue Pomerantz
👨💼Guest Bio:
Following a major career transition in 1991, Susan Pomerantz, owner and founder of Concepts for Living, ventured into senior care at the Jewish Home for the Aging, first as a volunteer and soon, as Director of Volunteer Services. And a new career was born! From there, Sue developed prototype volunteer programs for privately owned nursing facilities throughout the Los Angeles area.
Sue’s heartfelt mission to look for “an alternative answer to senior living” other than home or nursing home, founded Concepts for Living.
Our guest today has been nominated for the “Women Making a Difference Award”, given by the Los Angeles Business Journal, and today she is making a difference on The Probate Realtor Show! Tune in!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"We want them to feel they have accomplished something and not just exhaustion. Why work with us, if we can't direct them in a realistic manner that's going to be productive"
📇Connecting with Sue:
LinkedIn: https://www.linkedin.com/in/suepomerantz/
Website: https://conceptsforliving.com/
🎙️Connecting with ✨Probate Realtor Show and Matias Baker
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: @matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 2: What is Estate Planning? Ft. Jenna Glassock
👨💼Guest Bio:
Ready for episode 2? Please welcome Jenna Glassock! A proud wife and mother from Los Angeles, California. She started law school at New York University School of Law, where she was a staff editor of the NYU Law Review and Vice President of the Law and Business Association. During her second year, after her mom was diagnosed with advanced cancer, she transferred to the University of California, Los Angeles School of Law, where she completed her legal studies. She spent four years as an attorney at Latham & Watkins LLP in Los Angeles, specializing in complex commercial and bankruptcy litigation. She then pursued an MBA, graduating first in her class from the University of California, Los Angeles Anderson School of Management, where she focused on entrepreneurship.
An inspiring journey that took Jenna to the Probate Realtor Show to tell us all about Estate Planning. You don’t want to miss this episode!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"Probate avoidance is our main goal with estate planning"
📇Connecting with Jenna:
LinkedIn: https://www.linkedin.com/in/jennaglassock/
Facebook: https://www.facebook.com/ltlfirm
Instagram: @ltlfirm
Website: http://www.ltlfirm.com/
🎙️Connecting with ✨Probate Realtor Show and Matias Baker
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: @matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️Episode 1: What is a Reverse Mortgage? Ft. Janice Cohen
👨💼Guest Bio:
The first-ever episode of the Probate Realtor Show welcomes Janice Cohen! A Reverse Mortgage advisor, specializing in assisting senior homeowners tapping into the equity in their homes to enhance retirement. Reverse mortgage proceeds can be used for monthly income but it’s not the only use.
Find out all about reverse mortgages on this episode of the Probate Realtor Show!
TheProbateRealtorShow
probaterealtor
losangelesprobaterealestateagent
🗣️Notable Quotes:
"With Reverse Mortgage, the borrowing power is serious and life-changing"
📇Connecting with Janice:
LinkedIn: https://www.linkedin.com/in/janicecohen-reversemortageadvisor/
Facebook: https://www.facebook.com/JaniceCohenMutualReverse
Website: https://mutualreverse.com/janice-cohen/
🎙️Connecting with ✨Probate Realtor Show and Matias Baker
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: @matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
🎙️The Probate Realtor Show
Welcome to the Probate Realtor Show! Your one source for selling and buying real estate through trust and probate.
Hear directly from the best attorneys and trusted advisors on how executors and administrators navigate the probate process in and out of court.
Being a personal representative or successor trustee can be a daunting task. And often beneficiaries don't have a clear plan.
Let us help you make the right decision for your clients, your family, and your legacy.
And now here's your host, the probate realtor himself Matias Baker Masucci.