The Probate Realtor Show

🎙️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 f...

🎙️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...

🎙️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-...

🎙️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 ...

🎙️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 r...

🎙️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!

#ThePr...

🎙️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 wi...

🎙️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 exa...

🎙️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 l...

🎙️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 edg...

🎙️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 dis...

🎙️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 sign...

🎙️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 f...

🎙️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 con...

🎙️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 co...

🎙️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. T...

🎙️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 po...

🎙️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 corporatio...

🎙️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, an...