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Trust Me

Trust Me

De: California Lawyers Association - Trusts & Estates
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Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..© 2026 Trust Me Economía Finanzas Personales
Episodios
  • Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets

    Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets
    Mar 17 2026

    In this episode, R. Sam Price and Tanis Kluever discuss how probate and trust loans secured by real property can solve liquidity problems while preserving the family home. The conversation focuses on practical, legally compliant strategies attorneys and fiduciaries can use to cover expenses, prevent forced sales, and protect estate and trust assets during administration.

    R. Sam Price is a California Certified Specialist in Estate Planning, Trust & Probate Law, and the managing attorney of Price Law Firm, APC, where he focuses on probate, trust administration, and estate planning. He is the author of The 6-Stage Probate Process and Impactful Estate Planning, and the host of the Probate Notes podcast, educating professionals on practical and effective probate solutions.

    sam@pricelawfirm.com

    https://pricelawfirm.com/


    Tanis Kluever is a probate and trust loan specialist with True Estate Loans, working closely with attorneys and professional fiduciaries to secure real property–backed financing during probate and trust administration. With extensive experience closing hundreds of estate and trust loans, she is known for her integrity, clear communication, and ability to solve complex liquidity challenges while protecting estate assets.

    tanis@trueestateloans.com

    https://trueestateloans.com/


    Thank you for listening to Trust Me!

    Trust Me is Produced by Foley Marra Studios
    Edited by Cat Hammons and Todd Gajdusek
    Más Menos
    36 m
  • New Rules for Non-Probate Transfers of Decedent’s Primary Residence

    New Rules for Non-Probate Transfers of Decedent’s Primary Residence
    Feb 2 2026

    This episode, hosted by Anna Soliman, reviews the new petition process enacted under AB 2016 for a decedent’s primary residence valued up to $750,000. We will discuss the origin of the new law, the old rules, and the mechanics of the procedures.

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

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

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

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

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

    About Our Host:

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

    Thank you for listening to Trust Me!

    Trust Me is Produced by Foley Marra Studios
    Edited by Cat Hammons and Todd Gajdusek
    Más Menos
    35 m
  • 2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know

    2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know
    Jan 3 2026
    New laws were enacted in 2025 that will affect California trusts and estates practitioners on January 1, 2026. Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode as they summarize the highlights of the new laws and how they affect estate planning, trust administration, incapacity, litigation, and more. Look for an in-depth article on the new laws in an upcoming issue of the Trusts & Estates Quarterly.

    About Our Podcast Panel:

    Kristin Yokomoto is a partner at Baker & Hostetler LLP in the Orange County office. She practices in the areas of estate planning for high net worth clients, trust administration, probate, and fiduciary litigation. Kristin is a Member of the California Lawyers Association Trusts and Estates Executive Committee (TEXCOM) and The American College of Trust and Estate Counsel (ACTEC). She is a Legal Specialist in Estate Planning, Trust & Probate Law certified by the State Bar of California

    Paul Gruwell is a civil litigation partner of Ragghianti Freitas LLP in San Rafeal. He specializes in Trust and Estate Litigation and represents individuals, families, fiduciaries, and charitable organizations in all phases of disputes, including through contested evidentiary hearings, trials, and appeals. His practice in this area spans trust and will contests, fiduciary breach of duty, removal of trustees and executors, accounting disputes, probate disputes, surcharge actions, and fee disputes. Paul is a Member of TEXCOM.

    Mara Mahana is a Wealth Strategist and Senior Director at Syon Capital LLC in San Francisco and formerly a practicing attorney for 20 years in the field of trusts and estates law working with high- and ultra-high net worth clients to review, develop, and consult on estate and wealth transfer plans, taking into consideration clients’ unique values, needs and circumstances. Mara is a Member of TEXCOM.


    Thank you for listening to Trust Me!

    Trust Me is Produced by Foley Marra Studios
    Edited by Cat Hammons and Todd Gajdusek
    Más Menos
    54 m
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