Shows
KGCI: Real Estate on AirSystems That Sell: AI, Social Proof & Precision Targeting with Matias Baker MasucciSummary:In this tactical deep dive, Matias Baker Masucci explores the shift from traditional listing methods to "precision marketing" systems. Matias breaks down how he uses AI to identify high-probability buyer demographics and the specific "Social Proof" loops that turn one successful probate sale into a local listing monopoly. Agents will learn his "Behind the Sale" video strategy, which prioritizes showing the process over the property, effectively positioning the agent as a high-value consultant rather than a salesperson.
2026-02-2040 min
Mortgage on My MindNavigating Probate for Real Estate Success - EP 29🚀 In this episode of Mortgage On My Mind, host Natalie Salins welcomes Matias Baker Masucci, a seasoned Beverly Hills realtor with Berkshire Hathaway. Known for his expertise in luxury, trust, and probate sales, Matias brings over two decades of experience helping clients navigate complex real estate transactions with clarity, integrity, and discretion. Matias shares insider knowledge about fraud prevention, taxation advantages, and why estate planning is the ultimate key to protecting generational wealth.🎧 Hosted by: Natalie Salins👤 Guest: 🏡 Matias Baker Masucci – Luxury Realtor | Probate & Trust Specialist | Host of The Probate Realtor ShowMatias Baker Masucci...
2025-10-1730 min
KGCI: Real Estate on AirSystems That Sell: AI, Social Proof & Precision Targeting with Matias Baker MasucciFriday Focus is your weekly mini-series from KGCI Real Estate On Air—a deep dive into one theme, broken into tactical, easy-to-implement episodes. Every Friday and Saturday, we unpack the strategies, scripts, and systems agents use to win more business—without the fluff.Catch every episode in the series to get the full picture, and put these moves into play by Monday.Summary:In this episode, we sit down with real estate tech expert Matias Baker Masucci, who reveals his blueprint for building a powerful sales system powered by AI, social proof, and prec...
2025-10-1040 min
Probate Notes: Your Guide to Navigating California Probate Law013: Mastering Probate Real Estate: Insights and Strategies with Matias Baker MasucciWhat does it take to master California probate real estate? On this episode of Probate Notes, join Sam for an engaging conversation with Matias Baker Masucci, who transitioned from the fast-paced world of entertainment to become a seasoned real estate broker in Southern California. Matias reveals how his entertainment background has provided him with exceptional communication skills, which are now vital to his success in real estate. He shares the journey behind creating The Probate Realtor Show, a podcast designed to clear up misconceptions and provide easy-to-understand information about probate real estate, often mistaken for legal advice.
2025-10-0742 min
The Probate Realtor ShowWhat is FIDUCIARY DUTY and How Can You Protect Yourself from Breaches? ft. Scot Rahn - EP77Discover 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...
2025-10-0137 min
The Probate Realtor ShowBest 1031 Exchange Exit Plan: Deferred Sales Trust ft. Brett Swarts - EP76⚖️ 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/bret...
2025-09-1034 min
Lifting Others As We Rise PodcastThe Power of Humility and the Journey to Success with Matias Baker Masucci - EP 22Join Lisa Parenteau and luxury realtor Matias Baker Masucci in this episode of Lifting Others As We Rise. Mathias shares how early mentors influenced his career and the invaluable lesson of not taking life too seriously. Learn about the transformative power of meditation and mindfulness in both life and work, as Mathias discusses how consistency and a humble heart have guided him to success. This episode provides powerful advice for real estate professionals and anyone striving to live with purpose and balance.🎧 Host: Lisa Parenteau🎙 Guest: Mathias Baker Masui – Luxury Realtor, Broker, Real Estate ExpertMat...
2025-09-0639 min
Real Estate Riches Podcast!Systems That Sell: AI, Social Proof & Precision Targeting with Matias Baker Masucci - EP 80Kathy Byrnes talks with Matias Baker Masucci (Beverly Hills agent) about running a systems-first real estate business. From media-first marketing and precision audience targeting to AI-powered repurposing and KPI tracking, Matias shares the exact frameworks behind his 200+ step listing workflows. If you want to operate like a pro—not just “wing it”—this episode is your roadmap.🎧 Hosted by: Kathy Byrnes 🎙 Featuring: Matias Baker Masucci – Beverly Hills Realtor®, systems & marketing specialistMatias Baker Masucci is a Beverly Hills Realtor® with Berkshire Hathaway HomeServices, specializing in luxury estates, probate and trust sales, and international clients. With over...
2025-09-0340 min
The Probate Realtor ShowFiduciary: The Noun, The Role, The Responsibility ft. Richard Huntington - EP75In 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...
2025-08-0626 min
High-End Fellas PodcastFrom Entertainment to High-End Real Estate: Matias Masucci’s Journey in Luxury Properties - EP 2Matias Baker Masucci, a seasoned luxury real estate agent with Berkshire Hathaway, shares his journey from entertainment industry intern to successful Beverly Hills realtor. In this episode of Highend Fellas, Matias talks about his experiences managing luxury properties, dealing with probates and trust sales, and handling the high-end market in Los Angeles. He reflects on his experiences navigating the challenges of the real estate world, especially in the current market, and why perseverance and relationship-building are key in achieving success.🎧 Hosted by: Dan Green 🎙 Guest: Matias Baker MasucciMatias Baker Masucci is a Beverl...
2025-07-191h 18
The Probate Realtor ShowMeet a Professional Fiduciary ft. Condra K Griffin - EP74🎙️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#probaterealtor#losangelesprobaterealestateagent📇Connecting with Condra K Griffin: LinkedIn: https://w...
2025-07-0225 min
The Probate Realtor ShowPooled Special Needs Trusts ft. Michelle Wolf - EP73🎙️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.f...
2025-04-0226 min
The Probate Realtor ShowLet’s Argue About Not Arguing ft. Jeffrey Stephen Kravitz - EP72🎙️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/UCdxqfdFO...
2025-03-1920 min
The Probate Realtor ShowWhat Are Mediation & Arbitration? ft. Jeffrey Stephen Kravitz - EP71🎙️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#losangelesprobaterealestateagent📇Connecting with Jeffrey Kravitz: LinkedIn: https://www.linkedin.com/in/jeffkravitzmediation/ Website: http://Kravit...
2025-03-0529 min
The Probate Realtor ShowWear Clean Underwear! ft. Debbie Babb - EP70🎙️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: Fa...
2025-02-1932 min
The Probate Realtor ShowDealing With Professional Squatters ft. George S. McCleary - EP69🎙️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-ope...
2025-02-0528 min
The Probate Realtor ShowPeace, Advocacy, and Estate Planning ft. Lindsay Altamirano - EP68🎙️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
#probaterealtor
#losangelesprobaterealestateagent
📇Connecting with Lindsay Altamirano:
Facebook: https://www.facebook.com/altalegacylaw Youtube: https://youtube.com/@altaleg...
2024-12-0425 min
The Probate Realtor ShowThe Cost of Unclear Wishes ft. Omid John Afati - EP67🎙️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/omid...
2024-11-2026 min
The Probate Realtor ShowCall Me When You Die ft. David Soffer - EP66🎙️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#losa...
2024-11-0725 min
The Probate Realtor ShowAssisted Living & Medical Care Homes ft. Daniel Kuo - EP65🎙️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
📇C...
2024-10-1624 min
The Probate Realtor ShowExpert Trust Litigation ft. Andrew Kienle - EP64🎙️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!
...
2024-10-0425 min
The Probate Realtor ShowComplex Trust Administration ft. Kevin M. Bayley - EP63🎙️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...
2024-09-1823 min
The Probate Realtor ShowAll About Vesting ft. Patricia De Fonte - EP62🎙️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 veste...
2024-09-0431 min
The Probate Realtor ShowEstate Planning & The Latino Community ft. Joshua Reyes🎙️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 va...
2024-08-2126 min
The Probate Realtor ShowLessons From The Britney Spears Conservatorship ft. Lisa MacCarley🎙️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 sys...
2024-08-0726 min
The Probate Realtor ShowProbate Myths ft. Paul Deloughery - EP59🎙️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 pr...
2024-07-1727 min
The Probate Realtor ShowGet Help After Inheriting A Business ft. Jenna Dillon - EP58🎙️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...
2024-07-0327 min
The Probate Realtor ShowLessons From Inheriting And Losing $14M ft. Paul Deloughery - EP57🎙️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 plann...
2024-06-1935 min
The Probate Realtor ShowProtecting You and You Business ft. Jan Meyer - EP56🎙️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...
2024-06-0532 min
The Probate Realtor ShowPlanning Before and After ft. Jennifer Sawday - EP55🎙️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 c...
2024-05-1527 min
The Probate Realtor ShowProbate 101 ft. Irene N Blocksom - EP54🎙️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...
2024-05-0122 min
The Probate Realtor ShowInheriting Land with Brent Bowers - EP53🎙️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...
2024-04-1721 min
The Probate Realtor ShowAvoid Spam Make an Estate Plan with Davis Zellmer - EP52🎙️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#lo...
2024-04-0324 min
The Probate Realtor ShowUnearthing Secrets: Navigating Foundation Repair in Real Estate with Bob Brown - EP51🎙️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 knowled...
2024-03-2025 min
The Probate Realtor ShowAll About Los Angeles Probate Courts with Dilair S. Nafoosi - EP50⚖️ 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 m...
2024-03-1334 min
The Probate Realtor ShowDon't Fight The Trust! with Mark Abell🎙️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#losangelesprobate...
2024-02-2218 min
The Probate Realtor ShowBad News! You Are Not Going To Live Forever..with James Long - EP48Embrace 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#probatere...
2024-02-0727 min
The Probate Realtor ShowThe Trustor Is Dead! Long Live The Trustee! with Martha Jo Patterson - EP47Explore 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 co...
2024-01-1727 min
The Probate Realtor ShowGet Organized So You Can Die In Peace with Rebecca Goldfarb - EP46🎙️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.
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
📇Connecting with Heather:
LinkedIn: https...
2024-01-0332 min
The Probate Realtor ShowWhat Happens To Your Stuff After You Die with Marty Stevens - EP45🎙️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/martystevensheebner
Website: https://www.clearhomesolutions.com/contact
🎙️Connecting with ✨ The Probate Realtor...
2023-12-2734 min
The Probate Realtor ShowHow To Avoid Elder Financial Abuse with Ingrid Evans - EP44🎙️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
#probaterealtor
#losangelesprobaterealestateagent
📇Conn...
2023-12-2025 min
The Probate Realtor ShowCharitable Giving and Estate Planning with Heather Glick-Atalla - EP43🎙️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/heatherglick
Website: https://glicklaw.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...
2023-12-1329 min
The Probate Realtor ShowHow to Handle Inheritance Disputes with Tamiel Holloway - EP42🎙️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.
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
📇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
You...
2023-12-0820 min
The Probate Realtor ShowWhat Is Business Succession Planning with Noelle Minto - EP41🎙️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/noelleminto
Website: https://nmlawattorneys.com/attorney/noelle-r-minto-esq/
🎙️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.proba...
2023-12-0827 min
The Probate Realtor ShowDon't Write Your Will On A Paper Napkin! - Grace St.Clair - EP40🎙️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
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
📇Connecting with...
2023-12-0825 min
The Probate Realtor ShowDeath, Taxes, and Giving It All Away With Joshua Driskell - EP39🎙️Episode 39: Death, Taxes, and Giving It All Away
👨💼With Special Guest: Joshua Driskell
About 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...
2023-11-0824 min
The Probate Realtor ShowWho Should Be In Charge After You Die? Ft. Courtney Cole Patton, Esq. - EP38🎙️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 Re...
2023-11-0122 min
The Probate Realtor ShowWhat Does a Probate Judge Do? With Shirley A. Millwood - EP37🎙️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 t...
2023-10-1817 min
The Probate Realtor ShowTreasure Hunts & Creative Planning with Heather Reynolds - EP36🎙️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 Specializatio...
2023-10-1134 min
The Probate Realtor ShowEstate Planning For Women With Somita Basu - EP35🎙️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...
2023-10-0424 min
The Probate Realtor ShowWhy You Shouldn't Steal From Dead People With Matt Owens - EP34🎙️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 cas...
2023-09-2729 min
The Probate Realtor ShowYou Inherited a Lot of Money! Now What? With Rick Nott - EP33🎙️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 Ne...
2023-09-2028 min
The Probate Realtor ShowHow to Buy Your Parents House After They Pass Away! With Sam Price - EP32🎙️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, wh...
2023-09-0628 min
The Probate Realtor ShowTips to Avoid Estate Litigation From Tanner Pittman - EP31🎙️Episode 31: Tips to Avoid Estate Litigation
👨💼With Special Guest: Tanner Pittman
About 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 Spaldi...
2023-08-3029 min
The Probate Realtor ShowEpisode 30: Why a Will is NOT an Estate Plan!🎙️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 memb...
2023-08-2428 min
The Probate Realtor ShowWhat Are Beneficiary Rights? With Scott Rahn - EP29🎙️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 p...
2023-08-0928 min
The Probate Realtor ShowWhat is incapacitation and how do you plan for it? With Jennifer McNeil-Lozano - EP28🎙️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...
2023-08-0220 min
The Probate Realtor ShowWhat is a Material Fact in the Sale of Real Estate? Ft. Zachary Schorr - EP27🎙️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...
2023-07-2627 min
The Probate Realtor ShowCostly Mistakes in Estate Planning and Probate with Darrell Harriman - EP26🎙️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...
2023-07-1924 min
The Probate Realtor ShowTop 10 Celebrity Estate Planning Mistakes with Lisa Golshani - EP25🎙️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 pers...
2023-07-1231 min
The Probate Realtor ShowEverything You Need To Know About Conservatorships with Beti Bergman - EP24🎙️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 Inst...
2023-07-0530 min
The Probate Realtor ShowWhat Is Breach of Fiduciary Duty In Trust and Probate? Ft. Nicholas Van Brunt - EP23🎙️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 accessibl...
2023-06-2825 min
The Probate Realtor ShowWhat is a wrongful death claim? With Adrianos Facchetti - EP22🎙️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 th...
2023-06-2125 min
The Probate Realtor ShowWhat is Long-term Care Insurance? With Dina Mabry - EP21🎙️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...
2023-06-0722 min
The Probate Realtor ShowEstate Planning For Real Estate Investors with Anthony Barilari - EP20🎙️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 li...
2023-05-3127 min
The Probate Realtor ShowAvoid These Estate Planning Mistakes with Vanessa Terzian - EP19🎙️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.
2023-05-2423 min
The Probate Realtor ShowTen False Reasons to Avoid Estate Planning! With Crista Hermance - EP18🎙️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...
2023-05-1723 min
The Probate Realtor ShowWhat is an Estate Plan Independent Review? With Nathan B Hoffman - EP17🎙️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...
2023-05-1025 min
The Probate Realtor ShowWhat Is a 'Date Of Death' Appraisal? With Glen Kangas - Episode 16🎙️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 app...
2023-05-0327 min
The Probate Realtor ShowThings to Know about LGBT Estate Planning with Wendy Hartmann - Episode 15🎙️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.
...
2023-04-2626 min
The Probate Realtor ShowWhat is a Corporate Trustee? With Andy B. Chong - Episode 14🎙️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 c...
2023-04-1925 min
The Probate Realtor ShowWhat Should You Name Your Trust? What is a Conservatorship? Ft. Kevin Sayles - Episode 13🎙️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
2023-04-1225 min
The Probate Realtor ShowWhat Does a Probate Litigator Do? Ft. Jamie Gonzalez - Episode 12🎙️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 Maga...
2023-04-0524 min
The Probate Realtor ShowThe Poor Man's Will, Preliminary Title Report, and Trust Mistakes ft. Kevin Sayles - Episode 11🎙️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!...
2023-03-2923 min
The Probate Realtor ShowWhat is Trust Administration? Ft. Kim Millman - Episode 10🎙️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 th...
2023-03-2228 min
The Probate Realtor ShowHow Does Title Insurance Work in Probate Real Estate Sales? Ft. Kevin Sayles - Episode 9🎙️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 i...
2023-03-1520 min
The Probate Realtor ShowWhat is a Partition Action? With Special Guest Jennifer Felten, Esq. - Episode 8🎙️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...
2023-03-0826 min
The Probate Realtor ShowWhat Is Fiduciary Banking? Ft. Ronna Lubash - Episode 7🎙️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...
2023-03-0122 min
The Probate Realtor ShowHow To Get Help With Estate Sales And Clean Outs? Ft. Dina Braverman - Episode 6🎙️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.
...
2023-02-2229 min
The Probate Realtor ShowWhat Does a Mortgage Broker Do? Ft. Tressa Pope - Episode 5🎙️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 ho...
2023-02-1526 min
The Probate Realtor ShowWhat Is A Special Needs Trust? Ft. Lisa S. Golshani - Episode 4🎙️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...
2023-02-0828 min
The Probate Realtor ShowUnderstanding Senior Housing Options Ft. Sue Pomerantz - Episode 3🎙️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, found...
2023-02-0235 min
The Probate Realtor ShowWhat is Estate Planning? Ft. Jenna Glassock - Episode 2🎙️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 a...
2023-02-0130 min
The Probate Realtor ShowWhat is a Reverse Mortgage? Ft. Janice Cohen - Episode 1🎙️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 Quot...
2023-01-3129 minThe Probate Realtor ShowThe Probate Realtor Show - Teaser🎙️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...
2022-12-2300 min
Icons of Real Estate PodcastHow to Work With Probate Real Estate? with Matias Baker Masucci - Episode 138🎙️Episode 138: How to Work With Probate Real Estate? with Matias Baker Masucci
👨💼Guest Bio:
Our today’s guest is Matias Baker Masucci, a successful Real Estate Broker Associate at Berkshire Hathaway Beverly Hills with the Sanborn Team. Matias entered the world of real estate in 2004. And from a foundation built on years of experience working with investors in the acquisition and management of multi-family properties, he transitioned into sales at Berkshire Hathaway to assist individuals, families, and companies achieve their real estate goals.
After carving a niche for himself in...
2022-11-0831 min