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Showing episodes and shows of
Todd Gajdusek
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Alpha 8
My Moms an Alien, Supercut, Part II
Alpha 8 is a family drama fiction podcast that takes a wild turn when an alien crash-lands on Earth and swaps places with the head of the household—Mom.This is part two of the Alpha 8 season one supercut.Alpha 8 features the voices of RICHARD LEACOCK as Michael, JASMINE ASHANTI as Larson and Alpha 8, JESSI MECHLER as Samantha, TODD GAJDUSEK as Dr. Stevens and other voice, CAMERON ELIE as Daniel, MALACHI JOSIAH WHITE as Jackson, SYDNEY THOMAS as Taryn, SAM GIPSON as Ramirez and other voices, JAKE FARRAGO as Willis, ST...
2025-04-03
1h 13
Trust Me
2024 Legislation: New Laws That Trust and Estate Practitioners Should Know
New laws were enacted in 2024 that affect California trust and estate practitioners. Join our two speakers, attorneys Jadene M. W. Tamura and Mara M. Mahana, on this episode as they describe the highlights of the new laws and how they affect trusts and estates practice, estate and trust litigation, incapacity proceedings, and more.About Our Podcast Speakers:Jadene M. W. Tamura is a Shareholder and Co-Chair of the Trusts & Estates Department at Parker Milliken, practicing in the areas of trust and estate planning, administration, and litigation. Jadene is...
2025-03-31
38 min
Trust Me
Combining Trusts to Reduce Complexity and Costs Can Be Harder Than You Think
Complicated clients need complicated planning. And as years go by, those complications may have led to the creation of multiple trusts for the next generation. Children and grandchildren who benefit from those multiple trusts often come to their attorneys and ask, “What can we do to simplify?” The top-of-mind answer for many planners is to find a way to combine these trusts. In this episode of Trust Me!, our guests, Andrew Katzenstein and Cary Robbins of Proskauer Los Angeles, discuss what to consider when combining trusts. About Our Guests:Andrew Katzenstein is a partner in the Privat...
2025-02-24
34 min
Forgive Me!
Presenting: Alpha 8
Hey Friends! This week, we’re ecstatic to introduce you to Aplha 8, a brand new science fiction podcast from our friend Stephanie Elie.Alpha 8 After a mysterious entity named Alpha 8 crash-lands on Earth, the NARB (NationalAnomaly Resolution Bureau) is thrown into turmoil, while lead researcher Michael and his teamscramble to determine if Alpha 8 is a friend or foe. As he embarks on a daring mission tocommunicate with the alien, he uncovers secrets that could challenge the NARB's authority.However, Michael’s efforts are cut...
2025-02-09
52 min
Windfall
Presenting: Alpha 8
Hey Friends! This week, we’re ecstatic to introduce you to Aplha 8, a brand new science fiction podcast from our friend Stephanie Elie.Alpha 8 After a mysterious entity named Alpha 8 crash-lands on Earth, the NARB (NationalAnomaly Resolution Bureau) is thrown into turmoil, while lead researcher Michael and his teamscramble to determine if Alpha 8 is a friend or foe. As he embarks on a daring mission tocommunicate with the alien, he uncovers secrets that could challenge the NARB's authority.However, Michael’s efforts are cut...
2025-01-29
17 min
Trust Me
Roadblocks on the Road to Probate Trials
Show Notes:Breslin and Smith and Farrant, oh my! The road to speedy probate trials has become more challenging over the last few years due to recent case law. Practitioners who intend to steer their trust and estate litigation matters to trial must be prepared for the roadblocks they will face along the way. In this episode, two trust-and-estate litigators identify such roadblocks, as well as effective strategies for getting through them or avoiding them altogether.About Our Guest:Golnaz YazdchiGolnaz is a partner in the San...
2025-01-27
37 min
Give Me Away
A Show We Love - Alpha 8
Episode One: The ArrivalAfter a crash landing on Earth, a mysterious entity named Alpha 8 keeps the NARB (National Anomaly Resolution Bureau) on edge. Michael, the lead researcher, and his team scramble to understand this new visitor. Is Alpha 8 a friend or foe to humanity?Alpha 8 is a sci-fi adventure audio drama podcast featuring the voices of RICHARD LEACOCK as Michael, JASMINE ASHANTI as Larson and Alpha 8, JESSI MECHLER as Samantha, TODD GAJDUSEK as Dr. Stevens and other voice, CAMERON ELIE as Daniel, MALACHI JOSIAH WHITE as Jackson, SYDNEY THOMAS as Taryn...
2025-01-16
17 min
Trust Me
Lessons for Estate Planning Lawyers Regarding Third Party Malpractice Claims
The aftermath of trust litigation brought by beneficiaries against trustees is too often a lawyer malpractice claim against the drafting lawyer. Listen to Sean McKissick and Kristin Yokomoto discuss the 1958 balancing test applied to lawyer malpractice cases and the messages from the courts in recent cases. About Our Guest: Sean McKissickSean McKissick is a partner at Downey Brand LLP in Sacramento, California, where he specializes in trust and estate litigation. He serves as the Vice Chair of the Probate and Estate Planning Section of the Sacramento County Bar Association. He is the curre...
2024-12-23
35 min
I Need A Miracle
An intervention from Alpha 8
An intervention from another place. In your benevolence, Bizzie Media Group would like to present episode 1 of Alpha 8: The Arrival.After a crash landing on Earth, a mysterious entity named Alpha 8 keeps the NARB (National Anomaly Resolution Bureau) on edge. Michael, the lead researcher, and his team scramble to understand this new visitor. Is Alpha 8 a friend or foe to humanity?The Arrival – Alpha 8 season 1, episode 1 of 8Featuring the voices of RICHARD LEACOCK as Michael, JASMINE ASHANTI as Larson and Alpha 8, JESSI MECHLER as Samantha, TODD GAJDUSEK as Dr. Stevens and other voice, CAMERON ELIE as Daniel, MALACHI JO...
2024-12-12
16 min
I Need A Miracle
An intervention from Alpha 8
An intervention from another place. In your benevolence, Bizzie Media Group would like to present episode 1 of Alpha 8: The Arrival.After a crash landing on Earth, a mysterious entity named Alpha 8 keeps the NARB (National Anomaly Resolution Bureau) on edge. Michael, the lead researcher, and his team scramble to understand this new visitor. Is Alpha 8 a friend or foe to humanity?The Arrival – Alpha 8 season 1, episode 1 of 8Featuring the voices of RICHARD LEACOCK as Michael, JASMINE ASHANTI as Larson and Alpha 8, JESSI MECHLER as Samantha, TODD GAJDUSEK as Dr. Stevens and ot...
2024-12-12
15 min
I Need A Miracle
An intervention from Alpha 8
An intervention from another place. In your benevolence, Bizzie Media Group would like to present episode 1 of Alpha 8: The Arrival.After a crash landing on Earth, a mysterious entity named Alpha 8 keeps the NARB (National Anomaly Resolution Bureau) on edge. Michael, the lead researcher, and his team scramble to understand this new visitor. Is Alpha 8 a friend or foe to humanity?The Arrival – Alpha 8 season 1, episode 1 of 8Featuring the voices of RICHARD LEACOCK as Michael, JASMINE ASHANTI as Larson and Alpha 8, JESSI MECHLER as Samantha, TODD GAJDUSEK as Dr. Stevens and ot...
2024-12-12
15 min
Trust Me
Land Back to Indigenous Tribes and Tribal Organizations
Land Back is an Indigenous-led movement focused on returning land to Indigenous Tribes in a way that strengthens Indigenous sovereignty and communities. This episode features a discussion about how Land Back comes up in the context of estate planning and introduces key concepts for estate planners, financial advisors, and tax advisors to assist clients in taking suchaction.About Our Guests:Alma Soongi Beck is an attorney in Lathrop GPM Private Client Services Practice Groups. Beck is certified as a specialist in estate planning, trust, and probate law by the State Board of Legal Specialization, a...
2024-12-02
40 min
Trust Me
All in the Family: What Estate Planners Should Know About Family Law Basics
Estate planners not only help clients plan for what happens at death. Nowadays, especially with the high divorce rates, trust and estate lawyers also need to be mindful of how certain planning will play out in the event of a divorce. In this episode of Trust Me!, we discuss what estate planners should know about the basics of family law.About Our Guest:Vanessa Soto Nellis is a Shareholder and Chair of the Family Law Practice Group of Lewitt Hackman. She is also a Certified Specialist in Family Law. She prides herself on bringing “calm to cr...
2024-10-29
31 min
Trust Me
“Double Damages” and Other Enhanced Remedies Under Probate Code Section 859
What enhanced remedies are parties entitled to recover under Probate Code section 859? Is it double damages, triple damages, or something else? There has been a district split, and now even a division split, on whether parties can receive “double damages” under Section 859. Recent case law sheds light on this issue, and the guests on this episode were counsel of record in two of those recent cases, enabling them to share key insights and an overview of where the law stands now on Section 859. About Our Guests: Cheryl Walsh Cheryl is an attorne...
2024-10-01
38 min
Trust Me
Haggerty vs. Thornton: Revocations and Modifications
Haggerty vs. Thornton is a case that made its way to the California Supreme Court with an eagerly anticipated decision. This case concerns an area of law that is of great interest to planners, administrators, and litigators: the method of amending trust and whether the method of revocation can be considered the same as the method of amendment.About Our Guests:Jennifer Campbell is a partner at Carlin and Peebles LLP in Southern California. She focuses her practice on estate planning and trust administration. She assists clients in drafting estate plans, advising fiduciaries in...
2024-09-06
37 min
Trust Me
Gift Tax Consequences of Changing Irrevocable Trusts
When does a trust beneficiary’s cooperation with a trustee to modify, reform, or decant a trust become a taxable gift by that trust beneficiary? In late 2023, the IRS Office of Chief Counsel answered that question in CCA202352018. In this episode, our guest Jenny Hill Bratt discusses the CCA and its impact on trust and estate practitioners and their clients. About Our Guest:Jenny Hill Bratt is a partner in the San Diego (Del Mar) office of Sheppard Mullin. Her practice is focused on US and international estate and income tax planning, trusts and estat...
2024-07-30
36 min
Alpha 8
The Truth
Confronted by a boy's proof, Alpha 8 reveals her shocking origin, sparking a dangerous alliance. Armed with undeniable proof from the "emergency" test, Daniel convinces his siblings that their "mom" is an imposter. Their daring escape attempt takes a shocking turn when Alpha 8 intercepts them, leading to a direct confrontation where the entity reveals her surprising origin and true purpose on Earth. Forced into a tense alliance, the children join Alpha 8 on a desperate mission to rescue their real mother. Meanwhile, Dr. Stevens faces escalating pressure at NARB, uncovering a revelation that suggests Alpha 8 might not be alone.
2024-07-10
20 min
Alpha 8
The Real Deal
In a desperate attempt to fit in, Alpha 8's human facade crumbles under a child's watchful eye. Striving for "perfection," Alpha 8 (as Larson) navigates the complexities of family life and a demanding career, leading to bizarre encounters at home and shocking mishaps at work. Unbeknownst to her, Daniel is methodically running tests, determined to expose the truth about his "mom." As Alpha 8's attempts to mimic humanity falter, a climactic event at home finally provides Daniel with undeniable proof of her non-human identity. Will this "real deal" lead to understanding or catastrophe? Alpha 8 is a...
2024-06-26
22 min
Trust Me
Risk Mitigation Strategies for the Successor Trustee
There are many things to consider when choosing a trustee or successor trustee for a trust. The trustee will face a number of challenges over the course of their service and will need to plan ahead to avoid the inevitable pitfalls. In this episode of Trust Me!, we discuss a proactive plan for a trustee to successfully administer a trust, and an overview of primary things to consider to mitigate the risk of adverse action against a trustee. About out Guests: Herbert A. Stroh, Esq. is a partner at McCormick and Bar...
2024-06-24
37 min
Alpha 8
The Wrong Cake
An innocent birthday cake becomes the chilling clue to an imposter's true identity. The threat of a whistleblower exposing top-secret UAP information puts NARB on high alert, creating intense pressure on Ramirez and Dr. Stevens. Meanwhile, at home, "Larson's" strangely improved work performance and surprising success at Taryn's school charm her older children. However, Daniel's growing suspicions culminate in a pivotal moment over a seemingly harmless birthday cake, revealing a chilling discrepancy that shatters his perception of his mother. As the hidden alien threat deepens within the family, the race against exposure intensifies both inside NARB and...
2024-06-12
24 min
Trust Me
From Death to Distribution – A General Overview of Federal Tax Requirements
When a client passes away, one of the most important items on our to-do list is to file certain tax returns. In this episode of Trust Me!, we will be discussing an overview of things to consider during the period of post-death administration, mainly focusing on filing the federal estate tax return (Form 706). About Our Guests:Lisa M. Piehl is the Program Manager for the Internal Revenue Service (IRS), Estate and Gift Tax Policy division. Lisa has been with the IRS Estate and Gift Tax division since 1994 in different roles, such as: Estate and...
2024-05-28
40 min
Alpha 8
The Swap
A peaceful night at home shatters with an unforeseen visitor, as the hunt for Alpha 8 intensifies elsewhere. Michael and Samantha remain trapped at NARB as the relentless hunt for Alpha 8 escalates. Unaware of the lurking presence, Larson struggles to hold her family together amidst Michael's prolonged absence. But an unforeseen visitor arrives at her doorstep, a master of mimicry with unsettling intentions. As Alpha 8's true capabilities become terrifyingly clear, the line between pursuer and prey blurs, and the Peterson family's reality is irrevocably altered. Alpha 8 is a sci-fi adventure audio drama podcast featuring the...
2024-05-15
20 min
Alpha 8
The Escape
Chaos erupts inside a top-secret facility while, back home, a family grapples with a father's unexpectedly prolonged absence. Michael is in NARB custody, and Alpha 8 has vanished, leaving a trail of questions and a desperate hunt in its wake. Samantha, Michael's loyal assistant, finds herself in a high-stakes race to rescue both of them before the relentless Ramirez closes in. Meanwhile, back home, unexpected events disrupt Larson's already strained efforts to balance family life and the mounting pressures of Michael's secretive work. Can they outrun the rising threat, or is the escape just the beginning of a...
2024-05-01
24 min
Trust Me
The Magic of the Trust and Estate Mediation Process
In this episode of Trust Me!, Bette Epstein discusses the magic of the trust and estate mediation process to informally resolve disputes, which includes party engagement, active listening, patience and problem solving. About Our Guest:Bette Epstein is a mediator, arbitrator and referee with ADR Services, Inc. Ms. Epstein has been mediating trust and estate disputes since 2000. Following a remarkable career as a trust and estate litigator, she turned her focus to alternative dispute resolution 24 years ago and has been helping parties settle their disputes since. Ms. Epstein is located in Northern California and...
2024-04-29
33 min
Alpha 8
The Transformation
Defying orders, a determined scientist risks everything to make direct contact with the mysterious Alpha 8. Dr. Michael Peterson believes Alpha 8 holds the key to understanding humanity's future, even as NARB officials push for a shutdown. Desperate to prove Alpha 8 is not a threat, Michael breaks protocol, stepping into the isolation chamber for a face-to-face encounter. But what he discovers inside could redefine everything they thought they knew, and challenge his understanding of family. Will his gamble pay off, or will this forbidden connection lead to unforeseen consequences? Dr. Michael Peterson believes Alpha 8 holds the key...
2024-04-17
17 min
Alpha 8
The Arrival
A cryptic call shatters a scientist's quiet night, pulling him into a high-stakes mystery when an unknown entity breaches Earth's atmosphere. TEASER: A shocking crash ignites a frantic investigation at the National Anomaly Resolution Bureau. Dr. Michael Peterson, a brilliant but detached researcher, is thrust into the unknown when a mysterious entity, designated Alpha 8, defies all known logic. As his team races to decipher its intentions and capabilities, Michael grapples with the escalating tension between his groundbreaking work and the life he's left behind. Will Alpha 8 be humanity's greatest discovery or its gravest threat?
2024-04-03
16 min
Trust Me
Let’s Get Direct about CA Directed Trusts!
California just passed a directed trust statute! In this episode of Trust Me!, Michael Rosen-Prinz and David Khanjyan will go over the basic structure of a directed trust, along with the specifics of California’s new directed trust statute.About Our Guests:Michael Rosen-Prinz is a partner at Loeb & Loeb LLP (Los Angeles office). Michael maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency and QSBS planning, and estate, gift and generation-skipping transfer tax matters. Michael also has deep experience forming and operating single fa...
2024-03-25
31 min
Trust Me
Protect Your Law License – Ethical Considerations Every Trust and Estate Lawyer Must Know
In this episode of Trust Me!, Kristin Yokomoto discusses ethical considerations in the estate planning world. She covers issues relating to engagement letters, conflicts, communication, capacity and more.About Our Guest:Kristin Yokomoto is a partner at Baker & Hostetler LLP in Costa Mesa, California and focuses on tax and estate planning for high-net-worth individuals, trust administration and probate. She is a Fellow of the American College of Trust and Estate Counsel and the American Bar Association. Kristin is a member of the Executive Committee of the California Lawyer Association’s Trusts an...
2024-02-26
38 min
Trust Me
Charitable Planning 101: ABCs of CRUTs, CRATs, and CLATs
Clients have grown to be more charitably inclined and want to incorporate charitable giving as part of their estate plan. In this episode, we discuss the basics of charitable planning, as we review the ABCs of those great acronyms: the CRUTs, CRATs, and CLATs.About Our Guest:Amy Takeuchi Wanlass is a Senior Wealth Advisor for Northern Trust based in their Pasadena office. Amy has over a decade of experience in delivering estate planning and tax advice, as well as financial planning services. Amy works with individuals and their families on complex wealth transfer...
2024-01-29
25 min
Trust Me
What to Count on in an Accounting
What must be, and what should be included, by the trustee of a trust in an accounting? And, who is entitled to receive what kind of information? In this episode, our guest Denise Riley discusses the details of what is required in an accounting. About Our Guest: Denise Riley is the Senior Fiduciary Officer of the West Region in the San Francisco office of Northern Trust. In addition to being the fiduciary practice leader, she is responsible for the development and implementation of fiduciary strategies to serve the needs of Northern’ s private client...
2023-12-21
29 min
Trust Me
The Rise of the Revocable Trust in California
A revocable trust is an essential part of an estate plan in California. And when clients ask why they need a revocable trust, our answer is always: to avoid probate! We know that probate is time consuming and costly, but have you ever wondered how our system came to be? In this episode of Trust Me!, Anne Rudolph and Ralph Hughes discuss their recent article published in the Trusts & Estates Quarterly -- The Rise of Revocable Trusts in California.About Our Guests:Ralph E. Hughes is a founding Shareholder of Hughes...
2023-11-27
34 min
Trust Me
Corporate Transparency Act
Join estate-planning attorney Elizabeth Bawden and trust-and-estate litigator Matt Owens for a discussion about the Corporate Transparency Act. About Our Guest: Elizabeth Bawden is a partner in Withers Bergman’s Los Angeles office. Elizabeth focuses her efforts on estate planning, planned giving, and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations, including matters involving digital assets and cryptocurrencies. She also regularly represents tax-exempt organizations in formation, organizational and operational issues. Her...
2023-10-31
26 min
Trust Me
Scamming Is the Name of the Game, A Discussion of Scams and Elder Abuse
Join Deputy District Attorney Scott Pirrello and Estate Planning Attorney Melissa Raneri Karlsten for a conversation about elder abuse, including internet and technology scams that everyone, no matter their age, is being bombarded with on a daily basis. Scott and Melissa discuss shipping notifications, product subscriptions, and why you should not click on links, or pick up the phone if you do not recognize the caller. In addition to finding out the scammers' old and new tricks, you will also learn ways to protect yourself and others from being a victim of financial scams. And, Scott and Melissa discuss...
2023-10-05
34 min
Trust Me
Decanting in CA – Need to Change an Irrevocable Trust? No Need to Wine
Are irrevocable trusts truly irrevocable? One way to change the terms of an irrevocable trust is by decanting. In this episode, our guest Michael Rosen-Prinz will be discussing the particulars of California’s decanting statute. About Our Guest:Michael Rosen-Prinz is a partner at the Los Angeles office of Loeb & Loeb LLP. Michael maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency and QSBS planning, and estate, gift and generation-skipping transfer tax matters. Michael also has deep experience forming and operating single family...
2023-08-28
36 min
Trust Me
Working with Clients Who May Have Cognitive Impairment
Most attorneys are able to identify clients who clearly have mental capacity to make decisions and those who clearly lack such capacity. But what about the clients in the middle part of the spectrum?In this episode, geropsychologist Bonnie Olsen provides practical guidance on dealing with clients who may have mental function deficits. She explains how capacity is situational, what attorneys can do to optimize client decision-making ability, and how to get beyond the label of a diagnosis. Dr. Olsen’s article entitled “What Attorneys Need to Know About a Client’s Cognitive Capacity” will appear in V...
2023-08-07
30 min
Trust Me
International Estate Planning and Taxation 101
The world is getting smaller and smaller. As estate planners, we need to be aware of cross-border issues when it comes to estate planning and taxation. In this episode, our guest Chris Nason will be discussing a basic and practical overview of international estate planning and tax planning issues. About Our Guest:Chris Nason is a partner at McDermott, Will & Emery based in their San Francisco office. Chris focuses his practice on private client matters. He is the managing editor of International Estate Planning, a multi-volume guide to US estate and incom...
2023-06-26
27 min
Trust Me
e-State Planning for Bitcoin and Other Crypto Assets
In January of 2009, the infamous and anonymous Satoshi Nakamoto launched the Bitcoin Network. Bitcoin is the first cryptocurrency, which is a digital asset that lives on a decentralized public ledger, also known as the blockchain. Over a decade later, crypto has solidified itself as a legitimate asset class and a major player in the financial space. There are now thousands of different crypto assets—like Ethereum, Litecoin, and even Dogecoin—many of which hold significant value. This has made proper estate planning for crypto even more critical.Some still might ask though: What is crypto? What is bloc...
2023-05-29
30 min
Trust Me
Pits and Pearls of Personal Property Issues after Death
In this episode, our guests, Marguerite Lorenz, Master Trustee, and Todd Stephenson, estate liquidator, will be discussing the difficulties that are encountered in dealing with personal property after someone has died. This episode is geared towards estate planners who are looking to create a well-rounded plan to avoid unnecessary family strife after a client’s passing, as well as to the general public to get ideas on how to keep children from fighting after their passing. We will share stories of good and bad plans as well as provide ideas on how best to create a plan to keep fa...
2023-04-24
30 min
Trust Me
Legislative Advocacy by the Trusts and Estates Section
Trust and estate lawyers have a keen interest in state legislation. The California Lawyers Association gives them a voice in Sacramento. When conservatorships became a hot topic in the Legislature, the Trusts and Estates Section of CLA was there to provide real-world input from experienced practitioners. The Section regularly sponsors bills to advance the fairness and efficiency of California law. Get the inside scoop from Saul Bercovitch, who leads CLA’s advocacy efforts, and Mary deLeo, Chair of the Section’s Executive Committee. They discuss recent legislative initiatives, peer into a crystal ball regarding the future of electronic wills in Califo...
2023-03-27
30 min
Trust Me
Nuts and Bolts of Private Letter Rulings
Private letter rulings (PLRs) are one of many tools that tax and wealth planning professionals can employ to benefit their clients, but many professionals are unaware of the benefits of PLRs or don’t know how to obtain PLRs. Our guest, S. Eva Wolf, will provide us with guidance on the PLR process as it relates to common estate, gift and generation-skipping transfer tax issues. About Our Guest:S. Eva Wolf’s 15-year legal career has followed an atypical path; she has twice moved between private practice and government practice. Towards the beginning of her leg...
2023-02-27
31 min
Trust Me
Focus on Function, Not Age, When Working with Clients
Join us for a conversation with neuropsychologist Jonathan Canick about the interplay between aging and an elder client’s capacity to execute estate planning documents. Aging itself has no direct effect on mental capacity, but ageist stereotypes and implicit biases abound. Indeed, many physicians mistakenly assume that advancing age results in cognitive decline. At the same time, mental function deficits are often overlooked in clinical settings and may inhibit a person’s ability to make decisions. How then, if at all, should estate planners consider the age of their clients when undertaking estate planning? About Our Guest:
2023-01-30
31 min
Trust Me
What is a Conservatorship?—Navigating the California Conservatorship Process
What is a conservatorship? Over the past few years, “conservatorship” has become a popular buzz word and the topic of many discussions in the media. With this new-found attention on conservatorships, California lawmakers have been busy, passing multiple bills and changing the landscape of how conservatorships are established, managed, and supervised in California Probate Courts. Although there is some criticism of the restrictive nature of conservatorships, these proceedings are designed to protect California residents who cannot properly manage their own affairs. Our guest, Joseph Gruber, Jr., Esq., answers our initial question—what is a conser...
2022-12-26
28 min
Quiet Please (2020)
Rede Me This Riddle
Men of import are directed by an unknown voice to cast off their trappings and bear a satchel to an unknown destination. What will they find along the way and where will their journey take them?Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingAlex Bankier - GasparMichael C. Pizzuto - MelchiorOmari Williams - BalthazarCaroline Keeler - CheironQuiet Please...
2022-12-21
37 min
Quiet Please (2020)
Northern Lights
What lies beyond the Aurora Borealis or Northern Lights? A brilliant scientist and her assistant are about to find out when they attempt a time travel experiment and bring back an unexpected visitor.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingInger Tudor - PaulaTodd Gajdusek - NormanRobert Bordelon - IsabellaQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By...
2022-12-14
36 min
Quiet Please (2020)
Not Enough Time
Time travel can be tricky. If we go back in time, have we already affected the future? One man discovers an unforeseen peril of visiting the past when he meets a beautiful young woman.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingAlex Mortensen - WalterMargaux Mireault - CarrieAndrew Heyl - StoutWendy Rosoff - Mrs. StoutQuiet Please Theme licensed...
2022-12-07
31 min
Quiet Please (2020)
Dark Gray Magic
A man stumbles upon a book which summons a demon who can teach him all of the evil magic in the universe. (Un)fortunately, he's not very good at it.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingSam Keller - BarleycornCat Hammons - DojRon Morehouse - DecioQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen Keech...
2022-11-30
29 min
Trust Me
Elder Law Attorney – What is it and why do I need one?
In this episode, our guest Josie M. Porras Corporon, CELA, will be diving into the misunderstood world of elder law. This episode is geared towards practitioners who don’t know what an elder law attorney does and when they need to refer their clients to an elder law attorney; as well as to the general public as a guide for where to start when they want to plan for a long term disability in addition to their passing. We will discuss the basics of long term care planning and public benefits and provide examples of when and how to best...
2022-11-28
38 min
Quiet Please (2020)
Below Fifth Avenue
Our imagination is a very powerful tool. But what if anything we imagined would come true?Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingJenna Kuerzi - GreelBrian Knoebel - NevinJustin Gubersky - Little ManAdam Pilver - VanQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeSound Effects l...
2022-11-23
31 min
Quiet Please (2020)
Be a Good Dog Darling
When you push your problems to the side, the can pile up. It can get even worse if they start to work together.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingDrew Patterson - Grover Todd Gajdusek - OliviaLaura Faye Smith - GraceChanda Wallace - ElisabethQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed...
2022-11-16
31 min
Find My Voice - A Voice Acting Podcast
S1 E22: Award Winning Voice, Stage, and Film Actor, Sound Designer, Writer, Producer, Singer Todd Gajdusek
In this episode the coaches at VAI chat it up with award winning voice, stage, and film actor, sound designer, writer, producer, and singer Todd Gajdusek. Todd shares his journey, how he handles wearing so many hats in the entertainment industry, his life in LA and New York City, his career with MGM, how he has kept his life balanced with his husband, and how our coaching has served him. You can reach out to us on any or all social medial platforms @voiceactinginstitute or visit us at www.voiceactinginstitute.com/ to learn more about who we ar...
2022-11-11
25 min
Quiet Please (2020)
Anonymous
In an earlier time where violent political rhetoric wasn't the norm, we watch how a politician reacts when an anonymous caller tells him to "drop dead".Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingAndrew Colford - PoliticianCat Hammons - WifePatrick McCarthy - DoctorAddie Daddio - Secretary Angela Sauer - LadyAniqua Shacole - Woman 1Jenna Kuerzi - Woman 2
2022-11-02
28 min
Trust Me
Choosing to File in Probate or Civil
Probate matters and general civil matters can sometimes be seen as operating in two separate worlds. However, in practice, these worlds often interact with one another. In this episode, we are covering probate and civil crossover issues. We discuss a lot of the basic concepts and considerations given when choosing to file either a probate or civil case and dealing with concurrent litigation. We also briefly address some new legislation as well as other practice tips that may prove helpful in tackling these issues.About Our GuestsBen Futernick is a research attorney in t...
2022-10-31
31 min
Quiet Please (2020)
Don't Tell Me About Halloween
When a man marries a witch in Salem he gets to live forever. Unfortunately, he only sees his wife on Halloween. What does a man do with all that extra time... and what will a witch do when she finds out?Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingGalen Howard - Craig Wendy Rosoff - CandaceMargaux Mireault - AliciaAshleigh Morghan - Forest...
2022-10-26
25 min
Quiet Please (2020)
Good Ghost
If you were a ghost stuck on Earth, how would you spend your time? Helping those you loved? Seeking revenge on the guy that killed you?Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingMark McClain Wilson - GusMatthew Henerson - SchusterChanda Wallace - AdaRajiv Shah - RolloQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written...
2022-10-19
31 min
Quiet Please (2020)
Come In, Eddie
Arnelle & Jim have a long history together and share many secrets. Including what happened to their friend Eddie.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingCynda Williams - ArnelleAndrew Heyl - JamesJason Boegh - Police OfficerQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third Age"Lancashire Road"...
2022-10-12
23 min
Quiet Please (2020)
The Thing on the Fourble Board
Porky used to work on an oil rig, until one day she and Billy found a strange object in the core sample from the well. Unfortunately, they didn't know what else came up with it.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingSusan Louise O'Connor - Porky Mike Whittier - BillyChristopher Manning - TedOmari Williams - Police OfficerAdam Pilver...
2022-10-05
23 min
Quiet Please (2020)
Baker's Dozen
Irving is a bad man. He mistreats his wife and drinks too much. When he comes-to in the jury of a murder trial, he is disturbed by how much it mirrors his own life.++Content Note: the episode discusses domestic violence++Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingRichard Cansino - IrvingCaroline Keeler - ElsaAshleigh Morghan - CunninghamRon Morehouse...
2022-09-28
25 min
Trust Me
Trust Amendments After the Conflicting Decisions of King v. Lynch and Haggerty v. Thornton
Amending revocable trusts is such a common occurrence for estate planners that the procedure for doing so may be given little thought. Most trust instruments include provisions establishing the procedures for amendment, but what if those procedures are not followed? Should the amendment be held invalid?Two appellate court decisions, King v Lynch and Haggerty v. Thornton take up the question. The courts interpret Probate Code Sections 15402 and 15401(a)(2) differently, and as a result reach inconsistent conclusions. At issue is under what circumstances the so called “statutory method” of revocation of 15401(a)(2) may apply to trust amendments.
2022-09-26
35 min
Quiet Please (2020)
Presto Change-o, I'm Sure
Sarsfield can perform real magic, but she doesn't really know how it works. But really... what's the harm?Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingMelissa Jobe - SarsfieldChristopher Manning - The ProfessorJustin Gubersky - BernardRobert Bordelon - MariusQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third Age
2022-09-21
24 min
Quiet Please (2020)
Let the Lilies Consider
Jane and Gretchen have a wonderful loving life. Gretchen loves Jane... and so do the Lilies.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingErika Schindele - JaneAddie Daddio - GretchenRajiv Shah - PolicemanTodd Gajdusek - LiliesQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third Age"Love & T...
2022-09-14
26 min
P.P.C. Podcast with Cynda Williams
NOT PERFECT
Cynda welcomes Broadway actor, stage manager, producer, voice-over talent and entrepreneur Todd Gajdusek. They discuss Todd's blessed career and the unattainable quest for perfection. Production and beats by DJ Kidd Disco. --- Support this podcast: https://podcasters.spotify.com/pod/show/cynda-williams/support
2022-09-09
26 min
Quiet Please (2020)
Where Do You Get Your Ideas?
A writer gets more than he bargained for when a bar patron asks him where he gets his ideas.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingAniqua Shacole - BasilPatrick McCarthy - Man Angela Sauer - CharleneJason Boegh - LucasQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third Age
2022-09-07
23 min
Trust Me
Expanding Access to Estate Planning
Surveys reveal an equity gap in estate planning. Although everyone should have an estate plan, Americans in communities of color are less likely to have plans in place. Without powers of attorney and health care directives, families may find it hard to manage the affairs of their incapacitated elders. And when elders die without a trust or will, it may be difficult to keep the home and other assets in the family.Verleana Green-Telusca, a lawyer in Oakland, describes how she became an estate planner and the innovative community outreach program that she developed. In 2014, Verleana founded The...
2022-08-29
29 min
Trust Me
529 Plans in a Nutshell
There’s a lot of talk about student loan debt and the rising cost of college education. One tax effective solution for clients who want to help their children or grandchildren with this rising cost is a 529 plan. In this episode, our guest David Oh will review the basic rules of 529 plans and discuss what clients should consider when setting up such plans. He will also examine the tax and financial differences between 529 plans and other gifting options. David Oh (Trust Counsel and Managing Director for Fiduciary Trust International of California) is a senior trusts and estates advis...
2022-07-25
26 min
Trust Me
Employing Caregivers and Advising Those Who Do
Many elders who need support with their activities of daily living want to remain in their homes as long as possible. How can caregivers be hired and paid in compliance with the law? What do California trust and estate lawyers need to know to advise their clients?Our guest Bob King provides an overview of the tricky employment and tax laws that apply to in home caregivers in California. A caregiver who works a long shift cannot be paid a straight hourly wage “off the books.” Under the Domestic Worker Bill of Rights, even when caregivers meet the defi...
2022-06-27
30 min
Trust Me
Trust Income Taxation 101
In this episode, our guest Michael DiBernardo will be diving into the exciting world of fiduciary income taxation. This episode is geared towards practitioners who don’t deal with trust income tax rules on a daily basis. We will discuss a basic and practical overview of fiduciary income tax as it relates to estate planning and trust administration. About Our Guest:Mike DiBernardo is a Certified Public Accountant specializing in tax and accounting solutions for small businesses. As a Certified Tax Coach, he is highly skilled in tax planning and creates sophisticated strategies to minimize taxes...
2022-05-23
27 min
Trust Me
When They Don’t Clap for Anti-SLAPP – Part 2
This Episode of “Trust Me” is Part 2 of a multi-episode series, which features an interview with Ryan Szczepanik and Ciarán O’Sullivan, the co-authors of the article: “When They Don’t Clap for Anti-SLAPP.” The article appeared in the California Trusts and Estates Quarterly, Volume 28, Issue 1, published in 2022 by the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (“TEXCOM”). In our first episode with Ryan and Ciarán, we covered the general use of SLAPP lawsuits and anti-SLAPP motions. In this episode, we discuss the application of anti-SLAPP motions in trust and estate disputes...
2022-04-25
38 min
Trust Me
When They Don't Clap for Anti-SLAPP - Part 1
This Episode of “Trust Me” is Part 1 of a multi-episode series, which features an interview with Ryan Szczepanik and Ciarán O’Sullivan, the co-authors of the article: “When They Don’t Clap for Anti-SLAPP.” The article appeared in the California Trusts and Estates Quarterly, Volume 28, Issue 1, published in 2022 by the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (“TEXCOM”). In our first episode with Ryan and Ciarán, we have a conversation about the general use of SLAPP lawsuits and anti-SLAPP motions. Later in the series, we discuss the application of anti-SLAPP motions...
2022-03-30
24 min
Trust Me
Trustee Compensation and Analysis of California Rules of Court Rule 7.776
This Episode of “Trust Me” features an interview with Josh Yager, co-author of the article “How Much is Too Much? Trustee Compensation and an Analysis of California Rules of Court, Rule 7.776.” The article appeared in the California Trusts and Estates Quarterly, Volume 27 issue 1, published by TEXCOM in 2021. Our conversation takes us on a deep dive of California Rules of Court Rule 7.776, breaking down each of the eight factors courts are to consider when determining a trustee’s fee. We also discuss the importance of establishing a good governance policy at the outset of a trust administration, and what documentation is crucial...
2022-02-28
33 min
Trust Me
Predatory Marriage
Vulnerable elders too often fall victim to predators who marry them for financial gain. But how should we balance the fundamental right to marry and enjoy companionship with protecting elders from financial abuse?Our guest Ellen McKissock shares her perspective on predatory marriage, including the case that got her thinking about this subject and her journey towards legislative reform. Ellen was a lead proponent of California Assembly Bill 328, which Governor Brown signed in 2019. AB 328 modified the Probate Code to make it more difficult for paid caregivers to take advantage of elders through marriage under suspicious circumstances.E...
2022-01-24
24 min
Trust Me
The Audit Process: A conversation with former IRS Estate and Gift Tax Attorneys
Our guests for this episode are two former IRS Estate and Gift Tax Attorneys, Eva Wolf and Michael Perlmutter. Eva and Michael will discuss the general audit process for Estate and Gift Tax returns. They will also cover common mistakes made based on their extensive experience in auditing hundreds of these returns.About Our Guests:Eva Wolf is currently a Senior Attorney in the Passthroughs & Special Industries division of the IRS Associate Office of Chief Counsel, where she advises IRS examination groups and taxpayers regarding the correct interpretation and application of federal transfer tax laws...
2021-12-20
34 min
Trust Me
John Sutton’s Will: Bending the Arc of History Towards Justice in the Probate Court
Our guest for this episode, Terrence M. Franklin, shares an incredible story of a Last Will and Testament from 1846 that played a very important role in his family history. He hopes that telling this story can help bend the arc of history towards justice. About Our Guest:Terrence M. Franklin is a partner at Los Angeles based firm Sacks Glazier Franklin & Lodise. He is a seasoned attorney with nearly three decades of experience handling trust and estates and probate litigation, disputes and appeals. Terry is also a member of ACTEC (the American College of Trust an...
2021-11-29
31 min
Trust Me
Estate Planning: Where Were We, Where Are We, Where We Might Be Going?
In this month’s episode of Trust Me! we interview Chelsea Suttmann and Melissa Karlsten, authors of a recent article entitled “Advanced Planning—A Decade in Review: What Have We Learned Over the Last Decade and Where Are we Headed?” The article appeared in Volume 27, Issue 1 of the California Trusts and Estates Quarterly published by the Trusts and Estates Section of the California Lawyers Association.We discuss changes and threatened changes in estate tax law from 2010 forward, from the fiscal cliff “use-it-or-lose-it” estate tax exemption planning to the Tax Cuts and Jobs Act of 2017. We next turn our attentio...
2021-10-25
34 min
Trust Me
From a Judge’s Perspective
In writing or performing, it is important to know your audience. In probate litigation, your audience is often the judicial officer presiding over the case. In this podcast, we sit down with Judge David J. Cowan to get his view on some key topics in handling contested probate proceedings.First, we explore the subject of pleadings and crafting a petition to tell a story. We next discuss bench trials and how Judge Cowan approaches them, including how he considers testimony on mental capacity and susceptibility to undue influence. Lastly, we discuss a bit narrower of a topic, rela...
2021-10-04
36 min
Trust Me
Trustee Removal Litigation and Mediation
The trustee is in the driver’s seat in how a trust is administered, deciding when and how assets will be allocated. Parents who create trusts to benefit their children often pick one or more of them to serve as trustee. The beneficiaries become unhappy with what the trustee is doing or failing to do. A lawyer hired by the beneficiaries may file a petition in the Superior Court asking the judge to remove the trustee.When is enough, enough? What factors will a California probate judge consider when deciding whether to remove a trustee? In this episode...
2021-08-30
29 min
Trust Me
Inheritance Forgery
Inheritance forgery can take many forms, including phony estate planning documents that redirect assets to a scammer and fake deeds that spring the family home from the decedent’s estate. Forgery used to be a crime that could result in the death penalty. But in the mid-twentieth century, concern about forgery waned. Based in part on the perception that counterfeit estate plans are rare, several states relaxed the formalities traditionally associated with wills in an effort to avoid technical deficiencies that might cause them to fail. Has the pendulum swung too far? In California and elsewhere, inheritance forgery...
2021-07-26
30 min
Trust Me
Pen to Paper to Execution - Part 2
Our returning guests for this episode are Bryan Kirk of Fiduciary Trust International and Daniel Lorenzen of Fox Rothschild, LLP. We discuss issues that arise when trust companies administer trusts from a drafting attorney’s point of view and a trust company’s point of view. This is the second of a two-part series. In this episode, we review specific distribution provisions and issues that may arise through the lens of a corporate trustee.About Our Guests:Daniel Lorenzen is a partner in the California offices of Fox Rothschild, LLP, and has been practicing in the tru...
2021-06-28
30 min
Quiet Please (2020)
The Ticket Taker
Fate has a way of showing up no matter how careful you are. Beware the Ticket Taker.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingChuck Marra - ErnieAnton Prather - The Ticket TakerMargaux Mireault - RubyTodd Gajdusek - JockKC White - VoiceWilliam Attaway - PolicemanQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"
2021-06-26
29 min
Quiet Please (2020)
Twelve to Five
Strange things can happen on the overnight shift at a radio station.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingSusan Damante - ConnieTodd Gajdusek - HerbieCat Hammons - CronkiteMargaux Mireault - LucyAnton Prather - MiltonChuck Marra - BobQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed...
2021-06-17
27 min
Quiet Please (2020)
Inquest
A story about a woman and a murderWritten by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingMargaux Mireault - RossCat Hammons - CoronerChuck Marra - DuncanSusan Damante - EileenAnton Prather - ArthurQuiet Please Theme & Other Music licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third Age" A Simple Gesture"...
2021-06-09
27 min
Quiet Please (2020)
Three
Wyllis Cooper always wanted to write a story with a number instead of a title. One week before the broadcast aired, even though he had not yet written the script for "3," he thought it might be interesting. Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingWilliam Attaway - SebastianSusan DamanteTodd GajdusekCat HammonsMargaux MireaultAnton PratherQuiet Please Th...
2021-06-03
22 min
Quiet Please (2020)
Mirror Mirror on the Wall
We have the story of a murderer by proxy, and the fate that overtakes him. Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingTodd Gajdusek - Oliver/ReflectionMargaux Mireault - CarolineChuck Marra - EverweinKC White - VoiceQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeUnderscoring licensed through...
2021-05-27
30 min
Trust Me
Pen to Paper to Execution - Part 1
Our guests for this episode are Bryan Kirk of Fiduciary Trust International and Daniel Lorenzen of Fox Rothschild, LLP. We discuss issues that arise when trust companies administer trusts from a drafting attorney’s point of view and a trust company’s point of view. This is a two-part series. In the first episode, we discuss the need for a corporate trustee, certain discretionary language and how a corporate trustee may feel about holding certain types of assets. In the second episode, we review specific distribution provisions and issues that may arise through the lens of a corporate trustee.Abo...
2021-05-23
31 min
Quiet Please (2020)
Three Sides to a Story
They say that there are two sides to every story. This week goes the saying one better.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingAnton Prather - ClydeSusan Damante - FrancesWilliam Attaway - VictorQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeUnderscoring licensed through GhosthackSound Effects l...
2021-05-21
26 min
Quiet Please (2020)
Is This Murder?
A woman questions our listeners on what constitutes murder.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingCat Hammons - EdithAnton Prather - DanMargaux Mireault - JoyceQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeUnderscoring licensed through GhosthackSound Effects licensed through Adobe & SoundstripeSupport the...
2021-05-12
26 min
Quiet Please (2020)
Quiet Please Returns
Quiet Please is returning with 8 more reimagined episodes.Produced by Foley Marra StudiosIf you have any questions or comments, please feel free to contact us directly at foleymarraproject@gmail.comQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeSupport the show (https://www.buymeacoffee.com/fmstudios) ★ Support this podcast ★
2021-05-05
01 min
Trust Me
E-Discovery in Trust and Estate Litigation
Our guests for this episode are Scott Frasier and Matt Owens, authors of an article to be published in the Trusts and Estates Quarterly called “Let’s Get Digital! ESI in Trust and Estate Litigation.” We discuss the ethical duties of attorneys in regard to E-discovery, preservation letters to clients and opposing counsel aimed at avoiding spoliation of evidence issues, and common sources of electronically stored information, or (ESI). We learn what “native format” and “meta data” are, and when you might request it. Finally, we talk about how to sift through mountains of ESI to find the relevant information an...
2021-04-27
33 min
Trust Me
Ethics for Trusts and Estates Attorneys
Guests for this episode of “Trust Me!” are Tom Shaver and Neil Wertlieb. Tom served as Editor to the Fourth Edition of the Guide to The California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel. Tom discusses the process of reviewing and updating the fourth edition of the Guide. He also explains the effort to make this edition even more of a practice guide with expanded sample discussions and new chapters on litigation and technology. For more information about the Guide, including how to purchase your own copy go to:https://calawyers.org/trusts-and-estates/the-t...
2021-03-22
27 min
Trust Me
Double Damages & AB 327
We continue our discussion of updates with Patrick A. Kohlmann and Vivian Thoreen presenters at the 2020 Annual meeting of as seminar entitled “Case Law and Other Changes in Trusts and Estates Practices”. In this concluding episode we discuss Levin v Winston-Levin (2019) 39 Cal.App.5th 1025 and Estate of Ashlock 45 Cal.App.5th 1066, both of which centered on Probate Code Section 859--the so called “double damages” statute. After a quick discussion on gametic material via the case of Robertson v. Saadat (2020 48 Cal.App.5th 630 we wind up with an examination AB 327. The bill enacts new PC 21385, which intends to overrule a part of t...
2021-02-22
32 min
Trust Me
Amendments & Power of Appointment
Patrick A. Kohlmann and Vivian Thoreen pick out some highlights from the presentation at the 2020 Annual meeting entitled “Case Law and Other Changes in Trusts and Estates Practices”. In this episode we cover Pena vs. Day (2019) 39 Cal.App.5th 546, which involves a question of what constitutes an amendment to a trust, and Tubb v. Berkowitz (2020) 47 Cal.App.5th 548, a power of appointment case. We discuss the practical issues raised by these cases for litigators and planners.Their webinar entitled “Case Law and Other Changes in Trusts and Estates Practices” can be found at https://cla.inreachce.com/Details...
2021-01-25
26 min
Trust Me
Trust Me - Trailer
“Trust Me!” is produced by the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (“TEXCOM”). The Podcast Committee is composed of Herb Stroh, Ciran O’Sullivan, Ryka Farotte, and Jeff Galvin. Suggestions for topics or other feedback can be sent to Herb at herbstroh@gmail.com . We value your input so please, let us hear from you.Trust Me Theme"Hip Jazz"Music: www.bensound.comTrust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek
2021-01-08
01 min
Quiet Please (2020)
Beezer's Cellar
Learn more about what happens in Beezer's Cellar.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingAnton Prather - StanleyMaddie Lucas - MarleneAlaina Raja - CallenMargaux Mireault - Old WomanQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeUnderscoring licensed through GhosthackSound Effects licensed through Adobe...
2020-12-16
29 min
Quiet Please (2020)
How Are You, Pal?
An unusual mystery story for you; a story in which you yourself play a most important part. It's called "How are You, Pal?". I hope you'll listen, pal. Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingDane - Todd GajdusekThe Girl - Rebekah ShibaoMother - Susan DamanteMan on Phone - Chuck MarraQuiet Please Theme licensed through Soundstripe"Kingdoms"Written...
2020-12-09
27 min
Quiet Please (2020)
The Room Where the Ghosts Live
I have a story for you called “The Room Where the Ghosts Live”, that is if ghosts do live. Maybe we’ll find out...Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingJessica Leigh - ClaireWilliam Attaway - DoctorAstrid Buquen - MelanieQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeUndersc...
2020-12-03
22 min
Quiet Please (2020)
Camera Obscura
This story is called "Camera Obscura" which, if you understand Italian, means "dark room" ---- you may like this story of what takes place in this dark room.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer & Sound Editing: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingSi - Cat HammonsGirl - Rebekah ShibaoQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerformed By: Third AgeUnderscoring...
2020-11-25
24 min
Quiet Please (2020)
Rain on New Year's Eve
A writer on a troubled horror film tries to keep her senses while dealing with an irascible director. The film has to be completed by New Year’s Eve…or else. Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingRamsey - Erica JamesMary Lou - Jamie CunninghamDody - Chuck MarraQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen KeechPerf...
2020-11-18
24 min
Quiet Please (2020)
Take Me Out to the Graveyard
A cab driver starts to get an uneasy feeling when a string of customers all want him to take them to the graveyard at night.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingJulius - Todd GajdusekMr. Booth - Tom MichaelsMiss Gilbert - K.C. WhiteInspector - Susan DamanteQuiet Please Theme licensed through Soundstripe"Kingdoms"Written By: Stephen Keech
2020-11-11
22 min
Quiet Please (2020)
Bring Me to Life
This week's story is the adventure of a writer and the characters that she creates. It's called "Bring Me to Life." Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)FeaturingWriter - Margaux MireaultRick - William AttawayHank - Anton PratherMurderer - Cat HammonsQuiet Please theme Licensed through Soundstripe"Kingdoms"Written by: Stephen KeechPerformed by: Third Age...
2020-11-04
26 min
Quiet Please (2020)
Nothing Behind the Door
An astronomer tells three ladies that there is nothing behind a door. They decide to see for themselves.Written by: Wyllis CooperDirected & Produced by: Chuck & Megan MarraExecutive Producer & Sound Design: Todd GajdusekCo-Executive Producer: Cat HammonsProduced by: Foley Marra Studios (thefoleymarrastudios.com)Featuring:Rose - Maddie LucasHenna - Alaina RajaAudrey - Jessica LeighAstronomer - Todd GajdusekQuiet Please theme licensed through Soundstripe"Kingdoms"Written by: Stephen KeechPerformed by: Third AgeUnderscoring licensed through...
2020-10-28
30 min
Quiet Please (2020)
Quiet Please - Season 1 Trailer
The Lake Arrowhead Repertory Theatre Company and Foley Marra Studios presents Quiet Please: The 1940's Radio Plays Reimagined.Our Director, Chuck Marra, introduces our new series of classic radio plays and what listeners can expect.Written by Wyllis CooperDirected by Chuck & Megan MarraSound Design by Todd GajdusekQuiet Please Theme licensed through Soundstripe"Kingdoms"written by Stephen Keechperformed by Third AgeSupport the show (https://www.buymeacoffee.com/fmstudios) ★ Support this podcast ★
2020-10-22
01 min