🎙️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. #TheProbateReal...
Jul 02, 2025•26 min•Ep. 74
🎙️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 #pr...
Apr 02, 2025•27 min•Ep. 73
🎙️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!#TheProbate...
Mar 19, 2025•20 min
🎙️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! #TheProbateRealtorSho...
Mar 05, 2025•30 min•Ep. 71
🎙️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...
Feb 19, 2025•33 min•Ep. 70
🎙️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 shar...
Feb 05, 2025•29 min•Ep. 69
🎙️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 ...
Dec 04, 2024•26 min•Ep. 68
🎙️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 co...
Nov 20, 2024•27 min•Ep. 67
🎙️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 i...
Nov 07, 2024•26 min•Ep. 66
🎙️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 decisi...
Oct 16, 2024•25 min•Ep. 65
🎙️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 shap...
Oct 04, 2024•26 min•Ep. 58
🎙️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 fun...
Sep 18, 2024•24 min•Ep. 63
🎙️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 inheritan...
Sep 04, 2024•32 min•Ep. 62
🎙️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 organiz...
Aug 21, 2024•26 min•Ep. 61
🎙️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 docum...
Aug 07, 2024•26 min•Ep. 60
🎙️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 ...
Jul 17, 2024•28 min•Ep. 59
🎙️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 com...
Jul 03, 2024•27 min•Ep. 58
🎙️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 ...
Jun 19, 2024•35 min•Ep. 57
🎙️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 incapaci...
Jun 05, 2024•32 min•Ep. 56
🎙️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’...
May 15, 2024•27 min•Ep. 55
🎙️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,...
May 01, 2024•23 min•Ep. 54
🎙️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 navigat...
Apr 17, 2024•21 min•Ep. 53
🎙️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 h...
Apr 03, 2024•24 min•Ep. 52
🎙️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...
Mar 20, 2024•25 min•Ep. 51
⚖️ 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...
Mar 13, 2024•35 min•Ep. 50
🎙️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 e...
Feb 22, 2024•18 min•Ep. 49
Embrace the reality check with James Long in 'Bad News! You Are Not Going To Live Forever.' 💔 Founder of Regnum Legacy, PC, and legal resource Regnum Legal, James brings a unique blend of expertise and personal commitment to estate planning. Married with two young boys, James views his clients as an extension of his own family, offering sound legal business strategy, meticulous estate planning, strategic gifting, asset acquisition, and protection. 🌐💼 Join this insightful discussion for a prag...
Feb 07, 2024•28 min•Ep. 48
Explore the intricate world of trust management with Martha Jo Patterson in 'The Trustor Is Dead! Long Live The Trustee.' 📜🤝 Martha, a Certified Elder Law Attorney, delves into the nuances of trust administration and the responsibilities of a successor trustee. In this insightful discussion, gain valuable insights on successor trustee duties, and practical advice for navigating the complexities of estate planning. ⚖️ Martha Jo's expertise extends beyond legal counsel; known for assisting Kerri...
Jan 17, 2024•28 min•Ep. 47
🎙️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 #losan...
Jan 03, 2024•32 min
🎙️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 liste...
Dec 27, 2023•34 min
