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Trust Me

Trust Me

De : California Lawyers Association - Trusts & Estates
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 Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..© 2026 Trust Me Economie Finances privées
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    Épisodes
    • New Rules for Non-Probate Transfers of Decedent’s Primary Residence

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

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

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

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

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

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

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

      About Our Host:

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

      Thank you for listening to Trust Me!

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

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

      About Our Podcast Panel:

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

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

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


      Thank you for listening to Trust Me!

      Trust Me is Produced by Foley Marra Studios
      Edited by Cat Hammons and Todd Gajdusek
      Afficher plus Afficher moins
      54 min
    • Trusts as Shields and Swords – Community Property Interests in Third-Party and Self-Settled Trusts

      Trusts as Shields and Swords – Community Property Interests in Third-Party and Self-Settled Trusts
      Dec 19 2025

      Host: Ben Schwefel

      Speaker: Anthony Lai

      This episode explores how community property interests are identified, asserted, and litigated in post-death trust and estate administrations. We break down the legal framework, common pressure points, and practical strategies for navigating disputes when ownership and control are anything but clear.

      Speaker Bio:

      Anthony Lai is a Senior Associate at Feinberg Mindel Brandt & Klein LLP in Pasadena and a Certified Family Law Specialist who represents clients in high-conflict family law matters, focusing on complex litigation with empathetic, client-centered advocacy.

      Anthony represents individuals in all areas of family law, including dissolution of marriage, custody and visitation, division of assets, spousal and child support, and pre- and post-marital agreements. He serves as lead counsel in long-cause matters and trials, particularly those involving contested domestic violence restraining orders, fiduciary breach claims, and move-away hearings.

      Thank you for listening to Trust Me!

      Trust Me is Produced by Foley Marra Studios
      Edited by Cat Hammons and Todd Gajdusek
      Afficher plus Afficher moins
      30 min
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