The Probate Realtor Show

🎙️Episode 41: What Is Business Succession Planning

🎙️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 Grace:

LinkedIn: https://www.linkedin.com/in/grace-st-clair-esq-70b3b410

Website: www.StClairEsq.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: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 39: Death, Taxes, and Giving It All Away

🎙️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 Resolution from the Straus Institute of Dispute Resolution.

Prior to law school, Courtney obtained a Bachelor of Arts degree in political science from the University of California, Irvine in 2010.

Courtney is an active member of the Trusts and Estates Sections of the Los Angeles County Bar Association, Santa Monica Bar Association, Beverly Hills Bar Association and California Lawyers Association. Courtney serves as a member of the Trusts and Estates Executive Committee of the Beverly Hills Bar Association.

Courtney was recently selected as a Thomson Reuters Super Lawyers Southern California “Rising Star” for 2023.

Find out all about Who Should Be In-charge After You Die on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"

📇Connecting with Courtney Cole Patton, Esq.:

Website: http://www.jaklelaw.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️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 three young children as a single mother and working full-time in the legal field, Shirley became a first-generation college grad, ultimately achieving a Juris Doctorate from BSL (2008) and Masters’ degree from JSU (2006).

Shirley founded Millwood Law Firm, LLC in 2009, opening the first law firm in Alexandria, where she continues to practice.

During her years as a trial lawyer, she has focused on family law, adoptions, appellate cases, estate administration, estate planning, guardianship, conservatorships, commitment proceedings, and the like. For years, Shirley has been entrusted to serve as the Guardian Ad Litem to represent a multitude of children. Shirley has spent countless hours in the courtrooms advocating for her clients.

Shirley exemplifies core family values and has empathy for others who may travel her similar life path, including the loss of an adult child. She is a devoted mother to her children and loves being G-Mom to her blend of grandchildren.

When not working, Shirley enjoys gardening, chasing sunsets and various projects.

Find out all about What does a Probate Judge do on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"We have to learn to separate our emotions from business and we have to treat our business as a business deal instead of putting all our emotions into it."

📇Connecting with Shirley A. Millwood:

Instagram: https://www.instagram.com/millwoodforprobatejudge/

Facebook: https://www.facebook.com/MillwoodforProbateJudge/

LinkedIn:http://www.linkedin.com/in/millwoodforprobatejudge2024

Tiktok: https://www.tiktok.com/@shirleymillwood

Website: http://www.MillwoodforProbateJudge.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️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 Specialization. Her served as a successful civil rights litigator in Oakland for two years prior. This gave her a practical perspective on the benefits of keeping her clients out of court whenever possible. To this day, she remains passionate about her clients’ freedom from government control by helping them avoid probate.

Having graduated with honors from Georgetown Law Center in 1998, she spent her final year of law school at Boalt Hall, U.C. Berkeley, as a visiting scholar where she also made the honors list. By 2016, she had represented thousands of clients and was voted “Best Attorney” in Alameda, California (Alameda Magazine 2016).

Attorney Heather Reynolds (formerly Heather Tremain) was featured in Forbes Magazine in December 2009, as one of the top 10 providers of legal services in the State of California, as determined by Goldline Research.

Find out all about Treasure Hunts and Creative Planning on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"A trust is a magical document where you trust your trustee will follow your wishes when you pass away."

📇Connecting with Heather Reynolds:

Facebook: https://www.facebook.com/profile.php?id=100063612787293

LinkedIn: https://www.linkedin.com/in/heatherreynoldsesq/

Website: https://heatherreynolds.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️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 HSBC. She has lived and worked internationally, including in India and Singapore.

Somita serves as the Immediate Past Chair for the Solo and Small Firm Section of the California Lawyers Association and was the past Co-Chair of the Diversity Outreach Committee of the CLA. Somita gives back to the community through her role as a Chair of the Board of Directors of the legal non-profit, Justice At Last, the Bay Area’s only legal organization exclusively serving survivors of human trafficking. Somita is also an adjunct professor of law at Purdue Global Law School.

Find out all about Estate Planning For Women on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"Medical power of attorney needs to be updated every 6 to 7 years because banks are hesitant to accept powers of attorney over nine years old."

📇Connecting with Somita Basu:

LinkedIn:https://www.linkedin.com/in/somita-basu-esq-3825824/

Website: https://www.nortonbasu.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️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 cases that resulted in published opinions:

Funsten v. Wells Fargo Bank, N.A. (2016) 2 Cal.App.5th 959

Dunlap v. Mayer (2021) 63 Cal.App.5th 419

Matt is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He frequently speaks and writes on trust and estate litigation topics, is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM), and served as Chair of the Executive Committee of the San Diego County Bar Association's Estate Planning, Trust, and Probate Law Section. Matt is recognized in the Chambers High Net Worth Guide 2023 for Private Wealth Disputes - California. He has been recognized as a Best Lawyers "Ones to Watch" each year since 2021 and as a Super Lawyers Rising Star each year since 2013, and was on Legal Week's Private Client "Ones to Watch" list from 2017 to 2021. Matt holds a B.A. from the University of Mississippi and a J.D. from Santa Clara University. He is also a registered foreign lawyer in the UK.

Find out all about Why You Shouldn’t Steal From Dead People on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"The most important thing is making sure that the trustee has actually delivered all the information and documents that they are supposed to."

📇Connecting with Matt Owens:

LinkedIn: https://www.linkedin.com/in/matt-owens-462a7124/

Website: https://www.withersworldwide.com/en-gb/people/matthew-owens

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️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 Newport Beach, California, he currently resides in Pacific Palisades.

As a wealth advisor and exit planner, He will help uniquely successful entrepreneurs and professionals make better financial decisions on their journey from success to significance.

Find out all about You Inherited a Lot of Money! Now What? on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"A dollar today could be worth 10x in 30yrs at 8%. If you make decisions by thinking of the future, you'll make better decisions today."

📇Connecting with Rick Nott:

LinkedIn:https://www.linkedin.com/in/rickjnott/

Twitter: https://twitter.com/_iamnott

Website: http://www.ricknott.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️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, which focuses on probate, estate planning, and trust administration. He made such an impression on an author client that she based a character of a probate attorney on him, in her real-life novel entitled, “Battle of the Wills.” He assists clients with protecting their family through estate planning. Sam helps successor trustees administer trusts after the passing of the settlor.

Sam chairs the Estate Planning and Probate Section of the San Bernardino County Bar Association where he organizes monthly educational presentations and an annual Probate Symposium. Sam is also a member of the Executive Committee of the Trusts & Estates Section of the California Lawyers Association.

When he’s not working on a legal matter, Sam values time spent with his family; his British TV reporter wife, Tiffany, their six-year-old son; and their beagle, Poppy.

Find out all about How to Buy your Parents House After they Pass Away on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"You need a professional on your side, who's an expert. Using a realtor protects the estate and protects the personal representative."

📇Connecting with Sam Price:

LinkedIn: https://www.linkedin.com/in/priceattorney/

Facebook: https://www.facebook.com/PriceLawFirmAPC

Website: https://pricelawfirm.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️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.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.