🎙️Episode 13: What Should You Name Your Trust? What is a Conservatorship?

👨‍💼With Special Guest: Kevin Sayles

In this episode Kevin Sayles talks about the intricacies of a Trust specifically with what you should name your Trust and what happens when the name of the Trust is unclear. In the later part, he discusses what Conservatorship is and how it works.

Find out all about Trust and Conservatorship on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"Conservatorship Sale requires court order for the sale. In addition to a deed from the conservator to the buyer, there’s also a Court Order that’s approving the sale."

📇Connecting with Kevin Sayles:

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

Instagram: @sayleskevin

Website: https://laltic.com/KevinSayles

📻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://everyla.com/

🎙️Episode 12: What Does a Probate Litigator Do?

👨‍💼With Special Guest: Jamie Gonzalez

Jamie Gonzalez obtained a Bachelor of Arts degree in History at the University of California, Berkeley and a Juris Doctor from the University of San Francisco School of Law. She is a member of the Women Laywers Association of Los Angeles, the Los Angeles County Bar Association and the San Fernando Valley Bar Association. She also served as a member of the board of directors of the Campbell Center in Glendale, California.

She has won Pasadena Magazine’s Top Attorney Award from 2015 through 2018, Los Angeles Magazine’s Top Attorneys in Southern California Award in 2018, Los Angeles Magazine’s Top Women Attorneys in Southern California Award in 2017 and 2018 and The Legal Network’s Top Attorneys in California Award in 2017.

Find out all about what a Probate Litigator does on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"If you have a Will you’re good but take an extra step to do a Trust to avoid going to court as long as there’s no disputes."

📇Connecting with Jamie Gonzalez:

LinkedIn: https://www.linkedin.com/in/jamie-gonzalez-759036b8/

Website: https://oldmancooley.com/attorney-profiles/jamie-n-gonzalez/

📻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://everyla.com/

🎙️Episode 11: The Poor Man's Will, Preliminary Title Report, and Trust Mistakes

👨‍💼With Special Guest: Kevin Sayles

Kevin Sayles, Vice President of Lawyers Title talks about his book the Probate Real Estate Sales 101. He calls it an “encyclopedia” to guide those who are new to probate, for real estate agents, and for real estate investors. In this episode he points out 3 topics: The Poor Man's Will, Preliminary Title Report, and Trust Mistakes

Find out all about Will, Preliminary Title Report, and Trust on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"The Poor Man’s Will is a term made up where instead of someone going and getting an Estate Planning they add a child or grandchild to the title.This creates a lot of issues."

📇Connecting with Kevin Sayles:

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

Instagram: @sayleskevin

Website: https://laltic.com/KevinSayles

📻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://everyla.com/

🎙️Episode 10: What is Trust Administration?

👨‍💼With Special Guest: Kim Millman

Kim S. Millman brings her own unique history and experience to the practice of law. Her practice focuses on estate and tax planning, estate and trust administration; charitable planning and giving; and business succession planning.

Ms. Millman received her Juris Doctor degree from Pepperdine University School of Law, graduating cum laude in 2006, and she received her Bachelor of Arts degree from California State University, Northridge, graduating cum laude in 1982. She was admitted to the State Bar of California in 2007.

For more than twenty-five years, Ms. Millman was a successful entrepreneur overseeing the daily operations of a thriving family run business with hundreds of employees and literally millions of customers. Along with various family members, Ms. Millman founded the teen apparel mail order catalog Girlfriends LA, which sold apparel, shoes and accessories to millions of teen girls nationwide. After many years as a successful and profitable operation, Girlfriends LA was sold to a New York based conglomerate.

Ms. Millman utilizes this in-depth understanding of the distinctive needs of the entrepreneur and family business owner in her practice of estate, tax and business succession planning. Additionally, her many decades of experience in the business world allows her to gain an immediate understanding of your goals and expectations, both personally and professionally.

Find out all about Trust Administration on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“Do not lock-up the Trust documents. Don’t put them in a safe deposit box. Don’t put them in a home safe because if someone dies and nobody knows where the documents are, they’re as good as not existing.”

📇Connecting with Kim Millman:

LinkedIn: https://www.linkedin.com/in/kim-millman-6115321a/

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

Website: https://www.kimmillmanlaw.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://everyla.com/

🎙️Episode 9: How Does Title Insurance Work in Probate Real Estate Sales?

👨‍💼With Special Guest: Kevin Sayles

Kevin Sayles started his career in the real estate industry by working in banking. While working for some of the nation’s largest savings institutions, Kevin received extensive training in lending, sales, appraisals, banking back office, escrow, title, retail and commercial banking.

He believes it is the support of the entire Lawyers Title team that will ensure your transactions close smoothly with high quality and custom closing solutions that are second to none. Since Lawyers Title is part of the Fidelity National family of companies, the #1 leader in financial strength, your real estate transactions with Kevin Sayles and Lawyers Title are safe and secure.

Find out all about Trust Administration on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

🗣️Notable Quotes:

“We ensure the transfer from the seller to the buyer. We take on some of the liabilities with our insurance policy to ensure that the property is cleared of any ties from the seller before it goes to the name of the buyers.”

📇Connecting with Kevin Sayles: 

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

Instagram: @sayleskevin

Website: https://laltic.com/KevinSayles

📻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://everyla.com/

🎙️Episode 8: What is a Partition Action?

👨‍💼With Special Guest: Jennifer Felten, Esq.

Jennifer Felten, Esq. is the principal owner of RELAW, APC, a boutique real estate law firm specializing in Escrow Title and Brokerage Law, Real Estate Development, Estate Planning and Probate. Ms. Felten has worked in the real estate industry since 1993, both on the transactional side as an escrow officer, and now as an advisor and litigator on the legal side. Currently she is licensed as an attorney, notary and real estate broker.

Find out all about reverse mortgages on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

 "Probate is statutory, they have very strict rules. Partition is equity, so the judge can do what they want to make it. That also means if we’re trying to solve a problem and get cooperation, we have more leverage to do that."

📇Connecting with Jennifer: 

LinkedIn: https://www.linkedin.com/company/relawapc/

Facebook:  @RELAWAPC

Website: @RELAWAPC1 

📻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://everyla.com/

🎙️Episode 7: What Is Fiduciary Banking? 

👨‍💼With Special Guest: Ronna Lubash

Ronna Lubash has served the Business Banking community for 33 years, and joined Manufacturers Bank’s Trust and Estate Banking Program in 2019. Her expertise is in Private Banking and she has extensive knowledge working with attorneys and other professionals. She is recognized for her ability to review and analyze legal and court documents to open various types of accounts (i.e., Trusts, Estates, Conservatorships, Guardianships, Court Order Blocked, Special Needs, IOLTAs, Joint Bond Agreements, Medi-Cal Gift, and VA accounts). Ronna works very closely with her clients and takes the time to listen and understand their banking needs. She focuses on finding the right solution while delivering exceptional service. Her top-level experience, skill, and knowledge makes her a trusted advisor you can depend on. Our Trust and Estate Program will accommodate multiple trustees, conservators, administrators, 2-signatures required and signers who may be out-of-state. Ronna’s market covers the West San Fernando and Conejo Valleys.

Find out all about reverse mortgages on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

 "If 2 signatures are required in an account, we set it up to post credits only. Anyone can deposit at anytime, wires coming in, deposits go through, and every cheque that’s written kicks it out of the system"

📇Connecting with Ronna: 

LinkedIn: https://www.linkedin.com/in/ronna-lubash-53735264/

Website: https://www.manufacturersbank.com/Ronna-Lubash

📻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://everyla.com/

🎙️Episode 6: How To Get Help With Estate Sales And Clean Outs? Ft. Dina Braverman

👨‍💼Guest Bio:

After 30 years of working in the legal industry, Dina decided that it was time to start her own business. Organizing Concepts and Designs offers an array of incredible resources. They specialize in Residential Organizing, Office Organizing, Relocations, Estate Sales and Clearing.   They facilitate all of the above from A to Z and consider OCD to be a one-stop shop. Dina and her team, pride themselves on getting the job done quickly and efficiently.

Organizing Concepts and Designs has 5 star ratings on every social media platform.  They have won awards for expertise in Organizing and is among the Top 10 Professional Organizing Companies in Southern California. 

Find out all about reverse mortgages on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

 "With what they want to keep, what they want to donate, and what they want to trash, then we facilitate all those processes."

📇Connecting with Dina: 

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

Facebook: http://www.facebook.com/OrganizingConceptsAndDesigns?ref=hl 

Instagram: @organizingconceptsanddesigns

Twitter: https://twitter.com/dinanewmanocd

Website: www.organizingconceptsanddesigns.com

🎙️Connecting with ✨Probate Realtor Show and Matias Baker

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

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

Instagram: @matiasbroker

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

Website: https://everyla.com/

🎙️Episode 5: What Does a Mortgage Broker Do? Ft. Tressa Pope

👨‍💼Guest Bio:

Tressa Pope is an MBA, Executive Loan Officer, and service-driven professional with 22 years of progressive experience within the mortgage industry. She quickly assumed higher levels of leadership as Team Manager at Countrywide Home Loans and Operations Manager with First Horizon Home Loans and MetLife Loans. She served as Branch Operations Manager and Mortgage Loan Officer with PrimeLending. She now serves as an Executive Loan Officer with Arbor Financial Group.

Tressa is an affordable housing specialist who Volunteers with Affordable Housing Initiatives and City Planning. She earned her MBA from Keller Graduate School of Management, and she earned a BFA from Carnegie Mellon University.

Find out all about reverse mortgages on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

 "If you have enough equity on your property and you don’t want to touch your first mortgage, it might make financial sense to get a 2nd mortgage."

📇Connecting with Tressa: 

LinkedIn: https://www.linkedin.com/in/tressa-pope-mba-36b3757/

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

Instagram: @tressapope

Website: http://www.tressapope.com

Youtube: https://www.youtube.com/channel/UCZQ6vyI6wZgrRzP0ay1tgfQ

🎙️Connecting with ✨Probate Realtor Show and Matias Baker

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

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

Instagram: @matiasbroker

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

Website: https://everyla.com/

🎙️Episode 4: What Is A Special Needs Trust? Ft. Lisa S. Golshani

👨‍💼Guest Bio:

Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed.

Find out all about special needs trusts on this episode of the Probate Realtor Show!

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

 "When setting up a special needs trust, we need to make sure this money is going to last throughout the person's lifetime."

📇Connecting with Lisa: 

LinkedIn: https://www.linkedin.com/company/law-offices-of-lisa-s-golshani-aplc/

Facebook: https://www.facebook.com/profile.php?id=100061948036690

Instagram: @lisagolshani

Twitter: @Golshanilaw

Website: http://www.golshanilaw.com

🎙️Connecting with ✨Probate Realtor Show and Matias Baker

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

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

Instagram: @matiasbroker

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

Website: https://everyla.com/