The Probate Realtor Show

🎙️Episode 21: What is Long-term Care Insurance? With Dina Mabry

👨‍💼With Special Guest: Dina Mabry

About Our Guest:

Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb.

Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPAs in all states. Dina is married with three children and lives in Oak Park, CA.

Find out all about Long-term Care Insurance on this episode of the Probate Realtor Show!

CA DRE # 02054763

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#probaterealtor

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🗣️Notable Quotes:

“”

📇Connecting with Dina Mabry:

LinkedIn: https://www.linkedin.com/in/dina-mabry-46666b8/

Website: https://www.bgapremierinsurance.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 20: Estate Planning For Real Estate Investors with Anthony Barilari

👨‍💼With Special Guest: Anthony S. “Tony” Barilari

About Our Guest:

After a brief career in welding and construction, Anthony S. “Tony” Barilari earned a Bachelor of Arts degree in English with High Honors from the University of California, Berkeley (2003) before earning his Juris Doctor from the University of California, Hastings College of the Law (2008). Since 2008, he has been licensed to practice in California State Courts as well as the Federal District Courts for the Northern and Central Districts of California. Tony practiced in the areas of civil litigation and bankruptcy for several years, before turning to estate planning and probate in 2015. Tony is a member of the Pasadena and Los Angeles County Bar Associations.

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

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“A good thing to do after Prop 19, is to make sure that your income properties are held in some type of business entity to avoid property tax reassessment.”

📇Connecting with Anthony S. “Tony” Barilari:

Website: http://barilari-williams.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 18: Avoid These Estate Planning Mistakes with Vanessa Terzian

👨‍💼With Special Guest: Vanessa Terzian

About Our Guest:

An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A.

Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.

Vanessa is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Vanessa is a faculty member at the Institute for Preparing Heirs®.

Vanessa is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. She is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. Vanessa has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. She believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success.

Find out all about Ten False Reasons to Avoid Estate Planning on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“Statistically 70% of Estate Plans fail. To prevent that, we have to discuss the plan to prepare the key role players like the Trustee, beneficiaries, or heirs on how this plan is going to be implemented.”

📇Connecting with Vanessa Terzian:

LinkedIn: https://www.linkedin.com/in/vanessa-terzian-1b2a621a/

Website: https://www.lagerlof.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 18: Ten False Reasons to Avoid Estate Planning! With Crista Hermance

👨‍💼With Special Guest: Crista Hermance

About Our Guest:

As an attorney with two young children, Crista has first hand knowledge and experience to understand how important planning is for young families. Estate planning can accomplish so many of your wishes to ensure that if something happened, your kids would be legally protected the way that we want. All families should have some sort of legal estate plan.

In speaking with several parents, most of them did not have an estate plan in place or anything to protect their children in case of incapacity or death. It’s scary to think that if a plan isn’t in place, the state would have a plan for you. Odds are, it’s not the plan you would want.

Estate Planning is NOT just for the wealthy, it’s for any parent wanting to put a plan in place to protect their family.

Find out all about Ten False Reasons to Avoid Estate Planning on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"Revocable living trust, power of attorney, or advance healthcare directive can be changed anytime. Having something in writing is better than having nothing at all because then at least the court knows what your wishes are."

📇Connecting with Crista Hermance:

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

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

Website: https://hermancelaw.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 17: What is an Estate Plan Independent Review? With Nathan B Hoffman

👨‍💼With Special Guest: Nathan B Hoffman

About Our Guest:

Hoffman Law Firm was founded in 1999 by Nathan B. Hoffman. Nathan is a CA licensed attorney with over 30 years of experience in CA courtrooms & earned a personal AV rating from Martindale-Hubble in 1989. He works closely with clients guiding them through all phases of civil litigation including representing individuals and businesses in varied business & tort litigation, mediation & resolution matters & he particularly focuses on trust litigation representing beneficiaries & trustees.

We represent clients in litigation matters. These include business, construction, complex personal injury and trust litigation matters in all of the California Superior Courts, meditations, arbitrations and in Federal Courts in California. "When I was younger, I won with preparation, enthusiasm and passion. Now, I add wisdom and experience."

Find out all about Estate Plan Independent Review on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“An estate planner should know that if they don’t recommend an independent review when it’s required. There’s a potential that they could be sued for malpractice.”

📇Connecting with Nathan B Hoffman:

LinkedIn: https://sv.linkedin.com/in/nathan-b-hoffman-trust-and-estate-litigation-62b729?trk=org-employees

Instagram: @nathanbhoffman

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

Website: https://www.thehoffmanlawfirm.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 16: What Is a 'Date Of Death' Appraisal? With Glen Kangas

👨‍💼With Special Guest: Glen Kangas

About Our Guest:

Glen Kangas has been a real estate appraiser in Southern California for 30 years. A Certified Residential Appraiser which is the highest form of Residential License in the state. He appraises a wide variety of properties, specializing in Luxury homes, TIC units and accurate measurement of homes.

He gives homeowners a tool to make important financial decisions: accurate data and analysis. A home is one of the largest financial commitments a family makes and as an appraiser Glen knows that data guides homeowners in making informed decisions.

Glen’s educational background in engineering and political science from UCLA equipped him with technical expertise and an awareness of the immediate surroundings to give context to his appraisals. For Glen, conducting appraisals isn’t just a livelihood, it’s how he enriches the lives of others.

Find out all about the Date of Death Appraisal on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“I’m a big fan of keeping as much of your money as you can. So my favorite thing about date of death appraisals is it helps people not give tax money to the government.”

📇Connecting with Glen Kangas:

LinkedIn: https://www.linkedin.com/in/glen-kangas-mnaa-55658946/

Instagram: @truefootagela

Facebook: https://www.facebook.com/glen.kangas.31?locale=en_GB

Website: https://gaappraisalsinc.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 15: Things to Know about LGBT Estate Planning with Wendy Hartmann

👨‍💼With Special Guest: Wendy Hartmann

Are you a member of the LGBTQ+ community? Have you considered estate planning? In this episode of our podcast, we'll be discussing all the things you need to know about LGBT estate planning.

Many people think estate planning is only for the wealthy, but it's important for everyone, regardless of their financial status or sexual orientation. However, for members of the LGBTQ+ community, estate planning can be particularly important due to the lack of legal protections afforded to them.

Our expert guest, Wendy Hartman, will be discussing the unique challenges that LGBTQ+ individuals face when it comes to estate planning and how to navigate them. We'll be covering topics such as legal documents, beneficiary designations, and how to protect your assets and loved ones in the event of your passing.

This episode will provide valuable information to help you make informed decisions about your future and ensure that your wishes are respected. So, if you're a member of the LGBTQ+ community, or simply interested in learning more about estate planning, be sure to tune in to this informative and engaging episode.

About Our Guest:

WENDY E. HARTMANN was born in Brooklyn, New York, and received her B.S. in Business Administration from the State University of New York at Oswego. She received her Juris Doctor degree from the University of LaVerne, College of Law and her Master of Laws (LL.M). in Taxation from Golden Gate University School of Law. Ms.Hartmann is admitted to the California Bar, the U.S. District Court, Central District of California, the United States Supreme Court and the United States Tax Court. Ms. Hartmann is certified by the State Bar of California, as a Certified Specialist in Estate Planning, Trust and Probate Law, and has received recognition as a Southern California Super Lawyer in 2011-2013 and 2015-2018, as well as being recognized as one of the Top Women Lawyers in Southern California.

Ms. Hartmann is a frequent lecturer in the areas of taxation as well as the evolving laws affecting the LGBT community and taxation for same-sex couples, and has presented programs at the American Bar Association Tax Conference, the California State Bar Annual Meeting, State Bar Taxation Conference, as well as the Estate and Gift Tax Conference. In addition, she has made presentations to various sections of the Los Angeles County, Beverly Hills, San Fernando Valley, and Orange County Bar Associations, along with programs to Certified Public Accountants, estate planning councils and a wide variety of LGBT organizations, including Lambda Legal, Equality California, Love Honor Cherish, The Williams Institute at UCLA School of Law, Lavender Law, and the Los Angeles LGBT Center.

Find out all about Things to know about LGBT Estate Planning on this episode of the Probate Realtor Show!

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🗣️Notable Quotes:

“Every 3 to 5 years I tell my clients to look at their beneficiaries, designated agents / trustees, or nominated guardian for their children and make sure they’re still the same.”

📇Connecting with Wendy Hartmann: 

LinkedIn: https://www.linkedin.com/in/wendy-hartmann-7218554/

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

Website: http://wehlaw.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 14: What is a Corporate Trustee? With Andy B. Chong

👨‍💼With Special Guest: Andy B. Chong

Are you curious about the inner workings of a corporate trustee? Do you want to learn more about the role they play in managing trusts and other financial assets? Then, tune in to our latest podcast episode titled "What is a Corporate Trustee?"

In this episode, we dive deep into the world of corporate trusteeship and explore the key responsibilities and functions of a corporate trustee with financial advisor Andy Chong. We discuss the various types of trusts that corporate trustees manage, and the legal and ethical obligations that come with the role.

We also shed light on the benefits and drawbacks of having a corporate trustee, and how they can help individuals and businesses achieve their financial goals. Our expert guest shares their insights and experience on the topic, providing listeners with valuable information that they can apply in their own financial planning.

Whether you're a financial professional, a trust beneficiary, or just someone curious about the world of corporate trustees, this episode is for you. So, grab your headphones and join us for an informative and engaging conversation about the fascinating world of corporate trusteeship.

About Our Guest:

Andy is a Wealth and Business Advisor serving families and small to lower middle market businesses in both Los Angeles and the Central Valley communities. Armed with over 20 years of financial services industry experience, he brings his expert knowledge in investments, wealth planning and business advisory to his clients and other professional partners such as tax advisors, M&A professionals and trust & estate attorneys.

Andy is a Chartered Financial Analyst (CFA) and is an active volunteer of the CFA Society of Los Angeles as a CFA exam mentor, former Chair of the Asian Pacific Community of Interest group and served as a Board of Governors member from 2016-2020. He belongs to a select group of Trusted Advisors and has access to a network of highly reputable professionals in M&A, Law, Tax and Insurance. He obtained his Bachelor of Arts degree from the University of California, Davis.

Find out all about Corporate Trustees on this episode of the Probate Realtor Show!

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#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"If you see money in motion whether it’s a business sale, real estate sale, or inheritance all of these have tax consequences tied to it. Have a plan and get assistance."

📇Connecting with Andy B. Chong:

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

Website: https://www.highlinewp.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 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!

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#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/