Trust GBS with Lori Bolander and Lauren Gallagher, Episode 2In this episode of Trust GBS, Lori Bolander and Lauren Gallagher talk with Eddie Broitman, from the Law Office of Edward Broitman. Eddie specializes in estate planning and trust litigation. With extensive experience since 2007, Eddie handles contested probate matters and estate administration.

Tune in to the episode to hear about:

* Common Litigation Issues: Eddie Broitman mentions the most frequent issues in trust and estate litigation which are undue influence and accounting disputes.

* Strategies to Avoid Litigation: Eddie emphasizes that clear estate documentation and the use of neutral third-party trustees are key strategies to prevent litigation.

* Role of Professional Fiduciaries: Eddie discusses the value of professional fiduciaries in reducing disputes by providing neutral and legally compliant trust management.

* Litigation Process and Costs: Eddie points out that trust and estate disputes often involve lengthy and expensive court processes.

* Importance of Proper Accounting: Eddie stresses the necessity of accurate, formal accounting to prevent disputes and ensure transparency with beneficiaries.

Learn more about Eddie Broitman:

 * Visit the Law Office of Edward Broitman’s website: http://www.broitmanlaw.com

* Email: [email protected]

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About the Trust GBS podcast with Lori Bolander and Lauren Gallagher:

In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.

Watch more episodes of Trust GBS:

 * YouTube: https://www.youtube.com/@LawGBS

Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:

 * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177

 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12

 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 11In this episode of Trust GBS, Lori Bolander speaks with Lane Coursen, owner of Momento Estates.

Tune in to the episode to hear about:

* The various services Lane’s company offers, including handling high-value estate sales, assisting families with realistic valuations, organizing unsold items for donation, and managing moves for living clients, all without charging upfront fees

* The importance of working with licensed and insured estate sale professionals, ensuring clients' properties and items are protected, and emphasizing how Memento Estates takes care of all necessary logistics, even for complex tasks like selling cars and boats

* Anecdotes, showcasing how Memento Estates has successfully found hidden valuables, helped families reconnect with treasured items, and ensured that meaningful possessions are donated to appropriate organizations rather than ending up in landfills

* The profound value of Memento Estates' services in simplifying the complicated process of managing estate sales, preserving the memory of loved ones, and supporting the community

Learn more about Lane Coursen:

* Visit Momento Estates’ website: https://www.momentoestates.com

* Follow Momento Estates on Instagram: https://www.instagram.com/momento_estates_llc

* Follow Momento Estates on Facebook: https://www.facebook.com/MomentoEstates

* Email: [email protected]

* Contact Momento Estates for a free consultation: https://www.momentoestates.com/about

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About the Trust GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.Watch more episodes of Trust GBS:

* YouTube: https://www.youtube.com/@LawGBS

Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:

* Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177

* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12

* Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 13In this episode of the Trust GBS, Lori Bolander and Lauren Gallagher speak with Carly Maganuco and Damien Snow, attorneys and colleagues at Gallagher Bolander Smedley LLP.

Tune in to the episode to hear about:

* An outline of the initial requirements for a trustee

* Key early tasks of a trustee, including formally notifying beneficiaries and heirs, obtaining an EIN, preparing a certification of trust for banks, among many more

* The importance of documenting actions, tracking trustee time for fees, and using trust funds to hire professionals such as CPAs and attorneys

* Typical complications a trustee may encounter

Learn more about Carly Maganuco and Damien Snow:

* Connect with Carly on LinkedIn: https://www.linkedin.com/in/carly-maganuco-esq-53499811a

* Read Carly and Damien’s bios on Gallagher Bolander Smedley LLP’s website: https://www.lawgbs.com/about

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About the Trust GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.Watch more episodes of Trust GBS:

* YouTube: https://www.youtube.com/@LawGBS

Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:

* Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177

* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12

* Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 9In this episode of Trust GBS, Lori Bolander and Lauren Gallagher speak with colleague and attorney Carly Maganuco.

Tune in to the episode to hear about:

• * Why special needs trusts are essential for preserving the eligibility of individuals with disabilities for public benefits such as Medi-Cal and SSI, requiring meticulous planning and specific language to ensure compliance with federal and state regulations

• * The differences between first-party and third-party special needs trusts, with third-party trusts being funded by someone other than the beneficiary and first-party trusts being funded with the beneficiary's own assets

• * The importance of having an experienced attorney draft and review these trusts due to their complexity and the frequent changes in laws and regulations, which can have significant impacts on the beneficiary's eligibility and access to benefits.

• * Why choosing a trustee for a special needs trust is critical, with recommendations to consider professional fiduciaries, who are well-versed in accessing community resources and benefits, while also allowing for family members to be involved as advisors or decision-makers.

Learn more about Carly Maganuco:

 * Connect with Carly on LinkedIn: https://www.linkedin.com/in/carly-maganuco-esq-53499811a

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About the Trust GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of Trust GBS, we'll get together with other professionals and have fun talking about trust and estate matters.Watch more episodes of Trust GBS:

 * YouTube: https://www.youtube.com/@LawGBS

Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:

 * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177

 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12

 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com/

In this inaugural episode of Trust GBS, Lori Bolander and Lauren Gallagher speak with Windus Fernandez Brinkkord, AIF®, CEPA. Windus is Senior Vice President of Wealth Management at Trilogy Financial Services. Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast.

Tune in to the episode to hear about:

 * The difference Windus sees in her clients' estate planning who have a trust to those who do not

 * What can go wrong when there is no trust in an estate plan

 * How beneficiary designations play a part in the estate plan, and the importance of discussing it with your attorney

 * Professional fiduciaries — why and how an estate plan benefits by including them

 * Defining AB Trusts and real-life examples as to when they’re needed and not

 * How often you should review and update your trusts

Learn more about Windus Fernandez Brinkkord, AIF®, CEPA:

 * Connect with Windus on LinkedIn: https://www.linkedin.com/in/windusfernandez/

 * Read more about Windus and Trilogy on Trilogy Financial’s website: https://www.trilogyfs.com/advisor/windus-fernandez-brinkkord-aif-cepa/

 * Email: [email protected]

***********************************

About the Trust GBS podcast with Lori Bolander and Lauren Gallagher:

In each episode, we'll get together with other professionals and have fun talking about trust and estate matters.

Watch more episodes:

 * YouTube: https://www.youtube.com/@LawGBS

Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:

 * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177/

 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12

 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com