Rephonic
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Estate Planning
California Lawyers Association
California Probate Code
Texcom
Probate Code Section 859
Trusts
Federal Estate Tax
Trust Mediation
Trusts and Estates
Filing Form 706
Financial Elder Abuse
Probate
Decanting
IRS
Generation Skipping Transfer Tax
Contested Conservatorships
Tax Planning
ADR Services
Trust Administration
Estate Administration

Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..

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Artwork for Trust Me

Latest Episodes

As an estate planner, your job is to capture your client’s wishes. But what happens years down the line when those wishes are challenged, family relationships have fractured, and memories have faded?

In our latest episode, we sit down with Judge Joh... more

California has a new virtual representation statute! What does this mean for your trusts and estates practice?  In this episode of Trust Me!, our guests, Kelly Cooksey of Loeb and Loeb in Los Angeles, and Anna Soliman of Sheppard Mullin in Los Angele... more

In this episode, R. Sam Price and Tanis Kluever discuss how probate and trust loans secured by real property can solve liquidity problems while preserving the family home. The conversation focuses on practical, legally compliant strategies attorneys ... more

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.  more

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Recent Guests

Kelly Cooksey
Attorney, Loeb & Loeb, Los Angeles
Loeb & Loeb
Episode: Virtual Representation – It’s Really Here! (No, Really)
Anna Soliman
Attorney, Sheppard Mullin, Los Angeles
Sheppard Mullin
Episode: Virtual Representation – It’s Really Here! (No, Really)
Tanis Kluever
Managing Director of True Estate Loans, specialist in trust and estate lending
True Estate Loans
Episode: Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets
Judith Tang
Co-Vice Chair of the Trust and Estates Practice Group
Fennemore
Episode: New Rules for Non-Probate Transfers of Decedent’s Primary Residence
Lisa Roper
Partner
Henderson, Caverly and Pum
Episode: New Rules for Non-Probate Transfers of Decedent’s Primary Residence
Mara Mahana
Senior director and strategist at Syon Capital LLC
Syon Capital LLC
Episode: 2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know
Paul Gruwell
Civil litigation partner of Ragghianti Freitas LLP; specializes in trust and estate litigation
Ragghianti Freitas LLP
Episode: 2025 Legislation: New Laws That Trusts and Estates Practitioners Should Know
Anthony Lai
Senior Associate and Certified Family Law Specialist
FMBK, Pasadena Office
Episode: Trusts as Shields and Swords – Community Property Interests in Third-Party and Self-Settled Trusts
Jim Ulwelling
Partner at Ulwelling Law; real estate litigation specialist
Ulwelling Law
Episode: When Beneficiaries Don’t See Eye to Eye: Post-Death Real Estate Disputes

Host

Kristin Yokomoto
Host of Trust Me

Reviews

4.9 out of 5 stars from 43 ratings
  • Excellent podcast!

    This is a professional and well organized podcast with relevant topics to those engaging in basic or complex estate planning. I appreciate these discussions so much and always learn something valuable that pertains to my family.

    Apple Podcasts
    5
    PuttsLefty
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Valuable, practical insights; guests bring deep expertise and real-world application.
Professional and well-organized discussions with relevant topics for basic to advanced estate planning.
Quality guest lineup that blends litigation, planning, and legislative updates.
Strong drafting tips and regulatory context that are helpful for practitioners and clients.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#48
Ireland/Business/Investing
Apple Podcasts
#210
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

New Rules for Non-Probate Transfers of Decedent’s Primary Residence
Q: Should you be using forms for this process?
Yes. Judicial Council forms are mandatory for this procedure, including the Inventory and Appraisal Form (D-160) filed by a probate referee, the attachment (DE 161), the petition form (DE 310), and the proposed order (DE 315). It's crucial to use the most current forms dated April 28, 2025 or later to avoid invalid filings.
When Beneficiaries Don’t See Eye to Eye: Post-Death Real Estate Disputes
Q: What practical advice would you give practitioners dealing with lis pendens in trust litigation?
Carefully assess whether the underlying case states a real property claim and consider the probability of success on the merits in prong two; be mindful of potential attorney-fee awards against the losing side and consider mediation when outcomes are uncertain.
When Beneficiaries Don’t See Eye to Eye: Post-Death Real Estate Disputes
Q: In Newell, how did the court treat the question of whether a petition challenging trust instruments can state a real property claim?
The court held that removing or replacing a trustee, if it would affect who holds title to real property, can constitute a real property claim, thus supporting lis pendens and altering the strategy for probate and trust litigation.
When Beneficiaries Don’t See Eye to Eye: Post-Death Real Estate Disputes
Q: What changed with the 2023 Partition of Real Property Act and why was it needed?
The Act was enacted to address bargaining inequities where majority owners could overpay minority interests to force or avoid sale; it provides for an appointed appraiser to determine a fair buyout price, helping keep properties in families and balance power among co-owners.
When Beneficiaries Don’t See Eye to Eye: Post-Death Real Estate Disputes
Q: Jim, could you give a quick overview of partition and the three main forms you see in practice?
Partition is a mechanism to divide or sell real property held by co-owners who can't agree, with three main forms: partition by sale, partition in kind, and partition by appraisal; partition by sale is the most common, while partition in kind is rare and depends on a physical division of the property.

Audience Metrics

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Frequently Asked Questions About Trust Me

What is Trust Me about and what kind of topics does it cover?

The show focuses on trusts and estates law, with frequent deep dives into California statutes, probate reforms, and practical planning strategies. Episodes commonly explore how new laws affect fiduciaries, divorces, capacity planning, and litigation risk, often featuring practitioner guests who share real-world tips, drafting guidance, and step-by-step filing or planning processes. A standout characteristic is the policy-forward, practitioner-driven approach that pairs legal analysis with tangible, client-facing implications, making it valuable for attorneys, trust officers, and high-net-worth planners seeking up-to-date statutory context and practical application.

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Which podcasts are similar to Trust Me?

These podcasts share a similar audience with Trust Me:

1. The Daily
2. ACTEC Trust & Estate Talk
3. Pod Save America
4. All-In with Chamath, Jason, Sacks & Friedberg
5. This Past Weekend w/ Theo Von

How many episodes of Trust Me are there?

Trust Me launched 6 years ago and published 66 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Trust Me?

Recent guests on Trust Me include:

1. Kelly Cooksey
2. Anna Soliman
3. Tanis Kluever
4. Judith Tang
5. Lisa Roper
6. Mara Mahana
7. Paul Gruwell
8. Anthony Lai

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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