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

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

PublishesMonthlyEpisodes65Founded5 years ago
Number of ListenersCategories
EducationBusinessInvesting

Listen to this Podcast

Artwork for Trust Me

Latest Episodes

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

New laws were enacted in 2025 that will affect California trusts and estates practitioners on January 1, 2026. Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode as they summarize the highlights of the... more

Host: Ben Schwefel

Speaker: Anthony Lai

This episode explores how community property interests are identified, asserted, and litigated in post-death trust and estate administrations. We break down the legal framework, common pressure points, and pr... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Stay Wealthy Retirement Podcast
Stay Wealthy Retirement PodcastTaylor Schulte, CFP®
Your Money, Your Wealth
Your Money, Your WealthJoe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
ACTEC Trust & Estate Talk
ACTEC Trust & Estate TalkThe American College of Trust and Estate Counsel | ACTEC

Recent Guests

Marguerite Lorenz
A California licensed professional judiciary and master certified independent trustee, managing partner at Lorenz Private Trustees since 2003.
Lorenz Private Trustees
Episode: Securing Legacies: The Role of Professional Trustees
Andy Katzenstein
Estate planning attorney at Proskauer Los Angeles
Proskauer Los Angeles
Episode: Combining Trusts to Reduce Complexity and Costs Can Be Harder Than You Think
Cary Robbins
Estate planning attorney at Proskauer Los Angeles
Proskauer Los Angeles
Episode: Combining Trusts to Reduce Complexity and Costs Can Be Harder Than You Think
Golnaz Yashchi
Trust and estate litigator and partner at Shepherd Mullen in San Diego
Shepherd Mullen
Episode: Roadblocks on the Road to Probate Trials
Sean McKissick
Partner at Downey Brand LLP specializing in trust and estate litigation.
Downey Brand LLP
Episode: Lessons for Estate Planning Lawyers Regarding Third Party Malpractice Claims
Vanessa Nellis
Family Law Attorney and certified family law specialist
Lewitt Hackman
Episode: All in the Family: What Estate Planners Should Know About Family Law Basics
Jenny Hill Bratt
Estate planning and tax partner at Sheppard Mullin
Sheppard Mullin
Episode: Gift Tax Consequences of Changing Irrevocable Trusts
Herb Stroh
Partner at McCormick and Barstow
McCormick and Barstow
Episode: Risk Mitigation Strategies for the Successor Trustee
Josh Yeager
Managing partner of Anados Advisors
Anados Advisors
Episode: Risk Mitigation Strategies for the Successor Trustee

Reviews

4.9 out of 5 stars from 42 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.

Listeners appreciate the professional and organized nature of the content, highlighting its relevance to various issues in estate planning. They value the discussions for their clarity and practical advice.

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Odd Lots
Odd LotsBloomberg
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Financial Audit
Financial AuditCaleb Hammer
Motley Fool Money
Motley Fool MoneyThe Motley Fool
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby

Talking Points

Recent interactions between the hosts and their guests.

All in the Family: What Estate Planners Should Know About Family Law Basics
Q: How should estate planners advise clients who have received an inheritance?
They should encourage clients to keep the inheritance separate and advise on the importance of avoiding co-mingling assets.
From Death to Distribution – A General Overview of Federal Tax Requirements
Q: What initial things do you do to get the estate tax return ready?
Gather asset and liability details, discuss liquidity for estate tax payment, and coordinate with the CPA on necessary elections while preparing for potential estate tax filing.
From Death to Distribution – A General Overview of Federal Tax Requirements
Q: What federal tax filings do we need to worry about?
We need to be aware of Form 56, final Form 1040 for the year of death, Form 1041 for gross income over $600, and several other specific forms related to the estate and gift tax.
Gift Tax Consequences of Changing Irrevocable Trusts
Q: So, what does the taxable gift entail when the trustee reimburses King Triton for his tax liability?
The taxable gift is made at the point of modification consent, not when the reimbursement occurs, raising valuation concerns due to the lack of guidance from the IRS.
Gift Tax Consequences of Changing Irrevocable Trusts
Q: Why is this in a memo? Does it change the IRS's view on the issue?
The CCA represents a reversal of a previous IRS position where modifications were seen as administrative. This new stance presents significant implications for trust beneficiaries.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Trust Me

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

This podcast offers insightful conversations focused on trust and estate planning, catering to both legal professionals and individuals interested in understanding complex estate management issues. Episodes typically feature expert guests discussing various topics, including professional fiduciaries, the latest developments in probate law, strategies for estate planning, and the intersection of family law and estate planning. Unique discussions also touch on emerging legislation affecting the field, making it a crucial resource for practitioners navigating a rapidly changing legal landscape.

Where can I find podcast stats for Trust Me?

Rephonic provides a wide range of podcast stats for Trust Me. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Trust Me and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Trust Me get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Trust Me, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Trust Me?

Rephonic provides comprehensive predictive audience data for Trust Me, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Trust Me have?

To see how many followers or subscribers Trust Me has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Trust Me?

These podcasts share a similar audience with Trust Me:

1. Stay Wealthy Retirement Podcast
2. Your Money, Your Wealth
3. ACTEC Trust & Estate Talk
4. Worklife with Molly Graham
5. Fresh Air

How many episodes of Trust Me are there?

Trust Me launched 5 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Trust Me?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Trust Me?

Rephonic pulls ratings and reviews for Trust Me from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Trust Me?

Rephonic provides full transcripts for episodes of Trust Me. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Trust Me?

Recent guests on Trust Me include:

1. Marguerite Lorenz
2. Andy Katzenstein
3. Cary Robbins
4. Golnaz Yashchi
5. Sean McKissick
6. Vanessa Nellis
7. Jenny Hill Bratt
8. Herb Stroh

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days