trustee

Join us as we sit down with Bankruptcy Attorney, Darin Wisehart, to discuss who you pay in a Chapter 13 bankruptcy, and the details of what to expect from the process.

If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.

Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

Edmund Hubbard is an independent arts consultant and a trustee for InterAct Stroke Support.  He talks about his life and the circumstances of his stroke with Nirjay Mahindru.  Details about his consultancy work can be found at 
www.hubbardartconsultancy.com 

This episode we’re celebrating the past, exploring the present, and looking ahead to the future of amateur theatre.

Chairman of the Crescent Theatre, Birmingham, Kevin Middleton tells us about his theatrical life and theatrical loves, as well as  discussing the governance of an amateur theatre, and the role of the board. We also chat to one of the Crescent Theatre’s longest-standing members, set-builder and former stage manager, Phil Parsons, about his memories and experiences over more than 50 years with the company.

Join us for our live event as we sit down with Family Law Attorney, Kimberly Brown, to discuss the best way to store your estate planning documents once they've been signed, and why it's important to have a plan in place. In this interview, Kimberly addresses the following:


·        What constitutes “estate planning documents”? 

·        Should you store your original estate planning documents in your safe deposit box? 

·        Should you store your original estate planning documents in your home safe? 

·        Should you ask your estate planning attorney to store your original estate planning documents? 

·        Should you give your original estate planning documents to your personal representative??

·        What sort of other items can you include with your estate plan documents?

·        Who should you give information to about how to access these documents?

If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.

Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

Ever thought about what happens when you're no longer competent to make decisions or handle your financial affairs? Join us as Estate Planning and Elder Law Attorneys Greg McIntyre and Brenton Begley unravel the complexities of estate and elder law planning, highlighting the importance of legal documents like general durable power of attorney, healthcare power of attorney, living will, and will. We shed light on the high stakes of not having these documents in place, such as the complications and restrictions of guardianship proceedings.

Navigating the intricate world of wills and deed protection can be a daunting task, but we've got you covered. Learn more about how an executor plays a critical role in the probate process and what pitfalls they may face. Greg and Brenton help us consider the potential financial risks, especially those related to long-term care costs and the possible claim of creditors on your assets. Moreover, we discuss the protective role a will plays in this context and the serious consequences of mistakes during the probate process. 

And what about trusts? We conclude by focusing on the role of trusts and their potential for asset protection. Discover how trusts can serve as a secure repository for your assets, bypassing the probate process and ensuring a smoother transition for your loved ones. We compare revocable and irrevocable trusts, and how they can affect your long-term care benefits. And finally, let's explore how a trust can facilitate tax planning, long-term care planning, and leaving a legacy for generations to come. Don't miss this insightful episode, packed with practical knowledge to navigate the intricate world of estate and elder law planning.

In this episode of the Label Free Podcast, host Deanna Radulescu interviews Jo Ann Fawcett, an entrepreneur, author, and 40-year bookkeeper. Jo Ann shares her incredible journey of going through seven marriages, including experiences of abuse, divorce, death, and being a prison wife. She also talks about leaving the Mormon church after being a member for 30 years and how meeting her seventh husband, who is currently in prison, led her to question her beliefs and find a new path in life.

Jo Ann discusses her first book, "Midlife Magic," which is a memoir that chronicles her experiences and lessons learned from her marriages. She also delves into her involvement in the UFO conference circuit, where she shares information about her husband's military intelligence work related to UFOs and aliens. Jo Ann emphasizes the interconnectedness of all beings and the spiritual aspects of her experiences.

The conversation takes a turn as Jo Ann reveals that she is currently writing her second book, titled "The Prince Was Wrong," which focuses on her seventh husband and their tumultuous relationship. She discusses the red flags she missed and the narcissistic behavior she encountered. Jo Ann also shares her newfound self-love and the importance of taking care of oneself.

Listeners can purchase Jo Ann's book, "Midlife Magic," on Amazon or visit her website, dragonhillbooks.net, for a signed copy. She can be found on social media platforms such as Instagram, Facebook (under Jo Ann Fawcett and Jo Ann Richards), and LinkedIn. Jo Ann also invites those interested in UFOs and her experiences to reach out to her via email at joann@midlifemagic.biz.

In her closing words, Jo Ann advises listeners to prioritize self-care and self-love, as it attracts positive relationships and creates a fulfilling life. Host Deanna Radulescu encourages listeners to support Jo Ann by purchasing her book, following her on social media, and engaging in conversations about UFOs and spirituality.

Overall, this episode offers a glimpse into Jo Ann Fawcett's transformative journey and the lessons she has learned along the way.

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Stay Healthy, Stay Ready- 
Deanna Marie Radulescu
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Estate Planning Lawyer,  Pete Klenk delves into the often overlooked but crucial aspect of estate planning - funding a revocable trust. In this episode, he breaks down the importance of funding your revocable trust, exploring the common misconceptions and pitfalls associated with this essential step.

Peter Klenk, estate planning lawyer,  uncovers the complexities of financial planning and the role of revocable trusts in preserving wealth and autonomy. This isn't just about avoiding taxes; it's about empowering yourself to control your financial destiny. 

Most attorneys are able to identify clients who clearly have mental capacity to make decisions and those who clearly lack such capacity.  But what about the clients in the middle part of the spectrum?

In this episode, geropsychologist Bonnie Olsen provides practical guidance on dealing with clients who may have mental function deficits.  She explains how capacity is situational, what attorneys can do to optimize client decision-making ability, and how to get beyond the label of a diagnosis.  

Dr. Olsen’s article entitled “What Attorneys Need to Know About a Client’s Cognitive Capacity” will appear in Volume 29, Issue 2, of California Trusts and Estates Quarterly, which is available to all members of the Trusts and Estates Section of the California Lawyers Association.

About the Guest:

Dr. Bonnie Olsen is clinical psychologist who often works with elderly patients.  She is a Professor of Clinical Family Medicine at the Keck School of Medicine at the University of Southern California.  In 2020-2021, she led a project funded by the U.S. Department of Justice to develop and test an evidence-informed tool for judges to adjudicate guardianship/conservatorship petitions.  In addition, she has a consulting practice in which she evaluates a person’s mental capacity to make estate planning changes, either before or after they are made.

About the Host:

When this episode was recorded (August 3, 2023), Jeffrey Galvin was an attorney with Downey Brand LLP in Sacramento, where he litigated trust and estate disputes involving mental capacity and undue influence issues, and was a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association.  

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek

On this day in 1982, Elvis Presley’s Memphis home was opened to the public for tours. 

See omnystudio.com/listener for privacy information.

Law Chat with John and Amy is a podcast regarding Bankruptcy and Family Law (Divorce and Custody) designed to answer your questions. This week's question is What is a Chapter 13 Bankruptcy Plan? John and Amy discuss what goes into a Chapter 13 bankruptcy Plan, the different types of claims, how the Plan payment is determined, and why an amendment may be required.

Law Chat with John and Amy is a podcast regarding Bankruptcy and Family Law (Divorce and Custody) designed to answer your questions.  This week's question is What if I fall behind on my bankruptcy Plan payments? John and Amy discuss Chapter 13 bankruptcy Plan payments, what to do when you fall behind, and what happens if the Trustee files a Motion to Dismiss for failure to make payments. 

In this episode, our guests, Marguerite Lorenz, Master Trustee, and Todd Stephenson, estate liquidator, will be discussing the difficulties that are encountered in dealing with personal property after someone has died. This episode is geared towards estate planners who are looking to create a well-rounded plan to avoid unnecessary family strife after a client’s passing, as well as to the general public to get ideas on how to keep children from fighting after their passing. We will share stories of good and bad plans as well as provide ideas on how best to create a plan to keep families out of court and in harmony. 

About Our Guests:

Marguerite Lorenz, Master Trustee, Managing Partner at Lorenz Private Trustees, and author of Ethics for Trustees 2.0, available on Amazon. Marguerite is in her 20th year as a professional trustee, executor and agent.

Marguerite can be reached at 877-630-8448, www.MyTrustee.net.

Todd Stephenson, owner and founder of Estate Sale Warehouse. Estate Sale Warehouse has been providing personal estate liquidation solutions since 1994 in San Diego and surrounding areas.

Todd can be reached at (760) 433-6549, estatesalewarehouse.com

About Our Host:

Host Kimberly R. McGhee is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Elder Law Attorney by the National Elder Law Foundation, and V.A. Certified Accredited Attorney. She is a Member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM), former President of the Southern California National Academy of Elder Law Attorneys, Member of the Board of Directors for Palomar Health Medical Group, Member of the Board of Directors for Southern Caregiver Resource Center, contributing author and editor for CEB (Continuing Education of the Bar’s) Trusts & Estates practice guide and Vice-Chair of the North County Bar Association California Conference of Delegates. She also serves as a Court Appointed Attorney and Guardian Ad Litem in the Superior Court of San Diego County, California.  

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek

Trust and estate lawyers have a keen interest in state legislation.  The California Lawyers Association gives them a voice in Sacramento.  When conservatorships became a hot topic in the Legislature, the Trusts and Estates Section of CLA was there to provide real-world input from experienced practitioners.  The Section regularly sponsors bills to advance the fairness and efficiency of California law.  Get the inside scoop from Saul Bercovitch, who leads CLA’s advocacy efforts, and Mary deLeo, Chair of the Section’s Executive Committee.  They discuss recent legislative initiatives, peer into a crystal ball regarding the future of electronic wills in California, and explain how lawyers can participate in the Section’s advocacy.

About Our Guests:

Saul Bercovitch is the Associate Executive Director for Governmental Affairs of the California Lawyers Association.  He joined CLA in 2018, shortly after it was established.  Saul previously worked for the State Bar of California, as Legislative Counsel and as an attorney in the Office of General Counsel.  He also practiced civil litigation for over a decade.  He can be reached at saul.bercovitch@calawyers.org.

Mary deLeo is a Shareholder at Weintraub Tobin in Sacramento.  Her practice focuses on trust and estate litigation, trust and estate administration, conservatorships, fiduciary representation, special needs trust administration, and planning for incapacity.  Mary is the current Chair of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (Texcom).  She can be reached at mdeleo@weintraub.com. 

About Our Host:

Jeffrey Galvin is a partner at Downey Brand LLP in Sacramento.  He litigates trust and estate disputes across Northern California.  Jeff created and edits the blog Trust on Trial, which covers California trust and estate litigation.  He is also a member of Texcom.  He may be reached at jgalvin@downeybrand.com.

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek

This week, Chairman of the Board of Trustees for the Oklahoma City National Memorial and Museum John Kennedy stops by for an in-depth conversation about the mission of the Marathon and Memorial. Then, veteran marathoner and SSM Health Saint Anthony physician’s assistant Sarah Thompson tells us how she juggles a career, motherhood and marathon training. And to close the episode, Lydia Kirchman explains how the Memorial Marathon provides a way for her to celebrate the life of her late father.

Follow the Oklahoma City Memorial Marathon on Facebook, Twitter and Instagram for the latest marathon updates and visit www.OKCMarathon.com to sign up to run, volunteer or learn more! 

Facebook: https://www.facebook.com/OKCMarathon
Twitter: https://twitter.com/okcmarathon
Instagram: https://www.instagram.com/okcmarathon