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Hosted by R. Sam Price · 🇺🇸 US · EN-US · 56 episodes
Established thought leaders with verified media credentials.
Welcome to Probate Notes, your go-to podcast for navigating the complexities of California probate law. Hosted by R. Sam Price, a seasoned probate attorney, Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, and author of The 6-Stage Probate Process, this podcast breaks down probate practice with expert insights, practical strategies, and real-world solutions for attorneys, paralegals, fiduciaries, and professionals in the probate industry.Each episode dives into key topics, from foundational probate concepts to advanced litigation strategies, helping you master the nuances of probate practice. Whether it's fixing court examiner deficiencies, tackling probate litigation, or staying ahead of legislative updates, you'll get actionable guidance to streamline your cases and elevate your expertise.Expect guest interviews with top probate attorneys, fiduciaries, and legal experts, as well as a dedicated segment answ
R. Sam Price hosts Probate Notes: Your Guide to Navigating California Probate Law, a education show with 56 episodes published.
Probate planning gets much more complicated once retirement accounts and real families enter the picture. Financial advisor Ryan Holloway, AWMA® explains how beneficiary designations control where the accounts go, what h
Most clients know which causes they love — but not how to make that generosity work for decades after they're gone. In this conversation, we hear guest Brie Griset Smith, CSPG, Chief Development Officer at the Inland Emp
Navigating an inherited property can feel overwhelming, especially when it collides with grief and family dynamics. We walk through that reality with guest Rhett Fruitman, co-founder of Inherited Property Match, a servic
Trust and estate income sounds simple until three different definitions collide. Sam Price sits down with Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, to sort out the confusion. Just
Trusts fail every day — not because they're drafted badly, but because assets never quite make it inside. Probate attorney Sam Price and guest Bob Bergman break down how Heggstad petitions under Probate Code §850 can res
A million-dollar retirement account sounds like a blessing — until it accidentally disqualifies a child with special needs from critical benefits. We dive into how to prevent that outcome when a parent leaves a 401(k) or
Loneliness has been labeled a public health epidemic, and in this episode, we're digging into what we can actually do about it with our guest Barb Betts. Barb is a former real estate broker turned corporate keynote speak
Most of us assume our life insurance will quietly be there when our families need it. Frank Campbell is here to explain why that assumption can be dangerously wrong. We talk with Frank, a California-licensed Life and Dis
On this episode, we have special needs planning authority Kevin Urbatsch on to unpack what happens when a person with disabilities receives an unexpected inheritance. They walk through how SSI, Medi-Cal, and IHSS interac
In this episode, Sam talks with Philip M. Savage IV, director at Fennemore and 30-year estate planning veteran, about the role the Inland Empire Estate Planning Seminar has played in his practice and in the growth of hig
Sam Price sits down with Blanca Alfaro, a relationship banking specialist at CalPrivate Bank, to break down exactly what probate attorneys, fiduciaries, and personal representatives need to know about estate and trust ba
California property taxes don't follow simple rules, and that gap in knowledge costs families thousands of dollars every year. In this episode, Sam Price sits down with Gregory R. Broege, a partner at Ajalat, Polley, Ayo
Sam Price sits down with Bree Herman, founder of Herman Ledge Services, to talk about the financial systems that keep law firms out of trouble and in the black. Bree works with solo attorneys and growing firms across the
When a loved one enters a nursing home, most families assume they're safe. James Morgan, founding partner at Lanzone Morgan, LLP in Long Beach, has spent 26 years proving that assumption wrong, and fighting back when it
Most estate plans fail before anyone dies. The trust document is fine — the funding, the beneficiary designations, the asset titling — that's where families get blindsided. Sam Price sits down with Josh Yager, Esq., CFP®
When a business owner dies, the employment liabilities don't die with them. In this episode of Probate Notes, Sam Price sits down with Karen J. Sloat, founder of SLO Law Group, to break down what probate attorneys need t
Sam Price sits down with Stephen Walter, CEO of Hello Sunset, to tackle one of probate's most frustrating problems: finding a decedent's assets and debts when the family has no idea where to start. No bank statements. No
In this episode of Probate Notes, Sam sits down with Bruno Bianchi, a veteran fitness coach and personal trainer with over 25 years of experience, to explore how busy legal professionals can take better care of their bod
In this episode of Probate Notes, Sam sits down with Natalie Armenta, a probate and fiduciary vehicle specialist at Carstub, to break down one of probate's most overlooked challenges — what to do with a deceased person's
In this episode, Sam sits down with James Leestma — attorney, estate litigator, and owner of Advance Inheritance LLC — to break down everything you need to know about probate cash advances. Whether you're dealing with a
James Morgan
deacon, educator, biblical scholar · Florida International
1 appearance on this show
Megan Hunter
specialist · The High Conflict Institute
1 appearance on this show
Ryan Holloway
Edward Jones
1 appearance on this show
Brie Griset Smith
Inland Empire Community Foundation
1 appearance on this show
Rhett Fruitman
Inherited Property Match
1 appearance on this show
Darryl J. Lynch
The Lynch Group at Oppenheimer
1 appearance on this show
Philip M. Savage IV
Fennemore
1 appearance on this show
Blanca Alfaro
CalPrivate Bank
1 appearance on this show
Gregory R. Broege
Ajalat, Polley, Ayoob, Matarese, and Broege
1 appearance on this show
Bree Herman
Herman Ledge Services
1 appearance on this show
Josh Yager
Anodos Law
1 appearance on this show
Karen J. Sloat
SLO Law Group
1 appearance on this show
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Probate Notes: Your Guide to Navigating California Probate Law is hosted by R. Sam Price. The show is categorised under education (government) and has published 56 episodes.
Probate Notes: Your Guide to Navigating California Probate Law has published 56 episodes.
Probate Notes: Your Guide to Navigating California Probate Law regularly covers education, government. It sits in the education category, with a government focus.
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