Probate Weekly

Bill Gross talks to Darren Findling, a probate attorney based in Michigan. Darren is the President of The Probate Pro, the nationally recognized, leading probate and trust coordination law firm.Visit his website here: https://theprobatepro.com/darren-findling/

Lee Jay Berman began as a full-time mediator 30 years ago, and has successfully mediated over 2,700 matters as, many of which were high profile cases, as a private, independent commercial mediator. Visit his website here: https://mediationtools.com/

California attorney Scott Rahn resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. He represents heirs, beneficiaries, trustees and executors.Visit his website here: https://rmolawyers.com/

Stefan O’Grady is a Partner at Keystone Law Group, P.C. With two decades of litigation experience, including 15 years of probate litigation experience, Stefan represents beneficiaries and fiduciaries (professional and non-professional) in contested and non-contested probate, trust and conservatorship matters. He also handles estate and trust administration issues. His expertise in all areas of trust and estate law allows Stefan to anticipate the needs of his clients to help them effectively protect their rights in and out of the courtroom.Visit his website here: https://keystone-law.com/firm/attorneys/stefan-ogrady

James Morgan, a nursing home abuse attorney and highly respected founding partner of Lanzone Morgan, LLP, has dedicated his legal career to fighting for the underdog. James has never represented insurance companies or large corporations. James’ legal career has been committed to representing individuals who have been victims of corporate greed and misconduct.Visit his website here: https://lanzonemorgan.com/

Bill Gross and speaks with attorney Colleen English Balderson about what folks need to know regarding trusts, titles, and probate. Contact Colleen:www.englishlawgroup.com(502) 425-8717 [email protected]

Nicholas focuses his practice on resolving disputes over trusts, estates, conservatorships, and other fiduciary matters. A respected member of the Los Angeles legal community, Nicholas is known as a pragmatic and effective trusts and estates litigator who seeks to achieve favorable results for his clients through skillful negotiation, strategic counsel and deft trial work.Visit his website here: https://www.sheppardmullin.com/nvanbrunt

NATHAN B. HOFFMAN is a mediator who has participated in over one hundred mediations is his practice since 1979.Visit his website here: https://www.thehoffmanlawfirm.com/

An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A. Vanessa is admitted to practice law in California and was recently admitted to the Idaho State Bar.Visit her website here: https://www.lagerlof.com/teams/vanessa-m-terzian/

Scott P. Schomer has been certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California. Visit his website here: https://www.schomerlawgroup.com/

NATHAN B. HOFFMAN is a mediator who has participated in over one hundred mediations is his practice since 1979.Visit his website here: https://www.thehoffmanlawfirm.com/

After he went through the estate settlement process, Stephen saw how broken it was — months of calling banks, sorting mail, and hoping nothing was missed. Then he built Sunset, bringing his legal background and financial technology expertise to the table.Sunset automatically searches IRS records, all three credit bureaus, 2,500+ banks, life insurance databases, property records, DMV, and state unclaimed property databases to build a complete estate asset inventory. 10,000+ families have used it to find everything a loved one owned and owed.Visit his website here: https://www.hellosunset.com/

R. Sam Price is an experienced and highly educated attorney passionate about helping others. He simplifies complex legal jargon and court procedures for his clients. He made such an impression on an author client that she based a character of a probate attorney on him, in her real-life novel entitled, “Battle of the Wills.”

Isaac is the CEO of On Track Property, a top real estate development and property management company located in Los Angeles, California.Visit his website here: https://ontrackproperty.com/about-us/

Casey is known as “The Ideal Networker”, and has made it his mission over the years to collect and connect: he collects relationships and connects people so they can do business together. His Mastermind program, called 'The Platinum Inner Circle', creates massive results for the businesses that participate and follow his guidance. With members in numerous verticals and locations, the Inner Circle provides one of the most diverse Results-Driven programs available anywhere in the world.

Mr. Parr crafts bespoke plans to help his clients preserve and enhance their wealth for future generations. Mr. Parr also advises fiduciaries in administering trust, probate, and conservatorship estates. He is adept at navigating the procedural nuances and complex family dynamics often involved in these matters.Visit his website here: https://hillfarrer.com/trusts-and-estates-planning-probate-and-litigation/

For more than 30 years, Attorney Lee A. Drizin has practiced in the areas of estate planning, probate, trusts, guardianship, and real estate matters. He has an outstanding track record handling contested probate and administration and has been extremely successful in both jury and non-jury trials.Visit his website here: https://drizinlaw.com/

Nicole Adkison is a California-based estate planning attorney with nearly 12 years of experience helping families, business owners, and individuals navigate the complexities of wealth preservation and tax strategy. Specializing in advanced estate and gift tax planning, business succession, generational wealth transfer, private real estate transactions, and charitable planning, Nicole provides creative, tax-savvy solutions that go beyond the ordinary.Visit her website here: https://www.adkisonlaw.com/

Sonny specializes in helping homeowners and families navigate complex property challenges with clarity, care, and results.Visit his website here: https://vcpro.com/sonnymcewen

As a Probate Attorney extraordinaire, Al Nicoletti has carved out a unique niche in solving simple and complex probate matters that once stalled real estate deals. He developed a strategy to structure probates so they are fast, efficient, and done right.Visit his website here: https://alnicoletti.com/

Nikki Hashemi is an attorney at RELAW APC. She has represented hundreds of clients in matters ranging from estate planning and trust administration to probate, foreclosure avoidance, and personal bankruptcy. Having seen both the peace of mind that comes from well-structured, fully funded estate plans and the challenges of inadequate planning, Nikki emphasizes proactive guidance to help clients avoid pitfalls and prevent unnecessary conflict. She is passionate about facilitating meaningful conversations that clarify wishes and preserve family harmony.Visit her website here: https://relawapc.com/team/nikki-hashemi/

Clavel Law was founded by attorney Robert Clavel, whose practice is grounded in thoughtful problem-solving and a strong commitment to client-centered service.Visit his website here: https://www.clavellaw.com/about

Michael Young has over 30 years of experience serving the Bay Area as a top Real Estate Broker. Michael is a Certified Probate Real Estate Specialist.Visit his website here: https://princetonpacific.com/

Dan is a trial lawyer whose practice focuses on trust, probate and complex civil cases involving families. He also serves as a mediator and arbitrator of trust, probate and complex family civil disputes.Visit his website here: https://www.hansonbridgett.com/Our-Attorneys/daniel-spector

Jennifer Felten has been working in the real estate industry since 1993. Starting out in customer service at a title company, she worked her way into the escrow side of the business, where she worked as an escrow officer, manager and trainer.Visit her website: https://relawapc.com/team/jennifer-felten/

David Tate is an attorney with extensive litigation experience based in California.Visit his website here: https://tateattorney.com/

Connor Inlow is an attorney at TLD Law’s Long Beach office, where he has established himself as an integral part within the firm’s transactional law division. Visit his website: https://tldlaw.com/our-people/connor-inlow/

Attorney Sedric E. Collins is the founder and principal of Legacy One Law Firm. He represents individuals, families, and businesses in Estate Planning, Entertainment, and Intellectual Property law matters. As a trusted advisor, Sedric prides himself in providing an unwavering level of service which is client-focused and results driven. He firmly believes that building authentic relationships is essential to creating favorable outcomes for clients, and has instilled this value into the fabric and culture of Legacy One Law Firm.Contact him here: https://legacyonelaw.com/[email protected]

After many years in the title industry, Kevin has been able to use his extensive background to help his clients close more deals. On this episode of Probate Weekly, he explains why it's important to find potential problems before they become issues for your clients.Visit his website here: https://laltic.com/kevinsayles-1

Robert concentrates on matters involving trusts and estates, including estate planning, trust administration and probate. The firm’s primary focus is on comprehensive estate planning, directed toward wealth preservation and enhancement. Robert has helped more than a thousand individuals and families establish meaningful estate plans for the benefit of their families, loved ones, and charities.Visit his website here: https://www.rsilvermanlaw.com/about

Bill Gross talks to probate attorney Mina Sirkin. Visit her website here: https://sirkinlawgroup.com/attorneys/

Aaron Feldman is a Walnut Creek, CA estate planning attorney with the breadth and depth of experience necessary to immediately understand your legal situation.Visit his website: https://www.feldmanlawgroup.com/

In this interview, Kevin from OC Title shares insights into The OC Way—the company’s people-first approach to service, culture, and doing business the right way. We talk leadership, values, and what sets OC Title apart in today’s real estate and title industry.Visit his website here: https://www.octitle.com/

Casey focuses on estate planning, business law, real estate, tax matters, and intellectual property, bringing a client-centered approach grounded in personal connection and practical solutions.Visit his website here: https://www.caseydconklin.com/

Kevin Bemel is the president of the Bemel Companies, which provide trust and estate administration, financial and real estate management, startup and early stage company advisory services, and media project production.Visit his website here: https://www.bemel.com/about

Matt Milia is a strategic lead generation and conversion expert, top inside sales coach, realtor, interruption innovator, author, trainer, and software creator.As CEO and Co-Founder of Appointments Today, he supports people with lead generation and conversion through following his paint-by-numbers system.Matt uses his proven ISA knowledge to help others master the art of prospecting and his team produced over $44 Million in closed gross commission income for his clients.Visit his website here: https://appointmentstoday.net/profile/about-matt-milia/

Known as an industry thought leader, Hernandez has contributed his expertise to a wide range of digital andprint media, including the Los Angeles Times, Orange County Register, Huffington Post, Inman, Toby Salgado Super-Agent, The Real Deal, and Pat Hiban, among others.Visit his website here: https://www.elliman.com/leadership/peter-hernandez

On this episode of Probate Weekly, Bill Gross talks to Michael Zwick about how he finds missing heirs and inheritance assets. Connect with him on LinkedIn here: https://www.linkedin.com/in/michaelzwick/

Judge House retired in 2018 after 22 years on the Los Angeles Superior Court, where she presided over countless jury and court trials in the Civil and Probate departments. With experience serving as the Supervising Judge of the Northeast and North Central districts, Hub Operations and Assistant Supervising Judge of Civil countywide, Judge House brings a unique and in-depth understanding of all aspects of civil case processing and case values. She is touted for her calm demeanor and unbending graciousness to all that appeared in front of her, as well as her extraordinary and relentless, common-sense approach to settling cases.Visit her website here: https://arc4adr.com/panelists/hon-mary-thornton-house/

Mr. Silverman and his staff concentrate on matters involving trusts and estates, including estate planning, trust administration and probate. The firm’s primary focus is on comprehensive estate planning, directed toward wealth preservation and enhancement. Mr. Silverman has helped more than a thousand individuals and families establish meaningful estate plans for the benefit of their families, loved ones, and charities.Visit his website here: https://www.rsilvermanlaw.com/about

Courtney Writer Esq is a Vice President, Litigation Trial Counsel at Fidelity National Financial, a company specializing in Monetary Authorities-Central Bank. Connect with her on LinkedIn: https://www.linkedin.com/in/writercourtney

Jennifer Sawday is a partner at TLD Law, LLP. She serves a wide range of clients in all matters related to probate, trusts, estate planning — and related litigation. She also handles pre- and post-death administration for clients who serve as personal representatives, executors, and trustees for trusts and estates. Ms. Sawday’s favorite clients are ordinary homeowners in Long Beach and surrounding communities looking to set up an estate for their loved ones to avoid probate.Visit her website here: https://tldlaw.com/our-people/jennifer-sawday/

Tanis helps families and trustees navigate one of the most financially significant moments of their lives—handling real estate within a trust or estate. Visit her website here: https://truepointlending.com/team-member/tanis-kluever/

ProbateResource.com was founded by Full-time Real Estate Investor, Brad Woodall. After many many years of purchasing houses from families who inherited a house through the probate process, he recognized the need for an all-inclusive resource to help people navigate the unfamiliar probate process. Visit his website here: https://www.probateresource.com/

Scrivnr's founder, Byron Batres, is a Certified Financial Planner™ with over 23 years of experience in estate and trust settlement. Byron has a deep and a personal understanding of what an Executor/Administrator goes through and how to provide legal, financial and technology solutions to solve probate problems.Visit his website here: https://www.scrivnr.com/about

Justin Aldi talks about how loans to trusts and estates work while in probate. Connect with him on LinkedIn: linkedin.com/in/justin-aldi-5212559

Bill Gross talks to Max Meraz about complicated estates and how to handle them.

Marty is an award-winning entrepreneur, designer and author as well as the Founder and CEO of Clear Home Solutions®. Visit her website here: https://www.martystevensheebner.com/

Casey teaches how to build breadth and depth with our connections, and how to best turn connections into connectivity.Visit his website here: https://caseyeberhart.com/

David Soffer is the founding attorney of Soffer Law Group. His practice is focused on trusts and estates, including planning, probate and administration.Visit his website here: https://www.sofferlawgroup.com/david-soffer