trust

Hi there, folks.

This is Sam Price, and I'm here for an episode of the Trust Me podcast, a podcast by the California Lawyers Association Trust and Estates section.

And I'm really excited about today's guest because my friend Stephen Walter is with Sunset, and he has a solution for every trust and every estate that we have as practitioners.

He's going to help us find assets of the decedent and their debts with little effort and is going to be a huge impact for all practitioners.

Welcome to Trust Me, the official podcast of the Trusts and Estates Section of the California Lawyers Association.

The Trusts and Estates Section seeks to further the knowledge of practitioners through updates and a wide range of educational opportunities.

In addition, the Section monitors and participates in the formation of laws and regulations that impact the Trusts and Estates field and represents Section members in the governance of the California Lawyers Association.

For further information about the Trusts and Estates section, please go to calawyers.org. Click on Sections, Trusts, and Estates to learn about upcoming educational opportunities and the benefits of section membership.

You can never start integrating sound financial strategies soon enough, Dad always says.

Fiduci-what?

Garen groaned.

Fiduciary responsibility.

"'She seems to comply with her mother's avaricious temper.' but has vowed to me privately that should matters be brought to an extremity she would never consent

you sir must act the same part seem to approve of the marriage by all means for the more you oppose the more violent they will be trust the affair to shark and me and i'll engage we bring you together in spite of age and avarice i'll give the young lady a hint or two which i believe will cure the old fellow of his love fit shark you go and prepare your disguises do you act the nephew and the niece well and i'll warrant everything else shall thrive exit shark

dear girl the moment my affairs are brought to bear you may depend upon the five hundred pounds i promised you is my uncle up yet

he has been up this hour here he comes be sure you comply with him let him say what he will

6.

Epstein entities shall include, but not be limited, to Jeffrey E. Epstein, Estate of Jeffrey E. Epstein, the 1953 Trust, JEGE LLC, Cypress Incorporated, Financial Ballistics, FT Real Estate, Inc., Great St. Jim, LLC, Hyperion Air, LLC, IGO Company, LLC, Jeepers, Inc., Laurel, Inc., Little St. Jim, LLC, LSJE, LLC, LSJ Emergency, LLC, Maple, Inc., Michelle's Transportation Company, LLC, Nautilus, Inc., Plan D, LLC, Poplar, Inc., Prititani LLC, Southern Country International LTD, Southern Trust Company, Southern Financial, Thomas World Air, Zorro Management, Mort Incorporated, Freedom Air Petroleum, the COUQ Foundation, Epstein Foundation Incorporated, Epstein Interest, Gratitude America LTD, Jeffrey Epstein Foundation, Southern Trust Company, Financial Trust Company, IGYAHY, St. Thomas Holdings, Butterfly Trust, 7.

You or your refers to Glenn Dubin and Dubin & Company.

Request for production from January 1, 1998 to present.

Employee includes, but is not limited to, all current or former salaried employees, hourly employees, independent contractors, and individuals performing work as temporary employees for the entity referred to in the request.

11.

Epstein entities shall include, but not be limited to, Jeffrey E. Epstein, Estate of Jeffrey E. Epstein, The 1953 Trust, JEGE LLC, Cypress Inc., Financial Ballistics LLC, FSF LLC, FT Real Estate Inc., Great St. Jim LLC, Hyperion Air LLC, IGO Company LLC, Jeepers Inc., Laurel Inc., Little St. Jim LLC, LSJE LLC, LSJ Emergency LLC, Maple Incorporated, Michelle's Transportation Company LLC, Nautilus Incorporated, Plan D LLC, Poplar Incorporated.

Brittany LLC, Southern Country International LTD, Southern Trust Company Incorporated, Southern Trust LLC, Thomas World Air LLC, VT&T LLC, Zorro Management LLC, Morton Incorporated, CDE Incorporated, Freedom Air Petroleum LLC.

Thank you so much, Nancy and Brian.

In addition to the Sanborn team, the Trust and Estate section is also sponsored by Bond Services of California, Liberty Mutual Charity, California Title Company, and Pickford Escrow Company.

Now I'd like to turn things over to Laura Zolnikoff to provide this month's legal updates.

Thank you, Teal.

Hello, everyone, and thank you for joining us.

Today, I'd like to briefly discuss the Tongue Trust matter.

It's a recent case out of the California Court of Appeal arising from a Los Angeles County Superior Court decision.

This case concerns the application of California's anti-lapse statutes.

We offer integrated solutions through a lifecycle-based approach.

Because wealth can only be transferred efficiently via true legacy planning instruments such as our Wasiat, Hiba and Trust solutions.

So like for example, Wheel and Wasiat is a snapshot of what you have now.

Legacy planning is a strategy of how that wealth evolves and how it continues to serve your family.

A whisper of overheard rumour in the market, a neighbour who'd seen Thomas's car parked late, or that Edith seemed off these last weeks.

Trust frayed.

Rumours devolved into speculation.

The idea that Edith's mind was failing became a shorthand among some, a ready explanation for any strange behaviour.

Maybe checking in, maybe looking for something.

Janet Becker quietly started her own investigation.

She called the State Preservation Trust, verifying the status of Edith's revised will.

She requested the conservation easement, wanted the farm protected from resale.

Yeah, well, I think probably the key one that we've been directly involved in would be the growth in the tourism sector.

Now, I'm not saying that the Trust has had all the involvement in that growth, but we've certainly been putting a lot of energy and some funding into that space.

And what we've seen over that 25-year period is a real growth, in fact, Around COVID time, tourism was the leading generator of GDP, and we're getting back to that, close to that now.

We've got some real challenges here around logistics because bringing products into manufacture, et cetera, is quite challenging.

And through our annual tertiary scholarships that we issue here, we've got a bit of a, probably a leaning towards the health sector.

So we've got several doctors and nurses.

We've also got vets, actually, that are being directly funded by the Trust.

And we're also supporting a couple of projects that are emerging that will be privately owned and in partnership with Health NZ, different facilities that will actually enhance that health sector here.