Uncover the intricacies of family estate planning with the expertise of the Honorable Judge Glen Reiser, who joins us to navigate the complex waters of trusts, probate estates, and guardianships. Judge Reiser, with his two decades of bench experience, dissects the role of successor trustees, the challenges they encounter, and the nuanced matters of mental capacity that are crucial in the drafting of sound estate plans. Our conversation takes a critical look at the common yet potentially problematic practice of appointing children as trustees and offers a cautionary tale through a riveting case from the San Domingo Valley.

Estate disputes can be as intricate as a fine tapestry, and sometimes they require a mediator's touch to unravel the knots. We explore how mediation has evolved within California's trust law, particularly after a landmark case that mandated court-ordered mediation in trust disputes. Judge Reiser provides a behind-the-scenes view of mediation's role in alleviating court dockets and the personal effects it has on family dynamics. We also delve into the balance lawyers must find between advocating for early dispute resolution and preparing for trial, bringing strategy, and emotion to legal proceedings.

In the realm of estates and trusts, professional fiduciaries stand as the unsung guardians, ensuring fairness and maintaining peace within families. Judge Reiser sheds light on the demanding work of these individuals, who navigate the treacherous waters of family dynamics, financial responsibilities, and the ever-looming threat of litigation. Through personal anecdotes, we underscore the importance of clear communication and equitable distribution in safeguarding family unity across generations. Judge Reiser's insights underscore why professional fiduciaries are pivotal in trust administration, especially in a landscape marked by legislative shifts and the complex intricacies of trust law.

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Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/