Law Offices of David R. Schneider, APC Podcast
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Podcast Overview
<p>The Law Offices of David R. Schneider, APC Podcast provides clear, practical insights into estate planning, trusts, probate, and related legal topics. Hosted by experienced attorney David R. Schneider, each episode helps listeners understand complex legal issues and make informed decisions to protect their families and their future.</p>
Language
🇺🇲
Publishing Since
1/13/2026
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Recent Episodes
July 22, 2026
Stale Trusts: Consequences of Having an Outdated Trust
A trust is not a "set it and forget it" document. Over 10, 20, or 30 years, major life changes - from maturing children to new asset acquisitions - can render an outdated trust ineffective or completely misaligned with your current wishes. In this video, estate planning attorney David R. Schneider of DRS Law discusses the common pitfalls of "stale trusts." He explains why estate plans must evolve alongside your family, when you should review your trust, and what specific life changes trigger the need for an update. What You’ll Learn in This Video: What is a "Stale Trust"?: Why leaving an unexamined trust sitting on a shelf for decades can undermine your original estate planning goals. The Ideal Review Timeline: Why annual updates are unnecessary but waiting longer than 60 months (5 years) poses significant risks. Updating Key Roles & Fiduciaries: How shifting family dynamics - such as children reaching adulthood (ages 26–28+) - impact who should handle financial and healthcare decisions. Asset Titling and Funding: The importance of ensuring newly acquired assets are properly titled to the trust or aligned with original funding instructions. Revisiting Distribution Rules: Why restrictive provisions or separate children's trusts set up when kids were young may no longer serve your family’s current needs. Watch this video on YouTube at https://youtu.be/cAQK-6pnafE About the Speaker: David R. Schneider is an experienced estate planning attorney and the founder of DRS Law. He specializes in helping families, individuals, and business owners navigate the complexities of Trusts, Probate, and comprehensive wealth preservation with total confidence. Ready to Take the Next Step? Life changes continuously, and your estate plan should reflect your current life situation and wishes. Whether your trust was created by DRS Law or another firm, reaching out for a periodic review ensures your plan functions properly when it matters most. Schedule a consultation at: www.drs-law.com/ ___ This video is for informational purposes only and does not constitute legal advice. Please consult with a qualified attorney for guidance specific to your situation. Law Offices of David R. Schneider, APC325 E. Hillcrest Drive, Suite 195, Thousand Oaks, CA 91360
July 6, 2026
Planning Beyond the Trust - DRS Law
When you finish setting up a living trust, you’re handed a beautiful, thick binder full of legal documents. But what exactly are you supposed to do with it next?
May 27, 2026
High Net Worth Clients - How Wealth Affects Estate Planning
In this episode, estate planning attorney David R. Schneider of DRS Law pulls back the curtain on high-net-worth estate planning. He breaks down the mechanics of the federal lifetime exemption, explains the heavy impact of the ”death tax,” and shares the IRS-vetted tools available to protect your generational wealth.
12 total episodes available
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- What is Law Offices of David R. Schneider, APC Podcast?
<p>The Law Offices of David R. Schneider, APC Podcast provides clear, practical insights into estate planning, trusts, probate, and related legal topics. Hosted by experienced attorney David R. Schneider, each episode helps listeners understand complex legal issues and make informed decisions to protect their families and their future.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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