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.

Legacy Protected: Navigating Estate Planning and Probate in Southern California

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by R. DeDe Soto

5.0(1 reviews)

17 episodes

Updated Daily

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Podcast Overview

Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we'll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, and why do so many people confuse them? - Why do I need a Trust? - What is Probate, and how can it affect my estate? - What is the difference between a revocable and an irrevocable trust? - Who should be the Trustee or Executor in our estate plan? - When should our children be allowed to take charge of their inheritance? - Should the Guardian of our children also manage their financial affairs? Join us as we discuss the customized strategies that can shield your legacy, safeguard minor children, and provide peace of mind for you and your loved ones. Whether you're planning for the future, facing probate, or supporting an elderly loved one, we offer the expert guidance and compassionate solutions to help you protect what matters most.

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Recent Episodes

June 24, 2026

016: How a Special Needs Trust Protects Your Child's Government Benefits in California

Today on Legacy Protected, DeDe Soto breaks down one of the most misunderstood tools in family planning: the special needs trust. For parents of children with disabilities, a standard will is not just insufficient, it can strip a child of critical government benefits like SSI and Medi-Cal the moment an inheritance lands in their name. DeDe explains exactly how a properly structured special needs trust keeps those benefits intact while still allowing families to provide for their child's quality of life, from dental care to Disneyland passes. DeDe covers first party versus third party trusts, the California-specific rules around limited conservatorship, what happens to the trust after a parent passes, and why DIY planning in this area carries serious consequences. If you have a child with special needs and assets to leave behind, this conversation belongs at the top of your list. In this episode, you will hear: <ul> <li dir="ltr" role="presentation">Why a standard will can disqualify a special needs child from SSI and Medi-Cal the moment they inherit</li> <li dir="ltr" role="presentation">First party vs. third party special needs trusts and how to know which one a family actually needs</li> <li dir="ltr" role="presentation">How the trust pays vendors directly, keeping funds out of the beneficiary's control and benefits intact</li> <li dir="ltr" role="presentation">What California's limited conservatorship covers and why it needs to be in place before a child turns 18</li> <li dir="ltr" role="presentation">The risks of leaving money directly to a special needs child in a relative's will or life insurance policy</li> <li dir="ltr" role="presentation">Why DIY special needs trusts routinely fail and what "secret sauce" language makes them legally sound</li> <li dir="ltr" role="presentation">The letter of intent and why every special needs trust should have one</li> </ul> Resources from this Episode <a href= "https://www.thesotolawgroup.com/estate-planning-wills-and-trusts/special-supplemental-needs-trusts/"> https://www.thesotolawgroup.com/estate-planning-wills-and-trusts/special-supplemental-needs-trusts/</a> <a href= "https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers">https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers</a> Phone: 949-629-4569 Address: <a href= "https://www.google.com/maps/dir//Soto+Law+Group,+4041+MacArthur+Blvd+%23200,+Newport+Beach,+CA+92660/@33.6618987,-117.8669137,17z/data=!3m1!5s0x80dcde5a3f8bc5f5:0x5bea722749b3f110!4m8!4m7!1m0!1m5!1m1!1s0x80dcdef6150e3369:0xe8a5c5344eb83504!2m2!1d-117.8643388!2d33.6618943?entry=ttu&g_ep=EgoyMDI1MDcyOS4wIKXMDSoASAFQAw%3D%3D"> The Soto Law Group 4041 MacArthur Boulevard, Suite #200 Newport Beach, CA 92660</a> Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on <a href= "https://podcasts.apple.com/us/podcast/legacy-protected-navigating-estate-planning-and/id1810288674"> Apple Podcasts</a>. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at <a href= "https://emeraldcitypro.com/">https://emeraldcitypro.com</a> Let them know we sent you.

May 27, 2026

015: Trust Administration in California: What Every Trustee Needs to Know Before They Start

When a loved one dies and you're named successor trustee, the clock starts immediately. In this episode, DeDe Soto breaks down the full arc of California trust administration, from gathering assets and notifying beneficiaries to filing tax returns and formally closing the trust. She covers what trustees are legally required to do, where they most often go wrong, and why personal liability is a real risk for anyone who treats the role casually. DeDe draws on her years of estate planning and trust litigation experience at Soto Law Group to explain the fiduciary standard in plain terms. She addresses beneficiary rights, the 120-day notice requirement, step-up in basis, estate tax exemptions, and the danger of commingling funds. One truth runs through the entire conversation: the trustee role carries legal weight whether you hire help or go it alone. In this episode, you will hear: <ul> <li dir="ltr" role="presentation">Trustees vs. successor trustees vs. executors, and why the distinctions matter</li> <li dir="ltr" role="presentation">What fiduciary duty actually requires in practice</li> <li dir="ltr" role="presentation">The step-by-step administration timeline, from death through final distribution</li> <li dir="ltr" role="presentation">Common mistakes that expose trustees to personal liability</li> <li dir="ltr" role="presentation">What beneficiaries are legally entitled to receive and request</li> <li dir="ltr" role="presentation">Estate taxes, step-up in basis, and the forms trustees must file</li> <li dir="ltr" role="presentation">Why choosing the right successor trustee matters more than most people think</li> </ul> Resources from this Episode <a href= "https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers">https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers</a> Phone: 949-629-4569 Address: <a href= "https://www.google.com/maps/dir//Soto+Law+Group,+4041+MacArthur+Blvd+%23200,+Newport+Beach,+CA+92660/@33.6618987,-117.8669137,17z/data=!3m1!5s0x80dcde5a3f8bc5f5:0x5bea722749b3f110!4m8!4m7!1m0!1m5!1m1!1s0x80dcdef6150e3369:0xe8a5c5344eb83504!2m2!1d-117.8643388!2d33.6618943?entry=ttu&g_ep=EgoyMDI1MDcyOS4wIKXMDSoASAFQAw%3D%3D"> The Soto Law Group 4041 MacArthur Boulevard, Suite #200 Newport Beach, CA 92660</a> Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on <a href= "https://podcasts.apple.com/us/podcast/legacy-protected-navigating-estate-planning-and/id1810288674"> Apple Podcasts</a>. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at <a href= "https://emeraldcitypro.com/">https://emeraldcitypro.com</a> Let them know we sent you.

May 13, 2026

014: What Every Trustee Needs to Know About Managing a Trust in California

Becoming a trustee after losing a loved one is stressful enough without also discovering you have a legal minefield to cross. In this episode, DeDe Soto breaks down California trust administration from the ground up, covering what it actually means to hold a fiduciary title, how to gather and transfer assets, when to send notice to beneficiaries, and why distributing money too early can leave a trustee personally liable. Trustees who skip the details, like getting appraisals at date of death, filing the right tax returns, or sending legally required notices, often end up cleaning up expensive messes that proper guidance could have prevented. DeDe's advice is direct: call an attorney early, because the liability is real and the margin for error is thin. In this episode, you will hear: <ul> <li dir="ltr" role="presentation">What it means to hold a fiduciary title as a trustee in California</li> <li dir="ltr" role="presentation">The first steps after being named a successor trustee, from reviewing trust documents to notifying beneficiaries</li> <li dir="ltr" role="presentation">Why sending the 120-day notice to heirs and beneficiaries is one of the most critical early moves</li> <li dir="ltr" role="presentation">Common trustee mistakes, including commingling funds, skipping appraisals, and making distributions too early</li> <li dir="ltr" role="presentation">How to identify, gather, and transfer trust assets using a certificate of trust</li> <li dir="ltr" role="presentation">Tax responsibilities during trust administration, including final personal returns, annual trust returns, and gift tax filings</li> <li dir="ltr" role="presentation">When to bring in a trust administration attorney and what red flags signal a more complex case</li> </ul> Resources from this Episode <a href= "https://www.thesotolawgroup.com/trust-administration">https://www.thesotolawgroup.com/trust-administration</a> <a href= "https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers">https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers</a> Phone: 949-629-4569 Address: <a href= "https://www.google.com/maps/dir//Soto+Law+Group,+4041+MacArthur+Blvd+%23200,+Newport+Beach,+CA+92660/@33.6618987,-117.8669137,17z/data=!3m1!5s0x80dcde5a3f8bc5f5:0x5bea722749b3f110!4m8!4m7!1m0!1m5!1m1!1s0x80dcdef6150e3369:0xe8a5c5344eb83504!2m2!1d-117.8643388!2d33.6618943?entry=ttu&g_ep=EgoyMDI1MDcyOS4wIKXMDSoASAFQAw%3D%3D"> The Soto Law Group 4041 MacArthur Boulevard, Suite #200 Newport Beach, CA 92660</a> Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on <a href= "https://podcasts.apple.com/us/podcast/legacy-protected-navigating-estate-planning-and/id1810288674"> Apple Podcasts</a>. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at <a href= "https://emeraldcitypro.com/">https://emeraldcitypro.com</a> Let them know we sent you.

17 total episodes available

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Frequently asked questions

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What is Legacy Protected: Navigating Estate Planning and Probate in Southern California?: Welcome to Legacy Protected, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we'll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members.

We'll answer questions such as:

What is the difference between a Will and a Trust, and why do so many people confuse them?

Why do I need a Trust?

What is Probate, and how can it affect my estate?

What is the difference between a revocable and an irrevocable trust?

Who should be the Trustee or Executor in our estate plan?

When should our children be allowed to take charge of their inheritance?

Should the Guardian of our children also manage their financial affairs?

Join us as we discuss the customized strategies that can shield your legacy, safeguard minor children, and provide peace of mind for you and your loved ones. Whether you're planning for the future, facing probate, or supporting an elderly loved one, we offer the expert guidance and compassionate solutions to help you protect what matters most.
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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