California estate planning lawyer Michael Pevney discusses various topics regarding the important world of estate planning. Living trusts. Revocable trusts. Wills. Durable power of attorney. Advance healthcare directives. Estate planning is extremely important for every family that wants to control what happens to their bodies and their property both while they're alive and after they pass away.
Passing It On: Estate Planning for Families
Claim This Podcastby Michael Pevney
4.7(15 reviews)
238 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
65
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality99
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YouTube0
Engagement77
Podcast Overview
California estate planning lawyer Michael Pevney discusses various topics regarding the important world of estate planning. Living trusts. Revocable trusts. Wills. Durable power of attorney. Advance healthcare directives. Estate planning is extremely important for every family that wants to control what happens to their bodies and their property both while they're alive and after they pass away.
Language
🇺🇲
Publishing Since
4/26/2023
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Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
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Recent Episodes
June 10, 2026
Estate Planning Nightmare Scenario #2: The Family That Waited
California Estate Planning Attorney [Host Name] shares a cautionary tale about a family's delayed estate planning, highlighting the urgent need to act before a health crisis strikes.
March 25, 2026
I'm the Trustee Now — What Happens Next?
<p class="p1">What happens when the people who created a living trust pass away and I am now the one in charge as trustee?</p> <p class="p1">In this episode, I walk through what a <span class= "s1"><strong>successor trustee</strong></span> actually does after death, what <span class="s1"><strong>trust administration</strong></span> looks like, and why a properly funded <span class="s1"><strong>living trust</strong></span> can help a family avoid <span class= "s1"><strong>probate</strong></span> in California.</p> <p class="p1">I explain why trust administration does not happen automatically, even when there is a trust in place. I also cover the practical steps a trustee may need to take, including locating the trust documents, identifying assets, protecting property, getting death certificates, notifying banks and beneficiaries, obtaining a tax ID number, opening a trust bank account, keeping records, and handling distributions properly.</p> <p class="p1">I also talk about the difference between a <span class="s1"><strong>simple trust administration</strong></span> and a more <span class= "s1"><strong>complex long-term trust administration</strong></span>. In some situations, a trustee may be able to handle things personally. In more complicated cases, especially those involving <span class="s1"><strong>special needs trusts</strong></span>, rental properties, ongoing management, or annual tax filings, it may make sense to bring in an attorney, accountant, or financial advisor.</p> <h3><strong>In this episode, I discuss:</strong></h3> <ul> <li> <p class="p1">What happens after the creators of a trust pass away</p> </li> <li> <p class="p1">What a successor trustee is responsible for</p> </li> <li> <p class="p1">Why a living trust can help avoid probate</p> </li> <li> <p class="p1">Why trust administration is still real work</p> </li> <li> <p class="p1">What it means to be a fiduciary</p> </li> <li> <p class="p1">How trustees protect beneficiaries and protect themselves</p> </li> <li> <p class="p1">Simple trust administration versus more complicated trust situations</p> </li> <li> <p class="p1">When professional help may be a smart idea</p> </li> </ul> <p class="p4"><span class="s3">If you have questions about</span> <strong>estate planning</strong><span class="s3">,</span> <strong>living trusts</strong><span class="s3">,</span> <strong>probate</strong><span class="s3">,</span> <strong>trust administration</strong><span class="s3">, or</span> <strong>powers of attorney</strong><span class="s3">, visit my website.</span></p> <p class="p4"><strong>Pevney Estate Planning, PC</strong></p> <p class="p1">25201 Paseo de Alicia Suite 140</p> <p class="p1">Laguna Hills, CA 92653</p> <p class="p4"> <strong>https://www.ocestateplanlawyer.com/</strong></p>
March 5, 2026
Why Estate Planning Is Really About Control
Estate planning lawyer Michael Pevney explains how estate planning grants you control over assets and healthcare decisions during life and after death.
238 total episodes available with 28 transcripts
Recent guests on Passing It On: Estate Planning for Families
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Michael Pevney
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California estate-planning attorney
Guest
Matthew Pevney
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Anthony B Traina
Guest
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- What is Passing It On: Estate Planning for Families?
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This podcast updates weekly.
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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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