020: From Rock to the Courtroom: Aaron Feldman's Journey and Mastering Estate Law Challenges
Probate Notes: Your Guide to Navigating California Probate Law
Release Date: 11/25/2025
030: Exempt Sellers and Real Estate Disclosures in California Probate with Teresa Gorman
Probate Notes: Your Guide to Navigating California Probate Law
Understanding real estate disclosures in probate sales can be deceptively complex, especially when exempt sellers are involved. In this episode of Probate Notes, host Sam Price sits down with Teresa Gorman to break down what fiduciaries, trustees, and personal representatives need to know when selling California probate property. Together, they unpack who qualifies as an exempt seller, what properties are covered, and which disclosures still matter despite statutory exemptions. Teresa brings a rare dual perspective as a former trust and estate attorney and current broker with Fiduciary Real...
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029: Working With Public Administrators in Probate Cases with Shane Duncombe
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam Price explores how public administrators step in when probate cases become complicated or family members are unavailable. Attorney Shane Duncombe joins the conversation to share practical insights into when and why a public administrator gets appointed, how they investigate estates, and what attorneys should expect when working alongside them. Shane explains the public administrator’s role in contested estates, orders to show cause, missing heirs, fiduciary duties, statutory fees, bonding requirements, and how neutral third-party administration can help...
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028: Probate Asset Inventory Explained with Gabriela Fisk
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam Price sits down with professional fiduciary Gabriela Fisk of IE Fids to unpack what really goes into documenting and managing personal property in probate and conservatorship cases. Drawing on her background in insurance and fiduciary work, Gabriela explains why thorough asset documentation is essential not just for compliance, but for risk management, transparency, and reducing conflict among beneficiaries. Gabriela walks through her methodical, boots-on-the-ground process for inventorying homes, vehicles, safe deposit boxes, and specialty collections,...
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027: Marshaling Financial Accounts in Probate: A Practical Guide for Executors
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, host Sam Price breaks down the practical realities of marshaling financial accounts during probate administration. The conversation focuses on what executors and administrators must actually do after appointment, including tracking down accounts, working with banks, and gathering the documentation needed to access estate funds without delays or missteps. The discussion also clarifies the key differences between cash accounts, brokerage accounts, paper securities, and retirement accounts, with special attention to timing, tax implications, and required minimum...
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026: Terrence Franklin: When Probate Law Changed a Family’s Fate
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam welcomes trust and estates litigator Terrence Franklin for a powerful conversation that blends probate law, history, and personal discovery. Terrence shares that, decades into his legal career, he uncovered a 19th-century will contest that directly shaped his family’s freedom and reshaped his understanding of the law’s role in justice. The discussion traces Terrence’s path from Harvard Law School to trust and estates litigation, before turning to the remarkable story of his fourth great-grandmother, Lucy, who was enslaved in the 1840s. Through a...
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025: How Client Care Specialists Improve Consultations and Firm Growth with Brandie Cooper
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam flips the script and brings listeners inside his own law firm to explore a part of probate practice that often gets overlooked: the first phone call. That initial conversation sets the tone for the entire attorney-client relationship, shaping expectations around cost, timeline, communication, and trust. Sam explains why attorneys are often not the best people to handle these early conversations and how a well-trained intake professional can improve both client experience and firm efficiency. Joining Sam is Brandie Cooper, a client care specialist at Price...
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024: How Attorneys Can Break Burnout and Reclaim Energy with Sharon Vidano
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam welcomes Sharon Vidano, a former criminal defense attorney turned certified life coach, for a conversation about mindset, energy, and intentional living in the legal profession. Drawing on her own experience practicing law, Sharon explains why so many attorneys find themselves living on autopilot, pushing through long hours, high stress, and constant demands without ever stopping to ask whether the life they’re building actually feels fulfilling. Sharon introduces the idea of “living by default” versus “living by design,” emphasizing that change...
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023: Inside Probate Mediation with Daniel I. Spector
Probate Notes: Your Guide to Navigating California Probate Law
Family disputes over trusts and estates don’t just involve legal questions. They carry decades of emotional history, misunderstandings, and tension that money alone can’t resolve. In this episode of Probate Notes, Sam sits down with veteran trust-and-estate mediator Daniel I. Spector to explore how mediation offers an effective, human-centered alternative to years of bruising litigation. Dan walks through what mediation actually looks like inside probate disputes — how neutral fact-framing works, why listening for understanding (not rebuttal) changes negotiations, and how collaborative...
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022: Renewals & What Practitioners Miss with Paul Shakarian
Probate Notes: Your Guide to Navigating California Probate Law
Probate bonds play a critical role in California probate cases, yet many practitioners still find the process confusing. In this episode of Probate Notes, Sam sits down with attorney and surety-bond specialist Paul Shakarian to clarify how bonds work, how applicants get approved, and the factors that influence underwriting. Paul shares his transition from practicing law to running a bond agency, along with practical guidance on premiums, renewals, bond riders, and exoneration. His insights help attorneys, fiduciaries, and administrators avoid common bonding pitfalls that stall probate cases....
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021: Revolutionize Legal Mailing: Streamlined Solutions with EDEX Information Systems with Chris Floyd
Probate Notes: Your Guide to Navigating California Probate Law
Ever felt bogged down by the endless paperwork in the legal field? On this episode of Probate Notes, Chris Floyd from EDEX Information Systems shares how his company is revolutionizing the way legal professionals handle their mail. Chris shares how EDEX transitioned from aiding the California State Workers' Compensation System to becoming an essential partner for attorneys, especially during the pandemic's shift to remote work. Learn how the challenges of managing extensive mailings in probate law can be effortlessly overcome with EDEX's innovative print and mail service. Imagine if sending...
info_outlineOn this episode of Probate Notes, Aaron Feldman from Feldman Law Group shares his remarkable journey from the world of music to the corridors of law, offering listeners a narrative rich with unexpected turns and insights.
You'll hear about Aaron's educational experiences at UC Santa Barbara and Southwestern University and how his passion for the music industry was redirected towards a rewarding career in civil litigation and municipal law. His roles with the Department of Water and Power and the City of Thousand Oaks exemplify the resilience needed to navigate a shifting legal landscape and the unique challenges that can redirect one's professional path.
Sam and Aaron also illuminate the complexities of estate law, focusing on the nuances of community property issues that arise in both probate and non-probate contexts. They provide insights on the importance of community within the trust and estates sector and the value of courageous networking. Sam and Aaron delve into the legal ramifications of transferring assets without a surviving spouse's consent, highlighting the essential knowledge needed to navigate these challenges. This conversation is crucial for professionals keen to understand the significance of unauthorized non-probate transfers and the legal pathways available to address these situations.
Sam and Aaron further explore the intricacies of estate planning in blended families, emphasizing the need for spousal consent documents to ensure a seamless distribution of assets. By sharing real-life scenarios, they underline the importance of well-crafted estate plans to prevent familial conflicts and ensure client satisfaction. Finally, Sam encourages professionals, from attorneys to real estate agents, to embrace the probate process with confidence, enhancing their expertise through our podcast.
In this episode, you will hear:
- Aaron Feldman's career transition from the music industry to law, focusing on civil litigation and municipal law
- His educational background at UC Santa Barbara and Southwestern University, and early career experiences with the Department of Water and Power and the City of Thousand Oaks
- Estate law complexities, particularly community property issues in probate and non-probate contexts
- Importance of community and networking within the trust and estates legal sector
- Legal challenges of unauthorized non-probate asset transfers and the necessity of spousal consent in estate planning
- Navigating estate planning in blended families to prevent conflicts and ensure equitable asset distribution
- Approaching probate with confidence and expanding their expertise
Resources from this Episode
The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw
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