Beste Consid AB podcaster (2024)

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157: Avoiding Probate Hassles: Understanding California's 2025 Law Change 6:23

16h ago6:23

6:23

A significant shift in California probate law is on the horizon, promising to make estate transfers more accessible for many homeowners. In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert delve into a game-changing legislation effective April 1, 2025. This new law allows for a simplified transfer of pri…

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Upcoming Supreme Court Argument in NVIDIA Corp. v. E. Ohman J:or Fonder AB 24:13

1d ago24:13

24:13

In this episode of S&C’s Critical Insights, Jeff Scott and Julia Malkina, Co-Heads of S&C’s Securities Litigation Practice, discuss the upcoming November 13 oral argument in NVIDIA Corp. v. E. Ohman J:or Fonder AB and the potential implications for companies’ securities-litigation exposure.Av Sullivan & Cromwell

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156: Probate Alternatives: Real Estate Affidavits and Succession Petitions Explained 8:26

7d ago8:26

8:26

In the third episode of their probate alternatives series on Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert delve into two streamlined legal procedures that help families avoid the costly and time-consuming probate process when transferring small real estate estates in California. They explain an affidavit procedure f…

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Upcoming Supreme Court Argument in Facebook v. Amalgamated Bank 17:56

8d ago17:56

17:56

In this episode of S&C’s Critical Insights, Jeff Scott and Julia Malkina, Co-Heads of S&C’s Securities Litigation Practice, discuss the upcoming November 6 oral argument in Facebook v. Amalgamated Bank and its implications for companies’ risk disclosures and potential litigation regarding those disclosures. The issue before the Court is whether a c…

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The Impact of the FTC’s Changes to the Hart-Scott-Rodino Form 13:18

8d ago13:18

13:18

In this episode of S&C’s Critical Insights, Samantha Hynes, a partner in S&C’s Antitrust Group, and Brad Smith, special counsel in the Antitrust Group, discuss the impact of the Federal Trade Commission’s final rule that made substantial modifications to the form used to report transactions requiring a premerger filing under the Hart-Scott-Rodino A…

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Health Spending Account 2024 - Search YouTube: HSA H&DP 2021 5min 0:44

12d ago0:44

0:44

Get your Health Spending Account for 2024. Two ways. If these links work click on them... https://youtu.be/fMn92hb0V3g?si=ATU629AQN6JHEdo1 or https://youtu.be/QQX_BW8wvuU?si=6pFHOlu7OL1Obwwy or Search out HSA H&DP 2021 5min or HSA H&DP 2021 12minAv Scott Cush

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155: Spousal Property Petitions: An Easier Alternative to Probate 7:39

16d ago7:39

7:39

In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert delve into the spousal property petition, a vital tool that offers a faster and more cost-effective way for surviving spouses to claim assets from a deceased spouse's estate. They break down the legal nuances, sharing practical examples of how this process w…

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154: Unlocking Assets Without Probate: The Benefits of Using a Small Estate Affidavit 9:12

21d ago9:12

9:12

Navigating the probate process can feel overwhelming, so what if there was a way to avoid it entirely? In this episode of Absolute Trust Talk, associate attorney Jessica Colbert and managing attorney Kirsten Howe introduce the small estate affidavit—an often overlooked yet highly effective tool for bypassing probate when certain conditions are met.…

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153: AB Trusts After 2013: What You Need to Do Now 8:58

29d ago8:58

8:58

Welcome back to Absolute Trust Talk! In this exciting episode, associate attorney Jessica Colbert steps into the spotlight for the first time, accompanied by managing attorney Kirsten Howe. Together, they continue the series AB Trusts: Do You Have One? Do You Need One? This episode uncovers the surprising reason many couples have AB trusts without …

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It's tough to be involved... but what else is new. 20:12

1M ago20:12

20:12

Av Scott Cush

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The Clement Decision: Implications for Controlling Shareholders and Clarification of the Unique Benefit Principle 22:16

1M ago22:16

22:16

In this episode of S&C’s Critical Insights, S&C litigation partner John Hardiman discusses Vice Chancellor J. Travis Laster’s recent ruling in Sarah Clement v. Apollo Global Management and its implications for controlling shareholders in M&A transactions. Despite the Delaware Chancery Court’s intense scrutiny of transactions involving controlling s…

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Lessons from the 2024 Proxy Season, Part 2 11:13

1M ago11:13

11:13

In this episode of S&C’s Critical Insights, Corporate Governance Co-Heads Marc Treviño and Melissa Sawyer and Special Counsel June Hu continue to analyze significant trends and developments that emerged from the recent U.S. annual meeting proxy season and provide takeaways for 2025.Av Sullivan & Cromwell

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152: The Truth About AB Trusts: Will Your Wishes Be Followed? 6:28

1M ago6:28

6:28

Welcome back to Absolute Trust Talk with Kirsten Howe and associate attorney Jessica Colbert! In this second episode of our AB Trust series, we dive into a vital question: Will your wishes truly be honored? While AB Trusts are a common estate planning tool for couples, they have potential challenges. One significant issue is when the deceased spous…

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Lessons from the 2024 Proxy Season, Part 1 7:07

1M ago7:07

7:07

In this episode of S&C’s Critical Insights, Corporate Governance Co-Head Marc Treviño analyzes significant trends and developments that emerged from the recent U.S. annual meeting proxy season.Av Sullivan & Cromwell

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151: Is an AB Trust Right for You? Essential Insights for Married Couples 8:10

1M ago8:10

8:10

Married couples, is your AB trust still serving your needs, or has it outstayed its welcome? In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert take a closer look at AB trusts, a once-standard estate planning tool. They discuss when an AB trust makes sense and when it might just add unnecessary complexity an…

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150: Third-Party Trustees: A Smart Choice for Your Estate Plan? 10:06

2M ago10:06

10:06

In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert continue their in-depth discussion on selecting a successor trustee, with a focus on third-party options. They explore key considerations when choosing a licensed professional fiduciary, breaking down the advantages and potential drawbacks of this option. Ad…

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Key Takeaways for U.S. Companies Considering Cross-Border Investments 44:03

2M ago44:03

44:03

In this episode of S&C’s Critical Insights, Tony Lewis and Eric Kadel, Co-Heads of S&C’s National Security Practice, Sergio Galvis, Head of the Firm’s Latin American Practice and Inosi Nyatta, Co-Head of S&C’s Project Finance Group, discuss key takeaways for U.S. companies considering cross-border investments, especially in light of the new Treasur…

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149: Choosing a Child as Your Successor Trustee: Key Factors to Consider 8:14

2M ago8:14

8:14

Are you considering naming a child as your successor trustee? In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert explore the pros and cons of selecting a child for this crucial role. They break down key factors, including whether to name one child or multiple children as co-trustees, and the potential c…

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An Update on the FTC’s Non-Compete Rule, Part 2 6:25

2M ago6:25

6:25

In this episode of S&C’s Critical Insights, Annie Ostrager, Co-Head of S&C’s Employment Law Group, and Jeannette Bander, a partner in S&C’s Executive Compensation Group, provide an update on the nationwide injunction against the FTC’s non-compete rule and discuss considerations for companies in light of this decision.…

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148: How to Choose the Right Successor Trustee for Your Trust 6:02

2M ago6:02

6:02

Are you prepared to name a successor trustee in your estate plan? Don’t worry if you’re unsure—this episode of Absolute Trust Talk will guide you through the process. We’ll break down the most important traits to look for in a successor trustee, such as trustworthiness, reliability, and the ability to seek professional advice when needed. Plus, we’…

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The Rock and a Hard Place - Why Fred won't or even consider leaving GVP. 21:39

2M ago21:39

21:39

Fred Hahn is the President of CUPE ON. He is in the media for many reasons. Currently it is about something he posted and what that makes him according to people who don't know him, or what CUPE is fighting for. As complicated as this is. There is a reason why we won't see him step down. It has everything to do with what the Convention Resolution a…

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147: How to Legally Access a Loved One's Bank Account After Death 9:19

2M ago9:19

9:19

Have you ever faced the frustrating challenge of accessing a loved one’s bank account after their passing? You're not alone. In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert break down the complexities of this process into simple, actionable steps. They explain the different types of account ownership—whet…

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146: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 3 6:16

3M ago6:16

6:16

Navigating estate planning as a surviving spouse can be complex, especially when dealing with the intricacies of an A-B trust. In this episode of “Trustee and Executor Responsibilities: Best Practices and Pitfalls,” Kirsten Howe and associate attorney Jessica Colbert focus on the A-B Trust—an estate planning tool that was once commonly used to mini…

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Key Considerations for Boards in AI Governance 32:20

3M ago32:20

32:20

In this episode of S&C’s Critical Insights, Nader Mousavi, Co-head of S&C’s Artificial Intelligence Practice, and Jay Clayton, Senior Policy Advisor and Of Counsel to S&C, discuss key considerations for boards in their oversight of a company’s AI technologies and policies, and how to build an effective AI governance framework. Boards should stay in…

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145: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 2 7:32

3M ago7:32

7:32

Taking on the role of a trustee or executor can be daunting—and for good reason! With so many responsibilities and legal requirements, checking all the necessary boxes can feel overwhelming. In this episode of Absolute Trust Talk, we continue our discussion on trustee and executor duties, focusing on the critical importance of notices. For instance…

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144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls 8:11

3M ago8:11

8:11

When asked to be a family member’s trustee or executor, it’s easy to immediately say yes out of love and a sense of duty. It’s just some paperwork, right? How hard could it be? At Absolute Trust Counsel, we’ve seen the struggles trustees and executors face, particularly when they are family members. The role involves a heavy workload, significant r…

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143: Can You Avoid Probate without a Trust? 9:14

3M ago9:14

9:14

Can you avoid probate without a trust? The short answer is yes, but the alternatives can have risks and offer limited control over your assets. In this episode of Absolute Trust Talk, Kiersten Howe and associate attorney Jessica Colbert explore various probate-avoidance strategies, including beneficiary designations, transfer-on-death accounts, and…

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142: Navigating Trust Administration with Real Property 18:12

4M ago18:12

18:12

Navigating the administration of a life estate trust with real property can be a complex task. In this episode of Absolute Trust Talk, Kirsten Howe is joined by Karen Fisher and Kathy Rodriguez of Bishop Fiduciary Services to delve into the intricacies of life estates involving real estate. They cover the unexpected responsibilities of a trustee, s…

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141: Managing Real Estate Assets as a Trustee 19:24

4M ago19:24

19:24

Managing a trust can be challenging, especially when it involves real estate assets. In this episode of Absolute Trust Talk, host Kirsten Howe welcomes Karen Fisher, founder of Bishop Fiduciary Services, and Kathy Rodriguez, a licensed professional fiduciary and co-trustee with Bishop Fiduciary Services. Together, we will explore the complexities o…

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140: Navigating Trust Complexities: The Family Home Dilemma 14:59

4M ago14:59

14:59

To all of our local Bay Area listeners, you may have heard about the recent story of a three-bedroom house listed for $488,000 in San Francisco’s Russian Hill with a tenant renting it for only $417 a month. How is that even possible?! If you’re as intrigued as we are, stick with us for this episode of Absolute Trust Talk, where we will be dissectin…

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139: Optimizing Your Portfolio with Alternative Investments 21:30

4M ago21:30

21:30

We’ve all heard the saying, “Don’t put all your eggs into one basket,” which rings true for building your portfolio. The ideal portfolio consists of more than stocks and bonds – it includes Alternative Investments, like real estate, drilling funds, and value adds. In this episode of Absolute Trust Counsel, certified financial planner Miguel Delgado…

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Round Two Done. L38/37 takes the deal. 2:18

4M ago2:18

2:18

Deal struck. 3, 3.25, 3.25. Everything else was the same except for stronger language on the seasonal recall. Thanks to everyone that came out to vote.Av Scott Cush

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138: Beyond Profits: Tackling Key Issues for Business Longevity 19:11

4M ago19:11

19:11

In our latest episode, we welcome back Miguel Delgado, Senior Wealth Advisor at Legacy Wealth Management. Miguel previously offered an excellent inside look at financial planning for small businesses, and his insights were so valuable that we knew we had to have him on again. This time, we're diving deeper into the challenges that businesses often …

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137: Maximize Your Wealth: Expert Financial Strategies for Business Owners 16:57

5M ago16:57

16:57

Are you a business owner or partner? If so, you don’t want to miss this episode of Absolute Trust Talk! We’re exploring all things financial planning for business owners so you can transform your business success into personal wealth. Joining us is Miguel Delgado, Senior Wealth Advisor at Legacy Wealth Management, who specializes in tax minimizatio…

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Memorandum of Settlement - Three Year Deal sweetened with 0.5%. 2:01

5M ago2:01

2:01

Information is working its way down the chain. What I can share is in the episode. This is a yes for me. I hope you can find it in your selves to vote yes as well. Compounded this deal is 9.8% over three years. I am told what was offered and accepted in principal is 3, 3.25, 3.25. Some language changes around seasonal recall but all the other negot…

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136: Guardianship Explained: Essential Insights for Effective Estate Planning 35:53

5M ago35:53

35:53

Have you ever considered what would happen to your children if you passed away? It can be daunting and hard to think about; no one wants to plan for the possibility where they aren’t around to see their kids grow up. We often talk to clients who follow that old superstition that if they don’t think about it, then it won’t happen to them, so why pla…

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135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property 11:31

6M ago11:31

11:31

If you missed the first episode of our "Character Matters" mini-series, we discussed the differences between Community and Separate Property and why the "character" of your assets matters in estate planning. As a quick recap: Separate Property includes assets owned before marriage or received as gifts or inheritances during marriage, while Communit…

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No for the 3,3,3 deal. Now what? Strike Mandate 35:33

6M ago35:33

35:33

Strike mandate on the horizon. My thoughts. Some may think we are in a zero sum game, or a win-win. At this stage we are hovering near a lose-lose. We are in a cooling off portion. Call the hall if you have questions.Av Scott Cush

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134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning 11:27

6M ago11:27

11:27

Did you know that in California, any property acquired while married is considered Community Property? This means that, regardless of who bought it, the ownership is split 50/50 in the case of divorce. It also means that if you die without valid estate planning documents, your spouse automatically receives 100% of the ownership. If we’re talking ab…

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133: From Wheels to Waves: How to Fund Your Trust with Cars, Boats, or Mobile Home Assets 11:42

6M ago11:42

11:42

When it comes to funding your trust with assets like cars, mobile homes, and boats, it can get a little complicated and confusing. For instance, do you know whether or not you need to retitle your cars to your trust? And when it comes to mobile homes, before you can even determine whether you should retitle it, you must first know if it’s registere…

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The New Proposed Federal Rule 16.1 and Its Implications for Multidistrict Litigation 15:28

6M ago15:28

15:28

In this episode of S&C’s Critical Insights, Bill Monahan, Head of S&C’s Products Liability & Mass Torts Group, and Shane Palmer, an associate in the Firm’s Litigation Group, examine the new proposed Rule 16.1 of the Federal Rules of Civil Procedure, which the Judicial Conference of the United States’ Advisory Committee on Civil Rules recently voted…

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132: Trust Funding in a Digital World: Safeguarding Virtual Wealth 10:53

6M ago10:53

10:53

One area of estate planning that is largely overlooked is funding the trust. The first step is developing the trust. The second step is ensuring that all the assets you want included are properly transferred over as needed. This can be especially difficult in today’s digital-driven world because there are more and more places where funds can be sto…

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L37 is moving forward. L38 is cooling off. 8:01

6M ago8:01

8:01

L37 is being offered 3%x3 over 3 years. L38 is being offered 3%, 3%, 2%. They are asking for 4%, 3.5%, 3%. Compounded from both the difference is about 1.59%. They are dealing with other issues that L37 are not concerned with, but L37 have got in writing some things they have been looking for going back many contracts. My support for L38 and my des…

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An Update on the FTC’s Non-Compete Rule 9:44

7M ago9:44

9:44

In this episode of S&C’s Critical Insights, Annie Ostrager, Co-Head of S&C’s Labor & Employment Group, and Jeannette Bander, a partner in S&C’s Executive Compensation Group, provide an update on the FTC’s final rule containing a sweeping ban on non-compete agreements.Av Sullivan & Cromwell

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131: Drafting a Comprehensive Power of Attorney: What You Don't Know CAN Hurt You 12:43

7M ago12:43

12:43

Typically, when we think of estate planning, we only consider planning for after death. But what happens if you become incapacitated? That’s where a Power of Attorney enters the picture. Incapacity planning is a significant component that is just as important, if not more important, than most other aspects of estate planning. Think about it. If you…

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130: Exploring the OJ Simpson Estate: Probate and Creditor Claims 11:33

7M ago11:33

11:33

You know of the infamous murder trial involving OJ Simpson and the Goldman and Brown families that took place in the 90s. And in case you happened to miss the news, Simpson passed away recently, stirring up the family conflicts all over again. Here at Absolute Trust Talk, we have an affinity for celebrity estate drama, mainly because of the importa…

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A Discussion of Non-Compete Agreements and Their Enforceability 15:44

7M ago15:44

15:44

In this episode of S&C’s Critical Insights, Annie Ostrager, Co-Head of S&C’s Labor & Employment Group, and Jeannette Bander, a partner in S&C’s Executive Compensation Group, discussed non-compete agreements and the evolving nature of their enforceability, including developments at the federal and state level.…

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Greenshield Customer Service On-Strike 4:21

7M ago4:21

4:21

Av Scott Cush

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129: Estate Planning Strategies to Reduce Family Conflict After Death 9:24

7M ago9:24

9:24

Family conflict after a loved one has passed is very common, but that doesn’t mean it can’t be avoided. In our years of experience in estate planning, we’ve seen many different scenarios play out and have a thorough understanding of the nuances that tend to cause these conflicts. The number one reason for disputes over a trust lies in the feeling t…

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Major Developments in National Security Enforcement, Part Three 28:51

7M ago28:51

28:51

In this episode of S&C’s Critical Insights, Sharon Cohen Levin, Craig Jones and Eric Kadel, Co-Heads of S&C’s National Security Practice, Adam Szubin, Of Counsel in S&C’s National Security Practice, and Andrew DeFilippis, Special Counsel in S&C’s National Security Practice, continue their discussion of significant developments in national security …

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