Probate Hub: Blog & Podcast

Welcome to Probate Hub’s content hub—your go-to resource for navigating the probate process. Explore expert articles, practical guides, and podcast episodes covering real-world strategies, insights, and step-by-step breakdowns to help you handle probate with confidence.

050: Why Inherited IRAs Pose Unique Risks for Special Needs Beneficiaries with Darryl J. Lynch Jul 07, 2026

A million-dollar retirement account sounds like a blessing — until it accidentally disqualifies a child with special needs from critical benefits. We ...

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049: How Intentional Relationships Transform Probate Practice and Client Trust With Barb Betts Jun 23, 2026

Loneliness has been labeled a public health epidemic, and in this episode, we’re digging into what we can actually do about it with our guest Barb Bet...

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048: Term vs Whole vs Universal Life Insurance with Frank Campbell Jun 16, 2026

Most of us assume our life insurance will quietly be there when our families need it. Frank Campbell is here to explain why that assumption can be dan...

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047: What Happens When a Person With Disabilities Receives an Unexpected Inheritance With Kevin Urbatsch Jun 09, 2026

On this episode, we have special needs planning authority Kevin Urbatsch on to unpack what happens when a person with disabilities receives an unexpec...

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046: Inland Empire Estate Planning Seminar Guide for California Probate Professionals With Philip M. Savage IV Jun 02, 2026

In this episode, Sam talks with Philip M. Savage IV, director at Fennemore and 30-year estate planning veteran, about the role the Inland Empire Estat...

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045: Fiduciary Banking for Probate: What Attorneys Need to Know About Estate and Trust Accounts with Blanca Alfaro May 26, 2026

Sam Price sits down with Blanca Alfaro, a relationship banking specialist at CalPrivate Bank, to break down exactly what probate attorneys, fiduciarie...

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