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TrustCast Show

TrustCast Show

By: Zane Myers
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 The TrustCast Show features in-depth conversations with successful business leaders who are shaping their industries. Host Zane Myers sits down with top attorneys, physicians, plastic surgeons, and private practice professionals to uncover the real stories behind their success — what worked, what didn't, and the advice they'd give others building a practice. Each episode is 30 to 40 minutes of unfiltered conversation: backgrounds, unique approaches, and hard-won lessons from professionals at the top of their fields. New episodes published regularly across YouTube, Apple Podcasts, Spotify, LinkedIn, and 20+ platforms. Produced by TrustCasting — done-for-you video marketing that helps professionals grow their practices through short-form video distributed across 10+ platforms.Copyright 2025 Trustcasting Podcast Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • David Scopp on Why a Will Isn't Enough, and What Legacy Planning Is Really About

    David Scopp on Why a Will Isn't Enough, and What Legacy Planning Is Really About
    Apr 23 2026
    What happens when an attorney who spent 20 years defending insurance companies in personal injury trials, serving as a research attorney inside a California courthouse, and building legal experience across major firms finally walks away from fighting — because he realized he has a counselor's heart, not a litigator's — and builds a practice around the one thing most estate plans quietly get wrong? In this episode of the Trustcast Show, Zane Myers speaks with David Scopp, founder of Meaningful Legacy Law in Monterey County, California, about why a will alone does not avoid probate, what probate actually costs on a $3 million estate versus setting up a revocable living trust, and why there are roughly $50 billion in lost assets sitting with state governments right now because heirs didn't know what their parents owned. David explains how the step-up in basis at death can eliminate millions in capital gains for a family that inherited a Silicon Valley home bought in 1980 for $100,000, what a lifetime asset protection trust does to shield children from divorce, creditors, and bankruptcy, and why his own mother-in-law paid $8,000 for a perfect estate plan that still required probate because the house was titled wrong. They also discuss blended families and the Clayton election structure, why none of us want to face our mortality and that's the real reason most people never do this at all, how a two-hour life and legacy planning process walks families through the design of their plan without the jargon, and why David's training in mediation, mindfulness, and yoga makes him better at the hardest part of this work — sitting in a room with a family that hasn't talked about any of this yet. David Scopp is the founder of Meaningful Legacy Law in Monterey County, California, serving families throughout the state with estate planning, trust administration, and legacy interviews. Connect with David Scopp: meaningfullegacylaw.com 215 W Franklin St., Suite 204, Monterey, CA 93940 Phone: (831) 291-5958 Chapters 00:00 Introduction to David Scopp — and the Ellis Island origin of the name Scopovich 00:33 Spending 20 years inside the legal system before building something completely different 01:01 When he first realized most estate plans are quietly setting families up to fail 01:53 My parents have a will — aren't we covered 02:05 What a will does and what it cannot do — and why probate is expensive, public, and slow 02:43 What happens in California when someone dies with no plan at all 03:18 How long does probate take in California — one to three years depending on the county 03:45 The revocable living trust as the alternative — and why funding it properly is everything 05:29 When do you need a trust versus just a will — the $200,000 and real property thresholds 06:21 How to retitle assets into a trust — and what happens with an outstanding mortgage 07:22 The $50 billion in lost assets sitting with state governments right now 08:54 Retirement accounts and the Secure Act 2.0 — why you don't retitle them and what you do instead 09:52 Blended families, competing interests, and the Clayton election explained 11:48 How a split trust structure works when each spouse has biological children 13:22 How difficult is it to set up and what does it cost 14:41 The real cost of probate — 5% of the gross estate, not the equity 16:20 Why conflict and creditors show up when probate is public 17:08 How long does trust administration take versus three years of probate court procedure 18:39 What the two-hour life and legacy planning process actually looks like 19:53 Why so few people do this — mortality, education, and thinking it's only for the wealthy 21:27 The detailed design interview — what questions get asked and how decisions get made 22:23 Does David litigate — and what happens when there is a contested estate 23:37 The commercial property family with a trustee they didn't trust 24:46 The $8,000 estate plan that still required probate because of a titling mistake 26:01 How long he has been doing estate planning and when Meaningful Legacy Law was founded 26:44 Estate planning is not just for the wealthy — where that myth comes from 28:02 Capital gains, step-up in basis, and the Silicon Valley home bought for $100,000 30:44 Lifetime asset protection trusts — protecting children from divorce, creditors, and bankruptcy 33:07 How mediation training and mindfulness change the way he practices law 34:30 Having two boys and how that shifted his thinking about legacy 35:10 The Endangered Species Act law review article — Emerson, Thoreau, and why nature still matters 36:52 What he wants his legacy to be — and the legacy interview service he offers clients 39:54 What is next for Meaningful Legacy Law #DavidScopp #MeaningfulLegacyLaw #EstatePlanning #RevocableLivingTrust #ProbateCalifornia #TrustcastShow #LegacyPlanning #CaliforniaEstateLaw #TrustAdministration #BlendedFamilyEstatePlan
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    40 mins
  • Wayne Rubin on Litigation Funding, Why Insurance Companies Delay on Purpose

    Wayne Rubin on Litigation Funding, Why Insurance Companies Delay on Purpose
    Apr 23 2026
    What happens when a CPA turned serial entrepreneur realizes that injured plaintiffs are being financially destroyed while waiting for justice — not because their case is weak, but because the insurance company has every incentive to delay and the plaintiff has rent due, medical bills stacking up, and an attorney who legally cannot give them a dime? In this episode of the Trustcast Show, Zane Myers speaks with Wayne Rubin, founder of Mint Legal Funding and Mint Legal Advisors, about the $100 million in litigation advances he has arranged, why the non-recourse nature of these advances makes them categorically different from a loan, and how bad actors in the industry have given litigation funding a reputation it doesn't always deserve. Wayne explains why he sits between the funding company, the plaintiff, and the personal injury attorney as a buffer — managing client expectations, reducing paralegal workload, and serving as the best PR arm the attorney never had to pay for. He also breaks down the 16% every six months rate structure, how the 2X cap works over three years, and why he deliberately holds back funds in tranches rather than dumping everything in at once. They also discuss the commercial litigation side through Mint Legal Advisors — where small companies with legitimate patent claims get crushed by large corporations using litigation fatigue as a strategy, why Blackstone-level institutional money is now entering the space, what dark money and disclosure debates are doing to the regulatory landscape, and how case cost funding is quietly emerging as a non-recourse option for trial attorneys in Texas and Florida who need to fund expert witnesses without leveraging firm capital. Wayne Rubin is the founder of Mint Legal Funding and Mint Legal Advisors, based in New York. Connect with Wayne Rubin: Mint Legal Funding Phone: 516-222-6468 / 516-906-9006 wayne@mintlegalfunding.com New York Chapters 00:00 Introduction to Wayne Rubin 00:44 Coming into litigation funding as an investor and seeing the David versus Goliath problem 01:53 Why injured plaintiffs are financially squeezed between two opposing forces 03:32 How insurance companies use delay as a deliberate strategy 04:22 Why attorneys are legally prohibited from funding their own clients 05:11 Why most people don't know litigation funding exists — and the negative effect of bad actors 07:14 What makes a bad actor in this space and how they exploit non-recourse advances 08:41 What an advance is versus a loan — and why the distinction matters legally 09:26 Mint Legal Funding versus Mint Legal Advisors — the two companies explained 10:09 How brokers and principals work in the litigation funding ecosystem 12:00 Who backs the money — family offices, private investors, and now institutional funds 13:35 Commercial litigation funding — when small companies sue large corporations over patents 15:14 Funding legal fees off balance sheet and what that does for an undercapitalized plaintiff 16:08 Litigation fatigue as a corporate strategy and why funding counters it 17:31 Dark money, disclosure debates, and the regulatory conversation now happening nationally 18:06 Joe Smith can't pay rent — how the mechanics of a consumer advance actually work 21:30 Why Wayne serves as a buffer between attorney, client, and funding resource 24:00 Why working with an agent instead of going direct is the real secret sauce 25:24 How Wayne bets on the attorney as much as the case 27:38 Consumer funding versus commercial funding — two different disciplines 29:07 State-by-state regulation and why case cost funding is only available in some states 30:26 How fast can a plaintiff get cash — 48 hours in most cases 31:32 The rate structure — 16% every six months, 2X or 2.5X cap, three-year overlap 34:55 The primary benefit for attorneys — reducing client management burden 37:22 How Wayne markets primarily to personal injury law firms 38:31 The educational challenge of changing the industry's reputation 39:02 How client calls are handled and what Wayne tells a plaintiff who can't reach their attorney 41:50 How to reach Wayne Rubin and Mint Legal Funding #WayneRubin #MintLegalFunding #LitigationFunding #PersonalInjury #PlaintiffFunding #TrustcastShow #LegalFinance #LitigationFinance #ConsumerLegalFunding #CommercialLitigation
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    43 mins
  • Richard Hubbert on Building $500 Million in Projects, Working with Peter Bohlin

    Richard Hubbert on Building $500 Million in Projects, Working with Peter Bohlin
    Apr 22 2026
    What happens when a 13-year-old who gets caught stealing lumber from a job site to build a tree house ends up working off the debt swinging a hammer — and that summer job turns into a construction engineering degree, two companies, $500 million in projects, and the final home ever designed by the architect who drew Bill Gates' house and Steve Jobs' house? In this episode of the Trustcast Show, Zane Myers speaks with Richard Hubbert, founder of Great Estates, about what transparency actually looks like in custom home construction, why the McMansion trend of the 80s and 90s left thousands of families with unsellable homes, and how he keeps clients from destroying their own budget through scope creep when an architect's vision or an owner's trip to a showroom starts pulling the project sideways. Richard explains why he walks into competitor job sites in new markets to meet the superintendent and ask who the good subs are, why he refuses to be a guinea pig for new building materials no matter how good the pitch sounds, and what you should do when a builder gives you a number 30% below everyone else's. They also discuss the Fairmount Water Works renovation — a historic site connected to Grace Kelly's father — how a Wellesley connection to the executive vice president of Penn launched the company from garage-based estimating into institutional construction, why working with Peter Bohlin at 88 years old with pencil and paper and no cell phone is one of the greatest privileges of his career, and the one piece of advice he gives every client before a single line gets drawn: build what you're going to use. Richard Hubbert is the founder of Great Estates, a luxury custom home builder based in the Philadelphia area serving Pennsylvania, New Jersey, and select remote locations. Connect with Richard Hubbert: greatestates.com rhubbert@greatestates.com Phone: 215-416-2503 Philadelphia, Pennsylvania Chapters 00:00 Introduction to Richard Hubbert 00:50 What a young craftsman understood about building that boardroom executives never will 01:30 Growing up doing projects with his father — plumbing, electrical, masonry, and carpentry with no internet 03:55 The tree house, the stolen lumber, and the builder who said work it off instead 07:26 Three summers swinging a hammer and watching every trade from framing to electrical 09:24 His father's advice — think about why there are no older carpenters on the job site 11:00 Construction engineering, graduating at the top of his class, and landing at a third-generation Philadelphia firm 13:59 When a third-generation company starts robbing Peter to pay Paul — and why he walked 17:00 The marketing woman who offered to back him at 28 years old with nothing in the bank 19:35 Starting from a garage with plywood for a desk, cleaning job sites at midnight 21:32 The Wellesley connection that opened the University of Pennsylvania and changed everything 23:00 Getting certified as a Women Business Enterprise and landing the Fairmount Water Works 25:59 How the company grew — from fit-outs to institutions to pharmaceuticals to luxury residential 27:28 Working with Robert Stern and then Peter Bohlin — the architect who designed Bill Gates' and Steve Jobs' homes 29:11 The one thing every client building a $2 million home wishes someone had told them first 31:30 How Great Estates runs transparently — every cost open, every allowance explained 34:23 Scope creep — how architects and owners both do it and how Richard stops it 37:18 How to know if a builder is low-balling you to get the job and kill you on change orders 40:00 Reputation is everything — and the contractors playing the change order game won't be around long 41:04 Why Richard refuses to be a guinea pig on new building materials no matter how good the pitch 43:00 The LP siding story — and why proof lives in time, not in the product presentation 45:22 Owning an architectural millwork company and why he shut it down 48:43 Katie Hubbert as VP and marketing director — building the business together 50:39 Geographic coverage — Pennsylvania, New Jersey shore, Martha's Vineyard, and why Florida requires homework first 53:43 How he researches a new market — pulling over at job sites and asking the superintendent for the inside scoop 55:34 How to reach Richard Hubbert #RichardHubbert #GreatEstates #LuxuryHomeBuilder #CustomHome #PeterBohlin #TrustcastShow #PhiladelphiaBuilder #CustomHomeConstruction #HomeBuilding #ConstructionTransparency
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    57 mins
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