Episode 239. Current Trends - The Estate Planning Crisis Nobody's Talking About
Legal Tea10 Maalis

Episode 239. Current Trends - The Estate Planning Crisis Nobody's Talking About

Send us Fan Mail If you've ever thought "I don't want to burden my kids with being my Executor," you're not alone - but finding a professional to serve instead is harder than you think. Today we're talking about the growing shortage of professionals willing to step into fiduciary roles and why this is becoming a major problem that few people are addressing. Sources and an episode transcript can be found at: LegalTeaPodcast.com. Disclaimer: The information provided in this podcast is for gener...

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 Episode 254. Celebrity Estate Planning - Rockefeller Family Estate, Part 1

Episode 254. Celebrity Estate Planning - Rockefeller Family Estate, Part 1

Send us Fan Mail In this first episode of the Rockefeller Family Estate mini series, we explore how John Rockefeller built Standard Oil into an industrial empire and set the stage for one of the most ...

23 Kesä 13min

Episode 253. Current Trends - Cars, Collectibles, and Chaos After Death

Episode 253. Current Trends - Cars, Collectibles, and Chaos After Death

Send us Fan Mail This episode dives into the surprisingly complicated (and deeply emotional!) question of what happens to cars after death. From probate and family conflict to collector vehicles and s...

16 Kesä 14min

Episode 252. Cautionary Tales - When an Irrevocable Trust Needs an Update

Episode 252. Cautionary Tales - When an Irrevocable Trust Needs an Update

Send us Fan Mail Irrevocable trusts don’t always mean “unchangeable,” and today we’re breaking down why. We cover the key legal pathways that often allow modifications, and what happens when a trust b...

9 Kesä 16min

Episode 251. Celebrity Estate Planning - Estate of Ernie Banks

Episode 251. Celebrity Estate Planning - Estate of Ernie Banks

Send us Fan Mail "Mr. Cub" Ernie Banks was beloved on the field, but his estate became a battleground after a last-minute plan left everything to his caregiver instead of his family. This episode brea...

2 Kesä 15min

Episode 250. Current Trends - Real Estate in the Great Wealth Transfer

Episode 250. Current Trends - Real Estate in the Great Wealth Transfer

Send us Fan Mail In this episode, we break down how real estate is becoming one of the most complicated pieces of the Great Wealth Transfer, especially when there’s no clear estate plan in place. From...

26 Touko 14min

Episode 249. Cautionary Tales - To Gift or Not to Gift

Episode 249. Cautionary Tales - To Gift or Not to Gift

Send us Fan Mail Gifting during your lifetime can be a powerful planning tool, but it’s also one of the easiest ways to unintentionally create tax issues, lose control, or derail long-term care plans....

19 Touko 15min

Episode 248. Celebrity Estate Planning - Estate of Jerry Garcia

Episode 248. Celebrity Estate Planning - Estate of Jerry Garcia

Send us Fan Mail This episode explores the life and legacy of Jerry Garcia, from his rise with the Grateful Dead to the complex estate battles that followed his death. It highlights how—even with a Wi...

12 Touko 15min

Episode 247. Current Trends - Trusts & Estates on the Bar Exam … Or Not!

Episode 247. Current Trends - Trusts & Estates on the Bar Exam … Or Not!

Send us Fan Mail The upcoming NextGen Bar Exam is changing the way new lawyers are tested, and Trusts & Estates is losing its spotlight as a standalone subject. In this episode, we explore what that m...

5 Touko 14min

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