Legal Tea

Send us a textIn this “Cautionary Tales” episode,  we explore how families use irrevocable trusts to qualify for Medicaid while preserving and protecting their assets. We break down the general strategy, debunk care quality myths, and address the ethics of Medicaid planning.Sources and an episode transcript can be found at: LegalTeaPodcast.com.

Send us a textIn this "Celebrity Estate Planning" episode,  we dive into the Estate of longtime Indianapolis Colts owner, James (Jim) Irsay — his life, legacy, and what we know so far about how his estate plan is unfolding.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Millions of Americans own cryptocurrency, but what happens to these assets when they pass away? Traditional estate planning often overlooks crucial aspects like decentralized ownership and private keys. Learn how to use trusts to navigate probate, the importance of transfer-on-death forms, and why clear documentation is essential for executors. Discover the stakes behind the Quadriga CX case, where lost keys resulted in a $200M loss. Educate your estate planner and ensure your digital assets reach your heirs securely.

Send us a text In this “Cautionary Tales” episode, a family crisis reveals the hidden flaws of a poorly drafted trust. We unpack how bargain estate plans can end up costing far more—and what you can do to protect yourself and your family instead.Sources and an episode transcript can be found at: LegalTeaPodcast.com.

Send us a textIn this "Celebrity Estate Planning" episode,  we take a look at the estate of Jeffrey (Jeff) Epstein and provide an update on where things currently stand with his controversial estate proceeding. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Explore the unique estate planning challenges faced by childless Americans. Discover why this demographic is on the rise and the importance of having a will to prevent unintended asset distribution. Learn about incapacity planning, the role of trusts, and how to leave a meaningful legacy to family, friends, or charities. Gain insights on assembling a professional planning team and the nuances of choosing executors and trustees. Jenny shares personal reflections on navigating estate planning without kids.

Choosing the right executor and trustee is critical, but many overlook its importance. Discover real disaster stories that highlight red flags to avoid, like financial troubles and reluctance to serve. Learn the traits of a trustworthy fiduciary, and weigh the pros and cons of family versus professional choices. Explore how an executor’s location can complicate responsibilities. Finally, gather key takeaways on effective communication and backup planning to protect your estate and beneficiaries.

Send us a textIn this "Celebrity Estate Planning" episode,  we take a look at the estate of Hollywood legend, Lauren Bacall, and how she planned ahead, took care of the people (and pets) she loved, and kept things fairly smooth for her family. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us a textIn this episode, we unpack the major estate and elder law changes tucked into the One Big Beautiful Bill—everything from tax changes to upcoming Medicaid cuts. We walk through what these changes mean in practical terms and why they matter for families, caregivers, and future planning.Sources and an episode transcript can be found at: LegalTeaPodcast.com.

Send us a textIn this "Cautionary Tales" episode, we explore the pros and limitations of online estate planning platforms—and why documents alone aren’t enough. From missed legal nuances to long-term risks, we break down what these platforms can and can’t do, and when working with an attorney may offer critical value.Sources and an episode transcript can be found at: LegalTeaPodcast.com.