Legal Tea

Legal Tea
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Aug 22, 2023 • 16min

Ep. No. 109. Cautionary Tales - Issues with Beneficiary Designations

Send us a textTune in for an episode on “Cautionary Tales." On this episode, we dive into real-life client stories where beneficiary designations have (or could have had) caused significant issues. Lots of tidbits to learn! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Aug 15, 2023 • 16min

Ep. No. 108. Celebrity Estate Planning - Paul Walker

Send us a textTune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on well-known actor, Paul Walker. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Aug 8, 2023 • 18min

Ep. No. 107. Current Trends - If You Win the Lottery...

Send us a textTune in for an episode on “Current Trends” – specifically, this episode is about winning the lottery! Imagine you look at your ticket and find that you are the lucky winner - this episode is for you. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.
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Aug 1, 2023 • 16min

Ep. No. 106. Cautionary Tales - Post-Divorce Collaborative Estate Planning

Send us a textTune in for an episode on “Cautionary Tales." On this episode, we chat about a couple that was once-married, now-divorced that decided to do their estate planning as a collaborative venture to support and protect their mutual children. Tune in! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Jul 25, 2023 • 15min

Ep. No. 105. Celebrity Estate Planning - Michael Crichton

Delve into the estate planning intricacies of famed author Michael Crichton. Explore the impact of his prenup with Sherry and the controversy surrounding his will's disinheritance clause. Discover the court battle over guardianship and the role of Sherry as trustee for their unborn son. Hear about the legal concept of pretermitted heirs and how it played a key role in the outcome. Plus, learn how updating an estate plan could have avoided the ensuing family drama and reduced litigation costs.
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Jul 18, 2023 • 15min

Ep. No. 104. Current Trends - Wealthy Cats in Florida

Send us a textTune in for an episode on “Current Trends” – specifically, this episode shares a story out of Tampa, Florida where 7 persian cats inherited (yes, inherited) from their owner, Nancy Sauer. We then talk about how to incorporate planning for animals/pets in an estate plan. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.
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Jul 11, 2023 • 15min

Ep. No. 103. Cautionary Tales - Emergency Medicaid Qualification

Send us a textTune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life client/story where Medicaid planning needed to happen FAST - and unfortunately, without any estate planning in place, things got complicated quickly. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Jun 27, 2023 • 16min

Ep. No. 102. Celebrity Estate Planning - Tina Turner

Send us a textTune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on Tina Turner! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Jun 20, 2023 • 16min

Ep. No. 101. Current Trends - Blended Families

Send us a textTune in for an episode on “Current Trends” – specifically, this episode dives into planning for blended families -- and the often-cited goals/concerns that clients have when doing estate planning as part of a blended family. Sources and episode transcript can be found at: LegalTeaPodcast.com.
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Jun 13, 2023 • 11min

Ep. No. 100. Looking Back, Looking Forward, and Celebrating the Milestone!

Send us a text100 episodes! Wow, it's been a wild ride, Legal Tea Listeners. Tune in to this week's new episode to hear the host, Jenny, detail how Legal Tea Podcast began, where it's going, and there may or may not be a giveaway in celebration of the 100th episode, so tune in!

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