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Celebrity Estate Planning - Estate of Paul Allen - Episode 260
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 260 –and we are circling back to an “estate planning of the rich and famous” episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). So today is a Legal Tea Listener request or idea, rather, and today is on Paul Allen – the co-founder of Microsoft. He co-founded Microsoft with his childhood friend, Bill Gates. But he was also heavily in

Jenny Rozelle, Host of Legal Tea
5 days ago7 min read


Current Trends - Scams Targeting Older Adults - Episode 259
Hey there, Legal Tea Listeners – This is your host, Jenny Rozelle. Welcome back for another episode. Episode 259 – today is a “current trends” topic where we talk about things going on currently that are relevant and pertinent to my estate and elder law world, and/or maybe things I’ve seen on the news or stumbled across on social media. So today, I want to talk about something that has existed for a long, long time, but has taken on a completely different level of urgency and

Jenny Rozelle, Host of Legal Tea
Jul 287 min read


Cautionary Tales - The Unfinished Estate Plan Problem - Episode 258
Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is the “cautionary tales” topic. And on these “cautionary tales” episodes of Legal Tea, we normally talk about real-life cases with real-life clients that are things me or my office have worked on -or they are things that I think are generally good things to be aware of, that way you do not turn into a cautionary tale on this podcast one day! Alright, well today we’re going to talk

Jenny Rozelle, Host of Legal Tea
Jul 217 min read


Celebrity Estate Planning - Rockefeller Family Estate Part 4 - Episode 257
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 257 –and we are on the “estate planning of the rich and famous” type of episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). If you are listening to this, we are now in the middle of, and actually ending, a small series on what happened estate-wise with the famous Rockefeller family. This is Part Four of the series, so if you are jus

Jenny Rozelle, Host of Legal Tea
Jul 147 min read


Celebrity Estate Planning - Rockefeller Family Estate Part 3 - Episode 256
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 256 –and we are on the “estate planning of the rich and famous” type of episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). If you are listening to this, we are now in the middle of a small series on what happened estate-wise with the famous Rockefeller family. This is Part Three of the series, so if you are just now tuning in, head

Jenny Rozelle, Host of Legal Tea
Jul 77 min read


Celebrity Estate Planning - Rockefeller Family Estate Part 2 - Episode 255
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 255 –and we are on the “estate planning of the rich and famous” type of episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). If you are listening to this, we are now in the middle of a small series on what happened estate-wise with the famous Rockefeller family. This is Part Two of the series, so if you are just now tuning in, head b

Jenny Rozelle, Host of Legal Tea
Jun 306 min read


Celebrity Estate Planning - Rockefeller Family Estate, Part 1
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 254 –and we are circling back to an “estate planning of the rich and famous” episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). So, as I talked about at the end of last episode, this is going to be, I suppose, my second mini series on this podcast – For the next four episodes, we are diving deep into the famous Rockefeller family –

Jenny Rozelle, Host of Legal Tea
Jun 236 min read


Current Trends - Cars, Collectibles, and Chaos After Death - Episode 253
Hey there, Legal Tea Listeners – This is your host, Jenny Rozelle. Welcome back for another episode. Episode 253 – today is a “current trends” topic where we talk about things going on currently that are relevant and pertinent to my estate and elder law world, and/or maybe things I’ve seen on the news or stumbled across on social media. So today, I want to talk about this growing fascination online with what happens to celebrities’ stuff after they die – and maybe that’s just

Jenny Rozelle, Host of Legal Tea
Jun 167 min read


Cautionary Tales - When an Irrevocable Trust Needs an Update - Episode 252
Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is the “cautionary tales” topic. And on these “cautionary tales” episodes of Legal Tea, we normally talk about real-life cases with real-life clients that are things me or my office have worked on -or they are things that I think are generally good things to be aware of, that way you do not turn into a cautionary tale on this podcast one day! Alright, today we’re diving into amendin

Jenny Rozelle, Host of Legal Tea
Jun 98 min read


Celebrity Estate Planning - Estate of Ernie Banks - Episode 251
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 251 –and we are circling back to an “estate planning of the rich and famous” episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). So today is on Ernie Banks - If you’re a baseball fan—or even just someone who appreciates a great sports story—you’ve probably heard the name Ernie Banks. Known as “Mr. Cub,” Ernie was not just a legendar

Jenny Rozelle, Host of Legal Tea
Jun 27 min read


Current Trends - Real Estate in the Great Wealth Transfer- Episode 250
Hey there, Legal Tea Listeners – This is your host, Jenny Rozelle. Welcome back for another episode. Guys, this is episode 250 – that’s so many episodes! It feels like I started this just yesterday, but it’s been about five years with a episode nearly every week. My goodness, that’s a lot of hours of me blabbing to you! Well, how about another fifteen minutes of blabbing … today is a “current trends” topic where we talk about things going on currently that are relevant and pe

Jenny Rozelle, Host of Legal Tea
May 268 min read


Cautionary Tales - To Gift or Not to Gift - Episode 249
Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is the “cautionary tales” topic. And on these “cautionary tales” episodes of Legal Tea, we normally talk about real-life cases with real-life clients that are things me or my office have worked on -or they are things that I think are generally good things to be aware of, that way you do not turn into a cautionary tale on this podcast one day! Alright, today we’re diving into the ide

Jenny Rozelle, Host of Legal Tea
May 198 min read


Celebrity Estate Planning - Estate of Jerry Garcia - Episode 248
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 248 –and we are circling back to an “estate planning of the rich and famous” episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). So today is on famous musician, Jerry Garcia - Jerry was the iconic guitarist and lead vocalist of the Grateful Dead, known for his distinctive style that blended rock, folk, bluegrass, and jazz. He co-f

Jenny Rozelle, Host of Legal Tea
May 128 min read


Current Trends - Trusts & Estates on the Bar Exam ... Or Not! - Episode 247
Hey there, Legal Tea Listeners – This is your host, Jenny Rozelle. Welcome back for another episode, which is a “current trends” topic where we talk about things going on currently that are relevant and pertinent to my estate and elder law world, and/or maybe things I’ve seen on the news or stumbled across on social media. Well, today we are diving into something that is definitely a “current topic” and it’s directly relevant to this podcast and what we talk about on here – t

Jenny Rozelle, Host of Legal Tea
May 57 min read


Cautionary Tales - The Hidden Risk of Beneficiary Designations - Episode 246
Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is the “cautionary tales” topic. And on these “cautionary tales” episodes of Legal Tea, we normally talk about real-life cases with real-life clients that are things me or my office have worked on -or they are things that I think are generally good things to be aware of, that way you do not turn into a cautionary tale on this podcast one day! Alright, today we’re talking about not l

Jenny Rozelle, Host of Legal Tea
Apr 288 min read


Celebrity Estate Planning - Estate of Greg Biffle - Episode 245
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 245 –and we are circling back to an “estate planning of the rich and famous” episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). So today is on Greg Biffle. If you followed NASCAR in the 2000s, you probably remember Greg Biffle. He worked his way up through the sport by winning championships in both the Truck Series and the Busch Se

Jenny Rozelle, Host of Legal Tea
Apr 218 min read


Current Trends - Late-Life Marriage Meets Estate Planning- Episode 244
Hey there, Legal Tea Listeners – This is your host, Jenny Rozelle. Welcome back for another episode, which is a “current trends” topic where we talk about things going on currently that are relevant and pertinent to my estate and elder law world, and/or maybe things I’ve seen on the news or stumbled across on social media. Well, today we are diving into something that I am noticing is happening more and more – and that is people who are getting married and remarried later-in-

Jenny Rozelle, Host of Legal Tea
Apr 148 min read


Cautionary Tales - The Power (and Peril) of a Power of Attorney - Episode 243
Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is the “cautionary tales” topic. And on these “cautionary tales” episodes of Legal Tea, we normally talk about real-life cases with real-life clients that are things me or my office have worked on -or they are things that I think are generally good things to be aware of, that way you don’t turn into a cautionary tale on my Legal Tea podcast one day! So… we’re back to our normal rota

Jenny Rozelle, Host of Legal Tea
Apr 78 min read


Celebrity Estate Planning - Vanderbilt Family Estate, Part 3 - Episode 242
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 242 –and we are on the “estate planning of the rich and famous” type of episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). For the first time ever on this podcast, if you are listening to this, we are now wrapping up a small series on what happened estate-wise with the famous Vanderbilt family – and how over time, partially due to

Jenny Rozelle, Host of Legal Tea
Mar 317 min read


Celebrity Estate Planning - Vanderbilt Family Estate, Part 2 - Episode 241
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 241 –and we are on the “estate planning of the rich and famous” type of episode where we chat about celebrities or high profile folks and their estate planning (or lack thereof!). For the first time ever on this podcast, if you are listening to this, we are now in the middle of a small series on what happened estate-wise with the famous Vanderbilt family – and how over time, partially du

Jenny Rozelle, Host of Legal Tea
Mar 246 min read
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