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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
2 hours ago8 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


Celebrity Estate Planning - Vanderbilt Family Estate, Part 1 - Episode 240
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 240 –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 my first series EVER on this podcast – For the next three episodes, we are diving deep into the famous Vanderbilt family – and what in

Jenny Rozelle, Host of Legal Tea
Mar 176 min read


Current Trends - The Estate Planning Crisis Nobody's Talking About - Episode 239
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 becoming a, I suppose, current trend – but I am going to also call it a growing issue too th

Jenny Rozelle, Host of Legal Tea
Mar 108 min read


Cautionary Tales - Attorney Retired or Died. Now What? - Episode 238
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… today’s episode tackles somet

Jenny Rozelle, Host of Legal Tea
Mar 38 min read


Celebrity Estate Planning - Estate of Lou Reed - Episode 237
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 237 –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 Lou Reed – Lou was an iconic musician, probably best known as the founder and frontman of The Velvet Underground. Lou helped shape punk, alternative, and art rock with raw storytelling. His

Jenny Rozelle, Host of Legal Tea
Feb 248 min read


Current Trends - Surprise Heirs: When DNA Tests Meet Estate Planning - Episode 236
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 a topic that sits right at the intersection of modern technology and traditional estate planning — and that intersection is

Jenny Rozelle, Host of Legal Tea
Feb 177 min read


Cautionary Tales - The Danger of Last-Minute Planning - Episode 235
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… today’s episode demonstrates

Jenny Rozelle, Host of Legal Tea
Feb 108 min read


Celebrity Estate Planning - Estate of DMX (Earl Simmons) - Episode 234
Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We are here for episode 231 –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!). If you listened to the end of last week’s episode, I thought about doing an episode on professional racecar driver, Greg Biffle, which my Dad, a big race fan, requested, but as I expected, there is not a l

Jenny Rozelle, Host of Legal Tea
Feb 37 min read


Current Trends - When Tragedy Meets the Law: The Reiner Case - Episode 233
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’s episode is a sad reminder of how often things that are plastered on the news or spread across social media – are directly relevant to my litt

Jenny Rozelle, Host of Legal Tea
Jan 277 min read
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