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The Ron Greenwald Show
Ron Greenwald
54 episodes
5 months ago
What happens when grief, inheritance, and old family rivalries collide? In this third episode of our “Legacy in Motion” series, Ron Greenwald welcomes elder law attorney Uzzel Branson and veteran mediator Judy Copeland for a no-holds-barred conversation about resolving the most explosive disputes in trusts, estates, and conservatorships. From laugh-out-loud legal war stories to heartfelt breakthroughs between siblings, this episode unpacks the power of mediation to preserve dignity, legacy, a...
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Investing
Business,
Society & Culture,
Non-Profit
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All content for The Ron Greenwald Show is the property of Ron Greenwald and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What happens when grief, inheritance, and old family rivalries collide? In this third episode of our “Legacy in Motion” series, Ron Greenwald welcomes elder law attorney Uzzel Branson and veteran mediator Judy Copeland for a no-holds-barred conversation about resolving the most explosive disputes in trusts, estates, and conservatorships. From laugh-out-loud legal war stories to heartfelt breakthroughs between siblings, this episode unpacks the power of mediation to preserve dignity, legacy, a...
Show more...
Investing
Business,
Society & Culture,
Non-Profit
Episodes (20/54)
The Ron Greenwald Show
EP 54: Legacy in Motion: Mediating the Madness – Family Feuds & Probate Peace
What happens when grief, inheritance, and old family rivalries collide? In this third episode of our “Legacy in Motion” series, Ron Greenwald welcomes elder law attorney Uzzel Branson and veteran mediator Judy Copeland for a no-holds-barred conversation about resolving the most explosive disputes in trusts, estates, and conservatorships. From laugh-out-loud legal war stories to heartfelt breakthroughs between siblings, this episode unpacks the power of mediation to preserve dignity, legacy, a...
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5 months ago
38 minutes

The Ron Greenwald Show
Ep. 53: Legacy in Motion: The Fine Line Between Protection and Control (Part 2)
“The Fine Line Between Protection and Control” What happens when the system designed to protect the vulnerable becomes the battleground for family drama, undue influence, and legal maneuvering? In this gripping second installment, Ron Greenwald welcomes back elder law attorney Uzzel S. Branson for a deep dive into California conservatorships—from limited and LPS types to probate disputes and heartbreaking family conflicts. With humor, candor, and real-world insight, Uzzel shares jaw-dropping ...
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6 months ago
44 minutes

The Ron Greenwald Show
Ep. 52: Legacy in Motion: The Journey of Uzzell S. Branson IV (Part 1)
In this opening episode of a three-part series, we dive into the remarkable personal story of Uzzell S. Branson IV, Senior Attorney at RMO LLP @rmolawyers and a leading voice in trust and estate litigation. From Revolutionary War roots to generations of Bransons settling in Arkansas, and ultimately to his upbringing in La Cañada, California, Uzzell reflects on the people, places, and pivotal experiences that shaped his values and vocation. This is more than a legal career—it’s a...
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6 months ago
36 minutes

The Ron Greenwald Show
Ep. 51: Special Edition - Lessons from Loss: A Survivor’s Guide to Facing Wildfires in LA
In response to the devastating wildfires in LA, we’re bringing you a special episode of The Ron Greenwald Show. I’m joined by Marguerite Lorenz, who shares her powerful story of losing her home to a fire and finding the strength to rebuild. Her experience offers a heartfelt perspective for anyone affected by the LA fires or seeking hope during difficult times. Marguerite’s insights couldn’t be more meaningful right now as she shares her personal story of loss, the strength it too...
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10 months ago
12 minutes

The Ron Greenwald Show
Ep. 50: Life's Roller Coaster Unpacked by Marguerite Lorenz: Real Stories, Real Solutions
This episode of The Ron Greenwald Show explores the intricacies of estate planning with guest Marguerite Lorenz, partner at Lorenz Private Trustees. Marguerite emphasizes the critical role of fiduciaries and the value of proper estate planning in ensuring family harmony and financial security. She highlights essential documents, including trusts, wills, and powers of attorney, that empower individuals to control their legacy. Marguerite advocates for professional trustees over family members...
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11 months ago
36 minutes

The Ron Greenwald Show
Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life
In this heartfelt episode, Ron Greenwald welcomes Marguerite Lorenz—trailblazer, entrepreneur, author, public speaker, and co-founder of Lorenz Private Trustees, serving individuals and families as an independent third party with the utmost care and respect for privacy. Together, they explore Marguerite’s inspiring journey, rooted in family, love, and the life-changing consequences of thoughtful planning. Marguerite shares her “aha moment” that estate planning isn’t about preparing for death ...
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12 months ago
36 minutes

The Ron Greenwald Show
Ep. 48: The Rob Dieringer Story: From 'Law and Order' to Championing Justice for Older Adults
In this episode, I sit down with Rob Dieringer, a partner at Green Bryant & French specializing in elder abuse civil cases. We delve into Rob’s journey to becoming a partner and why he was drawn to this meaningful area of law. Rob shares insights into the complexities of elder abuse cases, focusing on the critical factors he considers when evaluating potential undue influence by family members or others. Listen in to learn about Rob's dedicated approach to advocating for vulnerable senior...
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1 year ago
39 minutes

The Ron Greenwald Show
Ep. 47 (Part 2): Real People, Real Stories – The Trustee’s Role in Protecting Family Harmony
In this compelling episode of The Ron Greenwald Show, we take a deep dive into the real-world challenges of estate planning with two of the top minds in the field. Retired Judge David Belz, who made a notable transition from the bench to mediation, brings a wealth of experience and a fresh perspective on fairness, honesty, and justice in family disputes. Alongside estate litigator Matthew Owens, and with thoughtful commentary from Ron Greenwald, this episode explores the critical role trustee...
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1 year ago
31 minutes

The Ron Greenwald Show
Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law
Discover the fascinating history and evolution of trusts with insights from two of the most respected voices in estate law. Join retired Judge David Belz, a distinguished mediator with Judicate West, and Matthew Owens, a top estate and trust litigator with Sheppard Mullin, as they unravel why trusts were created, how they’ve grown in importance, and why families today need them more than ever. Learn how the right planning can prevent devastating family disputes—even over something as simple ...
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1 year ago
34 minutes

The Ron Greenwald Show
Ep. 45 Dr. Bob Uslander on Crafting a Peaceful Closure to Life's Journey
Death often remains a taboo subject, but imagine if we could confront it with dignity, peace, and even a sense of empowerment. That's the revelation Dr. Bob Uslander brings to our heartfelt conversation on end-of-life choices. As an emergency physician turned end-of-life care advocate, Dr. Uslander shares his profound insights on transforming the final chapter of life from one of fear and uncertainty to a period filled with grace and meaningful connections. We discuss the pivotal role of clea...
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1 year ago
44 minutes

The Ron Greenwald Show
Ep .44 Judge Glen Reiser's Courtroom Chronicles in Trust and Estate Law
Uncover the intricacies of family estate planning with the expertise of the Honorable Judge Glen Reiser, who joins us to navigate the complex waters of trusts, probate estates, and guardianships. Judge Reiser, with his two decades of bench experience, dissects the role of successor trustees, the challenges they encounter, and the nuanced matters of mental capacity that are crucial in the drafting of sound estate plans. Our conversation takes a critical look at the common yet potentially probl...
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1 year ago
42 minutes

The Ron Greenwald Show
Ep. 43 Pearl Fletcher: Embracing the Joys of Aging and the Secrets to a Positive, Fulfilling Life
As I sat down with the delightful Pearl, an 85-year-young dynamo, her eyes sparkled with the same zest for life that would put any youngster to shame. Our conversation, a kaleidoscope of her life's vibrant hues, sweeps us from the innocence of childhood dress-up to her 64-year symphony of love with her husband, Bob, offering a treasure trove of wisdom on flourishing in the autumn of life. Pearl, with her infectious laughter, narrates the tale of her and Bob's journey from the Canadian chill ...
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1 year ago
32 minutes

The Ron Greenwald Show
Ep. 42 Marci & Kathy: A Blueprint for Proactive Living Beyond Retirement
When the golden years come knocking, some wait for the inevitable, while others, like sisters Marci and Kathy, seize them with both hands and a plan. Their journey to Scripps Glen, a senior retirement community in San Diego, is a testament to the power of proactive aging – a move that's not about winding down, but rather about gearing up for an active, autonomous life amidst community. Join us as we unravel their stories, where the roles of caregivers, their pivotal life moments, and their ze...
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1 year ago
25 minutes

The Ron Greenwald Show
Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning
Discover the power of legacy and philanthropy as Andy Ragone, co-founder and CEO of Pleiades Nonprofit Advisors LLC, joins me for a transformative discussion that spans from his time in pastoral ministry to the intricacies of nonprofit gift planning. Weaving a narrative that connects the guidance of the ancient Pleiades star cluster to the strategic navigation required in the nonprofit sector, Andy illuminates the often missed opportunities within planned giving. Together, we explore the pote...
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1 year ago
33 minutes

The Ron Greenwald Show
Ep. 40 Richard Peck: Unleashing the Power of Strategic Philanthropy and Charitable Giving
Embark on a vibrant journey with Richard Peck, the 'Philanthropy Guy,' as he navigates the heartwarming intersection of finance and generosity. This episode peels back the layers of philanthropy, revealing how a staggering $500 billion is channeled into charitable causes annually. Discover Richard's inspiring transformation from biotechnology to becoming a beacon for strategic giving, revealing the profound impacts that can be made when planning meets passion. His tales from the trenches of e...
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1 year ago
32 minutes

The Ron Greenwald Show
Ep. 39 Ivette Kuyateh: Legal Wisdom for Prosperous Family Futures
Imagine navigating the complexities of estate planning, sandwiched between caring for both your parents and children, while also addressing the nuanced needs of Latino families. That's the reality many face, and it's the heart of our discussion with Ivette Kuyateh from Kuyateh Law Group. Ivette, who has gracefully transitioned from prosecutor to estate planner, brings a wealth of insight into empowering families through informed legal decision-making. On our show, she shares her incredible pe...
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1 year ago
42 minutes

The Ron Greenwald Show
Ep. 38 Shaun McGuirk: Unveiling the Hidden Gems of Westmont Senior Living
What if you could experience the world of senior living through the eyes of someone who's devoted his life to it? Join us in this engrossing discussion with Shaun McGuirk, the Community Relations Director for Westmont Senior Living. As he takes us on a virtual tour of this new community, his dedication is palpable as he reveals the complexities and nuances of this field. Previously an equestrian center, this 20-acre site is transforming into a haven for seniors complete with Casita homes, ass...
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2 years ago
37 minutes

The Ron Greenwald Show
Ep. 37 Daniel Weiner: Unraveling the Complexities of Estate and Guardianship Planning
Imagine the power of knowing your family's future is secure, no matter what life throws at you. That's exactly what our guest, Dan Weiner, an expert in estate planning and corporate law, can help you achieve. Join us as Dan shares his wealth of knowledge from his time practicing law in England and Hong Kong to his current work in sunny San Diego - you'll hear about the intricacies of estate planning, guardianship, and the challenges families face when making tough decisions. Dan g...
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2 years ago
42 minutes

The Ron Greenwald Show
Ep. 36 Brad Logsdon: The Glen at Scripps Ranch - A Holistic Approach to Senior Living
Discover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch. The Glen at Scripps Ranch, a distinguished continuing care retirement community (CCRC), is spotlighted in our podcast today with Brad Logsdon, its Marketing Director. Logsdon illuminates the community's captivating blend of fine dining, diverse activities, and exceptional healthcare services. Aiming to dispel misconceptions abou...
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2 years ago
43 minutes

The Ron Greenwald Show
Ep. 35 UPDATE: What’s Best for Grandma & Navigating Family Dynamics - How to Keep the Family Together and Talking.
Today’s podcast is a followup to our NOV. 15, 2022 episode 5…to check in and see what has happened in the intervening months to Angel, her Grandmother, Uncle and Father, and how a stroke, a brief stint in rehab and physical therapy have paved the way for Grandmother’s successful entrance into a home care community. And the best part? She’s now thriving. But, as often happens in life, the story doesn’t end there… Caring for an elderly parent and navigating the tension that comes with it – hear...
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2 years ago
43 minutes

The Ron Greenwald Show
What happens when grief, inheritance, and old family rivalries collide? In this third episode of our “Legacy in Motion” series, Ron Greenwald welcomes elder law attorney Uzzel Branson and veteran mediator Judy Copeland for a no-holds-barred conversation about resolving the most explosive disputes in trusts, estates, and conservatorships. From laugh-out-loud legal war stories to heartfelt breakthroughs between siblings, this episode unpacks the power of mediation to preserve dignity, legacy, a...