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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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...
Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life
The Ron Greenwald Show
36 minutes
12 months ago
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 ...
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...
