Episodes

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 Uzzell S. Branson IV and veteran mediator Judy Copeland, Esq. 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,...

“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 ...

In this opening episode of a three-part series, we dive into the remarkable personal story of Uzzell 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 family legacy, car...

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 took to rebuild, a...

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, c...

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 bu...

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 seniors and u...

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 trustees p...

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 as ...

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 clear, ...

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 problema...

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 to ...

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 zeal ...

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 potenti...

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 esta...

Ivette Kuyateh, of Kuyateh Law Group, shares her journey from prosecutor to estate planner, emphasizing the importance of culturally sensitive legal services for Latino families, drawing from her experiences in Mexico and California. She discusses the challenges faced by adult daughters in Latino communities who juggle caregiving duties while managing careers and highlights the significance of thoughtful asset distribution in preventing familial conflicts. Additionally, Ivette explores the broader landscape of aging population needs, particularly focusing on the wealth transfer among baby boomers and offering her book as a resource for guidance and inspiration in navigating estate planning.

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...

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.

Discover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch.

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...

In this captivating episode, John Penate shares the recent and remarkable twist in his life as he transitions from his retail job in California to once again becoming a tour guide in Rome, Italy. The unexpected offer from Liv Tours, a company he...

The Antonyan Miranda Law Firm - a growing force in family law and probate litigation, combining innovative strategies with compassionate representation. You may have seen one of their famous billboard ads - “When the Ring Comes Off, The Gloves Come Off”, or “Diamonds Aren’t Forever” – and wondered, “Who is that?”

Lucinda Lilley shares her wealth of knowledge and experience in the rental housing industry, discussing the many challenges faced by landlords and the expert solutions she offers through her consulting company, Bridging Influence.

Engage in a deep exploration of multi-generational perspectives, personal journeys, and the quest for life’s meaning with Peter Bolland of Southwestern College. Meet Peter Bolland, the Philosophy and Humanities Department Chair at Southwestern...