Legal Tea
Legal Tea
Legal Tea brings you estate and elder law wisdom without the stuffy lawyer speak. Every Tuesday, Attorney Jenny Rozelle dishes out 15-minute episodes of real-world stories, practical advice, and lessons learned from the frontlines.A sought-after speaker known for making estate and elder law accessible and even enjoyable, Jenny brings her signature blend of expertise and relatability to every episode. Because who says learning about estate and elder law can't be a little fun?Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as legal advice. No attorney-client relationship is created by listening to this podcast. Please consult with a licensed attorney regarding your individual circumstances.
Episodes
Mentioned books
Apr 22, 2025 • 17min
Ep. No. 193. Current Trends - Future of Medicaid
Send us Fan MailTune in for a "Current Trends" episode! As long-term care costs rise and Medicaid budget cuts loom, Medicaid's future is in question. We're breaking down the proposed federal budget cuts, the long-term care crisis, and why this matters to everyone, not just those currently enrolled. Tune in!Sources and an episode transcript can be found at: LegalTeaPodcast.com.
Apr 15, 2025 • 16min
Ep. No. 192. Cautionary Tales - Dodging Tax Traps
Send us Fan MailTune in for a “Cautionary Tales" episode! Taxes can be a silent wealth killer—especially if you don’t plan ahead. Whether you’re planning your own estate or advising clients, this episode is packed with valuable insights on gift taxes, estate taxes, and inheritance taxes. Don’t miss this episode, so you make tax-smart decisions.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Apr 8, 2025 • 20min
Ep. No. 191. Celebrity Estate Planning - Gene Hackman & Betsy Arakawa
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – This episode delves into the complex legal aftermath when Gene Hackman and Betsy Arikawa died in close succession. Discover how this rare timing scenario created a perfect storm from an estate planning perspective.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Apr 1, 2025 • 17min
Ep. No. 190. Current Trends - Estate Planning for College Athletes in the NIL Era
Discover the evolving landscape of estate planning for college athletes in the NIL era. With newfound opportunities to monetize their personal brands, financial planning has never been more vital. The podcast delves into the challenges and responsibilities young athletes face as they navigate wealth management. It also underscores the necessity of understanding their financial and legal obligations, paving the way for future discussions on celebrity estate planning cases. Tune in to explore how athletes can safeguard their earnings amidst these changes!
Mar 25, 2025 • 16min
Ep. No. 189. Cautionary Tales - Navigating Estate Plans with Estranged Family
Send us Fan MailTune in for a “Cautionary Tales" episode! Many individuals struggle with fractured family relationships, and some become completely estranged from relatives. This episode explores a cautionary tale of someone who died without establishing an estate plan. As a result, their assets were distributed to estranged family members with whom they had long severed ties.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Mar 18, 2025 • 15min
Ep. No. 188. Celebrity Estate Planning - Family Feuds & Fast Cars (Estates of Carroll Shelby and Dale Earnhardt)
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – In honor of the fast-approaching Indianapolis 500 (since this podcast is based out of Indiana!), this episode dives into what happened following the deaths of racing powerhouses, Carroll Shelby and Dale Earnhardt.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Mar 11, 2025 • 17min
Ep. No. 187. Current Trends - O.J. Simpson’s Assets: The Final Verdict
Send us Fan MailTune in for a "Current Trends" episode! You may have recently watched a new documentary on Netflix called "American Manhunt: O.J. Simpson." In it, a member of the Goldman Family mentioned O.J. "hiding and protecting assets" - which seemed like an interesting topic to dive into on this podcast. Tune in!Sources and an episode transcript can be found at: LegalTeaPodcast.com.
Mar 4, 2025 • 18min
Ep. No. 186. Cautionary Tales - Gifting Assets: Smart Move or a Mistake?
Send us Fan MailTune in for a “Cautionary Tales" episode! To gift or not to gift, that is the question! This week's episode discusses the common scenarios where people and families choose to gift assets and money to children and loved ones, then discusses the possible implications to also consider (when gifting).Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Feb 25, 2025 • 15min
Ep. No. 185. Celebrity Estate Planning - Matthew Perry
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the well-known "Friends" actor, Matthew Perry.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Feb 18, 2025 • 17min
Ep. No. 184. Current Trends - Senior Co-Housing: Living like the Golden Girls!
Send us Fan MailTune in for a "Current Trends" episode! Senior co-housing is on the rise! What is it? Well, think of the Golden Girls! On this week's episode, we talk about what senior co-housing is, as well as the financial and legal considerations to it.Sources and an episode transcript can be found at: LegalTeaPodcast.com.
