The Legal Exchange
The Legal Exchange radio show is designed to provide you with information and a better understanding of the estate tax and elder law planning issues, as well as guide you through the complex rules of Medicaid planning and Medicaid eligibility. Todd will also address ways to avoid the probate process, and will discuss estate, gift and income tax concerns. In addition, Todd will bring on a guest attorney that specializes in other areas of the law in an effort to provide you with a wide range of legal information and do so in a way that is easy to understand.
Episodes
In this episode of The Legal Exchange with Todd Lutsky, Todd and Susan Powers break down real court cases involving trust disputes, joint property, powers of attorney, and family disagreements over inherited real estate. They explain why transferring...
- Why revocable trusts helped protect assets during an inheritance dispute involving grandchildren and allegations of undue ...
- Why relying only on a will can create major problems
- How unfunded trusts can comp...
- How a power of attorney allowed $5.6 million in gifts
- Why remarriage without updating your plan can backfire
- The hidden risks of nominee realty ...
- Why failing to update beneficiaries after divorce can backfire
- How federal law can override your estate plan
- The risks of waiting too long to plan for ...
- A court case showing how one mistake can void a mortgage tied to a trust
- Why putting assets in your child’s name can backfir...
- How self-dealing can unravel a trust
- Why special needs planning is critical
- The risks of DIY legal strategies
- How to structure trusts to protect your family and assets
- What happens when you die without a will
- How poor planning can trigger massive tax bills
- Why you should never blindly sign nursing home contracts
- ...
First, an Alabama case where parents tried to deed their home to a daughter in exchange for care — but signed it incorrectly, triggering a legal battle that reached the Supreme Court. Then, a Georgia case involving a questionable divorce, a second marriage, and...
Plus, listener questions on life estates — capital gains, divorce risks, and who pays exp...
They also break down a Nebraska case ...
The conversation expl...
Todd also answers listener questions on personal care contracts, irrevocable trusts, HELOCs, healthcare proxies, and powers of attorney — explaining the practical steps families can take to avoid court involvement and protect assets.
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