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, Todd Lutsky and Susan Powers discuss the costly consequences of delaying estate planning, how trusts can protect inheritances from divorce and creditors, and why beneficiary designations can override a will....
Todd Lutsky and Susan Powers examine the estate planning and tax consequences of gifting assets during your lifetime. They discuss real court cases involving inheritance an...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss two real-life cases involving jointly held accounts and a child born outside of marriage, showing how unclear planning can create disputes over who receives assets. They also explain ...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss two real-life cases that show why giving assets away during life can go wrong, especially in second marriages, divorce situations, and life estate planning. They also explain how trust planning...
Susan Powers and estate planning attorney Todd Lutsky examine how second marriages, trusts, divorce, and retirement accounts can affect an estate plan. They also explain why choosing between a revocable...
Todd Lutsky and Susan Powers examine two court cases that highlight the importance of proper estate planning, trust funding, beneficiary designations, and business succession planning. They also explain a strategy involving IRAs and testamentary ...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss an Alaska trust dispute involving capacity, undue influence, and a child being removed from a revocable trust. They also explain the difference between third par...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss a New Hampshire case involving family real estate, trust assets, and a trustee who was found to have breached his fiduciary duty. Todd explains how properly drafted trust language can give beneficiaries eq...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers examine a Texas court case involving a couple who transferred their home to the husband’s parents, continued living there, and later fa...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers introduce the new guide, Last Minute Medicaid Eligibility, and break down how different assets may be treated when someone needs nursing home care. They discuss why giving real est...
Todd and Susan Powers discuss two court cases that highlight the importance of planning ahead. They explain how intestate succession works when someone dies without a will, why out of state pro...
Todd Lutsky and Susan Powers discuss how homestead protection applies when a home is owned by a trust, why avoiding probate can also help protect assets from creditor claims, and how irrevocable Medicaid trusts may help families protect assets...
Todd Lutsky and Susan Powers discuss how homestead protection applies when a home is owned by a trust, why avoiding probate can also help protect assets from creditor claims, and how irrevocable Medicaid trusts may help families protect assets...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss how real estate should be handled inside an estate plan, why the wording of a trust can determine whether beneficiaries receive a specific property or the pro...
In this episode of The Legal Exchange with Todd Lutsky, Todd and Susan examine two high-profile estate disputes that highlight the dangers of procrastination and explain why having the right legal documents in place before a crisis occurs can make all the difference. They als...
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss how powers of attorney can create problems when self-dealing is allowed, why trusts may offer stronger prot...
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