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 breakthro...

“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 heart...

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

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 m...

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 individ...

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 p...

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...

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 ,...

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. Lea...

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 unc...

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...

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. Pea...

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 u...

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, And...

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 givin...

Imagine navigating the complexities of estate planning, sandwiched between caring for both your parents and children, while also addressing the nuanced needs of Latino families. That's the reality many face, and it's the heart of our discussion with Ivette Kuyateh from Kuyateh Law Group. Ivette, who has gracefully transitioned from prosecutor to estate planner, brings a wealth of insight...

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 a virtual tour of this new community, his dedication is palpable as he reveals the complexities and nuances of this field. Previously an equestr...

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. Join us as Dan shares his wealth of knowledge from his time practicing law in England and Hong Kong to his current work in sunny San Diego - you'll hear about the intricacies o...

Discover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch. The Glen at Scripps Ranch, a distinguished continuing care retirement community (CCRC), is spotlighted in our podcast today with Brad Logsdon, its Marketing Director.  Logsdon illuminates the community's captivating blend of fine dini...

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 way for Grandmother’s successful entrance into a home care community. And the best part? She’s now thriving. But, as often happens in life, the story doe...

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 previously helped launch, enticed him to return to Rome for the summer. With the promise of a guaranteed wage and an already-paid plane ticket, John seize...

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?” Get to know Antonyan Miranda, a prominent law firm in Southern California that is rev...

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. Listen in and uncover the secrets to effective property management and successful real estate investments as Ron and Lucinda discuss the real, day-to-day challenges face...

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 College, and embark on a profound conversation.  Today’s song “ You're Never Alone” can be found on Peter’s “Wire” album here https://peterbolland.band...

In this episode, Ron sits down with Lieutenant Colonel Oakland McCulloch, a decorated veteran who shares his fascinating personal journey, from serving in the United States Army to the current multiple roles he juggles in his life – that of author, speaker, and advocate of servant leadership. Drawing inspiration from his own past experiences and personal interactions, he discusses the pivotal mome...