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    Education

    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. 

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    Copyright: © All rights reserved

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    Latest Episodes:
    Ep. No. 70. Current Trends - Largest Unclaimed Estate (To Date) Nov 15, 2022
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    Tune in for an episode on “Current Trends” – specifically, this episode is about a Chicago man who, after his passing, became the largest unclaimed estate in the US (to date). Though, ultimately, after investigations, his Estate made its way to the rightful heirs. Wait until you hear the *number* of heirs! Sources and episode transcript can be found at: LegalTeaPodcast.com.

    Ep. No. 69. Cautionary Tales - Listing a Bank as Executor/Trustee Nov 08, 2022
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    Tune in for an episode on “Cautionary Tales” – specifically, this episode shares a story/case about someone who had designated a bank as the Executor/Trustee in their estate plan, which was fine and dandy, until it came time for the bank to serve - and the bank didn't want to serve! Ouch!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

    Ep. No. 68. Celebrity Estate Planning - Anne Heche Nov 01, 2022
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    Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is quite the timely one as the celebrity we're talking about is Anne Heche, who very recently passed away in August 2022. Even though it's been just a couple of months, there's been so much that has gone on/went down. Tune in! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

    Ep. No. 67. Current Trends - Aaron Judge, Home Runs, and Taxes Oct 25, 2022
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    Tune in for an episode on “Current Trends” – specifically, this episode is about the fan that caught Aaron Judge's 62nd home run ball. There's some talk about whether or not the fan will get hit with any taxes for catching the home run baseball - or in the future, gifting or selling the baseball. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

    Ep. No. 66. Cautionary Tales - Estate Planning (With A Dose Of Drama) Oct 11, 2022
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    Tune in for an episode on “Cautionary Tales” – specifically, this episode dives into what we (as well as our client) discovered about the attorney that had drafted their existing estate plan. All around, it was ... not good.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

    Ep. No. 65. Celebrity Estate Planning - Queen Elizabeth Oct 04, 2022
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    Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is quite the timely one. This episode dives into what is likely to happen estate-wise/inheritance-wise following Queen Elizabeth's death. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

    Ep. No. 64. Current Trends - Inflation & Long-Term Care Costs Sep 27, 2022
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    Tune in for an episode on “Current Trends” – specifically, this episode is about the cost of long-term care and how some experts/sources are saying that long-term care may get even more expensive soon, due to inflation and rising costs. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

    Ep. No. 63. Cautionary Tales - Issues with POAs Sep 20, 2022
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    Tune in for an episode on “Cautionary Tales” – specifically, this episode is dissecting what POAs are (there are many types!) and then, we chat about an issue our host, an attorney, keeps seeing with a certain type of POA. Tune in, so you don't make the same mistake as many have!While those professionals' intentions are usually pure, sometimes, due to the lack of communication, clients end up confused in the middle. So, let's talk about it - and how we can all, including attorneys, do better. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

    Ep. No. 62. Celebrity Estate Planning - Naomi Judd Sep 13, 2022
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    Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on one of the most well-known, decorated country music stars, Naomi Judd. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

    Ep. No. 61. Current Trends - Aging in Place Sep 06, 2022
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    Tune in for an episode on “Current Trends” – specifically, this episode is about the term of art, aging in place, and what you can do now to make "aging in place" a likely reality. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

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