#elderlaw

Today's show is a preview of an upcoming seminar. In celebration of older Americans month, Talk Law radio is hosting an Elder Law and Retirement symposium on Wednesday May 24th at 6pm at the Education Service Center located at 1314 Hines in San Antonio. This free seminar will include speakers Todd Marquardt of Marquardt law firm, Tim Allen from AHIA and Rick Hood also of AHIA. They will be discussing health, finance and legal issues facing older Americans today. This is a free event but we ask that you RSVP today by calling 210-530-4278. Don’t miss the Elder Law and Retirement Symposium Wednesday May 24th at 6pm. Remember our sponsor Financial Planning HQ. Are you looking for true financial planning to help you make the best decisions about your money? Instead of trying to sell you overly complicated financial products, Financial Planning HQ focuses on creating comprehensive strategies that give you and your family the highest probability of achieving your goals. For a complimentary consultation with Joseph at Financial Planning HQ, call (210) 748-6699. That’s (210) 748-6699... With a plan, yes you can.

Join Todd Marquardt every week for exciting law talk on Talk Law Radio!

The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation.

See omnystudio.com/listener for privacy information.

On the Charlotte Today show we’re talking about Estate Planning and the important role it plays in so many people's lives, here to walk us through our Attorneys, Greg McIntyre and Brenton Begley from Mcintyre Elder Law. Before we start talking about estate planning. Let's talk about a typical day and what that looks like. 

CALL: 888-999-6600 for a FREE consultation or online at https://mcelderlaw.com/scheduling/

Part One: Best Practices for Attorney Wellness (Segment One)

The first half of this episode is a panel discussion about best practices for attorney wellness featuring Amy Bice Larson, Managing Partner of BSP Law Houston, Elizabeth Stevens, HR Director of the Harris County District Attorney's Office, and Josie Morgan, COO of BoyarMiller.  These guests share the most successful attorney wellness initiatives in their offices or firms.  This panel discussion will be very interesting for attorneys who work in firm management or HR, or any attorney who is interested in what local legal employers are doing to make sure that the attorneys in their office stay well. They also take a deeper dive into wellness and address how attorneys need to look out for one another and specifically point out that the State Bar has programs that are of benefit to attorneys who are struggling with mental health issues.

Wellness Break: Slowing Down for Healing and Health: How Lawyers can Benefit from Restorative/Trauma-Informed Yoga (Segment Two)

The Wellness Break features Jessica Crutcher, who is a partner at Mayer Brown and also a yoga instructor. She shares how inclusive, trauma informed yoga and meditation classes can improve wellness in attorneys. 

Part Two: The Intersection of Law and Mental Health

This part of the episode focuses on the types of mental health issues that impact cases in different practice areas and how the lawyers deal manage these issues. It includes a lot of practical tips that will be particularly beneficial to younger lawyers.

The Intersection of Employment Law and Mental Health (Segment 3)

The third segment of this episode features Ashlee Grant, who is a partner at BakerHostetler and is and is board-certified in labor and employment law by the Texas Board of Legal Specialization.  Ashlee discusses the intersection of employment law and mental health and provides practical advice for employment lawyers who are faced with mental health issues in their cases.

The Intersection of Estate Planning, Guardianship, and Mental Health (Segment 4)

The fourth segment of this episode features John B. Henry, III, of the Law Office of John B. Henry, III, PLLC, who is interviewed by Behind the Lines interviewer Anietie Akpan.  John is certified by the Texas Board of Legal Specialization in estate planning and probate law and is a certified elder law attorney by the National Elder Law Foundation.  John addresses how mental health and wellbeing issues impact his practice, including mental incapacity issues in his cases and how he manages mental wellbeing issues that his clients are dealing with.

The intersection of Family and Immigration Law and Mental Health (Segment 5)

The final segment of this episode features Jody-Ann Greenwood, who is the founder and managing attorney of Greenwood Legal Advocacy Group, PLLC where she has been practicing family and immigration law since 2016.  Behind the Lines interviewer Anietie Akpan interviews Jody-Ann about the types of mental health issues she encounters in both her family law and immigration law practices and how she effectively handles these issues. 

Listeners who are HBA members can receive up to 1.75 hours of TX CLE credit for listening to this episode. Details available at hba.org.

For full speaker bios, visit The Houston Lawyer (hba.org). To read The Houston Lawyer magazine, visit The Houston Lawyer_home. For more information about the Houston Bar Association, visit Houston Bar Association (hba.org).
*The views expressed in this episode do not necessarily reflect the views of The Houston Lawyer Editorial Board or the Houston Bar Association.

John K. Ross is the founder of one of the largest boutique estate planning and asset protection law firms in Texas, Ross & Shoalmire, P.L.L.C. Founded with the singular goal to be the best resource in the community for Estate Planning, Elder Law, and Asset Protection, John’s team now covers over 40 counties in Texas and Arkansas. 

To learn more about John and Ross & Shoalmire, please visit www.rossandshoalmire.com/.

You can also hear John on the Big Picture Retirement Podcast - bigpictureretirement.com.

Baby Boomers Radio is a listener supported production.  To learn more about supporting the program, please visit babyboomersradio.com/support/. 

In celebration of Older Americans Month, I talk about some hidden legal issue blind spots that older Americans, senior citizens, and elderly family members might have: 1. Loss of capacity 2. The high cost of long term care 3. Financial Exploitation of the elderly 4. Lifetime gifts versus testamentary gifts Learn more about Older Americans Month and Administration for Community Living, a department under the US Dept of Health and Human Services and the National Institute on Disability, Independent Living, and Rehabilitation Research, at https://acl.gov/oam/2022/older-americans-month-2022 

See omnystudio.com/listener for privacy information.

I'm a hot mess...the end :-) 

The assisted living facility mom lives, is on lockdown...AGAIN! My mom is calling me in tears, scared & anxious. 

Tune in for our new episode and guest Byron Cordes of Sage Care Management who will help us understand that planning for your senior years not only effects you but could save financial/mental/emotional strain on your family. “I am passionate about educating seniors and their families to find all the options they need for successful aging. Just as important is to weed out what is not relevant to them by narrowing the clutter and misinformation they may find. A personal passion is how dementia affects seniors ad their families. We need appropriate training and viable care options for these most vulnerable citizens.” Twitter: @sagecare Facebook: @SageCareManagement Web: http://www.sage-care.com/ Short Biography for C. Byron Cordes, LCSW, C-ASWCM, CMC Byron is recognized as one of the nation’s leading experts in Aging Life Care, derived from over 30 years in the social work field. His writings and interviews on geriatrics, dementia and caregiving have been published nationally. He received his Masters in Social Work from the Worden School of Social Services at Our Lady of the Lake University and a Bachelor of Science in Psychology from Oklahoma State University. Byron is a Licensed Clinical Social Worker in the state of Texas and holds certifications in Social Work Case Management as well as Care Management. He served as an Assistant Professor at Our Lady of the Lake University in San Antonio, is a Fellow of the Leadership Academy of the Aging Life Care Association, and is a member of the National Association of Social Workers. In 2018, Byron was appointed to the Texas Council on Alzheimer’s Disease and Related Disorders by the Texas Speaker of the House. He served as the 2012 President of the Aging Life Care Association™ and is a Past-President for the South Central Chapter. He additionally serves on several boards including the National Academy of Certified Care Managers, the South Texas Adult Protective Services Community Board, and the San Antonio & South Texas Chapter of the Alzheimer’s Association.

See omnystudio.com/listener for privacy information.

Barbara Lambert, Senior Care Advisor, talks with Todd about unexplainable reasons for not attending holiday dinner or warning signs that something might be slipping that you notice at the holiday dinner. Have you noticed some changes in your loved one while visiting for the holidays?

See omnystudio.com/listener for privacy information.

No Christmas for the elderly. I discuss quarantine during Christmas in assisted living facilities. 

Barbara Lambert, Senior Care Advisor, talks with Todd about unexplainable reasons for not attending holiday dinner or warning signs that something might be slipping that you notice at the holiday dinner. Have you noticed some changes in your loved one while visiting for the holidays?

See omnystudio.com/listener for privacy information.

Today I discuss dementia and how Covid has affected the elderly population.

A great fiduciary can provide valuable meaningful help at important time of your life.  Tom and John discuss the important aspects of this critical role for seniors as they age as well as pitfalls to avoid senior exploitation.

A portion of this podcast was sponsored by F1 For Help, visit f1forhelp.net for more information and to support our sponsor.

Tune in for our episode and guest Byron Cordes of Sage Care Management who will help us understand that planning for your senior years not only effects you but could save financial/mental/emotional strain on your family. “I am passionate about educating seniors and their families to find all the options they need for successful aging. Just as important is to weed out what is not relevant to them by narrowing the clutter and misinformation they may find. A personal passion is how dementia affects seniors ad their families. We need appropriate training and viable care options for these most vulnerable citizens.” Twitter: @sagecare Facebook: @SageCareManagement Web: http://www.sage-care.com/ Short Biography for C. Byron Cordes, LCSW, C-ASWCM, CMC Byron is recognized as one of the nation’s leading experts in Aging Life Care, derived from over 30 years in the social work field. His writings and interviews on geriatrics, dementia and caregiving have been published nationally. He received his Masters in Social Work from the Worden School of Social Services at Our Lady of the Lake University and a Bachelor of Science in Psychology from Oklahoma State University. Byron is a Licensed Clinical Social Worker in the state of Texas and holds certifications in Social Work Case Management as well as Care Management. He served as an Assistant Professor at Our Lady of the Lake University in San Antonio, is a Fellow of the Leadership Academy of the Aging Life Care Association, and is a member of the National Association of Social Workers. In 2018, Byron was appointed to the Texas Council on Alzheimer’s Disease and Related Disorders by the Texas Speaker of the House. He served as the 2012 President of the Aging Life Care Association™ and is a Past-President for the South Central Chapter. He additionally serves on several boards including the National Academy of Certified Care Managers, the South Texas Adult Protective Services Community Board, and the San Antonio & South Texas Chapter of the Alzheimer’s Association.

See omnystudio.com/listener for privacy information.

Elder Law Attorney Rebecca Eyman will help the listener achieve an understanding as to the importance of power of attorney and advance directive legal documents. Additional issues including capacity considerations, erroneous documents, relative costs, and proper safeguarding of documents will be discussed.

Grab your family album and pull up your contacts as we explore Estate and Tax Planning beyond the borders of the United States, stay tuned to see what laws could either make your family tree flourish or topple under the weight of ignorance by not knowing about international treaties. For international estate planning, tax laws are of special importance because the tax treatment of non-US residents is very different than US citizens/residents in the US. Conversely, for US citizens with assets abroad, they need to be aware of tax treatment in those countries (for example, does the US have an estate tax treaty with that nation) and have an estate plan to dispose of those assets after their death. Iván is the Managing Partner of the Law Office of Ivan Ramirez & Associates located in San Antonio, Texas. His practice is focused on servicing both domestic and international clients with business planning, estate planning, estate administration, estate & gift tax planning, and real estate. Ivan is a frequent speaker for attorney, financial advisor, and CPA continuing education conferences on the above topics over the last 13 years. web: www.ram-law.com español: abogadoivan.com Instagram: ivanramirezlaw Facebook: Law Office of Ivan Ramirez & Associates

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Prepare to have the stereotype of Trusts only being used by the wealthiest 1% disproven in this new episode with our guest and sponsor Cheryl John, Senior Vice President and Trust Officer at Falcon Bank, helping us understand: what is a trust, what purpose does it serve, what does a Trustee do, and who might benefit from a trust?

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This episode goes deep as we interview Law Clerk Haylee Palmer of Marquardt Law Firm, P.C. and retired Reverend Patrick Erickson to discuss the law and the gospel about end of life decisions. What would you do if you were in a coma/incapacitated, but no one knows if you want to wait for a miracle or wait for the light at the end of the tunnel?

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You spent your whole life planning what you want to be when you grow up but now that you are and continue to get older, do you have your retirement plan ready? Does your family know if you would agree to be placed in a home or stay at home for your golden years? What happens if you stop remembering things like you used to? Tune in to hear Todd Marquardt share his experience in what started his passion to begin serving as an Elder Law Attorney.

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Have you been watching the latest infomercials and wondering why the same product comes in a different name or design every couple of years? Maybe you had an idea that someone else developed before you could put it on paper? What kind of myths have you heard anything copyrights and their lawsuits? Find out with our special guest and Patent Law Attorney Roman Aguilera, Roman has a combined industry and intellectual property experience of over twenty years. His prior work experience includes project support for NASA, software engineering for Valero Energy, and consulting services for IBM. Roman has also worked in the research labs for two years at the University of Texas at Austin. In addition, Roman has served as the Director of Intellectual Property for a major university system managing the intellectual property and commercialization efforts for the health science center and university. Roman has a combined patent filing and prosecution experience of over three hundred applications in various technology spaces including mechanical devices, software, hardware, nanotechnology, medical devices, biochemistry, vaccines, and the electrical arts. Roman also serves as a guest lecturer for undergraduate and graduate level courses covering topics such as the intersection of research, commercialization, and IP.

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