legal documents

Going pro can be cumbersome, don’t get caught without this tool!

Kelley Smith at CarePartners Senior Living joins Suzanne to present a checklist of items to review each year regarding your legal paperwork, to make sure everything is up to date.

Review your powers of attorney documents: make sure your wishes are still accurate, because your viewpoints may have changed.

If you have a healthcare directive, make sure it's filled out in detail, because it can save a lot of heartache. Does your doctor have a copy of your healthcare directive? Is everything that matters to you somewhere that it can get to medical records when needed.

If you have a POLST form (Physician Orders for Life Sustaining Treatment), or a DNR (Do Not Resuscitate Order), is it up on the fridge where paramedics could find it, or if you're in an assisted living facility, is the staff aware of your values and what matters most to you? They will ask a lot of these questions when you check in. There's a reason behind why every piece of paper is asked for and needed by an assisted living community – they need to know who to contact depending on circumstances.

Kelley and Suzanne remind everyone that you should talk to an elder law attorney or an estate planning attorney about getting paperwork filled out.

See omnystudio.com/listener for privacy information.

Rafie Faruq is a Co-Founder of Genie AI, and with so far left to go on his journey it’s a spectacle to observe his outlook on life & business, which is truly brimming with wisdom.

Genie AI’s use of machine learning to open source the law has a monumental number of use cases, and Rafie’s grown the company with pace and force without losing that initial spark.

Join us for a conversation that challenges perceptions of success, documents the power of machine learning & AI, and rouses us to take control of our lives.

Lee and Rafie discuss:

• The ever-relevant learnings from ancient spiritual teachings
• Basics of Machine Learning and the sheer potential it can unlock
• Rafie’s moral compass around giving, and how it informs his decisions
• Why seeking success is actually counterintuitive to leading a content life
• Genie AI’s huge range of use cases in disrupting the legal world

Extrology is sponsored by Progresso Talent Partners who for more than 25 years have successfully delivered interim and permanent leadership talent to transform businesses and to hire the talent you need to enable your business to thrive: https://www.progressotalent.com/

In this episode, we talk with Andrea Nunez of the Genysys Group. What should you be weary of when submitting to contests or even signing contracts for a new job?  We get into it.

Read everything. Don't sign your rights away.

As always, please visit me on my Youtube page as well. 

Thank you for stopping by. Please visit our website: All About The Joy and add, like and share. We'd appreciate that greatly. Also, if you want to find us anywhere on social media, please check out the link in bio page.

Music By Geovane Bruno, Moments, 3481
Editing by Team A-J
Host, Carmen Lezeth


DISCLAIMER: As always, please do your own research and understand that the opinions in this podcast and livestream are meant for entertainment purposes only. States and other areas may have different rules and regulations governing certain aspects discussed in this podcast. Nothing in our podcast or livestream is meant to be medical or legal advice. Please use common sense, and when in doubt, ask a professional for advice, assistance, help and guidance.

Putting the action in redaction. 
This episode of Preview of Tomorrow delves into how Amanda Levay’s company, Redactable, is eliminating the risk of confidential data being compromised during the redaction process. Unlike traditional redaction methods that are extremely manual and often leave room for error, Redactable’s web-based application employs machine learning to scrub every layer of a document to ensure classified data is permanently deleted. The user-friendly platform is file agnostic and able to automate requests, rendering it an efficient and secure solution its users can be confident in. 

Rayna Neises, ACC, host, and Karen Weaver, PCC, co-host, reflect on last week’s interview with Victoria Lowell. Victoria shared information regarding finances and their impact during the caregiving season. Additional thoughts:

• When retiring early to care for a loved one, you need to consider lost wages.  Also, the lost opportunity to contribute to social security and personal retirement plans.
• Finding a side hustle can help with income, but also can provide stress relief helping you feel like you are adding value and that you have something of your own.
• Understand the difference between health insurance, long-term care insurance, and Medicare/Medicaid.
• Power of Attorney is only good while the person is living.  Once they pass, then the will dictates the handling of the estate.
• Medical Power of Attorney and Financial Power of Attorney can be separate documents or can be one comprehensive document.
• It is important to have cash available and accessible at the time of the person’s passing as it can take time to liquidate funds and obtain a copy of the death certificate.
• Check out Podcast #32 with Kira Reginaldo for additional tips.   

https://www.legalwebsitewarrior.com/

In this episode, Sarah Bartholomeusz from You Legal gives us an A to Z guide on the different kinds of documents every practice owner must know and have. She also talks about different policies and licenses that are relevant to clinic owners, and how you can easily resolve disputes by preparing legal documents in advance.

There’s definitely a lot to learn in this episode. Make sure you don’t miss it!

SHOW NOTES 

• [0:01:24.3]  Rapid-fire questions: reading list, who inspires you, childhood aspirations, motto you live by
• [0:07:05.1]  Legal documents and policies clinic owners must be aware about
• [0:08:51.8]  Documents needed to secure structures (partnerships, trusts, company, etc.)
• [0:09:25.0]  Why it’s important to review policies, procedures, agreements, etc.
• [0:10:08.7]  Documents needed for your team
• [0:10:54.6]  Shareholder’s agreement and documents clinic owners need
• [0:14:48.5]  Protecting your patients: privacy policies, data breach notifications, consent forms, confidentiality agreements, etc.
• [0:17:12.5]  Sarah’s thoughts on downloading document templates in Google
• [0:17:52.0]  Does the Cookie Policy fall under Privacy Policies?
• [0:18:48.9]  Documents that secure your profits
• [0:23:37.2]  Run down of all the documents discussed
• [0:24:47.9]  License to Occupy VS. Sub-lease
• [0:25:04.1]  Intellectual Property License
• [0:25:22.4]  Social Media Policies
• [0:25:36.6]  Having an annual review process
• [0:27:18.6]  Connect with Sarah

MENTIONS

• Monash’s Masterpiece by Peter Fitzsimons (book)
• The Shock Doctrine by Naomi Kline (book)
• Harvee Pene

CONNECT WITH SARAH

• LinkedIn
• Accountants On Purpose (book)
• You Legal (website)

If you like this episode of the Grow My Clinic podcast, please don't forget to like, share, comment, and give us your ratings on iTunes and Stitcher.

We appreciate your support and feedback!

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• Watch on YouTube - https://www.youtube.com/@clinicmastery

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Episode 166: Protecting Yourself From Lawsuits with Rachel Brenke

You just got THE LETTER.

You found a great picture on Google and used it on your website. And now you're getting sued.

Or maybe you're the one who wants to litigate: a coach left your box, she's emailing all your members, and you want to drop the hammer.

What's your first step? Rachel has the answers in this episode.

Don’t forget about the 2019 Two-Brain Summit, June 8-9 in Chicago! This year we have some amazing topics and guests for both yourself and your coaches. Click here to register and sign up now!

Contact:

https://rachelbrenke.com/

https://fitlegally.com/

https://connorsandbrenke.com/

Timeline:

3:00 – Introduction to Rachel Brenke.

7:44 – How Rachel manages life, business, and fitness.

9:20 – The legal specialties that fitness professionals need help with. 

11:24 – How can business owners protect their CrossFit gym’s brand?

19:44 – Should you be trademarking everything you make?

29:22 – How to handle with other employees and clients taking photos.

35:10 – Dealing with copyright transfers within your business.

37:20 – Using pictures from the internet on your website and in your business.

41:50 – How to handle someone pursuing legal action against you?

45:10 – What to do if a former employee steals your intellectual property?

54:40 – How to reach Rachel?