The Ron Greenwald Show

“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 heartbreaking family conflicts. With humo...

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 experiences that shaped his ...

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 more meaningful right now a...

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 individuals to control their legacy.
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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 planning.

Marguerite shares her “aha ...

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 or others. Listen in to learn abou...

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, and with thoughtful commentary from ...

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.

Learn how the right planning ...

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 uncertainty to a period filled with gr...

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 of sound estate plans. Our conversa...

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.

Pearl, with her infectious la...

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 us as we unravel their stories, wher...

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, Andy illuminates the often missed oppo...

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 giving, revealing the profound impacts t...

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 into empowering families through i...

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 equestrian center, this 20-acre site is tra...

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 of estate planning, guardianship, an...

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 dining, diverse activities, and exception...

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 doesn’t end there…

Caring for an elderl...