How To Move Your Mom®
How to Move Your Mom (and Still be on Speaking Terms Afterward) is the place for that conversation we all need to have – because moving your mom, your dad, or yourself isn’t just about moving things from one place to another. It is so much more complicated than that! There’s an increasing number of generations living at the same time…and there’s a lot of life to live in later life. HTMYM features top experts in senior living communities, placement agencies, realtors, and family members who’ve been through it all.Please join us as we explore the possibilities, complexities, and potential of later life. We’ll search for answers to the questions most people don’t know to ask so that all generations can flourish together.
How To Move Your Mom®
007: Providing High-Quality Legal Services with A Compassionate Approach - Jamie Gonzalez
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Jamie Gonzalez a partner at Oldman, Cooley, Sallus, Birnberg & Coleman, LLP. Jamie is extraordinary when it comes to litigating a case involving probate trusts, estate planning, guardianships, or conservatorships (as we call them in California). With over 20 years of experience practicing law, Jamie has been repeatedly recognized as tops in her field by Los Angeles Magazine, The Legal Network, and she's also been named one of Southern California's Super Lawyers for six straight years. This year, she was named as one of the top 50 women attorneys in Southern California.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What the difference is between probate trusts, wills, and all the different terms used in her line of work
- What types of issues in a will or trust tend to trip the legal switch
- What she feels is distinctive about what she does with her clients and what her approach is
- Where her ability to be reasonable with a compassionate and thoughtful outlook comes from
- How she goes about easing a client from a very emotional state back toward reality so they can make smarter decisions
- What kind of questions people should ask attorneys that they're interviewing to represent them
Connect with Jamie Gonzalez:
Website: https://oldmancooley.com/
LinkedIn: https://www.linkedin.com/in/jamie-gonzalez-759036b8/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com