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.
Episodes
266 episodes
Episode 266. Celebrity Estate Planning - Estate of Warren Burger
Warren Burger was a Supreme Court Chief Justice, but his estate plan tells a much more complicated story. We’re looking at what he got right, what went sideways, and what his estate can teach all of us about planning ahead.Sources and ep...
Episode 265. Current Trends - Your Estate Plan and AI: Proceed With Caution
Before you upload your estate plan into an AI engine like ChatGPT, Claude, or Gemini, there are a few things you should know. We explore the privacy, ethics, and intellectual property concerns surrounding AI and your legal documents.Sour...
Episode 264. Cautionary Tales - Equal Isn't Always Fair: A Home Inheritance Story
A father tries to be fair to all his kids in his estate plan, but "fair" and "equal" turn out to be two very different things. This episode breaks down a real family's cautionary tale about inheritance, the family home, and the conversations th...
Episode 263. Celebrity Estate Planning - Estate of Richard Simmons
Richard Simmons planned for what would happen after he was gone. What he couldn't plan for was the conflict between his brother and his longtime companion that followed. This episode digs into what happened, and why.Sources and episode t...
Episode 262. Current Trends - Airline Miles, Hotel Points & Your Estate Plan
What happens to your airline miles, hotel points, and credit card rewards when you die? In this episode, we break down what happens, how the rules differ between loyalty programs, and what you can do now to keep your rewards from disappearing w...
Episode 261. Cautionary Tales - The Elephant in the Room: Estate Planning Edition
Estate planning only works when it reflects real life - not just clean, idealized family dynamics. In this episode, we talk about the common “elephant in the room” issues that shape how plans should actually be structured and protected.S...
Episode 260. Celebrity Estate Planning - Estate of Paul Allen
Microsoft co-founder Paul Allen changed the world through technology, but his estate plan may be just as fascinating. In this episode, we explore Allen's life, his estate plan, and how his sister, Jody Allen, continues to carry out his lo...
Episode 259. Current Trends - Scams Targeting Older Adults
Scams targeting older adults are more advanced than ever, using technology and manipulation to deceive even cautious individuals. This episode explores how they work and why they matter in the estate and elder law space. Sources and...
Episode 258. Cautionary Tales - The Unfinished Estate Plan Problem
Estate plans often stall not because they’re complicated, but because they involve real human decisions people struggle to make. This episode breaks down the most common reasons people get stuck and how to move forward.Sources and an epi...
Episode 257. Celebrity Estate Planning - Rockefeller Family Estate, Part 4
In the final part of this Rockefeller family series, we bring the lessons of the Rockefeller dynasty into real-life estate planning, exploring how communication, governance, and intentional preparation often matter more than the money itself.&n...
Episode 256. Celebrity Estate Planning - Rockefeller Family Estate, Part 3
In this third episode of the Rockefeller Family Estate mini series, we dive into how the Rockefellers preserved wealth, influence, and family continuity for generations through intentional estate planning, governance, philanthropy, and heir edu...
Episode 255. Celebrity Estate Planning - Rockefeller Family Estate, Part 2
In this second episode of the Rockefeller Family Estate mini series, we explore how public backlash against Standard Oil transformed John Rockefeller from one of America’s most criticized businessmen into the architect of one of history’s...
Episode 254. Celebrity Estate Planning - Rockefeller Family Estate, Part 1
In this first episode of the Rockefeller Family Estate mini series, we explore how John Rockefeller built Standard Oil into an industrial empire and set the stage for one of the most influential wealth stories in American history, laying the fo...
Episode 253. Current Trends - Cars, Collectibles, and Chaos After Death
This episode dives into the surprisingly complicated (and deeply emotional!) question of what happens to cars after death. From probate and family conflict to collector vehicles and sentimental assets, we explore why the “stuff” people leave be...
Episode 252. Cautionary Tales - When an Irrevocable Trust Needs an Update
Irrevocable trusts don’t always mean “unchangeable,” and today we’re breaking down why. We cover the key legal pathways that often allow modifications, and what happens when a trust becomes outdated or hard to live with. Sources and...
Episode 251. Celebrity Estate Planning - Estate of Ernie Banks
"Mr. Cub" Ernie Banks was beloved on the field, but his estate became a battleground after a last-minute plan left everything to his caregiver instead of his family. This episode breaks down the legal drama that followed and the key estate plan...
Episode 250. Current Trends - Real Estate in the Great Wealth Transfer
In this episode, we break down how real estate is becoming one of the most complicated pieces of the Great Wealth Transfer, especially when there’s no clear estate plan in place. From heirs inheriting property together to families getting stuck...
Episode 249. Cautionary Tales - To Gift or Not to Gift
Gifting during your lifetime can be a powerful planning tool, but it’s also one of the easiest ways to unintentionally create tax issues, lose control, or derail long-term care plans. In this episode, we break down when gifting works, when it b...
Episode 248. Celebrity Estate Planning - Estate of Jerry Garcia
This episode explores the life and legacy of Jerry Garcia, from his rise with the Grateful Dead to the complex estate battles that followed his death. It highlights how—even with a Will in place—family dynamics, informal agreements, and valuabl...
Episode 247. Current Trends - Trusts & Estates on the Bar Exam … Or Not!
The upcoming NextGen Bar Exam is changing the way new lawyers are tested, and Trusts & Estates is losing its spotlight as a standalone subject. In this episode, we explore what that means for consumers, law students, and the general legal p...
Episode 246. Cautionary Tales - The Hidden Risk of Beneficiary Designations
Avoiding probate by adding beneficiary designations to everything might sound smart—but it can leave your Executor stuck trying to pay bills with little or no money in the estate. In this episode, we break down how this common strategy can back...
Episode 245. Celebrity Estate Planning - Estate of Greg Biffle
Greg Biffle’s life was full throttle, but his estate plan ... or lack thereof ... was anything but. In this episode, we unpack how dying without a Will has set his estate on a complex path, spotlighting probate, legal claims, and lessons about ...
Episode 244. Current Trends - Late-Life Marriage Meets Estate Planning
Later-in-life marriages are on the rise, but many couples don’t realize that saying “I do” can immediately change legal rights to their assets and even override parts of an existing estate plan. In this episode, we unpack why prenuptial agreeme...
Episode 243. Cautionary Tales - The Power (and Peril) of a Power of Attorney
This episode is all about treading carefully with Powers of Attorney. Learn how to choose the right agent, understand what authority you’re granting, and make sure your document actually works - so you’re prepared and protected when it matters ...
Episode 242. Celebrity Estate Planning - Vanderbilt Family Estate, Part 3
In the final installment of the Vanderbilt family series, we explore how the fortune founded by Cornelius Vanderbilt ultimately faded as it was divided across generations without a unifying structure. The episode wraps up with the broader...
