The Ron Greenwald Show

The Ron Greenwald Show

A podcast and professional forum for all of those who dedicate themselves to - and work on behalf of - older adults, to hear and share stories of value.

Recent Episodes

Ep. 54: Legacy in Motion: Mediating the Madness – Family Feuds & Probate Peace (Part 3)
54
May 28, 2025

Ep. 54: Legacy in Motion: Mediating the Madness – Family Feuds & Probate Peace (Part 3)

What happens when grief, inheritance, and old family rivalries collide? In this third episode of our “Legacy in Motion” series, Ron Greenwald welcomes elder law attorney Uzzell S. Branson IV and veteran mediator Judy Copeland, Esq. for a no-holds-barred conversation about resolving the most explosive disputes in trusts, estates, and conservatorships. From laugh-out-loud legal war stories to heartfelt breakthroughs between siblings, this episode unpacks the power of mediation to preserve dignity,
Ep. 53: Legacy in Motion: The Fine Line Between Protection and Control (Part 2)
53
May 14, 2025

Ep. 53: Legacy in Motion: The Fine Line Between Protection and Control (Part 2)

“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 humor, candor, and real-world insight, Uzzel shares jaw-dropping ...
Ep. 52: Legacy in Motion: The Journey of Uzzell Branson IV (Part 1)
52
April 24, 2025

Ep. 52: Legacy in Motion: The Journey of Uzzell Branson IV (Part 1)

In this opening episode of a three-part series, we dive into the remarkable personal story of Uzzell 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 values and vocation. This is more than a legal career—it’s a family legacy, carr
Ep. 51: Special Edition - Lessons from Loss: A Survivor’s Guide to Facing Wildfires in LA
51
Jan. 15, 2025

Ep. 51: Special Edition - Lessons from Loss: A Survivor’s Guide to Facing Wildfires in LA

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 as she shares her personal story of loss, the strength it took to rebuild, a
Ep. 50: Life's Roller Coaster Unpacked by Marguerite Lorenz: Real Stories, Real Solutions
50
Dec. 4, 2024

Ep. 50: Life's Roller Coaster Unpacked by Marguerite Lorenz: Real Stories, Real Solutions

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. Marguerite advocates for professional trustees over family members, ci
Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life
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Nov. 20, 2024

Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life

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 moment” that estate planning isn’t about preparing for death but