The Ron Greenwald Show

Hosted by Ron Greenwald

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May 2025

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“The Ron Greenwald Show” is 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. Join Ron Greenwald for compelling conversations aimed at all aspects of the business and hear from those on the front lines first-hand. For those operating in this field, it is chock full of educational, monetary, and practical value. An essential must-listen.

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54 recent

May 28, 2025Episode 5438 min

EP 54: Legacy in Motion: Mediating the Madness – Family Feuds & Probate Peace

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 Uzzel Branson and veteran mediator Judy Copeland 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, legacy, and relationships—before the courtroom burns it all down. If you’ve ever wondered how to keep your family out of legal chaos, this is the conversation you can’t afford to miss.🔔 Subscribe for Part 1 and 2 as we dive deeper into the world of trust litigation and justice for families.👨‍⚖️ Featuring: Uzzell Branson IV, Trust & Estate Litigator🎙️ Host: Ron Greenwald🎧 Podcast: The Ron Greenwald Show⏱️ Timestamps:0:00 – Welcome + Meet Judy Copeland1:40 – What Is Probate Mediation?2:30 – Mediation vs. Arbitration Explained4:10 – Family Dynamics in Legal Disputes5:10 – The “Bill & Sister” Mediation Story7:45 – Why Siblings Shouldn’t Be Trustees9:25 – Beanie Babies and Symbolic Battles10:00 – Mediation for Tangible Property12:15 – Clarifying Client Goals in Disputes14:20 – Writing Legal Briefs that Escalate16:00 – Most Common Probate Conflict Types18:00 – Can We Depart from a Parent’s Will?19:50 – How Long Does Mediation Take?21:35 – Elder Law Cases Before Lawsuits24:00 – Mediating Conservatorship Disputes26:00 – Why Complex Trusts Often Fail28:40 – “Law Feels Like Witchcraft” Analogy30:00 – Should You Mediate or Litigate?31:40 – What Is a Professional Fiduciary?33:30 – Real Talk on Managing Family Estates36:00 – Behind the Scenes of Being a Mediator38:00 – West Coast Resolution: Mediation for GoodContact:Ronald L. GreenwaldBroker Associate, MBA, SRESSage Legacy Properties | Greenwald Realty TeamDRE 01264025www.greenwaldrealtyteam.com🎙️therongreenwaldshow.com Text 760.390.0149Uzzel S. Branson IV, Senior AttorneyRMO LLP(619)323-3200RMOLawyers.comHello@rmolawyers.comrelief@rmolawyers.com“Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this e-mail or otherwise until instructed in writing from us to do so.”

May 14, 2025Episode 5344 min

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 stories that expose the human and legal complexities behind elder care, estate battles, and the fight for autonomy. Whether you’re a caregiver, professional, or simply planning for the future, this episode delivers essential wisdom on navigating some of life’s most sensitive legal terrain.🔔 Subscribe for Part 1 and 3 as we dive deeper into the world of trust litigation and justice for families.👨‍⚖️ Featuring: Uzzell Branson IV, Trust & Estate Litigator🎙️ Host: Ron Greenwald🎧 Podcast: The Ron Greenwald Show⏱️ Timestamps:0:00 – Welcome Back + Uzzel’s Infamous Intro 1:00 – Defining Conservatorships: Dead, Dying & “Crazy” 2:30 – Power of Attorney vs. Conservatorship 3:20 – California’s Two Types: LPS vs. Probate Conservatorships 6:20 – Limited Conservatorships & Developmental Disabilities 8:45 – Family Conflicts and Conservatorship Petitions 12:00 – Elder Abuse, Scammers, and Legal Gray Areas 15:00 – When Alcoholism Meets Estate Risk 18:00 – LPS Limitations and Involuntary Treatment 20:00 – The Ethics of Inheritance and Intervention 22:40 – Ladle Murder Case & Probate Fallout 27:00 – Conservatorship vs. Trust Disputes 30:00 – Why Planning Documents Can Still Fail 32:00 – Teaching Law, Fatherhood, and Career Legacy 35:30 – Roller Derby, Road Trips, and Real Life 37:00 – Real Conservatorship Case: Mom, Power of Attorney & APS 41:00 – Memory Care vs. Home Care Dilemmas 43:30 – Uzzel's Favorite Outcome: Restoring Family Connection 44:15 – Teaser for Part 3: “Enter the Mediator…”Contact:Ronald L. GreenwaldBroker Associate, MBA, SRESSage Legacy Properties | Greenwald Realty TeamDRE 01264025www.greenwaldrealtyteam.com🎙️therongreenwaldshow.com Text 760.390.0149Uzzel S. Branson IV, Senior AttorneyRMO LLP(619)323-3200RMOLawyers.comHello@rmolawyers.comrelief@rmolawyers.com“Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this e-mail or otherwise until instructed in writing from us to do so.”TAGS:Ron Greenwald Show, elder law, conservatorships, California probate, LPS conservatorship, limited conservatorship, power of attorney, estate planning, elder abuse, undue influence, trust litigation, family disputes, guardianship, Uzzel Branson, legal storytelling, legacy planning, senior care law, mediation, mental health court, fiduciary law

April 24, 2025Episode 5236 min

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

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 values and vocation. This is more than a legal career—it’s a family legacy, carried forward with purpose.Join us as we uncover the foundation of Uzzell’s journey, setting the stage for Episodes 2 and 3, where we explore how his personal story informs his approach to navigating complex estate and personal disputes and advocating for what’s right.🔔 Subscribe for Part 2 and 3 as we dive deeper into the world of trust litigation and justice for families.👨‍⚖️ Featuring: Uzzell Branson IV, Trust & Estate Litigator🎙️ Host: Ron Greenwald🎧 Podcast: The Ron Greenwald Show⏱️ Chapter Timestamps00:00 – Intro: Dead, Dying, and Crazy01:15 – Meet Uzzell Branson IV: Career Overview03:20 – Family Legacy: From Revolutionary War to Arkansas05:18 – Growing Up in La Cañada, CA06:46 – UCSD Years & Failed Science Career08:25 – Working with Bacillus Spores & Bioremediation09:52 – Introducing JoJo: Emotional Support & Pet Trusts11:20 – Understanding Conservatorships12:30 – Law Enforcement vs. Law School13:08 – First Legal Job: $10/hr Intern15:57 – Law School at USD & Night Program Hustle17:33 – Discovering a Passion for Litigation20:14 – Early Trust Disputes & Learning on the Job22:48 – The ABCs of Trusts & Estate Administration24:32 – Why Estate Planning Needs Regular Updates27:44 – Launching His Own Firm30:04 – Branson & Branson: A Family Firm32:31 – Joining RMO LLP33:59 – Full Circle: Architecture, Arkansas, and Legacy35:19 – Closing Thoughts: Purpose, Perspective, and What’s NextContact:Ronald L. GreenwaldBroker Associate, MBA, SRESSage Legacy Properties | Greenwald Realty TeamDRE 01264025www.greenwaldrealtyteam.com🎙️therongreenwaldshow.com Text 760.390.0149Uzzel S. Branson IV, Senior AttorneyRMO LLP(619)323-3200RMOLawyers.comHello@rmolawyers.comrelief@rmolawyers.com“Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this e-mail or otherwise until instructed in writing from us to do so.”

January 15, 2025Episode 5112 min

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, and the lessons she’s learned along the way. Whether you’ve been impacted by wildfires or simply want to hear an inspiring story of courage, please tune in.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Sage Legacy Properties | Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025Produced by 2POINT2pointagency.com

December 4, 2024Episode 5036 min

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, citing reduced liability and expertise in managing complex responsibilities. The episode discusses real-life scenarios, including the fictional case of Joey and Esmeralda, to illustrate common pitfalls and solutions in estate planning, such as cohabitation agreements, life estates, and advanced healthcare directives.The discussion also touches on Marguerite’s advocacy through the Independent Trustee Alliance and her future projects, including a podcast titled Plan For This and upcoming books. Ron and Marguerite stress the importance of proactive planning for peace of mind and family unity.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Sage Legacy Properties | Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025Produced by 2POINT | 2POINTAGENCY.com

November 20, 2024Episode 4936 min

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 creating a life filled with purpose, security, and peace of mind. Drawing insights from the headlines of iconic figures like Jay Leno, Prince, and legendary coach Bill Belichick, she reveals how thoughtful planning can protect a legacy and bring families closer together.With a vision for the future, Marguerite opens up about her mission to bring clarity and compassion to families facing life’s toughest transitions. This is an episode you can’t afford to miss—it just might change how you think about life and legacy.Let’s Get Social!Facebook | Instagram | Youtube | Linkedin | WebsiteSage Legacy Properties | Greenwald Realty TeamSeniors Real Estate Specialists(844) 782-9674DRE 01264025Produced by 2POINT | 2POINTAGENCY.com

November 6, 2024Episode 4839 min

Ep. 48: The Rob Dieringer Story: From 'Law and Order' to Championing Justice for Older Adults

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 about Rob's dedicated approach to advocating for vulnerable seniors and uncovering the truth in challenging cases. This is a powerful conversation you won’t want to miss.Let’s Get Social!Facebook | Instagram | Youtube | Linkedin | WebsiteSage Legacy Properties | Greenwald Realty TeamSeniors Real Estate Specialists(844) 782-9674DRE 01264025 Produced by 2POINT | 2POINTAGENCY.com

October 23, 2024Episode 4731 min

Ep. 47 (Part 2): Real People, Real Stories – The Trustee’s Role in Protecting Family Harmony

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 Ron Greenwald, this episode explores the critical role trustees play in maintaining family harmony.Judge Belz shares his journey from presiding over high-stakes probate cases to becoming a mediator, where he now focuses on helping families resolve conflicts without the stress of litigation. The discussion is enriched with real-world cases, highlighting both successful outcomes and lessons learned from trust disputes gone wrong.With engaging storytelling, practical tips, and lively interaction between Matt, Judge Belz, and Ron, this episode goes beyond legal theory and offers real, actionable solutions. Whether it’s about preventing a fight over a cherished heirloom or ensuring a smooth transfer of wealth, this episode is a must-listen for anyone interested in protecting their legacy and family unity.Join us for thought-provoking analysis, fascinating case studies, and a healthy dose of “color commentary” as we bridge the gap between legal complexity and real-life family dynamics.

October 9, 2024Episode 4634 min

Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law

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 can prevent devastating family disputes—even over something as simple as a cherished “teddy bear.” With real-world stories and practical tips, this episode goes beyond legal jargon, providing actionable advice on types of trusts and how to integrate them seamlessly into your life planning. Don’t miss this opportunity to gain invaluable knowledge that can safeguard your legacy and protect what truly matters—your family harmony. Together, let’s turn legal complexity into clarity!Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Sage Legacy Properties | Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025Produced by 2POINT | 2POINTAGENCY.com

May 13, 2024Episode 4544 min

Ep. 45 Dr. Bob Uslander on Crafting a Peaceful Closure to Life's Journey

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 grace and meaningful connections. We discuss the pivotal role of clear, compassionate conversations in easing the emotional burden for individuals and their families, and the striking difference these discussions can make in the quality of our final days.Navigating through the complexities of end-of-life care, we present an array of options that go beyond traditional models. Dr. Uslander and I shed light on the value of proactive planning and the nuances of treatment choices that prioritize the individual's quality of life. We also address the intricacies of medical aid in dying, offering an earnest look at how this choice not only supports those seeking control over their suffering but also lends a profound sense of closure to their loved ones. The episode is seasoned with stories of empowerment and the beauty of fulfilling one's final wishes—testaments to the possibility of a serene transition that resonates with peace and comfort for families during a time of grief.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/