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The Legal Exchange

The Legal Exchange

De: The Financial Exchange Network
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The Legal Exchange radio show is designed to provide you with information and a better understanding of the estate tax and elder law planning issues, as well as guide you through the complex rules of Medicaid planning and Medicaid eligibility. Todd will also address ways to avoid the probate process, and will discuss estate, gift and income tax concerns. In addition, Todd will bring on a guest attorney that specializes in other areas of the law in an effort to provide you with a wide range of legal information and do so in a way that is easy to understand.Copyright The Financial Exchange Network Economía
Episodios
  • Trust Mistakes and How to Protect Your Estate

    Trust Mistakes and How to Protect Your Estate
    Apr 10 2026
    Poor planning can tear families apart—and cost far more than expected. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases involving trust mismanagement, family disputes, and costly estate planning mistakes. Also covered:
    • How self-dealing can unravel a trust
    • Why special needs planning is critical
    • The risks of DIY legal strategies
    • How to structure trusts to protect your family and assets
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    54 m
  • $32M Estate Mistake, Nursing Home Contracts, and Trust Planning Explained

    $32M Estate Mistake, Nursing Home Contracts, and Trust Planning Explained
    Apr 2 2026
    One estate planning mistake cost millions—and it happens more often than you think. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers break down a $32 million estate gone wrong, plus key lessons on trusts, inheritance planning, and nursing home agreements. Also covered:
    • What happens when you die without a will
    • How poor planning can trigger massive tax bills
    • Why you should never blindly sign nursing home contracts
    • The differences between guardians, powers of attorney, and healthcare proxies
    • How to protect assets from taxes, divorce, and creditors
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    54 m
  • Life Estates Gone Wrong: Divorce Drama, Deeds & Costly Mistakes

    Life Estates Gone Wrong: Divorce Drama, Deeds & Costly Mistakes
    Mar 26 2026
    On this week’s episode of The Legal Exchange with Todd Lutsky, Todd and Susan break down two cautionary court cases that highlight why estate planning shortcuts can backfire.

    First, an Alabama case where parents tried to deed their home to a daughter in exchange for care — but signed it incorrectly, triggering a legal battle that reached the Supreme Court. Then, a Georgia case involving a questionable divorce, a second marriage, and what happens when someone dies without a will.

    Plus, Todd explains:
    • Why “nothing good ever comes from giving away your home”
    • The hidden tax and control problems with life estates
    • How second marriages complicate inheritance
    • What happens under intestate succession when there’s no plan
    • When (and only when) a life estate might make sense
    If you own your home and are thinking about transferring it — or you’re in a second marriage — this is an episode you don’t want to miss.
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    54 m
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