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Legal Tea

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Rating
★★★★★
4.9
from
31 reviews
Categories
Country
United States
This podcast has
268 episodes
Language
English
Publisher
Legal Tea
Explicit
No
Date created
2021/06/16
Latest episode
2026/09/29
Average duration
15 min.
Release period
7 days

Description

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. 

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Episode 268. Current Trends - Natural Disasters & Your Estate Plan: Are You Prepared?
2026/09/29
Send us Fan Mail Natural disasters are making headlines across the country, but what happens to your estate plan when disaster strikes? This episode covers how to protect, store, and back up your estate planning documents so your family can actually find them when they need them most. Sources and an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 267. Cautionary Tales - So You've Been Named Executor or Trustee...
2026/09/22
Send us Fan Mail Being named as an Executor or Trustee is a big responsibility - but what exactly does that mean? This episode takes a closer look at what these roles involve, the responsibilities that come with them, and what you should know before saying yes. Sources and an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 266. Celebrity Estate Planning - Estate of Warren Burger
2026/09/15
Send us Fan Mail 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 episode transcript can be found at: https://www.legalteapodcast.com/podcast. 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.
Episode 265. Current Trends - Your Estate Plan and AI: Proceed With Caution
2026/09/08
Send us Fan Mail 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. Sources and an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 264. Cautionary Tales - Equal Isn't Always Fair: A Home Inheritance Story
2026/09/01
Send us Fan Mail 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 that never happened.  Sources and an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 263. Celebrity Estate Planning - Estate of Richard Simmons
2026/08/25
Send us Fan Mail 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 transcript can be found at: https://www.legalteapodcast.com/podcast. 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.
Episode 262. Current Trends - Airline Miles, Hotel Points & Your Estate Plan
2026/08/18
Send us Fan Mail 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 with you.  Sources and an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 261. Cautionary Tales - The Elephant in the Room: Estate Planning Edition
2026/08/11
Send us Fan Mail 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. Sources and an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 260. Celebrity Estate Planning - Estate of Paul Allen
2026/08/04
Send us Fan Mail 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 long-term vision nearly a decade after his death. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast. 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.
Episode 259. Current Trends - Scams Targeting Older Adults
2026/07/28
Send us Fan Mail 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 an episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 258. Cautionary Tales - The Unfinished Estate Plan Problem
2026/07/21
Send us Fan Mail 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 episode transcript can be found at: LegalTeaPodcast.com. 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.
Episode 257. Celebrity Estate Planning - Rockefeller Family Estate, Part 4
2026/07/14
Send us Fan Mail 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.  Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast. 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.
Episode 256. Celebrity Estate Planning - Rockefeller Family Estate, Part 3
2026/07/07
Send us Fan Mail 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 education.  Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast. 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.
Episode 255. Celebrity Estate Planning - Rockefeller Family Estate, Part 2
2026/06/30
Send us Fan Mail 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 most enduring family dynasties. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast. 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.
Episode 254. Celebrity Estate Planning - Rockefeller Family Estate, Part 1
2026/06/23
Send us Fan Mail 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 foundation for a family legacy that would ultimately redefine generational estate planning. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast. 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.

Podcast reviews

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4.9 out of 5
31 reviews
★★★★★
D$$$Anders 2026/06/17
Fantastic Estate Planning Pod
I’m a newer subscriber, but five episodes in and I love this podcast. Jenny delivers great estate planning content, well researched in an easily diges...
★★★★★
Card 7 2026/03/31
Heart MD
Hi Jenny Could you do an episode on the Rockfellers to compare and contrast?
★★★★★
JW7 Reviews 2025/11/06
Ep 221 👍🏼
Jenny, this a great episode! I may be slightly biased since I’m in the financial sector. But this is so true! Social media has changed the world.. and...
★★★★★
flomo ro 2025/09/08
Excellent!
15 minutes of very helpful estate planning insights and real life issues (like 2 brothers fighting over mom’s wedding ring until they discovered it wa...
★★★★★
Jackie on FIRE 2025/06/17
Absolutely the best Estate Planning pod
I always thought Estate Planning was boring 😴 until I started listening to the “Legal Tea Podcast”. Jenny is funny and smart about a generally dry to...
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