Coffee with Counsel
Coffee with Counsel
Podcast Description
In each episode of Coffee with Counsel, your host, Grace St. Clair will speak with professionals such as real estate brokers, financial advisors, accountants, and attorneys who will share their expertise and real stories of how people get in and out of a mess in a variety of circumstances.
Podcast Insights
Content Themes
The podcast covers a range of themes including estate planning, real estate management, and financial advisory services. Episodes feature in-depth discussions on topics such as the intersection of real estate and estate planning, with real-life stories like managing inheritance disputes or understanding probate processes.
In each episode of Coffee with Counsel, your host, Grace St. Clair will speak with professionals such as real estate brokers, financial advisors, accountants, and attorneys who will share their expertise and real stories of how people get in and out of a mess in a variety of circumstances.
Coffee with Counsel Hosted by Grace St. Clair, Episode 6
In this episode of Coffee with Counsel, Grace St. Clair speaks with Susan Graven, Licensed Professional Fiduciary, who has spent her career helping families and individuals navigate healthcare decisions, financial oversight, and trust administration when they can no longer manage it themselves.
Susan is especially known for her work as a court-recognized advocate for clients in the hospital, her role helping people avoid conservatorship through proper planning, and her volunteer leadership with the Senior Specialist Group, a South Bay network connecting families with vetted senior care professionals.
Tune in to the episode to hear about:
* Susan Graven explaining why turning 18 legally strips parents of the right to make medical decisions for their child, even in an emergency
* Why might a professional fiduciary be a better choice than a family member when no one can agree on end-of-life decisions?
* Jay Leno never secured a power of attorney for his wife’s healthcare, and his family is now living through a very public conservatorship as a result
* How does elder financial abuse so often end up coming from inside the family, not from a stranger?
* Susan’s advice to name three successor trustees, not just one, so there is always a next person ready to step in
Learn more about Susan Graven:
* Connect with Susan on LinkedIn: linkedin.com/in/susangraven
* Visit Riviera Fiduciary’s website: rivtrust.com
* Learn more about the Senior Specialist Group and Foundation for Senior Services: foundationforseniorservices.org
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About Coffee with Counsel:
In each episode of Coffee with Counsel, your host, Grace St. Clair will speak with professionals such as real estate brokers, financial advisors, accountants, and attorneys who will share their expertise and real stories of how people get in and out of a mess in a variety of circumstances.
Watch more episodes of Coffee with Counsel:
* Website: https://stclairesq.com/blog
* YouTube: https://www.youtube.com/@gracestclair7997
Connect and learn more from your host, Grace St. Clair:
* Connect with Grace on LinkedIn: https://www.linkedin.com/in/grace-st-clair-esq-70b3b410
* Follow St. Clair Law on LinkedIn: http://linkedin.com/company/st-clair-law
* Follow St. Clair Law on Facebook: https://www.facebook.com/StClairLawEsq
* Follow St. Clair Law on Instagram: http://instagram.com/st.clairlaw
LEGAL DISCLAIMER:
The law is complex and this podcast does not cover all situations, legal responsibilities or variations in different circumstances. This podcast is for entertainment and informational purposes only and nothing contained in this Podcast should be construed as legal advice. The views expressed in this Podcast may not be those of hosts or the firm. We are not responsible for any losses, damages or liabilities that may arise from the use of this Podcast. This Podcast is not intended to replace legal advice.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.