The TrustHacker

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TrustHacker is a weekly podcast that explores the tricks and traps used by the country s best elder and special needs law attorneys when tackling complex trust and tax issues. TrustHacker is a show for you, the elder law and special needs law attorney, whether you are trying to master the intricacie…

Bob Mason: CELA, CAP, Teacher, Attorney, Fun-lover


    • May 9, 2016 LATEST EPISODE
    • infrequent NEW EPISODES
    • 48m AVG DURATION
    • 20 EPISODES


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    Latest episodes from The TrustHacker

    TH013: TOM BEGLEY, III – PRACTICING IN A ROUGH NEIGHBORHOOD

    Play Episode Listen Later May 9, 2016 48:25


    Tom Begley, III chats with Bob about beginning to practice elder law years ago with his father, the challenges of practicing in an aggressive (regulatory and administrative) jurisdiction, selecting fiduciaries, and educating fiduciaries. NOTES Capehart Scatchard Capehart Scatchard telephone: 856-914-2085 Tom’s email The post TH013: TOM BEGLEY, III – PRACTICING IN A ROUGH NEIGHBORHOOD appeared first on TrustChimp.

    TH013: TOM BEGLEY, III – PRACTICING IN A ROUGH NEIGHBORHOOD

    Play Episode Listen Later May 9, 2016 48:25


    Tom Begley, III chats with Bob about beginning to practice elder law years ago with his father, the challenges of practicing in an aggressive (regulatory and administrative) jurisdiction, selecting fiduciaries, and educating fiduciaries. NOTES Capehart Scatchard Capehart Scatchard telephone: 856-914-2085 Tom’s email The post TH013: TOM BEGLEY, III – PRACTICING IN A ROUGH NEIGHBORHOOD appeared first on TrustChimp.

    TH012: SHIRLEY WHITENACK – MADAM PRESIDENT!

    Play Episode Listen Later May 2, 2016 48:03


    As she begins her last month as President of the National Academy of Elder Law Attorneys, Shirley Whitenack talks to Bob her unlikely road to law school, how she became an elder law attorney and what lead to her involvement in NAELA. Shirley and Bob also discuss the challenges of practicing in a state (New […] The post TH012: SHIRLEY WHITENACK – MADAM PRESIDENT! appeared first on TrustChimp.

    TH012: SHIRLEY WHITENACK – MADAM PRESIDENT!

    Play Episode Listen Later May 1, 2016 48:03


    As she begins her last month as President of the National Academy of Elder Law Attorneys, Shirley Whitenack talks to Bob her unlikely road to law school, how she became an elder law attorney and what lead to her involvement in NAELA. Shirley and Bob also discuss the challenges of practicing in a state (New […] The post TH012: SHIRLEY WHITENACK – MADAM PRESIDENT! appeared first on TrustChimp.

    TH011: Roberta Flowers – POAs and the “Real” Client

    Play Episode Listen Later Apr 24, 2016 57:13


    Parts of this are hilarious. Others, very informative. Bobbi and Bob! Stetson Law Professor Roberta (“Bobbi”) Flowers and Bob discuss one of the thorniest ethical problems for the elder and special needs law attorney – namely, how to handle an attorney in fact representing a principal with diminished capacity. There is no clear answer . […] The post TH011: Roberta Flowers – POAs and the “Real” Client appeared first on TrustChimp.

    TH011: Roberta Flowers – POAs and the “Real” Client

    Play Episode Listen Later Apr 24, 2016 57:13


    Parts of this are hilarious. Others, very informative. Bobbi and Bob! Stetson Law Professor Roberta (“Bobbi”) Flowers and Bob discuss one of the thorniest ethical problems for the elder and special needs law attorney – namely, how to handle an attorney in fact representing a principal with diminished capacity. There is no clear answer . […] The post TH011: Roberta Flowers – POAs and the “Real” Client appeared first on TrustChimp.

    TH010: Paul Greenwood Seeks Justice For Elders

    Play Episode Listen Later Apr 17, 2016 46:43


    The Celebrated Deputy District Attorney of San Diego County, California, Paul Greenwood and Bob discuss financial exploitation and other crimes (including murder) against elders. In his 23 years of prosecuting crimes against seniors Paul has built up an impressive record of securing justice and sending criminals to prison. His passion for his vocation is evident; […] The post TH010: Paul Greenwood Seeks Justice For Elders appeared first on TrustChimp.

    TH010: Paul Greenwood Seeks Justice For Elders

    Play Episode Listen Later Apr 17, 2016 46:43


    The Celebrated Deputy District Attorney of San Diego County, California, Paul Greenwood and Bob discuss financial exploitation and other crimes (including murder) against elders. In his 23 years of prosecuting crimes against seniors Paul has built up an impressive record of securing justice and sending criminals to prison. His passion for his vocation is evident; […] The post TH010: Paul Greenwood Seeks Justice For Elders appeared first on TrustChimp.

    TH009: Valerie Peterson: Read the Statute!

    Play Episode Listen Later Apr 10, 2016 46:14


    ElderCounsel CEO Valerie Peterson discusses her early career, how she met the challenge of teaching herself trusts and trust taxation, the importance of initiative in learning, and the necessity of taking care of yourself. As a leading expert on VA benefits issues, Valerie and Bob have an interesting discussion involving the future of VA benefits […] The post TH009: Valerie Peterson: Read the Statute! appeared first on TrustChimp.

    TH009: Valerie Peterson: Read the Statute!

    Play Episode Listen Later Apr 10, 2016 46:14


    ElderCounsel CEO Valerie Peterson discusses her early career, how she met the challenge of teaching herself trusts and trust taxation, the importance of initiative in learning, and the necessity of taking care of yourself. As a leading expert on VA benefits issues, Valerie and Bob have an interesting discussion involving the future of VA benefits […] The post TH009: Valerie Peterson: Read the Statute! appeared first on TrustChimp.

    TH008: Victoria Collier: Find a Niche, Get a Mentor

    Play Episode Listen Later Apr 3, 2016 50:33


    Victoria and Bob chat about the importance of maintaining focus, of making an effort (ethically) of standing out, the difference between lawyers and attorneys, finding a niche, and finding a mentor. And, of course, no conversation with Victoria Collier would be complete without a discussion of VA benefits and where she sees things going with […] The post TH008: Victoria Collier: Find a Niche, Get a Mentor appeared first on TrustChimp.

    TH008: Victoria Collier: Find a Niche, Get a Mentor

    Play Episode Listen Later Apr 3, 2016 50:33


    Victoria and Bob chat about the importance of maintaining focus, of making an effort (ethically) of standing out, the difference between lawyers and attorneys, finding a niche, and finding a mentor. And, of course, no conversation with Victoria Collier would be complete without a discussion of VA benefits and where she sees things going with […] The post TH008: Victoria Collier: Find a Niche, Get a Mentor appeared first on TrustChimp.

    TH007: ALAN GASSMAN ON BUILDING CATHEDRALS

    Play Episode Listen Later Mar 27, 2016 52:51


    Have questions about trusts and basis issues? Hang on, because Bob and Alan discuss some of these near the end of a far-ranging and fascinating discussion. Alan Gassman is one of the country’s leading estate planning attorneys and has a wealth of technical knowledge. Perhaps of greater interest to listeners of The TrustHacker is Alan’s […] The post TH007: ALAN GASSMAN ON BUILDING CATHEDRALS appeared first on TrustChimp.

    TH007: ALAN GASSMAN ON BUILDING CATHEDRALS

    Play Episode Listen Later Mar 27, 2016 52:51


    Have questions about trusts and basis issues? Hang on, because Bob and Alan discuss some of these near the end of a far-ranging and fascinating discussion. Alan Gassman is one of the country’s leading estate planning attorneys and has a wealth of technical knowledge. Perhaps of greater interest to listeners of The TrustHacker is Alan’s […] The post TH007: ALAN GASSMAN ON BUILDING CATHEDRALS appeared first on TrustChimp.

    TH006: Harry Margolis Shares the Secret to a Lucrative Practice

    Play Episode Listen Later Mar 20, 2016 42:18


    One of the planet’s most entrepreneurial elder law attorneys chats with Bob about how he got into elder law (at the very beginning), how he manages several businesses, the key to commanding top fees, and a knot of troublesome cases out of his backyard (Massachusetts). In this episode we hack . . . Harry Margolis! […] The post TH006: Harry Margolis Shares the Secret to a Lucrative Practice appeared first on TrustChimp.

    TH006: Harry Margolis Shares the Secret to a Lucrative Practice

    Play Episode Listen Later Mar 20, 2016 42:18


    One of the planet’s most entrepreneurial elder law attorneys chats with Bob about how he got into elder law (at the very beginning), how he manages several businesses, the key to commanding top fees, and a knot of troublesome cases out of his backyard (Massachusetts). In this episode we hack . . . Harry Margolis! […] The post TH006: Harry Margolis Shares the Secret to a Lucrative Practice appeared first on TrustChimp.

    TH005: Who Cares? Do You?

    Play Episode Listen Later Mar 13, 2016 43:25


    Bob and Vanessa Kanaga, a content developer at Interactive Legal, talk about moving from Kansas to Manhattan (not Kansas) and back to Kansas, what it is like to develop and create trusts for a living, and the key to a successful practice that goes beyond technical expertise. NOTES InterActive Legal Email Vanessa: vkanaga@interactivelegal.com The post TH005: Who Cares? Do You? appeared first on TrustChimp.

    TH005: Who Cares? Do You?

    Play Episode Listen Later Mar 13, 2016 43:25


    Bob and Vanessa Kanaga, a content developer at Interactive Legal, talk about moving from Kansas to Manhattan (not Kansas) and back to Kansas, what it is like to develop and create trusts for a living, and the key to a successful practice that goes beyond technical expertise. NOTES InterActive Legal Email Vanessa: vkanaga@interactivelegal.com The post TH005: Who Cares? Do You? appeared first on TrustChimp.

    TH004: Who’s the Client? With Frank Johns

    Play Episode Listen Later Mar 6, 2016 50:53


    A past president of the National Academy of Elder Law Attorneys, Frank Johns has done just about everything an elder law attorney can do. Frank has been involved in countless committees in various capacities over the years, was a key player in the development of NAELA’s Aspirational Standards (and continues to be involved in a […] The post TH004: Who’s the Client? With Frank Johns appeared first on TrustChimp.

    TH004: Who’s the Client? With Frank Johns

    Play Episode Listen Later Mar 6, 2016 50:53


    A past president of the National Academy of Elder Law Attorneys, Frank Johns has done just about everything an elder law attorney can do. Frank has been involved in countless committees in various capacities over the years, was a key player in the development of NAELA’s Aspirational Standards (and continues to be involved in a […] The post TH004: Who’s the Client? With Frank Johns appeared first on TrustChimp.

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