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Dinesh Chawla shares his journey of breaking away from the corporate legal system and transitioning to estate planning. He discovered Lawyers with Purpose, a national group focused on a client-centric approach and educating the public through workshops. We cover multiple interesting and useful topics including: the significance of powers of attorney for individuals over 18, the need for wills for parents of minor children, and the benefits of trusts in avoiding probate and maintaining control over assets. Listen in for the wild client story involving injury from a fish sandwich.

Chapters

00:00 Breaking Away from the Corporate Legal System
02:55 Transitioning to Estate Planning
06:00 The Importance of Proper Estate Planning
08:56 Discovering Lawyers with Purpose
12:58 The Client-Centric Approach
19:59 Educating the Public through Workshops
23:02 The Importance of Powers of Attorney
26:00 Creating Wills for Parents of Minor Children
28:57 Understanding Trusts and Avoiding Probate
33:18 The Risks of Trusts and Beneficiaries
34:06 Creditor Protection and Divorce
36:36 The Importance of Estate Planning
37:32 Preventing Drastic Changes
38:38 Probate Assets and Business Ownership
39:19 Limitations of Beneficiary Designations
42:42 Guardianship and Conservatorship
43:52 The Role of a Guardian
49:39 The Emotional Weight of Guardianships
50:32 The Wild Client Story
57:20 Tailoring Plans to Individual Situations
01:01:03 Workshops and Education

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The Clear Health Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user’s own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard or delay in obtaining medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions.