
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 att... more
| Publishes | Weekly | Episodes | 529 | Founded | 4 years ago |
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| Number of Listeners | Category | Business | |||

n this episode of The Legal Exchange, Todd Lutsky and Susan Powers continue their discussion of last-minute Medicaid eligibility and explain how families may still have options when nursing home care becomes urgent. They cover a Wisconsin caretaker a... more
A nursing home stay can create an urgent financial crisis, but Todd Lutsky explains why families should not assume they have to spend everything before Medicaid becomes an option.
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers i... more
A missing will, out of state property, nursing home paperwork, and an improperly signed document can all create costly legal problems for families. The good news is that many of these issues can be avoided with proper estate planning.
Todd and Susan... more
Trusts can play a major role in protecting assets, avoiding probate, and reducing estate taxes, but the details of how they are drafted and funded can determine whether the plan works.
Todd Lutsky and Susan Powers discuss how homestead protection ap... more
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Todd Lutsky has great information about estate planning and delivers it in a entertaining way.
Key themes from listener reviews, highlighting what works and what could be improved about the show.









Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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A practical estate planning and elder-law show that leans into real-world case studies to illustrate common potholes, from using wills alone to the power of trusts, life estates, and Medicaid planning. Two hosts—a lawyer and a financial advisor—partner to break down complicated rules, share actionable strategies, and reference statutes and recent decisions across states. The format often weaves in listener questions and promotes downloadable guides to help families protect assets, minimize taxes, and navigate nursing-home and probate concerns. The set of recent episodes highlights coordinated planning for blended families, second marriages, and guardianship scenarios, with a strong emphasis on funding trusts, proper beneficiary designations... more
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The Legal Exchange launched 4 years ago and published 529 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Legal Exchange include:
1. Mike Armstrong
2. Chuck Zada
3. Michael Villela
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