This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Jamie Gonzalez a partner at Oldman, Cooley, Sallus, Birnberg & Coleman, LLP. Jamie is extraordinary when it comes to litigating a case involving probate trusts, estate planning, guardianships, or conservatorships (as we call them in California). With over 20 years of experience practicing law, Jamie has been repeatedly recognized as tops in her field by Los Angeles Magazine, The Legal Network, and she's also been named one of Southern California's Super Lawyers for six straight years. This year, she was named as one of the top 50 women attorneys in Southern California.

Episode Sponsor:  

Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos?  We can organize and digitize those for you, too.

What you will learn from this episode:

• What the difference is between probate trusts, wills, and all the different terms used in her line of work
• What types of issues in a will or trust tend to trip the legal switch
• What she feels is distinctive about what she does with her clients and what her approach is
• Where her ability to be reasonable with a compassionate and thoughtful outlook comes from
• How she goes about easing a client from a very emotional state back toward reality so they can make smarter decisions
• What kind of questions people should ask attorneys that they're interviewing to represent them 
  
  

Connect with Jamie Gonzalez:

Website: https://oldmancooley.com/
LinkedIn: https://www.linkedin.com/in/jamie-gonzalez-759036b8/

Connect with Marty Stevens-Heebner:

LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: [email protected]