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Are you aware of the complexities that can arise when you trust a financial advisor with your hard-earned money? This episode takes you on a journey through a riveting case of betrayal, where a financial advisor exploited the trust of a long-time client, leading to significant financial losses. As we dissect this story, we unveil the crucial lessons that can be learned from such disheartening incidents, emphasizing the importance of continuous involvement in your financial journey.

Navigating the world of investments can be daunting, and trusting the wrong person can have devastating consequences. We discuss the delicate nature of roles between financial advisors and trustees, emphasizing the red flags that should never be ignored. You’ll learn how to effectively separate these roles and why doing so is essential for your financial well-being.

Join the conversation where we share steps you can take to ensure your financial security, including the importance of regular checks on your investments, understanding the roles of fiduciaries, and the need for transparency in financial dealings. Protecting your future starts with being informed and vigilant.

Don’t wait until it’s too late to secure your wealth! Tune in, and be sure to subscribe for more insights on safeguarding your finances while navigating the often murky waters of financial advice. We’re committed to helping you make informed decisions—because no one cares about your financial well-being more than you do!

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What happens when the iconic term "superheroes" loses its trademark status? Attorney Taylor Barlow from Davis Miles joins us to uncover the intriguing case of DC and Marvel's once jointly-owned trademark and how it fell into the public domain due to genericide. We explore the dynamic world of trademarks, revealing their role as essential source identifiers beyond just logos and names—extending to scents and sounds, such as Hasbro’s Play-Doh aroma and NBC’s famous chimes. Taylor shares fascinating examples of how trademarks shape brand identity and even touch on the potential for trademarking personal names if used commercially.

But the conversation doesn't stop there. We expose the notorious practices of "trademark bullies" like Monster and Apple, who use their financial clout to intimidate smaller businesses through costly legal battles. Hear about the struggles of entrepreneurs when faced with such aggressive tactics, including a revealing UK case against Monster. Taylor offers strategic advice for those caught in similar situations, highlighting the importance of being proactive and considering options like seeking declaratory judgments to fend off corporate giants. Get ready for a compelling discussion on the complexities of trademark law and the strategies entrepreneurs can employ to protect their brand identity.

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Every day we download apps, purchase products, sign up for services and legally bind ourselves at the click of a button or flick of an e-signature.

A staggering 91 percent of mature adults surveyed admit they sign contracts without even reading them. 97 percent of younger adults in the same survey say they don't read before they  "accept." And, as is the case with many contracts today...even if you read them, chances are you won't understand them without a lawyer - Is That EVEN Legal? 

Harvard law trained lawyer and technologist Jonny Allred joins Bob to talk about what can be done to make contracts more understandable. Jonny is joined by law student Trevor Cook - the first-ever recipient of the Is That Even Legal Scholarship for suggesting a great episode and guest.

What you might be signing away when you click yes:

• Right to a jury trial
• Right to have a dispute resolved in your own state
• Your first born child (WHAT?  listen to the episode to hear about that!)

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Can TikTok's data practices be trusted, or are there deeper privacy risks lurking behind its addictive interface? Privacy expert K Royal joins us to dissect the critical question, “Is that even legal?” This episode uncovers the sophisticated algorithms driving TikTok's uncanny content personalization and the significant privacy risks entailed, such as potential keystroke logging and extensive data access. We compare TikTok's practices to other social media giants, exploring why these concerns have led to global governmental crackdowns and what it means for user privacy and data security.

We also tackle the contentious issue of banning TikTok in the United States, balancing national security concerns with First Amendment rights. This debate has vital implications for small businesses, artists, and influencers who depend on the platform. Could a comprehensive federal privacy law offer a better solution than an outright ban?  Royal weighs in with her expert insights, underscoring the urgent need for robust legislative action to protect consumer privacy across all media companies.  Listen in for an enlightening discussion that highlights the necessity for Congress to prioritize consumer data security in the digital age.

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In this episode Bob intereviews defense lawyer Russ Richelsoph about the myths and misconceptions of self defense, stand your ground and what's legal!

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Hey hey, AI...is this where privacy comes to die? There is more to these pixels...than meets the eye! Artificial intelligence maybe taking your privacy!

Last time Bob had Mike Carey on the show, he assured us that robots would not take over the law for at least five years. Now, chatGPT has taken the world by storm and virtually everyone has head of it...if not already used it. But when you ask it a question you may be exposing private data about yourself. And, AI likely already knows all about you anyway. Is That Even Legal?  Lawmakers, scientists, and many others are very concerned about AI...but everyone also loves it!  What's next?

Listen in as Bob and AI guru Mike talk about the present and possible future dangers of AI to your privacy.  But first....here's a description of the show as written by a robot (in less than a minute --- the show 43 minutes long!):

In this podcast, the speakers discuss the issues related to AI privacy. They talk about how AI is being used in various industries to improve efficiency and productivity but also raise concerns about the privacy of data. They explain how AI algorithms work by analyzing large amounts of data, and if this data is not protected, it can be misused by cybercriminals.

 The speakers also discuss the importance of AI privacy regulations and how governments are working to implement them. They talk about the European Union's General Data Protection Regulation (GDPR) and how it has set a standard for data privacy regulations worldwide. They also discuss the challenges of implementing such regulations and the need for collaboration between governments, businesses, and individuals to protect personal data.

 Overall, the podcast emphasizes the importance of AI privacy and the need for individuals to be aware of their rights to privacy and take steps to protect their personal information.

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Your mom passes and suddenly women from around the neighborhood are showing up at your dad's door with casseroles. Soon, dad marries one of these "casserole ladies." Fine. But after a few months or short years, she begins to tell dad that YOU are evil and should be disinherited. He acquiesces. Now he has passed, and you and your siblings get nothing, according to his will. Is That Even Legal?

Casserole Ladies, AB Splits, Beneficiary Designations and ERISA...it's a recipe for complexity unless you know the right lawyer.  In this episode, guest host and estate planning and trust administration lawyer Sarah Clifford interviews Bob, who's expertise is probate law.

So often after death someone in the family is left disappointed or destitute because they didn't understand how the law worked. From a widow who loses half her house, to the children who watch the "casserole lady." get rich while they are left with nothing.  Bob has seen it all, and he has some tips on what you can do to understand and control who gets the dough.

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Could you lose $400,000 to a sophisticated email scam? Join us as we uncover the alarming rise of wire fraud in the real estate industry with Angelika Dobler, an experienced litigation and appellate attorney specializing in real estate litigation. Angelica shares a distressing case where a buyer fell victim to a sophisticated scam that led to a massive financial loss. With FBI statistics pointing to a significant surge in these types of crimes, we discuss how scammers spoof email addresses and exploit the quick pace of real estate transactions to deceive unsuspecting buyers and sellers. Learn why the real estate sector is particularly vulnerable and understand the critical need for heightened awareness and preventive measures to protect your investments.

Discover actionable best practices for preventing wire fraud from disrupting your real estate transactions. Angelica and I emphasize the importance of due diligence, secure verification methods, and face-to-face conversations. We also delve into the role of secure servers and consistent procedures in safeguarding against fraud. Additionally, we explore the potential for insurance coverage and the immediate steps victims should take to mitigate their losses, such as contacting their bank's fraud department and the FBI. This episode is packed with practical advice and insights that could save you from becoming the next victim of wire fraud. Tune in to protect your hard-earned money and ensure your real estate transactions are secure.

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Could your lack of estate planning be setting your loved ones up for a legal nightmare? Join us as we unravel the critical importance of having a robust estate plan, featuring insights from top asset protection attorney Ike Devji. Through the heart-wrenching story of Jay Leno and his wife, who suffers from dementia, we highlight the dire consequences of neglecting basic estate planning measures like revocable living trusts and powers of attorney. Our discussion sheds light on the emotional and financial turmoil Leno faced due to inadequate preparation, (he has since been granted conservatorship) emphasizing the essential steps high-net-worth individuals - and most everyone else -  must take to safeguard their families in order to preserve wealth.

Do you know that the same types of principles impacting Leno's estate impact you too?

Dive into our hypothetical scenario of planning Jay Leno's estate, where we navigate the intricacies of ensuring that his final wishes are honored amid potential family disputes and diminished capacity. We stress the importance of rock-solid legal documentation, from healthcare directives to living wills, and reflect on how Leno's extraordinary career and unique car collection influence his estate planning decisions. Tune in to discover the pivotal steps that can protect your legacy and spare your loved ones from unnecessary legal challenges.

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Uncover the legal maze of adverse possession and residency issues with a spotlight on protecting your property. Bob delves into the distinctions between simply trespassing and taking up residence, stressing the urgency of quick action in tenant-friendly states. We also discuss the peculiar challenges snowbirds face upon returning to their Arizona homes, potentially occupied by squatters. Gain essential insights into preventive measures to safeguard your property during lengthy absences, offering valuable knowledge for both property owners and legal aficionados alike.

Curious about the fine line between squatting and trespassing? Discover the intricacies of squatting laws, featuring attorney Bob Sewell, as we humorously tackle Sarah Clifford's playful attempt to "claim" the sixth floor of our office. We dissect how squatting regulations vary across regions, including an intriguing look at a high-profile case involving Gordon Ramsay's London restaurant. Bob highlights the legal obstacles landlords encounter in Arizona, emphasizing the importance of navigating the court system and bypassing self-help measures to resolve these disputes effectively.