Episode Summary:

In this insightful episode of *Off the Record*, Rhett Burney sheds light on the critical aspects of property titling in estate planning. He emphasizes the importance of joint right of survivorship on property deeds to avoid probate complications and protect assets. Rhett also delves into the complexities of shared ownership structures and the pitfalls of quick claim deeds. Listeners gain valuable advice on avoiding inheritance disputes, safeguarding investments, and the necessity of seeking legal guidance in estate planning.

Key Timestamps:

- 00:00 – Introduction

- 01:30 – Importance of Joint Right of Survivorship

- 03:45 – Risks of Adding Children to Property Titles

- 06:20 – Implications of Joint Tenancy in Inheritance

- 08:10 – Challenges of Misaligned Deeds and Wills

- 10:15 – Pitfalls of Quick Claim Deeds

- 12:00 – Benefits of Professional Legal Assistance

- 14:30 – Importance of Written Agreements for Shared Property

- 16:40 – Significance of Trusts in Blended Family Situations

- 18:25 – Preplanning for Potential Family Dynamics

- 20:10 – Importance of Regular Estate Plan Reviews

About the Show:

*Off the Record* is a legal podcast hosted by Rhett Burney, offering expert insights on estate planning, property titling, and asset protection strategies. Join Rhett as he navigates the complexities of legal matters to empower families with informed decisions for a secure future.

Episode Summary:

Rhett Burney delves into the misconceptions around filing first in a divorce case in South Carolina. He clarifies that the court does not inherently favor the filing spouse and discusses the strategic advantages of filing second for trial preparation.

Key Timestamps:

00:00 – Introduction

01:45 – Strategic advantage of filing second for trial

03:30 – Factors influencing child custody decisions

06:15 – Importance of filing first in emergency situations

08:45 – Protecting assets through timely filing

10:30 – Impact on initial hearing schedule

12:00 – Gathering essential documents before filing

14:15 – Addressing concerns about setting the wrong tone

16:00 – Considering overall facts over who files first

About the Show:

*Off the Record* is a legal podcast hosted by Rhett Burney, offering insights and guidance on family law matters, divorce, custody, and financial restructuring in South Carolina.

Episode Summary:

In this episode of *Off the Record* Rhett Burney discusses the importance of special needs trusts in protecting benefits for individuals with disabilities. Rhett shares insights on how these trusts safeguard eligibility for programs like Medicaid and Social Security while allowing families to provide long-term support. Learn about the risks of leaving money directly to a child with special needs and the real-life impact of inadequate estate planning on beneficiaries.

Key Timestamps:

00:00 – Introduction

01:12 – Discussion on determining eligibility for government benefits

03:45 – Role and importance of special needs trusts

06:20 – Protecting eligibility for programs like Medicaid and Social Security

08:40 – Risks of leaving money directly to a child with disabilities

11:15 – Impact of inadequate estate planning on beneficiaries

13:30 – Qualities to look for in a trustee for special needs trusts

15:45 – Importance of early planning for lifelong support

18:10 – Closing remarks and call to action

About the Show:

*Off the Record* is a legal podcast hosted by Rhett Burney, offering valuable insights and guidance on estate planning, family law, and more. Join Rhett as he shares his expertise in helping families navigate legal challenges and plan for the future with confidence.

Episode Summary:

Attorney Rhett Burney sheds light on the complexities that arise when divorce proceedings intersect with bankruptcy filings. From automatic stays halting family court cases to the nuanced division of marital debts and assets, Rhett provides insights into how these legal processes intertwine to impact families.

Key Timestamps:

00:00 – Introduction

01:20 – Impact of bankruptcy filing on family court proceedings

03:45 – Handling debts and assets during divorce with bankruptcy looming

06:10 – Misconceptions about bankruptcy and obligations like child support

08:30 – Determining marital vs. separate debts in the context of bankruptcy

11:15 – How bankruptcy can alter the course of a divorce case

13:40 – Addressing financial blindsides in the divorce process

16:05 – Signs indicating a potential bankruptcy filing during divorce

18:30 – Collaborating with a bankruptcy lawyer to navigate divorce complexities

About the Show:

*Off the Record* is a legal podcast where Attorney Rhett Burney delves into various legal intricacies, offering valuable insights and guidance for individuals navigating complex legal scenarios.

Episode Summary: In this episode of *Off the Record*, the family law and estate planning attorney sheds light on Intestate laws and what happens when someone dies without a will. Explaining the intricacies of property division and dispelling common misconceptions, the episode offers valuable insights for anyone navigating the complexities of estate planning.

Key Timestamps: - 00:00 – Introduction - 01:30 – Definition of Intestate - 03:15 – Property Division Without a Will - 05:40 – Handling Stepchildren and Blended Families - 07:20 – Assets Exempt from Succession Process - 09:10 – Common Misconceptions About Dying Without a Will - 11:45 – Risks and Costs of Not Having a Will - 13:55 – Advice on Taking First Steps for Estate Planning

About the Show: *Off the Record* is a legal podcast that delves into various aspects of family law, estate planning, and more. Hosted by experienced attorneys, each episode provides valuable insights and expert advice to help listeners navigate legal challenges with confidence.

Episode Summary: In this episode of *Off the Record* Rhett Burney delves into the rights of non-custodial parents regarding access to their children's school and medical information under South Carolina law. Exploring key legal provisions, Rhett sheds light on the nuances of parental rights and decision-making authority in educational and medical matters.

Key Timestamps: 00:00 – Introduction 01:30 – Rights of non-custodial parents to access school and medical records 03:15 – Decision-making capabilities designated to parents in South Carolina 05:00 – Communication with schools as a non-custodial parent 06:45 – Legal access to medical records for non-custodial parents 08:20 – Addressing denial of access to school and medical information 10:15 – Balancing participation and decision-making authority for non-custodial parents

About the Show: *Off the Record* is a legal podcast hosted by Mike Leon, featuring Attorney Rhett Burney, who brings over 30 years of experience in assisting parents in navigating their rights post-divorce or separation. This podcast offers valuable insights into family law matters, providing guidance for individuals facing similar challenges.

Episode Summary:

In this episode of *Off the Record* Rhett Burney sheds light on the critical aspect of beneficiary designations and how they can override wills. He explains how various accounts like life insurance policies and retirement plans require careful beneficiary selection and discusses the implications of not updating these designations. Rhett emphasizes the significance of primary and contingent beneficiaries, offering valuable insights for effective estate planning.

Key Timestamps:

00:00 – Introduction

01:30 – Beneficiary Designations vs. Wills

03:45 – Importance of Naming Beneficiaries

05:10 – Effect of Major Life Changes on Designations

07:25 – Primary vs. Contingent Beneficiaries

09:50 – Handling Cases of Misunderstood Beneficiary Designations

11:20 – Dealing with Minors as Beneficiaries

13:40 – Advice for Ensuring Updated Designations

About the Show:

*Off the Record* is a legal podcast that offers expert insights on estate planning, family law, and other legal matters. Join us as we explore practical solutions and valuable advice to protect what matters most to you.

Episode Summary:

In this episode of *Off the Record* Rhett Burney sheds light on the critical aspect of beneficiary designations and how they can override wills. He explains how various accounts like life insurance policies and retirement plans require careful beneficiary selection and discusses the implications of not updating these designations. Rhett emphasizes the significance of primary and contingent beneficiaries, offering valuable insights for effective estate planning.

Key Timestamps:

00:00 – Introduction

01:30 – Beneficiary Designations vs. Wills

03:45 – Importance of Naming Beneficiaries

05:10 – Effect of Major Life Changes on Designations

07:25 – Primary vs. Contingent Beneficiaries

09:50 – Handling Cases of Misunderstood Beneficiary Designations

11:20 – Dealing with Minors as Beneficiaries

13:40 – Advice for Ensuring Updated Designations

About the Show:

*Off the Record* is a legal podcast hosted by Mike Lyon, featuring Attorney Rhett Burney. The show delves into various legal topics, offering expert insights and advice on estate planning, wills, trusts, and more. Tune in to stay informed and empowered in navigating legal matters effectively.