On The Mark with Howard Mark Rubin, Episode 34

In this episode of On The Mark, Howard Mark Rubin speaks with Alison Besunder, Equity Partner and Chair of the Trusts & Estates Planning, Administration, and Guardianship and Fiduciary Litigation Groups at Goetz Platzer.

Tune in to the episode to hear about:

* An outline of Alison’s practice, encompassing estate planning, trust/estate administration, probate contests, and Article 81 contested guardianships

* How the COVID-19 pandemic shifted her work virtually and the effect on consultations and execution ceremonies

* Testamentary capacity: the legal standard, how attorneys assess it during consults and signings

* Considerations in disinheriting heirs, defining stepchildren, and handling specific bequests, often using trust structures

* Revocable vs. irrevocable trusts, probate avoidance, and minor/descendants trusts

* AI’s emerging role as a tool for low-stakes and repetitive tasks, litigation support, and efficiency without replacing human judgment or client communication

* Courts, delay, mediation, and limits of arbitration/no-contest concepts in wills versus trusts

Learn more about Alison Arden Besunder:

* View Alison’s profile on Goetz Platzer’s website: https://goetzplatzer.com/attorneys/alison-arden-besunder

* Connect with Alison on LinkedIn: https://www.linkedin.com/in/alisonardenbesunder

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On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com

On The Mark with Howard Mark Rubin, Episode 33

In this episode of On The Mark, Howard Mark Rubin speaks with Adam Adelson and Ralph Marucci, founders of Hydr8. Hydr8 provides business with sustainable and healthy amenities including still, sparkling, ice, organic soda dispensers with reverse osmosis and added electrolytes, solar roasted Caffein8 coffee, compostable disposables and zero-waste snacks.

Tune in to the episode to hear about:

* The evolution to Hydr8’s “zero waste pantry,” beginning in 2007 with point-of-use water purification systems that replaced five-gallon jugs, offering purified water, ice, sparkling and flavored drinks, coffee, snacks, and disposables with full equipment service

* Hydr8’s Caffein8 coffee brand, emphasizing AAA-grade beans, bean-to-cup programs, demos, and rapid, empathetic service

* Adam and Ralph’s broad range of clients, ranging from small firms to major banks and law firms

* The value of consolidated vendors and e-commerce ordering

* Future AI/IoT features for personalization and proactive maintenance,

* Hydr8’s mission to reduce single-use plastics

Learn more about Adam Adelson and Ralph Marucci:

* Connect with Adam on LinkedIn: https://www.linkedin.com/in/adam-s-adelson

* Connect with Ralph on LinkedIn: https://www.linkedin.com/in/ralphmarucci

* Follow Hyrd8 on LinkedIn: https://www.linkedin.com/company/hydr8us

* Visit Hydr8’s website: https://www.hydr8.us

* Visit Hydr8’s YouTube channel: https://www.youtube.com/@hydr8us

* Follow Hydr8 on Instagram: https://www.instagram.com/hydr8nyc

* Follow Hydr8 on Facebook: https://www.facebook.com/hydr8us

***********************************

On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com

On The Mark with Howard Mark Rubin, Episode 32

In this episode of On The Mark, Howard Mark Rubin speaks with Tom Ravert, Author of The Rudiments of Real Estate series, Financial Planner Specializing in Real Estate and Finance, Managing Director at Pathway Capital Corp and Co-Founder at American Standard Capital, LLC.

Tune in to the episode to hear about:

* Surprising government programs that can help you buy a home with little or no money down even if your credit isn’t perfect

* How owning a home can become your most powerful tool for building wealth and financial security

* The biggest mistakes first-time buyers make when choosing realtors, attorneys, or lenders—and how can you avoid them

* An examination of reverse mortgages and tapping into your home equity as part of your retirement plan — smart move or risky trap?

* Practical steps you should take before house hunting to make sure you’re truly ready to buy

Learn more about Tom Ravert:

* Visit Pathway Capital’s website: http://pathway-capital.com

* Connect with Tom on LinkedIn: https://www.linkedin.com/in/thomasravert

***********************************

On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com