))
Live from the JCC: Education, Relationships, and What Really Matters
Manage episode 493652558 series 3558640
Content provided by Jeffrey Bellomo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeffrey Bellomo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The tables are turned as Josh Cartwright interviews Jeff at the York Jewish Community Center (JCC). Together, they explore the emotional and practical realities of planning for the future—from asset protection and trusts to long-term care and charitable giving. Also, Jeff shares the deeply personal story that inspired him to become an elder law attorney and why he built his firm around free education and relationships. So, this conversation offers heartfelt guidance, whether you're just thinking about an estate plan or already supporting aging loved ones.
Learn more about the York JCC: https://yorkjcc.org/
WHAT YOU NEED TO KNOW
(00:00) Josh gives an overview of Jeff’s extensive legal background.
(04:25) Jeff’s early aspirations to become a lawyer and his time at the White House.
(06:09) How Jeff landed in York and the pivotal moment he chose family over a high salary.
(08:05) Celebrating Jeff’s wife—her nomination as a finalist for Pennsylvania Educator of the Year and her 25-year teaching career.
(09:22) Jeff tells the deeply personal story of how his mother’s illness and death prompted him to specialize in estate planning and elder law.
(12:57) Jeff’s vision for a transparent business model featuring free legal education led to skepticism in legal circles—but ultimately proved successful.
(23:13) An explanation of asset protection through the lens of inheritance tax, capital gains tax, and Jeff’s “Three Lands” metaphor.
(30:58) The difference between first- and third-person special needs trusts and why every estate plan should provide for the possibility of special needs in the future.
(34:51) Even people of average wealth can make an impact through charitable giving.
(40:05) The rising number of people in long-term care underscores the growing need for pre-planning and crisis planning.
(43:09) Human connection and empathy will always be invaluable, even as AI gains traction.
ABOUT BELLOMO & ASSOCIATES
Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.
Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.
LINKS AND RESOURCES MENTIONED
Bellomo & Associates workshops:https://bellomoassociates.com/workshops/
- Life Care Planning
- The Three Secrets of Estate Planning
- Nuts & Bolts of Medicaid
For more information, call us at (717) 845-5390.
Connect with Bellomo & Associates on Social Media
Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/
X (formerlyTwitter):https://twitter.com/bellomoassoc
YouTube: https://www.youtube.com/user/BellomoAssociates
Facebook:https://www.facebook.com/bellomoassociates
Instagram:https://www.instagram.com/bellomoassociates/
LinkedIn:https://www.linkedin.com/in/bellomoandassociates
WAYS TO WORK WITH JEFFREY BELLOMO
Contact Us:https://bellomoassociates.com/contact/
Practice areas:https://bellomoassociates.com/practice-areas/
122 episodes
Share
