What I Wish I Learned in Law School - 7 - The Most Effective Strategies for Serving the Senior Population in Elder Law with OC Elder Law's Marty Burbank

7 - The Most Effective Strategies for Serving the Senior Population in Elder Law with OC Elder Law's Marty Burbank

01/12/24 • 12 min

On this episode of What I Wish I Learned in Law School, Josh Elledge of UpMyInfluence speaks with the Owner, Veteran's Advocate, and Elder Law Attorney of OC Elder Law, Marty Burbank. Marty's journey into the world of elder law is both personal and professional. With his main office nestled in Fullerton, Orange County, California, Marty's firm may be relatively small, but its reach is extensive, serving clients across California and the state of Washington virtually. Oak Elder Law specializes in traditional estate planning, high net worth estate planning, elder law, veterans benefits, medical planning, and asset protection.

The seeds of Marty's interest in elder law were planted through his personal experiences, particularly the care of his paternal grandmother. His 12-year tenure in healthcare, where he witnessed the darker side of elder care, including neglect and abuse, initially led him to consider nursing home litigation. However, his path took a turn when he discovered a passion for tax law, leading him to pursue an LL.M. in tax law. This specialized knowledge allowed him to advocate for the senior population in a more impactful way.

To learn more about Marty's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

To learn more about Marty's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Previous Episode

6 - Breaking the Mold: Personalized Approaches to Estate Planning and Elder Law with Ortego & Urech's Caroline Ortego

On this episode of What I Wish I Learned in Law School, Josh Elledge of UpMyInfluence speaks with the Partner of Ortego & Urech, Caroline Ortego. At Ortega & Urech, the firm where Caroline practices, they pride themselves on offering more than just legal advice. They specialize in estate planning, Medicaid planning, probate, and even dabble in real estate work. What truly sets them apart, however, is their commitment to providing hands-on, individualized attention to each client. Carolyn emphasized the importance of understanding clients' unique situations, which often allows her to identify additional ways to assist them—options they might not have initially considered.

In an era where many services are becoming commoditized, Caroline believed that offering attentive, high-touch service remained a smart strategy. Her response was simple yet profound: treat clients the way you would want to be treated. This philosophy not only reflects the values of her firm but also ensures that clients receive the kind of service that fosters trust and long-term relationships.

To learn more about Caroline's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Next Episode

8 - The Ultimate Guide to Success in Elder Law and Special Needs Planning with The Chubb Law Firm's Heather R Chubb

On this episode of What I Wish I Learned in Law School, Josh Elledge of UpMyInfluence speaks with the Owner and Life Transitions Lawyer of The Chubb Law Firm, Heather R Chubb. Chubb Law Firm, nestled in the heart of Folsom, California, is not your typical legal practice. During the conversation, Heather shared the firm's dedication to solving what she calls "people puzzles." This philosophy is at the core of their services, which include elder law, estates and trusts, and special needs trusts. Heather's passion for making a tangible difference in her clients' lives was evident as she spoke about the firm's commitment to understanding the unique dynamics of each family they serve.

In a field where legal matters can often feel impersonal and daunting, Chubb Law Firm stands out for its empathetic approach. Heather emphasized the importance of truly listening to clients, a practice that allows her team to provide personalized attention and tailor their services to each individual's needs. This client-centric approach ensures that the planning process is seamless and non-intrusive, a testament to the firm's dedication to its clients' well-being.

To learn more about Heather's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.