Asset Protection by Design: Estate Planning Before the Crisis
Guest: Evan W. Turk, Esq.
Host: Dr. Tamara Patzer
Show: Thought Leaders Show: Legal Edition
Recorded: August 21, 2026
The best time to make important legal and financial decisions is before a family is facing illness, incapacity, divorce or a long-term-care crisis.
In this episode, Dr. Tamara Patzer talks with attorney Evan W. Turk, founder and managing attorney of Turk Law Group and author of Asset Protection by Design, about approaching estate planning intentionally—by design rather than during a crisis.
Evan brings both legal and financial experience to the conversation, having trained on Wall Street as a financial advisor and operated a registered investment advisory firm before building his legal practice.
In This Episode
- Estate planning before a crisis
- The importance of powers of attorney
- Planning for incapacity
- Adult children and aging parents
- Protecting inheritances
- Inheritance and divorce
- Long-term-care planning
- Medicaid misconceptions
- Veterans benefits
- State-specific Medicaid rules
- Using Zoom and recorded meetings with families
- Documenting capacity and important decisions
- AI and technology in modern legal practice
- Keeping estate-planning information current
About Evan Turk
Evan W. Turk is founder and managing attorney of Turk Law Group.
His background combines law, investments and financial planning. He is admitted in Florida and New Jersey and is the author of Asset Protection by Design.
Connect With Evan
Turk Law Group
Medicaid by Design
LinkedIn: Evan W. Turk
Book: Asset Protection by Design — Second Edition
Questions This Episode Answers
Why is a power of attorney so important?
What happens if a parent loses capacity without one?
Can an inheritance be protected from divorce?
When should families plan for long-term care?
How are Medicaid and Medicare different?
Can veterans benefits interact with other programs?
Why do Medicaid rules vary by state?
How can technology help families document estate-planning decisions?
Key Takeaway
Make important decisions while you still have choices.
By design—not during a crisis.
Legal Disclaimer: This program is for educational and informational purposes only and does not constitute legal, tax, investment or financial advice.
Tamara "Tami" Patzer
Recent episodes from Tamara "Tami" Patzer (see all)
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