On the July 15 episode of Boomer Generation Radio, Dr. David Bernstein, a gerontologist in Tampa, Florida, discusses his book, I’ve Got Some Good News and Some Bad News, You’re OLD: Tales of a Geriatrician What to expect in your 60s, 70s, 80s, and beyond with Rabbi Address.
In the second half of the program, sponsored by Kendal Corporation, a Quaker-based manager of continuing care retirement communities, Rabbi Address chats about estate planning strategies with John Hook, a trust and estate attorney with Stradley Ronon Stevens & Young, LLP.
About the Guests
[dropcap]D[/dropcap]avid Bernstein, MD is a highly respected physician who is board certified in both Internal Medicine and Geriatrics practicing in Clearwater, Florida. His 30 years of experience have provided him with opportunities to observe and empathize with thousands of adults as they age. His compassion and ability to see the souls of his patients has compelled him to share his stories in his book “I’ve Got Some Good News and Some Bad News You’re OLD: Tales of a Geriatrician What to expect in Your 60s, 70s, 80s and Beyond”
After growing up outside NYC, he went to college at Washington University in St. Louis where he was introduced to a slower paced Midwestern lifestyle while meeting young adults from all over the US and the world. After attending Medical school in Albany New York, he moved to Florida where he has spent 30 years treating aging patients.
Dr. Bernstein has served as chairman of his hospital’s Pharmacy and Therapeutic committee for twenty years helping to improve patient safety and outcomes. During this period of time, he also served on the board of the local Jewish Family service and as chairman. As an associate clinical professor in the department of medicine at the University of South Florida College of Medicine, he has taught the skills he has acquired over the years to first and second year students.
Dr. Bernstein has been a nursing home medical director for 20 years. He was responsible for addressing administrative and quality assurance issues.
“When you give, you get back” he says about what his patients have told him and taught him about life and aging. His writing style of telling stories about his patients allows the reader to understand the complex emotions and struggles of growing older and losing independence. He lovingly tells these stories adding his own insights about this complex process.
Dr Bernstein is an avid public speaker, addressing various medical topics with his colleagues and with the community at large with a focus on families facing the complex problems as they near the end of life.
[dropcap]J[/dropcap]ohn Hook provides estate planning and tax advice to high-net-worth individuals, executives, entrepreneurs and owners of closely held businesses. Having started his career at Stradley Ronon in the Tax Practice Group and obtaining his Master of Laws degree (LL.M.) from New York University School of Law, a major emphasis of Mr. Hook’s practice focuses on the tax implications of estate planning.
Mr. Hook advises charitable organizations on the establishment and operation of a planned charitable giving program. Such advice includes forming the program, establishing policies and procedures, addressing corporate governance issues, describing the types of planned giving documents available to donors, providing organizations with sample documents, and providing specific advice to the organization when a donor expresses an interest in making a planned charitable gift.
In addition, Mr. Hook counsels clients in the area of asset protection and the creation of offshore asset-protection vehicles – vital components of estate planning for high-net-worth individuals, executives and entrepreneurs.
Mr. Hook is a past chair of the taxation committee of the Philadelphia Bar Association’s Probate Section. In addition, he lectures frequently in the areas of wills, trusts and estate planning, with a focus on reducing or eliminating federal estate taxes.
Consecutively since 2008, Mr. Hook has been included in The Best Lawyers in America, regarded as a definitive guide to legal excellence in the United States. Selection for Best Lawyers is based on a peer-review survey in which more than 1.8 million individual evaluations are reviewed. He was also recognized as a preeminent AV-rated attorney by Martindale-Hubbell.
Notably, Mr. Hook represented a client in a record-setting auction sale of a rare pre-revolutionary pie-crust table attributed to the Garvan carver, which dates back to the early 1760s. Auctioned by Christie’s on Oct. 3, 2007, the antique table sold for more than $6.7 million.
Boomer Generation Radio airs on WWDB-AM 860 every Tuesday at 10 a.m., and features news and conversation aimed at Baby Boomers and the issues facing them as members of what Rabbi Address calls “the club sandwich generation.” You can hear the show live on AM 860, or streamed live from the WWDB website.
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