Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning

The Red Wagon Estate Planning & Elder Law Show

Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo’s many workshops or discussing with his colleagues the latest laws, regulations, and best practices in the field.

Jay has two young sons, a penchant for motorcycles, and loyalty to the Baltimore Orioles and Ravens. His mission is to provide his clients the same experience he would want for his family.

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(01:42) Bellomo’s next financial and healthcare professional boot camp will be in September in York, PA. CEUs are available for CFPs, CPAs, RNs, and many others.

(02:39) Jay is originally from the suburbs of Baltimore. He was a Hartford County Sheriff for 12 years. A tragic incident involving two colleagues convinced him to change careers and pursue a law degree.

(05:42) While in law school, Jay was introduced to Jeff and met the folks at Bellomo. This prompted him to focus on elder law and estate planning through the remainder of school and into practice.

(08:17) Jay has always had a passion for helping people, especially those who are underserved or don't get as much help as they should.

(09:55) Jay conducts many of Bellomo’s workshops and has a knack for explaining complicated concepts in ways that are easy to understand.

(13:13) Jay is a huge motorcycle guy and developed his love for bikes at a young age. To date, he has traveled to 20+ states via motorcycle.

(15:53) Asset protection can be especially messy for blended families and misinformation in this space can be very costly. Unfortunately, not all law school professors keep up with best practices in elder law and estate planning.

(25:18) Jeff and Jay explain the anticipated changes to, and impact of, the federal estate tax in 2026.

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 [phone].

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/