Your Inheritance

Your Inheritance with Peter Bochnewich, Episode 22 In this episode of Your Inheritance, Peter Bochnewich speaks with Jenny Johnson, RN & CEO of Heart of Gold Nursing. Tune in to the episode to hear about:  * The real difference between task-based caregiving and true care management for seniors  * How a simple home assessment can prevent costly accidents and improve quality of life  * Why so ma...

Your Inheritance with Peter Bochnewich, Episode 21 In this episode of Your Inheritance, Peter Bochnewich speaks about:  * Statutory fees in California probate matters, and how they are calculated for attorneys and personal representatives  * How extraordinary fees differ from statutory fees, and what types of legal services qualify for these additional charges  * The process of the court approving...

Your Inheritance with Peter Bochnewich, Episode 20 In this episode of Your Inheritance, Peter Bochnewich speaks about:  * The legal basis for courts ordering parties in trust disputes to participate in mediation  * How the Breslin v Breslin case impacts beneficiaries who receive notice of mediation but choose not to participate  * The main benefits of mediation over going to trial in trust and est...

Your Inheritance with Peter Bochnewich, Episode 19 In this episode of Your Inheritance, Peter Bochnewich speaks with Kristian Ardelian, JD, Vice President of Major and Planned Gifts at the Eisenhower Health Foundation. Eisenhower Health is a non-profit hospital named after President Dwight D. Eisenhower and offers top-tier medical services to both residents and visitors. Its operations are heavily...

Your Inheritance with Peter Bochnewich, Episode 18 In this episode of Your Inheritance, Peter Bochnewich speaks with Sheila A. Williams, attorney at law, and the Honorable Dale R. Wells, a retired judge. They both work at The Law Offices of Sheila A. Williams, ESQ. Tune in to the episode to hear about: * The advantages of mediation, including cost-effectiveness, reduced emotional strain, and faste...

Your Inheritance with Peter Bochnewich, Episode 17 In this episode of Your Inheritance, Peter Bochnewich speaks with Richard Lutringer, a nationally recognized mediator of family business, probate, real estate, and commercial disputes in Southern California and New York City. Tune in to the episode to hear about: * Mediation vs. Arbitration and Litigation: Richard Lutringer explains mediation as a...

Your Inheritance with Peter Bochnewich, Episode 16 In this episode of Your Inheritance, Peter Bochnewich discusses his experience in trust and estate litigation, focusing on the complexities of will contests and undue influence claims. He emphasizes the importance of thorough preparation and ethical advocacy while highlighting mediation as a valuable strategy for clients. Tune in to the episode to...

Your Inheritance with Peter Bochnewich, Episode 15 In this episode of "Your Inheritance," Peter Bochnewich speaks with Bill Gross, Bill Gross, host of Probate Weekly, and the LA probate expert in real estate. Bill is a Broker Associate at EXP Realty in Southern California. Born and raised in Southern California, Bill has over 30 years of experience in real estate, specializing in probate...

Your Inheritance with Peter Bochnewich, Episode 14 In this episode of Your Inheritance, Peter Bochnewich speaks with Guy Kosov, Portfolio Manager at California Wealth Transitions, a fee-based wealth and asset management firm based in San Diego, California. Guy holds a BBA in Finance from Fresno Pacific University and was awarded the prestigious Chartered Financial Analyst designation in 2018. With...

Your Inheritance with Peter Bochnewich, Episode 13 In this episode of Your Inheritance, Peter Bochnewich discusses the distinctions and legal considerations surrounding revocable and irrevocable trusts. Tune in to the episode to hear about:  * The Revocability of Irrevocable Trust — Peter explains, despite its title, that an irrevocable trust can be amended if certain qualifications within the Cal...

In this episode of Your Inheritance with Peter Bochnewich, we welcome James A. Jackson with Palm Desert Divorce Firm. James is a family law attorney practicing in the Coachella Valley of Southern California.  Key takeaways:  * What is ATROS? * When does an automatic temporary restraining order activate? * What are non-probate transfers? * What are the penalties for violating ATROS? Connect with Ja...

In this episode of Your Inheritance with Peter Bochnewich, Peter explains contests to a will and a trust in California Law. Key takeaways:  * What is a direct contest? * What is a no-contest clause? ********************** About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being s...

In this episode of Your Inheritance with Peter Bochnewich, we welcome Phillip Savage, Director at Fennemore in San Bernardino. Phil’s practice focuses on business succession, estate planning and trust administration. He works with his clients to create business succession and estate transfer plans that preserve wealth and enhance family relationships. His clients include corporations, charities, h...

In this episode of Your Inheritance with Peter Bochnewich, we welcome private professional fiduciary, Scott Tolstad with Heritage Business & Fiduciary Services. Tune in as we talk about:  * The advantages of using a private fiduciary over a corporate fiduciary  * How Scott’s background with law enforcement assists with his providing of fiduciary services  * Tips to protect yourself and your fa...

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Lori B. Sanford, Mediator and Arbitrator at Lori Sanford Law, where she provides Alternative Dispute Resolution (ADR) services in Palm Desert, California. Tune in as we talk about: *  how early mediation settles cases *  Benefits and misconceptions about mediation *  the four key steps of mediation *  Private mediation pro...

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Bruce Givner, of counsel to the Los Angeles law firm of KFB Rice, LLP.  His practice consists primarily of helping taxpayers (i) reduce, defer or eliminate capital gains taxes; (ii) reduce or eliminate estate taxes; and (iii) reduce the tax on earned income.  Tune in as we talk about: *  asset protection and asset protecti...

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Dick Pfister, CAIA, CEO & Founder of AlphaCore Wealth Advisory. AlphaCore is a wealth advisory firm with a national presence dedicated to helping clients build and preserve their wealth. They do this through a unique pairing of cutting-edge investment portfolios and holistic, goals-based wealth planning. Tune in as we...

In this episode of Your Inheritance with Peter Bochnewich, Peter talks about a recent experience he had in bringing a successful trial motion for judgment. Listen as he talks about the common causes of action in the complaint, proving a case on its own merit, and the process by which a case can be dismissed. About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, y...

In this episode of Your Inheritance with Peter Bochnewich, Peter talks about the meaning and use of a last will and testament, and why you should have one. Listen as Peter shares insights into:  *  how to make (or change) a will *  holographic wills *  requirements for a valid will *  who can be a witness to a will *  what happens if you pass away without a will About the Your Inheritance with Pet...

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Guy Kosov, CFA, Portfolio Manager with Private Asset Management, Inc., a fee based wealth and asset management firm. Tune in as we discuss: * investing for a trust fund * the types and benefits of fixed income portfolios * different fixed income funds for different stages of life & risk tolerance * how Portfolio Manage...

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest David Allen, CFA, CFP®, Chief Economist/Research Analyst with Private Asset Management, Inc., a fee based wealth and asset management firm. Tune in as we discuss: * the current state, and future, of the stock market * comparison of market correction and recession * what an investor should do next * how monetary policy affe...

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Nicholas Van Brunt, Esq., to talk about considerations on capacity issues, mental capacity issues in estate planning, and trust and estate litigation. Tune in as Peter and Nicholas discuss the capacity to make a will or a trust, what is required, the meaning of “undue influence’ and more. Read more on this topic: https://w...