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Plan on It

The Legal Podcast Network (LPN)

Plan on It is an ongoing educational podcast series hosted by Christopher E. Botti, Esq., a Certified Specialist in Estate Planning, Trust and Probate Law. Each episode breaks down essential topics including living trusts, probate, Medi-Cal planning, long-term care, tax considerations, and real-world questions from clients and listeners.

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Episodis

22 episodis

  1. Understanding Stack Gifting in California Estate Planning 19:17
  2. Understanding Medi-Cal Spend-Down Rules 16:48
  3. What Is a Family Limited Partnership? 18:48
  4. Understanding the Federal Estate and Gift Tax System 18:44
  5. What Is a Medi-Cal Asset Protection Trust (MAPT)? 19:25
  6. Estate Planning FAQs: Part 4 15:45
  7. Deep Dive: Understanding Grantor Retained Annuity Trusts (GRATs) 18:07
  8. Understanding Advanced Estate Planning for High Net Worth Families 12:36
  9. The Medi-Cal Lookback Rule: What Transfers Can Cost You 17:05
  10. Estate Planning FAQs: Part 3 18:20
  11. How Married Couples Protect Assets Under Medi-Cal Rules 12:31
  12. Estate Planning FAQs: Part 2 13:15
  13. The Cost of a Comprehensive Estate Plan 19:36
  14. Estate Planning FAQs: Part 1 17:16
  15. Our Approach to Estate Planning 12:18
  16. Incapacity, Powers of Attorney, and Advance Directives 14:25
  17. What is a Revocable Living Trust and How to Fund It 12:20
  18. What Should I Do Now That the New Medi-Cal Rules Are in Place? 15:14
  19. The Rules of Joint Tenancy in the State of California 11:52
  20. Avoiding Probate in California 16:25
  21. What Is Long-Term Care Estate Planning and Why Is It Important 20:02
  22. Medi-Cal Changes for 2026: What California Families Need to Know Now 21:35