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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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Avsnitt

23 avsnitt

  1. The Trust Administration Process in California 17:24
  2. Understanding Stack Gifting in California Estate Planning 19:17
  3. Understanding Medi-Cal Spend-Down Rules 16:48
  4. What Is a Family Limited Partnership? 18:48
  5. Understanding the Federal Estate and Gift Tax System 18:44
  6. What Is a Medi-Cal Asset Protection Trust (MAPT)? 19:25
  7. Estate Planning FAQs: Part 4 15:45
  8. Deep Dive: Understanding Grantor Retained Annuity Trusts (GRATs) 18:07
  9. Understanding Advanced Estate Planning for High Net Worth Families 12:36
  10. The Medi-Cal Lookback Rule: What Transfers Can Cost You 17:05
  11. Estate Planning FAQs: Part 3 18:20
  12. How Married Couples Protect Assets Under Medi-Cal Rules 12:31
  13. Estate Planning FAQs: Part 2 13:15
  14. The Cost of a Comprehensive Estate Plan 19:36
  15. Estate Planning FAQs: Part 1 17:16
  16. Our Approach to Estate Planning 12:18
  17. Incapacity, Powers of Attorney, and Advance Directives 14:25
  18. What is a Revocable Living Trust and How to Fund It 12:20
  19. What Should I Do Now That the New Medi-Cal Rules Are in Place? 15:14
  20. The Rules of Joint Tenancy in the State of California 11:52
  21. Avoiding Probate in California 16:25
  22. What Is Long-Term Care Estate Planning and Why Is It Important 20:02
  23. Medi-Cal Changes for 2026: What California Families Need to Know Now 21:35