Plan on It
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.
Episodes
Episode Summary:
In this inaugural episode of the "Ask Chris Anything" Chris Botti tackles common questions about estate planning and living trusts. Chris, a board-certified specialist with over 30 years of experience, clarifies the differences between a will and a living trust, emphasizing the importance of avoiding probate in California. He discusses the appropriate age to create a trust, the process of updating it, and the timel...
Episode Summary: In this episode, Attorney Christopher Botti discusses the importance of a comprehensive estate plan for California families. He emphasizes the synergy of key documents like living trusts, powers of attorney, and the impact of procrastination on estate planning. The conversation delves into simplifying the process for clients and focusing on critical components to ensure a smooth estate planning journey.
Key Timesta...
Episode Summary: In this episode of *Plan On It*, Attorney Christopher Botti delves into the crucial topic of incapacity planning in estate law. He explains the significance of powers of attorney and advanced directives in ensuring families can manage affairs when a loved one is unable to do so. From defining incapacity in the estate planning context to detailing the legal authority behind power of attorney and advanced healthcare ...
Episode Summary:
In this episode of *Plan on It* Chris Botti explains the concept of a revocable living trust, emphasizing its flexibility and control while alive. He clarifies the key differences between a trust and a will, highlighting the significant advantage of avoiding probate through proper estate planning. Chris also discusses the importance of funding the trust correctly to ensure its effectiveness in asset distribution.
K...
Episode Summary:
In this episode, Chris Botti discusses the recent changes in the Medi-Cal rules and their impact on long-term care planning. He explains the return of asset limits and the reintroduction of look back rules, emphasizing the need for careful planning and self-assessment to maintain eligibility for Medi-Cal benefits.
Key Timestamps:
00:00 – Introduction
01:30 – Overview of the failed Medi-Cal experiment
03:45 – Impact...
Episode Summary:
Chris Botti discusses the intricacies of joint tenancy in California, highlighting its benefits, pitfalls, and potential complications for families. He explains how joint tenancy functions, its tax and estate planning implications, and the importance of proper planning to avoid probate and protect assets.
Key Timestamps:
00:00 – Introduction
01:15 – Explanation of Joint Tenancy
04:30 – Tax and Estate Planning Issue...
Episode Summary:
In this episode, attorney Chris Botti discusses the critical reasons Californians opt to create trusts to sidestep the costly, time-consuming, and public nature of probate proceedings. He delves into the intricacies of probate, its detrimental aspects, misconceptions around wills, and the advantages of establishing a revocable living trust to avoid probate while ensuring family control and privacy.
Key Timestamps:
...
In this episode, attorney Chris Botti delves into the crucial aspects of long-term care estate planning, emphasizing its significance for California families. He highlights the integration of long-term care provisions into traditional estate plans and the importance of planning for incapacity alongside end-of-life arrangements.
Key Timestamps:00:00 – Introduction
02:30 – Defining Long-Term Care Estate Planning
05:...
Episode Summary:
In this episode, Chris Botti discusses the significant Medi-Cal changes set to take effect in 2026 and their impact on California families planning for long-term care. He delves into the asset assessment, asset test, look back period, and how these changes will affect eligibility for Medi-Cal benefits.
Key Timestamps:- 00:00 – Introduction to the discussion on Medi-Cal changes
Popular Podcasts
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Nancy Grace dives deep into the day’s most shocking crimes and asks the tough questions in her new daily podcast – Crime Stories with Nancy Grace. Nancy Grace had a perfect conviction record during her decade as a prosecutor and used her TV show to find missing people, fugitives on the run and unseen clues. Now, she will use the power of her huge social media following and the immediacy of the internet to deliver daily bombshells! Theme Music: Audio Network