PODCAST · business
Your Inheritance
by Peter Bochnewich
Your rights, your obligations, your responsibilities; Insights from experts if you're being sued over an estate or feel you're not getting your share.
Episodes
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Investing for a Trust Fund, Round Three with Guy Kosov
Your Inheritance with Peter Bochnewich, Episode 23 In this episode of Your Inheritance, Peter Bochnewich speaks with Guy Kosov, Wealth Advisor and Founding Partner of Solas Wealth Strategies, a fee-based wealth and asset management firm based in San Diego, California. Guy holds a degree in…
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Navigating In-Home Care with Jenny Johnson, RN
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 *…
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The Costs of Probate: California Statutory & Extraordinary Fees
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…
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Court-Ordered Mediation: Protecting Your Inheritance Rights
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...
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Estate Planning for Charitable Purposes with Kristian Ardelian
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....
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Alternatives to Family Law Litigation with Sheila Williams & Judge Dale R. Wells
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...
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Finding Peace in Probate: Mediation Tips and Tactics with Richard Lutringer
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…
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Understanding Estate Litigation: Your Rights and Responsibilities
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...
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Navigating the Complexities of Probate Real Estate with Expert Bill Gross
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...
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Navigating Trust Funds and AI Impact with Guy Kosov
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...
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Revoking the Irrevocable: California’s Statutory Means for Modifying or Terminating Irrevocable Trusts
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…
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Crossover Issues of California Probate Law and Family Law with James A. Jackson
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...
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Will & Trust Contest Explained with Peter Bochnewich
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...
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Announcing the 44th Inland Empire Estate Planning Seminar with Phillip Savage
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…
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The Role of a Private Professional Fiduciary with Scott Tolstad
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...
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The Role of Mediation in Trust and Estate Litigation: Navigating Conflict with Lori Sanford
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 *...
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Asset Protection Trusts with Bruce Givner
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...
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Investing For A Trust Fund with Dick Pfister, CAIA
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...
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Recent Client Experience: A Trust and Estate Litigation Matter with Peter Bochnewich
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…
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A Last Will and Testament Explained with Peter Bochnewich
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...
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Fixed Income Portfolios with Guy Kosov, CFA
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…
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The Future of the Stock Market with David Allen, CFA, CFP®
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 *...
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Capacity Issues in Estate Planning — Your Inheritance with Nicholas Van Brunt, Esq.
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...
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ABOUT THIS SHOW
Your rights, your obligations, your responsibilities; Insights from experts if you're being sued over an estate or feel you're not getting your share.
HOSTED BY
Peter Bochnewich
CATEGORIES
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Frequently Asked Questions
How many episodes does Your Inheritance have?
Your Inheritance currently has 23 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Your Inheritance about?
Your rights, your obligations, your responsibilities; Insights from experts if you're being sued over an estate or feel you're not getting your share.
How often does Your Inheritance release new episodes?
Your Inheritance has 23 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Your Inheritance?
You can listen to Your Inheritance on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Your Inheritance?
Your Inheritance is created and hosted by Peter Bochnewich.
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