Shows
The Litigator’s PathThe Art of Probate & Trust Litigation: Peter Bochnewich on Mentorship, Technology, and Building a Lasting Practice.Join us for an insightful discussion with Peter Bochnewich, owner of Bochnewich Law Offices, as he shares wisdom from his impressive 32-year career in Trust and Estate litigation. Peter details his journey from general civil litigation to specializing in complex trust and estate disputes, emphasizing the profound impact of mentorship on his development and his commitment to guiding younger attorneys. He offers a look into managing his own firm, the importance of maintaining civility with opposing counsel, adapting to technological advancements like cloud-based software and the emerging role of AI in law, and underscores the value of hands-on experience...
2025-05-131h 24
Your InheritanceAlternatives to Family Law Litigation with Sheila Williams & Judge Dale R. WellsYour 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 faster resolution compared to traditional litigation
* How private judging offers an expedited, focused, and flexible option where experienced practitioners can resolve issues efficiently, minimizing the adversarial nature...
2024-12-071h 17Your InheritanceFinding Peace in Probate: Mediation Tips and Tactics with Richard LutringerYour 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 collaborative process focused on parties' interests, unlike arbitration’s binding decisions.
* Timing for Mediation: Richard stresses that early mediation saves time, costs, and prevents conflict escalation, especially in family business disputes.
* Mindset fo...
2024-10-3044 minYour InheritanceUnderstanding Estate Litigation: Your Rights and ResponsibilitiesYour 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 hear about:
* Understanding Litigated Matters: Peter Bochnewich discusses the necessity of a thorough understanding of litigated matters in probate court, emphasizing that each court appearance is a valuable learning opportunity.
* Zealous Advocacy and...
2024-10-1131 minYour InheritanceNavigating the Complexities of Probate Real Estate with Expert Bill GrossYour 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, trust, and inherited property sales. He has closed thousands of transactions and is renowned for his expertise in these niche markets.
Tune in to the episode to hear...
2024-07-0541 minYour InheritanceNavigating Trust Funds and AI Impact with Guy KosovYour 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 his deep expertise in managing fixed-income portfolios and a strong commitment to ethics, Guy brings valuable insights into the management of trust and estate assets.
Tune in to the episode to hear...
2024-06-2139 minYour InheritanceRevoking the Irrevocable: California’s Statutory Means for Modifying or Terminating Irrevocable TrustsYour 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 California Probate code are met.
* The Court’s Role in Modifying a Trust — What conditions must be met for a court to allow a modification to occur?
* Avoiding Court — Ho...
2024-05-2451 minYour InheritanceCrossover Issues of California Probate Law and Family Law with James A. JacksonIn 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 James:
* Visit his firm’s website: https://www.palmdesertdivorcefirm.com/index.html
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About the Your Inheritance with Peter Bochnewich Podcast...
2024-01-0939 minYour InheritanceWill & Trust Contest Explained with Peter BochnewichIn 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?
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About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.
Subscribe to the Your Inheritance with Peter Bochnewich podcast on Apple: https://podcasts.apple.com/us/podcast/your-inheritance/id1667965904
Con...
2023-10-2730 minYour InheritanceAnnouncing the 44th Inland Empire Estate Planning Seminar with Phillip SavageIn 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, high net worth families and individuals, and fiduciaries.
The IEEPS is the premier estate planning education seminar in the inland empire. Now celebrating its 44th year, the IEEPS offers the opportunity for regional and national estate and financial planning professionals to engage with th...
2023-09-0335 minYour InheritanceThe Role of a Private Professional Fiduciary with Scott TolstadIn 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 family against identity theft and fraud scams * Tips on how to reduce the risk of financial elder abuseConnect with Scott:* Company Website: https://www.heritagefiduciary.com/Scott Tolstad, a native Souther...
2023-08-1545 minYour InheritanceThe Role of Mediation in Trust and Estate Litigation: Navigating Conflict with Lori SanfordIn 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 process, cost, and necessary documentation
* Mediation and arbitration: a peace-loving alternative
Lori Sanford provides Alternative Dispute Resolution (ADR) services in Palm Desert, California. Lori is an active member of th...
2023-07-2549 minYour InheritanceAsset Protection Trusts with Bruce GivnerIn 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 protection trust
* the three legs of asset protection planning
* sophisticated estate planning in a changing economy
* domestic and offshore asset protection trusts...
2023-06-1354 minYour InheritanceInvesting For A Trust Fund with Dick Pfister, CAIAIn 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 talk about:
* The definition of “alternative investments”
* Alternative asset classes and alternative investment strategies
* Risk management and setting expectations for target returns from alternative investments
* How alternat...
2023-05-2043 minYour InheritanceRecent Client Experience: A Trust and Estate Litigation Matter with Peter BochnewichIn 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, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.
2023-04-0710 minYour InheritanceA Last Will and Testament Explained with Peter BochnewichIn 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 Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being su...
2023-03-2540 minYour InheritanceFixed Income Portfolios with Guy Kosov, CFAIn 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 Managers help trustees
Guy graduated with a B.A. in finance from Fresno Pacific university in 2018 he was awarded a Chartered Financial Analyst (CFA) designation. Guy has experience in...
2023-03-1051 minYour InheritanceThe 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
* comparison of market correction and recession
* what an investor should do next
* how monetary policy affects the economy
David graduated magna cum laude in 2012 from the University of Maryland with degrees in mathematics and e...
2023-02-1740 minYour InheritanceCapacity 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 trust, what is required, the meaning of “undue influence’ and more.
Read more on this topic: https://www.btrustlaw.com/blog/capacity-issues-in-estate-planning-and-trust-and-estate-litigation/
Nicholas Van Brunt, Esq. is a partner with SheppardMullin, where he focuses on disputes over trusts estates, conservatorships and other fiduciary matters. Nich...
2023-01-2544 min