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Showing episodes and shows of
Peter Bochnewich
Shows
The Litigator’s Path
The 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...
2025-05-13
1h 24
Your Inheritance
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 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...
2024-12-07
1h 17
Your Inheritance
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 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...
2024-10-30
44 min
Your Inheritance
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 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...
2024-10-11
31 min
Your Inheritance
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 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...
2024-07-05
41 min
Your Inheritance
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 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...
2024-06-21
39 min
Your Inheritance
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 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...
2024-05-24
51 min
Your Inheritance
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 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 ******************************** About the Your Inheritance with Peter Bochnewich Podcast...
2024-01-09
39 min
The Mike Litton Experience
The Mike Litton Experience Interview with Peter Bochnewich
Peter Bochnewich is a very busy practicing attorney that was kind enough to make the time to be with us. Born in Yonkers, New York he and his family moved to Connecticut when he was five. When he was 11 he was interviewed for an award that he won and he said that he wanted to be a lawyer in the future. He made that happen through a ton of hard work and dedication. What a terrific story! Peter is living proof that you can accomplish anything if you work hard enough and are dedicated enough to do what it tak...
2023-12-20
1h 17
Your Inheritance
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 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...
2023-10-27
30 min
Your Inheritance
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 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...
2023-09-03
35 min
Your Inheritance
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 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...
2023-08-15
45 min
Your Inheritance
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 * 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...
2023-07-25
49 min
Your Inheritance
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 (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...
2023-06-13
54 min
Your Inheritance
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 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...
2023-05-20
43 min
Your Inheritance
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 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.
2023-04-07
10 min
Your Inheritance
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 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...
2023-03-25
40 min
Your Inheritance
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 * 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...
2023-03-10
51 min
Your Inheritance
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 * 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...
2023-02-17
40 min
Your Inheritance
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 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...
2023-01-25
44 min