Your Inheritance

Hosted by Peter Bochnewich

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Latest episode

Dec 2025

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About the 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.

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22 recent

December 4, 202551 min

Navigating In-Home Care with Jenny Johnson, RN

Your Inheritance with Peter Bochnewich, Episode 22In 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 * How a simple home assessment can prevent costly accidents and improve quality of life * Why so many families misunderstand the roles of caregivers versus nurses and what risks that creates * The tough conversations families must have when in-home care is no longer enough * How professional care teams protect elders from financial and legal pitfallsLearn more about Jenny Johnson: * Visit Heart of Gold Nursing’s website: http://heartofgoldcare.com * Connect with Jenny on LinkedIn: https://www.linkedin.com/in/jenny-johnson-bsn-rn-666850295***********************************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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about * Facebook: https://www.facebook.com/BochnewichLawOffices * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw

September 23, 202518 min

The Costs of Probate: California Statutory & Extraordinary Fees

Your Inheritance with Peter Bochnewich, Episode 21In 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 what types of legal services qualify for these additional charges * The process of the court approving probate fees, and when these fees are paid out of the estate * How the California probate system ensures transparency and fairness in the handling of costs, fees, and court oversight * Practical examples and scenarios where extraordinary fees might be applied during probate administration***********************************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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about * Facebook: https://www.facebook.com/BochnewichLawOffices * Twitter: https://twitter.com/bochnewichlaw * YouTube: https://www.youtube.com/@BochnewichLaw

August 7, 202524 min

Court-Ordered Mediation: Protecting Your Inheritance Rights

Your Inheritance with Peter Bochnewich, Episode 20In 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 but choose not to participate * The main benefits of mediation over going to trial in trust and estate disputes * How cost-effective county mediation programs and professional mediation services differ, and what parties should consider when choosing between them * Rights or interests that a beneficiary risks losing by ignoring a court-ordered mediation notice in a trust dispute***********************************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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * YouTube: https://www.youtube.com/@BochnewichLaw/

July 2, 202540 min

Estate Planning for Charitable Purposes with Kristian Ardelian

Your Inheritance with Peter Bochnewich, Episode 19In 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. Eisenhower and offers top-tier medical services to both residents and visitors. Its operations are heavily supported by philanthropy.Tune in to the episode to hear about: * How planned giving can profoundly impact the Coachella Valley * Charitable components in estate planning and the role that plays in community health * The importance of community support to continue Eisenhower Health’s mission of prioritizing patient care over profits * Popular Planned Giving Vehicles such as Life Estates and Charitable Remainder Unit Trusts (CRUTs) * Real-life stories of the far-reaching impacts of charitable giving, benefitting the community and, sometimes, the donors themselvesLearn more about Kristian Ardelian and Eisenhower Health Foundation: * Connect with Kristian on LinkedIn: https://www.linkedin.com/in/kristian-p-ardelian-30635091 * Consider making a planned gift or donate any amount now to Eisenhower Health Foundation: https://eisenhowerhealth.org/giving/how-to-connect***********************************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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/

December 7, 20241 hr 17 min

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 of court proceedings * The importance of early alternative dispute resolution (ADR) to mitigate the financial and emotional toll of family disputes Learn more about Ms. Williams and the Honorable Wells: * Website: https://sheilawilliamsfamilymediation.attorney * Email: mediationworkscv@gmail.com *********************************** 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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/

October 30, 202444 min

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 for Mediation: Richard emphasizes the need for an open mindset in mediation, viewing it as a conflict resolution opportunity. * Role of the Mediator: Richard describes the mediator's role as facilitating discussion rather than deciding the outcome. * Emotional and Operational Impact of Disputes: Richard notes that mediation helps resolve conflicts in family-run businesses while preserving relationships. Learn more about Richard Lutringer: * Connect with Richard Lutringer on Linkedin: https://www.linkedin.com/in/lutringermediation * Visit Lutringer Mediaton’s website: https://lutringermediation.com *********************************** 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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about * Facebook: https://www.facebook.com/BochnewichLawOffices * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw

October 11, 202431 min

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 Civility: Bochnewich defines zealous advocacy as energetic representation that prioritizes respect and thorough preparation over aggressive arguments.* Legal Framework and Professional Conduct: He highlights the ethical obligations of lawyers under California law, emphasizing the importance of diligence and respect for the legal system.* Courtroom Strategy: Bochnewich outlines the typical progression of probate cases, stressing the need for careful conduct and preparation, while noting that mediation can be a preferable alternative to trial.* Understanding Undue Influence and Capacity: He addresses the complexities of proving undue influence and lack of capacity in will contests, emphasizing the importance of understanding legal thresholds for effective navigation of cases. *********************************** 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 Connect with Peter Bochnewich:* LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/

July 5, 202441 min

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 about: * The intricacies of real estate sales through probate and trust processes in California, focusing on the role and authority granted under the Independent Administrations of Estates Act. * Bill Gross's journey from real estate sales to specializing in probate real estate, including his unique approach to learning and mastering the probate process. * Practical insights on handling court confirmations, overbidding, and the significant differences between probate and standard real estate transactions. * The challenges of working with diverse clients in probate situations, emphasizing the importance of empathy, clear communication, and thorough understanding of the legal framework. * Strategies for ensuring transparency and fairness in probate sales to protect estate interests and maximize property value. Learn more about Bill Gross: * LinkedIn Profile: https://www.linkedin.com/in/billgrossprobate/ * YouTube Channel: http://www.youtube.com/@BillGrossProbate * Website: http://www.probateweekly.com * Facebook Business: https://www.facebook.com/BillGrossProbate/ * X: https://x.com/BillGrossEXP * Instagram: https://www.instagram.com/billgrossprobate/ *********************************** 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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/

June 21, 202439 min

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 about: * The impact of current market trends and inflation on investment strategies. * The role of artificial intelligence in transforming the landscape of financial management. * Strategies for managing trust fund investments effectively in a volatile economic environment. * Guy's insights on the future of investment management and how technological advancements are shaping decision-making processes. * Practical advice for trustees on balancing risk and return in their investment portfolios to meet fiduciary responsibilities. Learn more about Guy Kosov: * Connect with Guy on LinkedIn: https://www.linkedin.com/in/guy-kosov-cfa-cfp-%C2%AE-2bb05065 * Read Guy’s bio on CWT’s website: https://cawealth.com/guy-kosov * Call: 858-704-2008 * Email: guy@cawealth.com *********************************** 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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/

May 24, 202451 min

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 — How the settlors and beneficiaries of a trust can modify an irrevocable trust without the court *********************************** 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 Connect with Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/