Plan on It

planonit
  • 5.0 (2)
  • BUSINESS

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

  1. What Should I Do Now That the New Medi-Cal Rules Are in Place?

    6D AGO

    What Should I Do Now That the New Medi-Cal Rules Are in Place?

    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 of asset test reintroduction 05:20 – Importance of self-assessment for existing applicants 07:10 – Planning options for individuals over asset limits 08:45 – Understanding exempt and non-exempt assets 10:30 – Effect of look back rules on asset transfers 12:15 – Seeking professional assistance for navigating Medi-Cal changes 14:00 – Conclusion and advice for listeners About the Show: *Plan On It* is a podcast series hosted by Mike Leon, featuring Chris Botti, a Board Certified Specialist in Estate Planning, Trust, and Probate Law. The show provides clear, practical guidance on estate planning, long-term care, and Medi-Cal eligibility. For more information and resources, visit bottilaw.com.

    15 min
  2. The Rules of Joint Tenancy in the State of California

    FEB 18

    The Rules of Joint Tenancy in the State of California

    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 Issues 07:45 – Community Property vs. Joint Tenancy 09:20 – Handling Incapacity of Joint Tenants 11:55 – Risks of Adding a Child to Deed or Bank Account 14:30 – Medical Rules and Joint Ownership 16:40 – Alternatives to Joint Tenancy 18:50 – Reviewing Property Titles for Necessary Changes 21:10 – Importance of Revocable Living Trusts About the Show: *Plan On It* is a comprehensive estate planning podcast hosted by an experienced attorney, offering valuable insights and guidance on protecting assets and creating effective plans for the future. Tune in for expert advice on estate planning strategies tailored to your family's needs.

    12 min
  3. Avoiding Probate in California

    FEB 3

    Avoiding Probate in California

    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: 00:00 – Introduction 01:30 – Understanding Probate in California 05:45 – Reasons to Avoid Probate 09:20 – Costs and Expenses of Probate 12:10 – Will Misconceptions and Probate Triggers 16:40 – Benefits of a Revocable Living Trust 20:15 – Importance of Proper Trust Funding 24:00 – Addressing Mistakes in Trust Funding 27:35 – Community Property System in California 30:10 – Advantages of Avoiding Probate 34:00 – Handling Trust Funding Confirmation About the Show: *Plan on It* offers invaluable insights into estate planning, trust creation, and probate avoidance in California. Join attorney Chris Botti as he simplifies complex legal concepts, providing actionable strategies for safeguarding assets and securing family legacies.

    16 min
  4. What Is Long-Term Care Estate Planning and Why Is It Important

    12/10/2025

    What Is Long-Term Care Estate Planning and Why Is It Important

    Episode Summary: 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 05:15 – Incorporating Incapacity Planning into Estate Plans 08:45 – Triggers for Considering Long-Term Care Planning 11:20 – Misconceptions Surrounding Long-Term Care Eligibility 14:55 – Essential Documents for Long-Term Care Planning 18:10 – Addressing Medical Compliance in Estate Plans 21:40 – Designing Comprehensive Estate Plans for Long-Term Care 24:30 – Coordination with Community Property Rules 27:10 – Assessing Existing Estate Plans for Long-Term Care Preparedness 30:05 – Core Documents for Long-Term Care Estate Planning About the Show: *Plan On It* is a podcast series hosted by a board-certified estate planning attorney, Christ Botti, focusing on educating individuals about estate planning, asset protection, and long-term care considerations. The show aims to empower listeners with essential knowledge to secure their and their families' futures.

    20 min
  5. Medi-Cal Changes for 2026: What California Families Need to Know Now

    11/26/2025

    Medi-Cal Changes for 2026: What California Families Need to Know Now

    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 01:30 – Botti's background in estate planning and Medi-Cal law 04:45 – Reinstatement of the asset test and look back period from January 1st, 2026 08:15 – Impact on new applicants and existing Medi-Cal recipients 10:30 – Potential consequences for those exceeding asset limits 12:45 – Exempt vs. non-exempt assets under Medi-Cal rules 15:20 – Protections for married couples under the new standards 17:50 – Utilizing irrevocable Medi-Cal asset preservation trusts 20:10 – Importance of starting conversations about long-term care planning 23:00 – Closing remarks and resources for further assistance   About the Show: 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.

    22 min
  • 5 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    planonit
  • Years Active
    2025 - 2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Plan on It