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 Business Administration and Finance from Fresno Pacific University and has earned the prestigious CFA® and CFP® designations. Throughout his career, he has achieved many notable milestones as a portfolio manager and founding partner of Solas Wealth Strategies.  

Tune in to the episode to hear about:

 * Kosov’s views on current market trends and inflation

 * How should trustees and advisors manage AI “hallucination” risk and verify inputs before acting?

 * Kosov’s view of AI as a tool that accelerates quantitative work

 * An advice on investment portfolios in the current market, including why even older investors often need some equity exposure in the post-2008 zero-rate era

 * What investments (power, grid, data centers, chip fabrication) must scale to sustain AI-driven growth?

Learn more about Guy Kosov:

 * Connect with Guy on LinkedIn: https://www.linkedin.com/in/guy-kosov-cfa-cfp-%C2%AE-2bb05065

 * Follow Solas Wealth Strategies on LinkedIn: https://www.linkedin.com/company/solas-wealth-strategies/about

 * Visit Solas Wealth Strategies’ website: https://solaswealthstrategies.com

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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 

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

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

 * 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 pitfalls

Learn 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

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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 

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

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 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

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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 

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

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 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

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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 

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/

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. 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 themselves

Learn 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

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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 

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/

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:

Learn more about Ms. Williams and the Honorable Wells: 

 * Website: https://sheilawilliamsfamilymediation.attorney

 * Email: [email protected]

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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 

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/

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

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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 

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

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.

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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 

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/

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/ 

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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 

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/

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: [email protected]

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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 

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/