HeyJaredPlan on It
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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Understanding the Federal Estate and Gift Tax System (opens the original)
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In this episode of Plan On It, host Sean O’Connor is joined by attorneys Christopher Botti and Chris Michail to delve into advanced estate planning strategies. The discussion centers on the federal estate and gift tax system, emphasizing its importance for families with significant wealth. Chris Michail explains the intricacies of the transfer tax system, highlighting the unified nature of estate and gift taxes and the critical thresholds that trigger tax liabilities. The attorneys discuss pract
What Is a Medi-Cal Asset Protection Trust (MAPT)? (opens the original)
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In this episode of Plan on it, host Sean O’Connor and Attorney Christopher E. Botti delve into the intricacies of Medi-Cal Asset Protection Trusts (MAPTs). With over 30 years of experience in estate planning, Chris explains how these irrevocable trusts can safeguard assets like homes and savings from being counted towards Medi-Cal eligibility. He highlights the critical differences between MAPTs and revocable living trusts, emphasizing the importance of appointing a ”friendly trustee” to manage
Estate Planning FAQs: Part 4 (opens the original)
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In this episode of Plan on it, attorney Christopher E. Botti, a board-Certified Specialist in Estate Planning, Trust and Probate Law, joins host Sean O’Connor to answer listener questions about estate planning. Christopher discusses the necessity of trusts, particularly in California, to avoid probate, and when a basic estate plan might suffice. He explains the interplay between trusts and beneficiary designations on accounts like life insurance and retirement plans, emphasizing the importance o
Deep Dive: Understanding Grantor Retained Annuity Trusts (GRATs) (opens the original)
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In this episode of Plan On It, attorney Christopher E. Botti and attorney Chris Michail join host Sean O’Connor to explore the intricacies of Grantor Retained Annuity Trusts (GRATs). With over 30 years of experience, Chris Botti delves into the mechanics of GRATs, explaining their role in advanced estate planning for high-net-worth families. Chris Michail adds depth to the discussion by highlighting how GRATs can be used to transfer wealth without incurring estate or gift taxes, especially when
Understanding Advanced Estate Planning for High Net Worth Families (opens the original)
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In this episode of Plan On It, host Sean O’Connor is joined by attorney Christopher E. Botti and guest Chris Michail to kick off a new advanced planning series. With over 30 years of experience, Chris Botti, a board-certified specialist in estate planning, trust, and probate law, teams up with Chris Michail, who focuses on advanced estate planning strategies for high net worth families. They delve into the distinctions between regular and advanced estate planning, emphasizing the importance of m
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