Estate Planning News - April 2023

We Are Pleased to Introduce the Newest Member of the Botti & Morison Team: Raul Castro!

Raul Castro is a member of the Orange County Bar and is admitted to practice law in the State of California, as well as the United States Court of Appeals (Ninth Circuit) and possesses 30+ years of legal experience.

He grew up in the San Joaquin Valley where he attended Elementary, Junior and High School. As a teenager, he worked in agriculture (farm work) and as a mechanic assistant at NAS Lemoore. He attended UCLA where he earned his Bachelor’s Degree and received his Juris Doctorate (JD) degree from Western State University (WSU), passing the bar in 1979. Raul has been a member of CAAA (an organization that advocates for the rights of injured workers) for more than 40 years and speaks English and Spanish fluently.

Raul previously worked in the city of Buena Park and was associated with Attorney Marvin Warren (Law Offices of Warren, Castro & Associates). Marvin Warren retired in 2010, and Raul took over Mr. Warren’s remaining cases. He has 40+ years of legal experience, now resides in Santa Barbara, and has recently joined Botti & Morison Estate Planning Attorneys, Ltd. This gives us a combined 100+ years of experience which benefits our clients all the more!

Welcome Raul!

Wishing you the best this spring has to offer - we hope you have time to relax and enjoy.

Quick Link to Client Portal

New Blog Posts

Medi-Cal Eligibility & Nursing Home Care

You might want to think again if you believed Medi-Cal planning meant only meeting strict income and asset limits to qualify for long-term care. Medi-Cal eligibility can be challenging because the criteria are not always clear. You will also need to demonstrate you need the level of care typically provided in a nursing home setting. Health eligibility rules are valid if you apply for nursing home coverage or a Medi-Cal waiver program for coverage in your home or assisted living facility. California has a level of care requirement and criteria to determine if you meet the mandated level of care.

Estate Planning: Joint Revocable Trusts

Trusts can form an essential part of estate planning. Not only do they provide privacy, but they also set parameters for how and when your assets will be used and distributed. Unfortunately, with so many different types of trusts, it can get confusing.

If you’re a married couple desiring to integrate a trust into your estate plan, consider adding a joint revocable trust. A joint revocable trust is a single trust document that covers two married people who have either joint or individual property. This type of trust helps to simplify the administration of assets upon death or incapacity.

New Year’s Resolution: Make or Update Your Estate Plan

Why Millennials Are Writing Wills More Than Ever Before

Drastic Updates to California’s End of Life Option Act

The HJTA Responds to Prop 19 with an Initiative to Repeal the Death Tax

6 Common Estate Planning Mistakes

Estate Planning Checklist: 5 Ways to Prepare

A Guide to Estate Planning for Singles Versus Married Couples

Estate Planning and Divorce

Digital Assets and Estate Planning

Benefits vs Disadvantages of a Living Trust

How to Choose the Right Guardian for Your Children In Case of Death

What Happens If You Die Without a Will?

Pitfalls of Do-It-Yourself (DIY) Estate Planning

Is a Handwritten Will Valid in California?

Questions? Email Us

Or please visit the resource section of our website.

Estate Planning Workshops

We have scheduled the following live workshops. If you or someone you know would benefit from attending our workshops,

please RSVP on our website or call the office (877-585-1885) to save your seats.

Valencia

Hilton Garden Inn

27710 The Old Road

Tuesday, May 2nd, 10:00 a.m. - 12:30 p.m. - or -

Tuesday, May 2nd, 7:00 p.m. - 9:30 p.m. - or -

Saturday, May 6th, 10:00 a.m. - 12:30 p.m. - or -

Wednesday, May 10th, 7:00 p.m. - 9:30 p.m.

Ventura

Ventura Beach Marriott

2055 E. Harbor Blvd.

Wednesday, June 21st, 10:00 a.m. - 12:30 p.m. - or -

Wednesday, June 21st, 7:00 p.m. - 9:30 p.m. - or -

Saturday, June 24th, 10:00 a.m. - 12:30 p.m. - or -

Tuesday, June 27th, 7:00 p.m. - 9:30 p.m.

Please feel free to forward this email to anyone

you may know who has estate planning questions or

would like to attend our workshops.

RSVP for Workshop

Got a Question? Call us toll free 877.585.1885

Estate Planning Videos

Looking to watch a video on a particular Estate Planning topic? Visit our YouTube Channel or website to choose from our educational series. Topics include:

How Botti & Morison Makes Estate Planning Easy
How to Avoid Capital Gains Tax in California
A/B Trusts
Health Care Directives
A Properly Crafted Comprehensive Estate Plan
How a Durable Power of Attorney Avoids Financial Conservatorship
How a Trust Avoids Financial Conservatorship
What is Conservatorship
How a Health Care Directive Avoids Medical Conservatorship

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