I Am Here Because...
Botti & Morison Estate Planning Attorneys, Ltd. offers free estate planning workshops and webinars for those who are interested. Our workshops are designed to teach attendees various methods to eliminate all costs of probate to their families. The seminar also provides valuable information on how to protect, preserve, and manage one's estate in the event they pass away or become too incapacitated to make decisions.
Some crucial estate planning topics our workshops cover include:
- How to avoid the cost and delays of probate
- Specifying a guardian for minor children
- How to defuse potential conflict that could arise over the estate
- Methods to eliminate or minimize estate or transfer taxes
- Asset protection and preservation from financial predators
- And so much more
Despite popular misconceptions, estate planning is not only for the wealthy. Everyone should have an estate plan established in the event they die or become too disabled to make decisions. Our attorneys assist interested clients by crafting a comprehensive integrated estate plan customized to fit their needs. The attorneys at Botti & Morison Estate Planning Attorneys, Ltd., Chris Botti and Paul Morison, are well-versed in all aspects of estate planning including Trusts, Probate, Powers of Attorney, Veterans Planning, Asset Protection, Probate/Trust Administration, among many others.
Learn more about Botti & Morison Estate Planning Attorneys, Ltd. estate planning services and packages here.
Managing a loved one's estate whilst in the midst of grief is by no means an easy process. That is why the attorneys at Botti & Morison Estate Planning Attorneys, Ltd. provide valuable advice and guidance on all probate and trust administration matters including petitioning for Guardianship or Conservatorship. With over 60 years of estate administration experience, Chris Botti and Paul Morison have a thorough understanding of what's entailed in the personal representative's duties as well as their liabilities. They can provide the effective counsel needed to ensure the loved one's estate is administered lawfully while fulfilling their last wishes.
Learn more about our estate administration services here.
Disputes are not uncommon when administering a trust or probating an estate, especially if the estate is held at a substantial value. In some cases, arbitration is just not appropriate, and litigation is simply unavoidable. The attorneys at Botti & Morison Estate Planning Attorneys, Ltd. represent both beneficiaries and fiduciaries in trust and probate disputes. They have successfully prosecuted and defended their clients interests both before the courts and through alternate dispute resolution.
Learn more about our trust and probate litigation services here.
Not only does Botti & Morison Estate Planning Attorneys, Ltd. craft estate plans, but our legal team assists clients interested in modifying or updating their estate plan. An estate plan should be reviewed every five or so years and/or after a major life event occurs. Our attorneys provide in-depth estate plan reviews and from there can pinpoint any inconsistencies, errors, or vulnerable areas that could be improved upon. They can assist with the selection of a trusted executor or trustee, inventory all assets, ensure all heirs/beneficiaries are identified, and incorporate new estate planning instruments that could prove beneficial in the future.
Look over our estate planning checklist here to ensure your affairs are all in order.
Botti & Morison
Having over 60 years of estate planning experience, Botti & Morison Estate Planning Attorneys, Ltd. have completed thousands of tailored estate plans and continue to do so as we educate people just like you who are interested in ensuring that their loved ones are cared for and their affairs handled properly. Our services include: Trusts, Wills, Power of Attorneys, Health Care Directives, Medi-Cal and Veterans Planning, Asset Protection, Probate Administration... and many more.
It is important to seek qualified professional advice when considering any of these services so that they will withstand IRS scrutiny while accomplishing your objectives. If you are thinking about estate planning services, please contact us to schedule a free no-obligation consultation with one of our attorneys. You can also attend our free workshop where we'll answer all of your estate planning questions.
What Our ClientsHave To Say
We pursue justice on behalf of our clients. Throughout the years, we have helped thousands of people achieve their estate planning goals and secure favorable outcomes in their probate proceedings. Hear what some of them have to say about our services.
*The content of client testimonials does not constitute a guarantee or prediction regarding the outcome of any legal matter.
Articles & Videos
- Pitfalls of Do-It-Yourself (DIY) Estate Planning
- What Happens If You Die Without a Will?
- How to Choose the Right Guardian for Your Children In Case of Death
- Benefits vs Disadvantages of a Living Trust
- Digital Assets and Estate Planning
- Estate Planning and Divorce
- A Guide to Estate Planning for Singles Versus Married Couples
- How to Avoid Capital Gains Tax in California Using Proper Estate Plan...
- Plan on It: AB Trusts Webinar Replay
- Plan on It: Capital Gains
- Plan on It: Health Care Directives
- Plan on It: Probate
- The Value of a Comprehensive Estate Plan
- How a Durable Power of Attorney Avoids Financial Conservatorship
Free Live Workshops& Webinars
Our free, informative workshops will explain estate planning and demonstrate how we have made the process simple and affordable. At the workshop you will learn how to eliminate all costs of probate to your family.
The Courtyard by Marriott
1605 Calle Joaquin Road
San Luis Obispo, California
- Sat, January 28, 2023
- 10:00 AM - 12:15 PM
The Hampton Inn & Suites
212 Alexa Court
Paso Robles , California
- Tue, January 31, 2023
- 10:00 AM - 12:15 PM
The Courtyard by Marriott in San Luis Obispo
1605 Calle Joaquin Road
San Luis Obispo, CA 93405
- Tue, January 31, 2023
- 07:00 PM - 09:15 PM
Botti & Morison is a proud member of every community we serve as evidenced by our A+ record with the Better Business Bureau. We are proud of our success and look forward to continuing our relationships with each local community. Botti & Morison is here to help you and your family establish the peace of mind that comes with a customized estate plan.
Ventura (Headquarters) 199 Figueroa St. Suite 200
Ventura, CA 93001
San Luis Obispo & Central Coast 2436 Broad Street
San Luis Obispo, CA 93401Phone: 805.544.0410
Bakersfield & Central Valley 4900 California Ave,
Tower A, Suite 320A
Bakersfield, CA 93309Phone: 661.326.1255
Valencia 27240 Turnberry Ln #200
Valencia, CA 91355Phone: 661.775.9958
Santa Barbara 924 Anacapa St., Suite 3G
Santa Barbara, CA 93101
Westlake Village 2625 Townsgate Rd #330
Westlake Village, CA 91361
Request A FreeConsultation
Use the contact form to submit an email requesting a free and confidential consultation with one of our attorneys. Our team is standing by and ready to help. We will get back to you as soon as possible.
For your convenience, consultations may be held over the phone, video conference or in person at one of our six office locations.
*All fields are required. Submission of this form does not constitute an attorney-client relationship. Please do not include highly sensitive information. If your situation is urgent, please call our office at 877.585.1885.
California Estate& Probate Lawyers
We specialize in Estate Planning, Elder Law, Trust Administration and Probate Litigation in the state of California.
Although it may feel strange to plan for the end, every person no matter their wealth should have a comprehensive and customized estate plan in the event they're deceased or incapacitated. Most estate plans are comprised of a will, but they can also include other important documentation including the establishment of a trust, Durable Financial Power of Attorney, an Advance Health Care Directive, among other important estate planning instruments. To learn more, visit the links listed below.
Once a person has passed, their loved ones must take up the mantle and administer their estate according to their wishes. The outcome of this process would depend on if the deceased had an estate plan already established. Without one, the estate must go through a court-supervised process known as probate. To learn more about probate and administration of one's estate, visit the articles linked below.
In some cases, litigation may be necessary to take control of a person's estate-especially if the personal representative has exhibited issues while managing said estate. Litigation, whether it's during probate or in regard to a trust/will, is necessary if disputes arise over the administration or distribution of the decedent's estate. To learn more about probate and estate litigation, visit the article linked below.