At Kavesh, Minor & Otis, we are happy to provide our clients a full array of estate planning services, including special areas of estate planning when a client's needs warrant additional planning options. We do this by bringing in outside "of counsel" experts who specialize in various areas of advanced level estate planning strategies.

Below are the "of counsel" attorney experts that assist our clients in the areas specified. If you would like to schedule a free consultation with any of these attorneys, please contact our office and we will be happy to assist you.

Thomas L. McKenzie
Medi-Cal Planning and Other Long Term Care Planning
 
Elder Law Planning
 
Lifetime Special Needs Planning
 
 
 
Steven J. Oshins
Advanced Asset Protection and Estate Tax Planning
 
Limited Liability Company (LLC)
 
Family Limited Partnership (FLP)
 
Other, More Sophisticated Strategies for Larger Estates
 
 
Bruce Givner
Advanced Level Income Tax Planning
 
Special Planning for Business Owners
 
Advanced Level Estate Tax Planning
 
 
 
Matthew B. Mack
Charitable Gift Planning
 
   
   
   
 
 

 

Disclaimer – This website is intended to provide legal information only; legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Kavesh, Minor & Otis, Inc. The testimonials throughout this site were provided by actual clients. To maintain their privacy their names may have been abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results.

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