Why Should You Use KM&O As Your Estate Planning Attorneys?

Recognized Leaders in the Field. KM&O has trained hundreds of other estate planning attorneys from across the nation to duplicate its unique approach to estate planning and has licensed them the use of its customized documents. (If other attorneys have paid hundreds of thousands of dollars to learn from KM&O, isn’t that the highest form of respect and praise?)
Specialization. KM&O specializes only in estate planning and administration of estates after people pass away. (KMO does not do litigation, divorce, real estate, business or contract law - - and just “dabble” in estate planning.)
Unusual Longevity. KM&O has been in business in this specialty area for over 30 years. (Today, it’s rare for any business to last that long. KM&O has several attorneys, so you can feel confident that even should your attorney retire or pass away, the firm will be there in the future for you, your surviving spouse, your trustees and beneficiaries.)
Enormous Experience. KM&O has designed and built over 15,000 Living Trusts and handled over 3,000 Trust administrations after clients have passed. (That unique level of experience, knowing what works and doesn’t when a Trust is truly tested, is built into your Trust.)
Top Credentials. KM&O has 2 attorneys with advanced level Masters Degrees in Tax Law and 2 attorneys that are State Bar Certified Specialists in Estate Planning, Trust & Probate Law. (Other attorneys may say they specialize in estate planning, but have they gone the extra step of taking and passing special examinations and being reviewed by their fellow professionals?)
Dedicated Client Service. KM&O has several friendly, skilled client service representatives to take your calls and get you answers to your questions and solutions to your problems quickly. (Normally, getting through to any attorney may be difficult, because he or she may be in a meeting or on another phone call. At KM&O, you get the attention you want and deserve.)
Unparalleled Innovation. Over the years, KM&O has created or developed numerous innovations in estate planning, including the “Personal Asset Trust™" , the “IRA Inheritance Trust®, the Living Trust “Owner’s Manual”, the “ID Card”, the “Successor Trustee Manual” and the “Beneficiary Manual”. Plus, as new developments occur in the law and planning techniques, KM&O regularly informs its clients through newsletters and special seminars. (You want the latest up-to-date, cutting edge strategies on your and your family’s side, now and in the future!)
Straight Talk. KM&O attorneys have presented over 2,000 seminars educating the public on important estate planning topics, appeared on the weekly television show “Planning Your Estate” for over 6 years, and spoken at hundreds of top corporations to their employees. (You’ll like the fact that KM&O explains complicated matters in simple, plain English terms you and your loved ones can understand.)
Unique Quality Control. Every client’s plan design and individual documents undergo several detailed reviews not only by your individual attorney, but also by a senior paralegal with over 20 years of experience. Many plans are reviewed by a second attorney as well. (Keep in mind: all Living Trust plans are not created equal!)
Planning Beyond Just Living Trusts. KM&O also offers advanced level estate tax and wealth protection planning for larger estates, such as irrevocable insurance trusts, personal residence trusts and limited liability companies. (You may not need this advanced planning now, but you may later as your estate grows.)
Periodic Review of Your Plan. KM&O regularly follows up with each client, by inviting you in for a free review meeting at least every 3 years. (Other attorneys may treat your estate plan as a “one-shot deal” or if they do follow up, may charge you for this extra service.
Proper Implementation of Your Plan. Your Trustee (including your surviving spouse) is entitled to a free meeting - - if you become disabled or pass away - - that is already included as a part of your initial planning fee. KM&O’s numerous offices through L.A. and Orange Counties make it easy for you and your Trustee to come in. Plus, the unique KM&O “Trustee Manual” and “Beneficiary Manual” help ensure that the terms of your plan will be carried out exactly as you intended. (Isn’t this the ultimate “peace of mind” you hope for when you set up your estate plan?)

How You and Your Loved Ones Benefit From the Special Features of the Kavesh, Minor & Otis Living Trust Plan

The Unique “Personal Asset Trust™” (enhanced protection for your beneficiaries’ inheritance from the claims of spouses and creditors, lawsuits, loss of government benefits, and estate taxes when they pass down their inheritance)
Unusual Flexibility (your Trust can adapt after you’re disabled or gone, to the changed needs and circumstances of you and your beneficiaries and to changes in the laws - - to help ensure your Trust carries out your original intent)
Often Overlooked “HIPAA” Provisions (so your spouse and other Successor Trustees won’t be forced into Court to gain access to your important medical information when you become ill or disabled and important financial and medical decisions need to be made right away)
The Medi-Cal “Trap Door” (the tools your Trustee may need to qualify you more quickly for government nursing care benefits should you ever need them, possibly without requiring your family to later pay them back)
The KM&O “Service Package” (free phone calls, follow-up notices, review meetings every 3 years and initial consultation with your Trustee when you’re disabled or pass away, to be sure your plan is properly maintained and carried out)
The “Owner’s Manual” (including everything you need to properly understand and implement your Trust plan, such as a Trust Flow Chart, Title Transfer Letters, Location and Contacts Lists, Personal Directions Letter and Action Checklists)
The “Trustee Manual” (so your spouse or other Successor Trustee knows exactly, step-by-step, what to do and not to do, when you become ill, disabled or pass away)
The “Beneficiary Manual” (so your beneficiaries may properly “drive” their Personal Asset Trust™ “vehicles” to maximize its protective benefits)
The Health Document “Emergency Card” (so you know your Health Care Decision Documents will always be readily available if you’re rushed to a hospital)
The Trust “ID Card” (so you can be sure to properly get and keep your assets in your Trust and avoid costly Court conservatorship and probate proceedings)