Are you concerned about your hard-earned assets passing to the right people at the right time and not losing them to courts, the IRS and in-laws? Do you know where to start to make that happen? Did you know that a Living Trust is likely the better option to protect your home, retirement savings and other assets instead of a traditional Will?
In 2018, participants that have attended our Living Trust Seminars have rated the presentation 4.8 out of 5 stars.
If you’re feeling confused and perhaps even frustrated, you’re not alone. At a free seminar offered by The Law Firm of Kavesh, Minor & Otis, Inc., we will arm you with the knowledge you need to craft a plan that gives you and your loved ones the peace of mind you need and deserve.
97% of clients and prospective clients, that have completed our post-appointment surveys, say they would refer us to friends and family.
My husband and I had Kavesh, Minor & Otis set up a Living Trust for us. Just 6 months after we signed our Living Trust, my husband had a heart attack and died. So of course I called Kavesh, Minor & Otis. They did all my paperwork, freeing me of everything. I can’t say enough about them, they handled everything and were just marvelous. I recommend all my friends to Kavesh, Minor & Otis to set up a Living Trust. I pass out their business cards to my friends and tell them to call them up. If you want me to go with you, I’ll go. I’ll take you there. Everybody’s got to have a Living Trust and I think Kavesh, Minor & Otis is the best!
I shall never forget how fortunate it was to have noted the ad in the Los Angeles Times which resulted in our attending the seminar you conducted… our only regret is that it took us this long to learn of your existence and your being able to combine every aspect of our financial and legal affairs in one place, providing us a total relief from the anxieties that previously existed. We thank you and every member of your staff with whom we have come in contact for all the help you have given us.
My husband and I set up a Living Trust with Kavesh, Minor & Otis. Our main reason was to save inheritance taxes. It’s given me peace of mind knowing everything is taken care of. I know what to do in case something happens to my husband… and my children know what to do if something happens to the two of us. We’re very satisfied with the service we received from Kavesh, Minor & Otis. They listened to my concerns and took the time to explain everything to me — I appreciate that. Kavesh, Minor & Otis is always there to help us out and that makes me feel secure.
I am writing this letter to thank you for the excellent service provided by your firm in the preparation of my family trust. I am especially grateful for the assistance of my attorney, whose knowledge, professionalism, personal care and interest were invaluable. From the outset, I had some pretty complex ideas about how I wanted my estate distributed and with skill and patience, my attorney helped me work through them and come up with a plan which satisfied my wishes and concerns… you can be sure that I would recommend Kavesh, Minor & Otis to anyone seeking help with their estate planning needs.
You have created a package that includes all of the things for a comprehensive estate plan. It’s the most complete package that I have ever encountered. Your firm’s emphasis on maintaining the Trust struck a chord and your “IRA Inheritance Trust®” and “Personal Asset Trust℠” are two innovative things.
We had previous experience with estate planning and we recognized Phil Kavesh as someone who knew what he was talking about. Having a Living Trust is the assurance that things will go on without us as we choose to have them happen, plus we are able to avoid the costs of probate. I was an executor for my father’s estate and I know what happens during probate, especially if there’s anything complicated or legally at issue. That one experience was enough to convince me how important a Living Trust is. I certainly would recommend it to people.
My wife died last November. Most of our assets were titled in our Living Trust and I was able to avoid probate. Also, I bought my house in 1959, so you can imagine what the capital gain is in it. With the Living Trust (and property agreement), my house has a new tax basis. If I decide to sell it, right there the estate plan I got will probably save me over $100,000 in capital gains taxes.
Kavesh, Minor & Otis has worked with my wife and I on numerous aspects of our estate planning, including our Living Trust, irrevocable insurance trust and IRA Inheritance Trust with which we were comfortable that we had done the most for ourselves and for our heirs. The missing piece for our heirs was a track to run on once we were not here to give them direction…
I got a Living Trust because I was concerned with setting things up in an orderly manner and protecting everything from too many taxes. If you’ve got something to protect, then a Living Trust is what you need. If you don’t care about paying out all the estate taxes and going through probate and such, you don’t need one. My wife won’t need to spend a lot of time worrying about all this now that we have a Living Trust. I’ve found Kavesh, Minor & Otis very easy to deal with and very straight forward.
I was selected to be the executor/trustee for my brother’s Living Trust. I am thankful that my brother selected your law firm to prepare his revocable Family Living Trust. I was so impressed with the detailed content of the documents in the Estate Planning Portfolio. Because my brother had such thoughtful and thorough assistance while planning, following through with his wishes was clear. I appreciated your firm’s attention to detail, as well as the knowledge of all the necessary procedures to administer a trust. This made my duties as executor and trustee an interesting and enjoyable experience. I learned much and feel very satisfied with the way everything was handled.
My father died more than three years ago. His estate is still going through probate with another law firm and we’ve been told it’ll take at least another year. This whole process has put an excessive amount of emotional and financial strain on my family. We still don’t know what the total fees are yet, but we suspect they’ll be close to $100,000. I would never wish this nightmare on my own children.
We have been your customer for many, many years. We have been happy with your firm from the very first day. We have put our trust in you to make sure all will be fine for our family when needed. This is the most important time in our lives. Our planning. Thank you once again.
We wish to extend our gratitude for assisting us with our Estate Planning. Seeing that our Living Trust had to be amended and updated, the procedures accomplished were effectively done so that we could take full advantage of the benefits of our estate plan. We would surely recommend our families and friends to your office for their assistance.
My father had a Living Trust prepared for him by Kavesh, Minor & Otis in the past, and when he first showed it to me, after the completion, I actually thought it was way more than needed. My father passed away in February of 2008, and I can only tell you that I was and am so thankful for the trust document he had your firm do. As the trustee of my father’s estate, it made a lot of the issues I had to deal with a lot easier, but regardless of the trust being well done, I couldn’t have gotten through all of this without the expert guidance of your firm. I can only imagine that in this type of law, everyone at Kavesh, Minor & Otis must deal with a lot of emotional issues.
Not Every Estate Plan Is The Same. Work With Lawyers Who Understand That.
There are endless options available to you over the internet to prepare your own estate plan. However, experience and expertise still count for something, and not working with an actual, experienced estate planner can have severe consequences for you, your loved ones and your assets. What you think may be a strong plan could turn out to be a ticking time bomb.
In over 36 years, we have held over 3,000 seminars, designed over 15,000 estate plans and administered over 4,000 of them after death. We have an unparalleled track record in helping clients become smart, informed consumers. We are lawyers and educators: We can help you think through every single important decision you will have to make, understand why it may be important to clarify your thinking and find creative solutions for your individual situation.
A Mixed Family
Modify A Trust