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The 10 Biggest Estate Planning Mistakes People Make
In our free guide, a California estate planning attorney explains common mistakes people make when creating their estate plans and how to prevent them.
Read More +The Questions You Should Ask When Choosing Your Estate Planner
In our free guide, a California estate planning attorney explains which questions to ask before selecting the person who will create your will or living trust.
Read More +Why You Should Review Your Estate Plan
In our free guide, a California estate planning lawyer explains how often you should review your Estate Planning documents to ensure your...
Read More +The 10 Biggest Mistakes California Probate Executors Make And How To Avoid Them
Free California probate guide for executors. Learn the top 10 mistakes, avoid delays, family conflict, and personal liability. Download now.
Read More +Your Essential First 30 Days: California Probate Executor Checklist
Free California Probate Executor Checklist for your first 30 days. Trusted by 4,000+ LA County families. Download now from experienced attorneys.
Read More +Request Your Free Successor Trustee Checklist: Your First 30 Days After A Living Trust Maker's Death
Free Successor Trustee Checklist for the first 30 days after a living trust maker’s death, guiding families through trust steps and next actions today.
Read More +Free Report: The 10 Biggest Mistakes Trustees Make...And How To Avoid Them
Avoid costly trust administration errors. Download this free report revealing the 10 biggest mistakes trustees make and how to prevent them.
Read More +What Are My Rights As A Beneficiary? | Free Download
Unsure of your rights as a trust or estate beneficiary? Download this free guide explaining beneficiary rights and what the law requires.
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Ready to Establish or Upgrade Your Estate Plan? Our Southern California Law Firm Has Given Thousands of Your Neighbors Peace of Mind
Questions You Need To Answer When Choosing An Estate Planning Lawyer
Do they specialize in estate planning?
At Kavesh Minor & Otis, hereafter referred to as “KM&O”, estate planning is all that we do. We don’t just dabble in estate planning while practicing other areas of law.
Are they State Bar Certified Specialists?
Anyone can say they specialize in estate planning, but only an attorney who has passed an extra Bar examination and been reviewed by his or her fellow professionals may call him or herself a “State Bar Certified Specialist”. At KM&O, we have three Specialists on staff.
Have they been in business over 35 years and set up thousands of estate plans?
KM&O has been in business for over 35 years, all of which have been devoted exclusively to estate planning. During that time, KM&O has designed and built over 15,000 Living Trust estate plans, more than just about any other law firm in Southern California.
Have they handled thousands of estates and trusts after clients have passed away?
This is when an estate plan is truly tested! At KM&O, we have handled over 4,000 trusts and estates after people have passed and we build the knowledge gained from that unique level of experience into the custom design of your Living Trust plan.
Are they recognized leaders in the estate planning field?
KM&O has pioneered numerous innovations in estate planning, including the “Personal Asset TrustSM”, the “IRA Inheritance Trust®”, and the “Driver’s Manuals” for the Client, Trustee and Beneficiary. Furthermore, hundreds of estate planning attorneys from across the nation have paid to learn, license and use KM&O’s unique estate planning techniques and tools.
Have they been quoted as estate planning authorities in prestigious national publications?
KM&O’s supervising attorney, Philip Kavesh, has been frequently quoted as an authority in The Wall Street Journal, Consumer Reports magazine, as well as The Los Angeles Times, and has been interviewed on numerous television and radio shows.
What Our South Bay Clients Have To Say About Their Experience With Kavesh, Minor & Otis INC.
"Always get great service and advice from KMO. Been a client for 40+ years."
- Thom W. Torrance Client
"Jane was easy to talk to. She listened to what we wanted done and had everything prepared at
the next meeting."
- Bee D. Rancho Palos Verdes Client
"My husband and I had a very positive experience with Peter Leon of the Kavesh, Minor, & Otis Law Firm. We met with Peter to update our Family Trust and he skillfully addressed many concerns to resolve family issues. Peter is professional, devoted to his work, and always available to answer any questions. We highly recommend Peter to take care of you and your Family Trust.."
- Helen C. Redondo Beach Client
"Peter Keon of Kavesh, Minor & Otis provided excellent consultation for preparation in determining if Edward Jones Trust Company would act as a Successor Trustee. We highly recommend his Trust services. James Richard and Camille Mills"
- Camille M. Hermosa Beach Client
"Last week we completed with the law firm of Kavesh, Minor & Otis, the updating of our Trust. The specifics were handled by Peter Keon, who was very professional, competent and helpful. He went through in detail our 2+ inches thick, very useful, and complete Trust manual. We strongly recommend Kavesh Law Firm if you are interested in a reliable implementation of your trust."
- Maud & Tonis T. Manhattan Beach Client