Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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The Estate Called “You”
Discover how unique assets, like intellectual property or sole proprietorships, challenge estate valuation & taxation after death. Learn key insights here!

Date: 10/17/2013 Category: Trust & Estate Administration
Making The Most Of Your Business Sale
When business owners take these three sets of actions, they're strongly positioning themselves to not only get the best ... Business

Date: 10/16/2013 Category: General
Appealing Denial Of Medicare Treatment
If you have a Medicare Advantage plan, your plan may overrule your doctor and refuse to cover a treatment or procedure that ... Elder Law

Date: 10/13/2013 Category: General
Appraisals – There Must Be A Method To Your Madness
Sloppiness of an appraisal doesn't matter. Reliability of an appraisal doesn't matter. Even proper application of facts ... Estate Planning

Date: 10/12/2013 Category: Estate Planning
What To Do When You No Longer Want Your Trust
Setting up a trust can be complicated. Now investors are discovering it can be even trickier to unwind one. Trusts are ... Estate Planning

Date: 10/11/2013 Category: Estate Planning
Roth IRA Inheritance Planning For Grandchildren
I have a Roth IRA that I would like used for my great-grandchildren's education. Can it be inherited by minors or a trust ... Estate Planning

Date: 10/10/2013 Category: Estate Planning
When There’s No One To Bat For You (Health Care Agents)
What happens when there’s no one to make health care decisions for you? Learn the importance of advanced directives and explore solutions for seniors.

Date: 10/04/2013 Category: Trust & Estate Administration
Prospective Inheritors Not Hopeful
Three-quarters of people responding to a new survey said they don't expect to inherit money, but financial experts say they ... Estate Planning

Date: 10/03/2013 Category: Estate Planning
IRS Sets Value Of Michael Jackson’s Image
IRS disputes Michael Jackson estate's $2,105 valuation of his image, assessing it at $430 million. Our probate lawyer explores this tax saga and its impact.

Date: 10/02/2013 Category: Trust & Estate Administration
Easing The Tax Bite When Selling Your Business
A lot of small business owners accelerated sales of their companies into 2012 in anticipation of the new higher tax rates ... Business

Date: 10/01/2013 Category: Estate Planning
Charitable Giving According To The Oracle Of Omaha
We're big fans of legendary investor Warren Buffett, so when he announces that he wants to teach us something-for free, no ... Charitable Gifting

Date: 09/30/2013 Category: Estate Planning
Vacation Home (Inheritance) Headaches Worth Avoiding
It sounds like a nice problem to have: handing down a family vacation home from one generation to the next. But the process - ... Estate Planning

Date: 09/28/2013 Category: Estate Planning

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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.
Attorney Jane Lee from Kavesh, Minor & Otis is the best trust Attorney. She helped me create my trust in I think 2018 and every three years I have been going back to their office for the review update. Attorney Jane is kind and patient. She helped me review everything and got all updates done. Everyone should go see her for all of your Attorney needs. M&M Team Reality
Attended a a free seminar several years ago and decided to use this law firm to set up our trust. Things have changed since we first did our trust and we thought we better revisit it and are glad we did. Our Attorney Peter, pointed out things we forgot about and may want to change. He answered all our questions and was knowledgeable. Definitely recommend anyone interested in creating a trust to at least attend one of their seminars. Regina H.

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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.

Attorney Jane Lee from Kavesh, Minor & Otis is the best trust Attorney. She helped me create my trust in I think 2018 and every three years I have been going back to their office for the review update. Attorney Jane is kind and patient. She helped me review everything and got all updates done. Everyone should go see her for all of your Attorney needs. M&M Team Reality

Attended a a free seminar several years ago and decided to use this law firm to set up our trust. Things have changed since we first did our trust and we thought we better revisit it and are glad we did. Our Attorney Peter, pointed out things we forgot about and may want to change. He answered all our questions and was knowledgeable. Definitely recommend anyone interested in creating a trust to at least attend one of their seminars. Regina H.

Very impressed with the knowledge, expertise and professionalism of this firm. My husband and I just finalized our estate plan after taking a long time to get our affairs in order. Our attorney, Peter Keon was patient with us and we appreciated that so much! The office, waiting room and building is beautiful and located in an easy and convenient location nearby the 405 freeway. The staff was kind and welcoming when we walked into the office. Peter Keon is meticulous, organized and detailed oriented. He ensures that you cover all the bases without leaving any stones unturned. He guided us throughout the process and is great with explaining any confusing items on the estate plan in layman terms. We feel so relieved to have our estate plan done in the best hands in the industry! Thank you so much Vita P.

Peter was very professional and courteous . He gave us all the information that we needed and was easy to understand. Smile R.

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Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and and all of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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