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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Health Care Costs – Location, Location, Location
It's no secret that the tab for health care in America is soaring. But did you know that what you pay for health care ... Estate Planning

Date: 01/30/2013 Category: Estate Planning
Fiscal Cliff Falls on the Charitable “Rich”
There is much confusion and misinformation about the impact of the "fiscal cliff" tax law on charitable giving. ... Charitable Gifting

Date: 01/28/2013 Category: Estate Planning
Charitable Giving Slows for Uberwealthy
America's billionaires gave less in 2012 than in 2011, a new Chronicle tally shows. Well in the wake of confetti and ... Fiscal Cliff

Date: 01/18/2013 Category: Estate Planning
Testing Trustee Temperament
Explore the importance of trustee temperament in trust management. Learn how trustee mindsets impact decisions and why selecting the right trustee is crucial.

Date: 01/17/2013 Category: Trust & Estate Administration
IRA Charitable Rollover – A Powerful Win-Win in Los Angeles California
As part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA ... Charitable Gifting

Date: 01/15/2013 Category: Estate Planning
Search for a Long-Term Care Solution
The New Year's Day budget agreement to avoid the fiscal cliff includes two key measures that could be critical to people ... Estate Tax

Date: 01/14/2013 Category: Estate Planning
Fiscal Cliff Deal Revives the Ever Popular Energy Tax Credit
Learn how the fiscal‑cliff deal revives energy tax credits: what it means for clean energy, savings incentives, and your eligibility under US tax law.

Date: 01/11/2013 Category: Estate Planning
Some Surprising “Winners” in Fiscal Cliff Deal
Explore surprising winners of the U.S. fiscal‑cliff deal, including small businesses, doctors, energy sectors, entertainment, and even NASCAR interests.

Date: 01/10/2013 Category: Estate Planning
Fiscal Cliff Deal Expands Roth 401(k) Conversion Eligibility
Discover how the fiscal‑cliff deal expands eligibility for converting a traditional 401(k) into a Roth 401(k), and why paying tax now may pay off later.

Date: 01/09/2013 Category: Estate Planning
Fiscal Cliff Deal Opens Door to Last-Minute Charitable Contributions
The fiscal‑cliff deal allows last‑minute charitable contributions, offering potential tax benefits and strategies to maximize your 2025 donation impact.

Date: 01/08/2013 Category: Estate Planning
Federal Estate and Gift Taxes Finally Settled with Fiscal Cliff Deal in Los Angeles California
The fiscal cliff deal permanently sets federal estate and gift taxes. Learn how this impacts your estate plan and why an estate planning attorney can help.

Date: 01/07/2013 Category: Estate Planning
Does Anyone Know How the Affordable Care Act Will Affect Medicare?
Discover how the Affordable Care Act may impact your Medicare coverage, costs, and benefits, and what seniors and retirees should know about upcoming changes.

Date: 01/04/2013 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.
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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

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After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

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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.
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