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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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
The IRS’s Untimely Vacation From Issuing Tax Identification Numbers
Discover why the IRS delayed issuing tax ID numbers, how this impacts estate planning processes, and what steps you can take to stay compliant today.

Date: 01/02/2013 Category: Estate Planning
Keeping Up With The Joneses …By Comparing Retirement Savings??
Learn how comparing retirement savings to others can impact your financial planning and discover smart strategies to build a secure retirement future.

Date: 01/01/2013 Category: Estate Planning
Los Angeles California To Give or Not to Give
Wealthy Californians may consider making large gifts before potential estate tax changes. Learn about gift tax strategies & consult an estate planning attorney

Date: 12/24/2012 Category: Estate Planning
A New Game to Help with Charitable Giving in Torrance California
Discover how the "Talk About Giving" card game encourages meaningful family discussions around values, legacy, and charitable giving in Torrance, California

Date: 12/20/2012 Category: Estate Planning
Retirement Planning: Five Mistakes to Avoid in Los Angeles County
Discover the five biggest retirement planning mistakes to avoid in Los Angeles County and learn smart ways to protect your savings and secure your future

Date: 12/19/2012 Category: Estate Planning
A New Way to Face Retirement in Torrance California
Discover how Kavesh Minor & Otis use innovative tools to motivate retirement planning, showing your future self, predicting inflation, and guiding savings goals

Date: 12/18/2012 Category: Estate Planning
Mixing Business and Friendship Can Be Risky in Los Angeles California
Mixing business and friendship in Los Angeles can be risky. Learn how disputes arise and how clear agreements can protect both relationships and business.

Date: 12/17/2012 Category: General

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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.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

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.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

When You Want the Best for Your Loved Ones, Choose Us.

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.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.