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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Keep Your Emergency Contacts and Medical Information Updated for First Responders (and Don’t Forget, “What’s in Your Wallet?”)
Trust Attorney Torrance

Date: 07/25/2022 Category: General
What Happens When You Become Disabled?
Trust Lawyer Torrance. Find out what to do in regards to a trust if you become disabled. California Trust Lawyer.

Date: 07/25/2022 Category: Estate Planning | Trust & Estate Administration | Probate
A CA Estate Plan Is Not Just for the Wealthy
A CA estate plan is about much more than money. A simple will, for instance, could help protect your assets and safeguard your health, too.

Date: 07/07/2022 Category: Estate Planning
Checklist for Detecting and Dealing with Elder Financial Abuse
Elder Abuse Torrance

Date: 06/29/2022 Category: General
Hot Fun in the Summertime
Trust Lawyer Torrance

Date: 06/29/2022 Category: General
Special Estate Planning Considerations When One Spouse Is a Non-U.S. Citizen
The foreign spouses of U.S. citizens are still entitled to receive inheritances, but they could be subject to additional gift and estate taxation.

Date: 06/24/2022 Category: Estate Planning
Understanding and Avoiding Escheatment
California’s escheatment laws allow the state to take your assets if you do not create a comprehensive estate plan. Learn more from our CA attorneys.

Date: 05/24/2022 Category: Trust & Estate Administration | Estate Planning
How an IRA Charitable Rollover Could Help You
An IRA charitable rollover is an opportunity to save money on your taxes while making the world a better place. Learn more here.

Date: 05/24/2022 Category: Estate Planning
Why Some Spouses Need Their Own Estate Planning Attorney
While most married couples in California choose to use the same estate planning lawyer, some partners should consider having their own attorneys.

Date: 05/11/2022 Category: Estate Planning
Claiming Social Security Benefits at Age 70
Understanding how this decision impacts your overall estate planning strategy is crucial for maximizing both current income and future legacy protection.

Date: 05/10/2022 Category: General
How an ESOP Could Help You Meet Your Retirement Goals
An ESOP could provide an ideal route to retirement for business owners who want to empower their employees while keeping control of their company.

Date: 04/26/2022 Category: Estate Planning
“What Are My Rights as a Beneficiary?”
Learn the 5 key rights of beneficiaries in estate planning, including access to estate info, accountings, distributions, impartial treatment, and legal counsel.

Date: 04/25/2022 Category: Trust & Estate Administration | Probate | 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.

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.