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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Finding a Life Insurance Policy That Wasn’t Listed in a Will or Trust
Finding a lost life insurance policy can be difficult, but putting in the effort could provide an unexpected windfall. Read the blog for more info!

Date: 01/03/2024 Category: Trust & Estate Administration
The Advantages and Disadvantages of a Springing Power of Attorney
Although the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.

Date: 01/03/2024 Category: Estate Planning
“Oh No! I Can’t Access My Bank Accounts!!” - A Cautionary Tale
Imagine this. Your bank suddenly, without warning, closes all of your accounts, then sends you checks for the balances in the mail—without any explanation!

Date: 12/26/2023 Category: General
Estate Planning for Same-Sex Couples in California
In CA, same-sex couples have the same estate planning rights as their heterosexual counterparts. Our attorney explains how to ensure your estate’s safety.

Date: 11/29/2023 Category: Estate Planning
KMO Celebrates 42 Years!
A Fun Trip Down Memory Lane with Members of the Firm

Date: 09/12/2023 Category: General
Eggs, Embryos, and Estate Planning
Assisted reproductive technology can afford couples an unprecedented chance to give birth, but it can also lead to unprecedented estate planning problems.

Date: 08/18/2023 Category: Estate Planning
The 10 Biggest Mistakes Successor Trustees Make
Discover the 10 biggest mistakes successor trustees make and how to avoid them, ensuring a smooth estate administration and protecting your legal...

Date: 08/16/2023 Category: Trust & Estate Administration | Estate Planning
How an Estate Plan Can Protect Your Partner
While California’s probate code privileges spouses and other close relations, it does little to accommodate unmarried couples. Our CA attorney explains.

Date: 08/08/2023 Category: Estate Planning
Using a 529 Plan to Reduce California Tax Obligations
A 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.

Date: 05/23/2023 Category: Estate Planning
The Golden State’s Expectations for Trust-Related Investments
California’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains. Read more!

Date: 04/27/2023 Category: Trust & Estate Administration
Estate Planning Must-Do’s BEFORE You Go on Vacation
Heading on vacation? Don't forget estate planning! Discover must-do tasks to protect your family and assets before your trip. Learn more today.

Date: 03/29/2023 Category: Estate Planning | Estate Planning
Making Sense of Medi-Cal Appeals
Adverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.

Date: 03/23/2023 Category: Estate Planning

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My husband and I had a very positive experience with Peter Keon 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
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 & Camille, Hermosa Beach
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

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My husband and I had a very positive experience with Peter Keon 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

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 & Camille, Hermosa Beach

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

Always get great service and advice from KMO. Been a client for 40+ years. Thom W., Torrance

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

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.