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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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
Barbara Walters Interviewed Me!
By Attorney Philip Kavesh. When I heard of the recent passing of internationally renowned journalist and TV celebrity, Barbara Walters, a stream of memories...

Date: 01/26/2023 Category: General
California Law Now Provides Flexible Alternatives to Conservatorships
The enactment of California Assembly Bill 1663 provides families with a more flexible alternative to conventional conservatorships. Our attorneys explain.

Date: 01/05/2023 Category: Trust & Estate Administration
Would You Like to Downsize Your Home and Increase Your Retirement Income Without Paying Any Capital Gains Taxes?
If you ever wanted to sell your home, but felt like you couldn't because of capital gains taxes, then be sure to consider getting a Capital Gains Bypass Trust!

Date: 12/13/2022 Category: Estate Planning | General
IRS: You Can Contribute More to Retirement Starting in 2023
Contact our Torrance Trust Lawyer with information about how you can now contribute more to your retirement plans in 2023!

Date: 12/12/2022 Category: Estate Planning | General
How a Medi-Cal Asset Protection Trust Can Help You and Your Loved Ones
Medi-Cal Asset Protection Trust Attorney Torrance

Date: 10/17/2022 Category: Estate Planning
What to Consider Before Giving an Early Inheritance
An early inheritance could help a young entrepreneur; however, it’s important to consider your future and your own retirement. Our CA attorneys explain.

Date: 09/27/2022 Category: Estate Planning
Another Celebrity Horror Story in the Making: Lessons from Anne Heche’s Estate
Anne Heche Estate Planning

Date: 09/16/2022 Category: Estate Planning | Trust & Estate Administration | Probate
How to Revoke or Alter an Irrevocable Trust in California
While irrevocable trusts are not designed to be changed, California law does allow amendments under certain circumstances. Our attorneys explain.

Date: 08/24/2022 Category: Estate Planning
Mistakes to Avoid With Payable on Death Accounts
Payable on death accounts can help beneficiaries avoid probate, but only if those accounts are part of a more holistic estate plan. Our CA attorneys explain.

Date: 08/09/2022 Category: Estate Planning
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
Checklist for Detecting and Dealing with Elder Financial Abuse
Elder Abuse Torrance

Date: 06/29/2022 Category: General

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Testimonial

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.