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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Taking Advantage of the Tax Cuts
The new tax cuts were passed so quickly and with so little debate, that it is not yet clear to experts. However, there are a ... Estate Planning

Date: 01/15/2018 Category: Estate Planning
Spousal Election Does Have an Exclusion
The spousal election can be a benefit in the future. When a surviving spouse inherits almost everything and gets a double ... Estate Tax

Date: 01/12/2018 Category: Estate Planning
Drugs May Be Responsible for Rising Death Rates
The premature death rate is rising, and opioid deaths may be contributing. The premature death rate measures the number of ... Medicaid

Date: 01/11/2018 Category: General
Retirement Accounts May Be Up but Highly Concentrated
Not that many Americans have sufficient stocks to take advantage of the market. The total amount of money in retirement ... Elder Issues

Date: 01/10/2018 Category: General
New Will Won’t Necessarily Override a Contract
A decision on assets can't always be changed. A recent case concerning a valid contract on assets and the impact of a will ... Estate Planning

Date: 01/09/2018 Category: Estate Planning
Estate Tax Stays in Place but Has Modification
Final version of bill nearly doubles current exemption. The Republicans agreed to keep the estate tax before the law was ... Estate Tax

Date: 01/08/2018 Category: Estate Planning
David Cassidy’s Estate Faces Past Legal Bills
David Cassidy’s estate faces a lawsuit over unpaid legal bills, risking his son’s inheritance. Learn key insights on debt in estate planning from our...

Date: 01/07/2018 Category: Trust & Estate Administration
You Can Learn What You Shouldn’t Do
Pay attention to elderly family members and make some notes on estate planning. As you watch events unfold in your family, ... Elder Issues

Date: 01/06/2018 Category: Estate Planning
There are Two Certainties, So Plan Ahead
Don't wait until you are a senior citizen to make your estate plan. There are many reasons why planning ahead for your estate ... Estate Planning

Date: 01/05/2018 Category: Estate Planning
Divorce Should Spark Second Look at Estate Plan
Some state laws involving divorce and estate plans may be ruled unconstitutional. Some states laws that automatically revoke ... Divorce

Date: 01/04/2018 Category: Estate Planning
Warning to Funeral Homes Perhaps Should Be Nationwide
Funeral homes face many regulations. However, sometimes they don't meet those requirements. The Attorney General of ... Elder Issues

Date: 01/03/2018 Category: General
Will Tax Cuts Lead to Reduced Entitlements?
Senator's comments create concerns, as tax reform advances. As tax reform moves forward, remarks by Sen. Marco Rubio have ... Elder Issues

Date: 12/29/2017 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.
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.

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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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