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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Frey’s Estate Is $100,000 and a Family Trust
Estate of co-founder of the Eagles is not unusual, but is certainly interesting. Glenn Frey, one of the co-founders of the ... Estate Plan

Date: 12/12/2017 Category: Estate Planning
Another Celebrity Estate Battle Looms
Celebrity's son claims his son is attempting to cheat him out of his proper share of legacy. The late poet Maya Angelou, who ... Estate Litigation

Date: 12/08/2017 Category: Trust & Estate Administration
Estate Administrator Sentenced to 7 Years
Estate administrator sentenced to 7 years for defrauding widow out of $32M, highlighting the risks of unchecked powers in estate administration.

Date: 12/07/2017 Category: Trust & Estate Administration
Trustee Is Removed but Doesn’t Turn over Assets
Discover why a removed trustee may legally refuse to turn over trust assets and what fiduciary duties come into play in these complex situations. Read more!

Date: 12/06/2017 Category: Trust & Estate Administration
Retirement Savings Enough? It Depends!
How much you need in savings to support your retirement, is not always easy to answer. A million dollars in savings for ... Elder Issues

Date: 12/05/2017 Category: Estate Planning
Globalization Sets Switzerland against Egypt over Inheritance
Estate laws can be vastly different between countries. A court in Switzerland was recently asked to recognize a receipt of ... Elder Law

Date: 12/04/2017 Category: Estate Planning
Tax Plan May Retain Massive Wealth Transfers
GOP plan supports easy transfer of wealth generation after generation. Republicans in the House of Representatives have ... Estate Tax

Date: 11/30/2017 Category: Estate Planning
Tax Plan Threatens College Endowment Gifts
Some wealthy people like to leave a legacy through gifting to their college of choice. However, a new tax could reduce ... Estate Planning

Date: 11/29/2017 Category: Estate Planning
When Is the Right Time to Write a Will?
The seriousness of a medical procedure can spur people into writing a will and protecting their family. An entertainer ... Estate Planning

Date: 11/28/2017 Category: Estate Planning
Estate Fight over Housing Complex Is Unusual
A family estate fight between a widow and stepchildren is not unusual. However, having a dispute over the future of the ... Estate Litigation

Date: 11/27/2017 Category: Estate Planning
GOP Plan Would Repeal Estate Tax
Entire repeal of tax would come in six years. A repeal of the estate tax is included in the latest Republican tax reform ... Estate Tax

Date: 11/27/2017 Category: Estate Planning
Challenges Not Always Prevented by No-Contest Clauses
The situation isn't necessarily simple because the legal move has limitations. The no-contest clause creates a strong ... Estate Plan

Date: 11/24/2017 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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