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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A Longer Lifespan Can Create Longer Retirement
Many elderly retirees with straining budgets are turning to their children for financial help, just as they are reaching ... Elder Issues

Date: 09/15/2017 Category: Estate Planning
Lewis’ Estate Modest by Hollywood Standards?
Jerry Lewis owned everything in his movies and they are in a trust. Jerry Lewis, who passed away recently, was one of the ... Estate Planning

Date: 09/14/2017 Category: Estate Planning
Be Honest With the Life Insurance Company
Life insurance policies pay out immediately upon death and can help the family through difficult times. However, it is ... Estate Planning

Date: 09/13/2017 Category: Estate Planning
Taking Advice from Britney Spears
Changing circumstances should spark a fresh look at an estate plan. Britney Spears, who currently has a will that would leave ... Estate Planning

Date: 09/12/2017 Category: Estate Planning
Stretch IRA Could Become a Tool of the Past
The stretch IRA is a simple way to pass wealth to the next generation. However, it may soon disappear. An IRA is known as a ... Estate Planning

Date: 09/08/2017 Category: Estate Planning
Some Doctors Troubled by ‘Right to Die’ Law
After years of campaigning by elder law advocates for "right to die" laws, California has passed a law that leaves ... Elder Issues

Date: 09/07/2017 Category: Estate Planning
Royal Dispute Changes Burial Plans
The Queen of Denmark deals with a long-simmering issue with "Prince Consort." A long-standing issue in Denmark has ... Elder Issues

Date: 09/06/2017 Category: Estate Planning
Digital Age Heightens Importance of Estate Planning
In the past, physical property were the primary assets tracked for an estate plan. However, the digital age has created some ... Estate Planning

Date: 09/05/2017 Category: Estate Planning
Undue Influence Difficult to Prove but Not Impossible
Legal formalities are the key to a valid will. However, undue influence can create a major challenge. Undue influence on a ... Estate Litigation

Date: 09/04/2017 Category: Estate Planning
Slayer Statutes are Sometimes Difficult to Enforce
Slayer statutes block inheritors accused of murder, but enforcement is tricky. Our CA probate lawyer reviews the challenges in a high-profile estate case.

Date: 09/01/2017 Category: Trust & Estate Administration
Michigan Accepts Unsigned Will into Probate
Michigan court rules unsigned will can enter probate if proven valid. Learn more about this precedent-breaking case and its implications for estate planning

Date: 08/31/2017 Category: Trust & Estate Administration
What If a Person Doesn’t Want to Be Saved?
The decision on whether you should save someone, can sometimes be very difficult and not wanted. A doctor who saved the life ... Elder Issues

Date: 08/30/2017 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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