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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Debt Issue Can Be Addressed in Estate Plan
Specifying how debt should be handled can solve some problems before they arrive. A death debt load can create problems for ... Estate Planning

Date: 07/26/2017 Category: Estate Planning
The Future of Medicaid Is Important to Everyone
As Congress debates Medicaid, some Americans ignore the issue because they think it will not have an impact on them. They are ... Elder Law

Date: 07/25/2017 Category: Estate Planning
There are Benefits and Drawbacks to Silent Trusts
Beneficiaries of a trust do not necessarily have to know about the trust details or its existence. A potential way to avoid ... Estate Planning

Date: 07/24/2017 Category: Estate Planning
Price of Funeral Not Always Easy to Discover
Americans and Australians share same problem: finding out the cost of a funeral. Planning for a funeral can be difficult in ... Estate Planning

Date: 07/21/2017 Category: Estate Planning
Trusts May Not Stop All Family Feuds
Trusts are known to help prevent family feuds. However, that does not mean the fighting will stop. Having a trust is helpful ... Estate Planning

Date: 07/20/2017 Category: Estate Planning
Executor Acts in the Best Interest of the Estate
Executors must use discretion to act in the estate's best interest. Learn how authority can impact liability and decision-making in estate administration.

Date: 07/19/2017 Category: Trust & Estate Administration
False Report of Death Painful and Costly
A man is surprised to speak with his son on the phone, after the son had been declared dead. An elderly California man ... Estate Administration

Date: 07/18/2017 Category: General
You Don’t Have to Be Wealthy to Leave a Legacy
Some people are concerned with passing away and then being forgotten. The non-wealthy as well as the wealthy can leave a ... Estate Planning

Date: 07/17/2017 Category: Estate Planning
There are No Boundaries in Estate Planning
Different jurisdictions can create a challenge, when it comes to estate planning. A list of different estate planning ... Estate Planning

Date: 07/14/2017 Category: Estate Planning
The Challenge of Memorabilia
Jewelry and other rare items are often easy to price. However, the pricing can become quite difficult, if a celebrity is ... Estate Tax

Date: 07/13/2017 Category: Estate Planning
Bureau Moves to Protect Elderly from Financial Abuse
The CFPB works toward preventing financial abuse of the elderly. World Elder Abuse Awareness Day has sparked some detailed ... Elder Law

Date: 07/12/2017 Category: Estate Planning
Mortgages are a Big Source of Senior Complaints
The Consumer Financial Protection Bureau was launched by Obama after the financial crisis. The Consumer Financial Protection ... Elder Law

Date: 07/11/2017 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.
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.