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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Inheritance Can Help Your Children’s Retirement
If older members of a family pass on wealth, younger family members often have a more secure retirement. A new study suggests ... Estate Planning

Date: 06/24/2017 Category: Estate Planning
Do Wealthy Benefit the Most from Social Programs?
Social entitlement programs enacted in the U.S. decades ago, have reduced elderly poverty. However, it appears that the ... Elder Law

Date: 06/23/2017 Category: General
Reason for Choosing Assisted Suicide May Be Psychological
Pain and suffering may not be real reason behind the choice. A new study suggests the terms of the debate over assisted ... Elder Issues

Date: 06/23/2017 Category: General
Will Baby Boomers Pass on Great Wealth?
The Heirs of the Baby Boomer generation may not receive all of the wealth. Baby Boomers who have wealth, hope it will go to ... Estate Planning

Date: 06/22/2017 Category: Estate Planning
Will Is Done but Tax Law Changes Continue
You can update your will to reflect tax changes or the court may do it for you. When tax laws change, it may be necessary to ... Taxes

Date: 06/21/2017 Category: Estate Planning
Family Farms Require Careful Estate Planning
Succession and estate plans are needed in order to keep the farm in operation. If a farmer wants the farm to keep operating ... Estate Planning

Date: 06/15/2017 Category: Estate Planning
When Is Right Time to Tell Kids about Estate Plan?
Finding the balance between your children knowing how much they will inherit and letting them accomplish things on their own, ... Estate Planning

Date: 06/14/2017 Category: Estate Planning
Even Judges Can Make Mistakes with Estate Plans
Mistake by judge in creating her estate plan, could have caused major battle in family. It appears that a New York judge who ... Estate Planning

Date: 06/13/2017 Category: Estate Planning
Roger Ailes’ Estate Inherits Lawsuits
Former Fox News chairman passes away, while facing sexual harassment allegations. Roger Ailes, former chairman of Fox News, ... Estate Administration

Date: 06/12/2017 Category: Estate Planning
Movies about Famous People Can Be Challenging
Upcoming Michael Jackson films on Lifetime and Netflix lack authorized music or likeness rights, sparking estate scrutiny and potential legal challenges.

Date: 06/09/2017 Category: Trust & Estate Administration
Genetic Testing Threatens Long-Term Care Insurance
Genetic testing is not expensive and can help in decisions on the need for insurance. A person's decision on whether to pay ... Elder Law

Date: 06/08/2017 Category: Estate Planning
Getting Off ‘Master Death File’ Isn’t Easy
Minnesota senator steps into fray and has man declared not dead after 29 years on the list. An error made 29 years ago that ... Elder Law

Date: 06/07/2017 Category: General

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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.
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