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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Financial Difficulties after Passing of Spouse Not Necessary
Emotional difficulties are expected when a spouse passes, but understanding the management of the family finances can lessen ... Estate Planning

Date: 02/09/2017 Category: Estate Planning
Descendants of Peggy Guggenheim Continue Estate Battle
Explore the ongoing legal battle between Peggy Guggenheim's descendants and the Guggenheim Foundation over the iconic art collection's management and legacy.

Date: 02/08/2017 Category: Trust & Estate Administration
Elderly Woman Runs Out of Money but Can Remain in Home
Donations help woman remain in assisted living at 108. Carrie Rausch, 108, can remain in an assisted living facility for at ... Elder Law

Date: 02/07/2017 Category: General
Millions of Dollars Can Ignite an Estate Battle
A New York case highlights how the involvement of millions of dollars may well fuel the fire. The wife of Brooklyn District ... Will

Date: 02/06/2017 Category: Estate Planning
Controversy Heightens over Ceasing Life Support
Decision in U.K. throws fuel on fire in debate over right to remove loved one from life support. A new court decision in the ... Elder Law

Date: 02/03/2017 Category: Estate Planning
No More Stretch IRAs?
Senate committee votes to eliminate stretch IRAs and it may become the law of the land. The Senate Finance Committee has ... Estate Planning

Date: 02/02/2017 Category: Estate Planning
It Is Not Always Easy to Preserve Generational Wealth
The generation that inherits wealth may not be aware of how hard it was to accumulate it. Grandchildren and ... Estate Planning Attorney

Date: 02/01/2017 Category: Estate Planning
Baby Boomers are Making Elder Law More Popular
As elder law becomes a more popular field, there is some good news and there is some bad news. The Baby Boomer generation is ... Estate Planning Attorney

Date: 01/31/2017 Category: Estate Planning
Assets Held in Irrevocable Trust Can Be a Problem in Divorce
Florida case illustrates the issues that arise in divorce when an irrevocable trust is involved. An appellate court in ... Estate Tax

Date: 01/30/2017 Category: Estate Planning
Estate Planning Could Prevent a Funeral Embarrassment
After the death of a Taiwanese politician, his son had a hilarious dream. The result? A funeral procession so unique that ... Estate Planning

Date: 01/27/2017 Category: Estate Planning
Starting Hospice: Sooner May Be Better
Terminally ill patients and their families often report higher levels of satisfaction with the care provided through hospice ... Elder Law

Date: 01/26/2017 Category: Estate Planning
How Trump Policies May Affect Your Wallet
While no one knows the details yet, Trump's policies could affect wide-ranging changes in government programs like Social ... Elder Law

Date: 01/25/2017 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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