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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Vanderbilt Fortune Creates Speculation
Anderson Cooper, the son of Gloria Vanderbilt, is not expected to receive an inheritance. The son of heiress Gloria ... Estate

Date: 12/07/2016 Category: Estate Planning
Some Professionals Won’t Handle Special Needs Trusts
Professional trustees normally handle special needs trusts but problems cause some to back off. Professional trustees are ... Special Needs

Date: 12/06/2016 Category: Estate Planning
The Answer Won’t Change: Use a Trust
The estate tax may come to an end but the trust will most likely still be your best option. The estate tax may be eliminated ... Estate Planning

Date: 12/05/2016 Category: Estate Planning
Monroe’s Estate Attempts to Block Underwear Campaign
Lingerie company charged with using Marilyn Monroe's likeness without permission. Marilyn Monroe's estate is charged with ...

Date: 12/02/2016 Category: Estate Planning
An Estate Plan Can Be Vulnerable to Dispute
The details of director Curtis Hanson's will leaves plenty of assets but not all in trust. The long-time partner of film ... Estate Planning

Date: 12/01/2016 Category: Estate Planning
Confusion Continues Over Entertainer’s Estate
Rapper offers $40 million for rights to recordings by Prince but estate rejects offer. And, the estate could be planning a ... Estate Tax

Date: 11/30/2016 Category: Estate Planning
How Will Trump’s Election Affect Wealthy Estates?
President-elect Trump had presented a number of proposals for changing the tax code The press is now exploring the impact of ... Estate Tax

Date: 11/29/2016 Category: Estate Planning
A QPRT Can Still Be Useful
Qualified personal residence trusts have dropped out of favor because of high estate tax exemptions and low interest rates. ... Estate Planning

Date: 11/28/2016 Category: Estate Planning
Estate Plan Requires Careful Thought and Planning
Carrying out an estate plan requires more than the proper legal documents. A general durable power of attorney, a health care ... Estate Planning

Date: 11/28/2016 Category: Estate Planning
And Now Redstone Questions His Competency
Sumner Redstone defended a number of cases recently that questioned his mental competency and won but now he has filed a ... Elder Abuse

Date: 11/25/2016 Category: Estate Planning
An Estate Plan Needs to Be Precise
Connecticut court makes a decision on Maurice Sendak's book collection. Legal intrigue can surround an estate plan if it ... Will

Date: 11/24/2016 Category: Estate Planning
What Sort of Music Would You Like on Your Death Bed?
There is apparently no limits when it comes to making plans for your final days. As you think of your passing you can even ... General Durable Power of Attorney

Date: 11/23/2016 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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