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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Approach End-Of-Life Technology Apps with Caution
New startups aim to make apps and online services more prevalent in the estate planning world. Despite the latest technology ... Estate Planning

Date: 11/22/2016 Category: Estate Planning
Extremely Wealthy Often Struggle with What’s Best for Their Children
Bill Gates doesn't plan to leave his entire fortune to his children. People who have made their own way in the world and ... Estate Planning

Date: 11/19/2016 Category: Estate Planning
Be Considerate in Disposing of Ashes
Make sure you don't set up your loved ones for an illegal act when making your final plans. While the traditional method of ...

Date: 11/17/2016 Category: Estate Planning
Revocable Living Trust Can Be Confusing
It is important to understand the legality of a trust and how it fits in with your estate plan. There is often plenty of ... Estate Planning

Date: 11/16/2016 Category: Estate Planning
Some Bicycles are Worth More Than Others
The children of Robin Williams are donating his bicycles as ways for charities to receive support. Robin Williams passed away ... Estate Planning

Date: 11/15/2016 Category: Estate Planning
Best to Make Sure Your Will Is Valid
It is important to be sure your will conforms to the laws of your state in order to avoid problems. Confusion continues to ... Estate Planning

Date: 11/14/2016 Category: Estate Planning
How Do Wealthy Parents Motivate Their Children?
It is possible to set up incentive trusts to help your children. Wealthy people have often been concerned about the ...

Date: 11/12/2016 Category: Estate Planning
Challenging the Estate and the Marriage Can Be a Tough Task
Sometimes a recent marriage has to be challenged as well as the estate. The elderly can be at risk from unscrupulous people ...

Date: 11/10/2016 Category: Estate Planning
Estate Planning Not Just for Wealthy
Estate planning isn't just for the wealthy. Discover how it benefits families of all asset levels, ensuring your wishes and loved ones are protected.

Date: 11/08/2016 Category: Estate Planning
Salesman’s Life is Example of Frugal Living and Charitable Giving
Thrifty shoe salesman surprises community and school with gift of nearly $1 million. The Los Angeles Times reports on a ... Estate Planning

Date: 11/07/2016 Category: Estate Planning
Capital Gains Tax Laws May Be Best Friend of the Wealthy
Wealthy people in the U.S. often pay little, if any, income tax but what is the real reason? It appear as if Donald Trump ... Capital Gains Tax

Date: 11/05/2016 Category: Estate Planning
Research before Making Donations to Charities
The upcoming holidays often spark donations to charities so now is the time to conduct your research. Giving to charities ... Estate Planning

Date: 11/03/2016 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.

When You Want the Best for Your Loved Ones, Choose Us.

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.