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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Do the Wealthy Relocate to States with Lower Taxes?
New study rejects theory that wealthy residents will relocate to a new state if taxes are increased. Legislative fears that ... Estate Tax

Date: 06/17/2016 Category: Estate Planning
Settling Estate Can Still Be Problem for Same-Sex Partners
Recent court decision shows the settling of an estate can still be a challenge for same-sex couples. Different laws enacted ... Estate Tax

Date: 06/16/2016 Category: Estate Planning
Where to Look for an Executor
Choosing an executor can be challenging. Discover tips and options for selecting a trusted executor for your estate with insights from our...

Date: 06/14/2016 Category: Trust & Estate Administration
NBA Team Focus of Estate Battle in Oklahoma
The basketball season is over for the Oklahoma City Thunder and creditors line up in estate fight. When oilman Aubrey ... Estate

Date: 06/13/2016 Category: Estate Planning
Family Limited Partnership May Be the Answer
Lowering tax burdens and protecting financial wealth of future generations may be accomplished through a family limited ... Estate Planning

Date: 06/09/2016 Category: Estate Planning
A Number of Famous People Have Died without Estate Plans
Prince joins a list of entertainers who have died intestate. Prince is not the first entertainer to pass away without an ... Estate Planning

Date: 06/07/2016 Category: Estate Planning
Challenges to Sumner Redstone’s Competency Continue
Another legal challenge on competency follows Redstone's successful defense against charges filed by ex-girlfriend. Media ... Trusts

Date: 06/06/2016 Category: Estate Planning
Drummer’s Long-Lost Wife Gets Nothing from Estate
Former Motorhead musician leaves his divorced wife nothing in his will. Phil Taylor, drummer for the rock band Motorhead, ... Will

Date: 05/27/2016 Category: Estate Planning
Hospices Linked to Medicare Fraud
Report suggests hospices are key source of suspected Medicare fraud. A report by a government agency points at hospices as a ... Elder Law

Date: 05/24/2016 Category: General
The IRS Isn’t Easily Misled on Art Value
The IRS has its own methods when it comes time to set the value of prized collections. Estate taxes are not an exception when ... Estate Tax

Date: 05/22/2016 Category: Estate Planning
Nursing Home Costs Continue to Increase
The cost of nursing home care varies from state to state but still keeps increasing. The Lincoln Financial Group has ... Elder Law

Date: 05/13/2016 Category: Estate Planning | General
A Contingent Beneficiary for Your IRA Is Important
A recent IRS ruling highlights why it is important to designate a contingent beneficiary for your IRA in case the primary ... Beneficiaries

Date: 05/13/2016 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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