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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What Is the Right Age to Take Social Security?
The Social Security retirement age for most people is 67 but that might not be the right age to begin receiving benefits. ... Elder Law

Date: 03/15/2016 Category: Estate Planning
An Inherited IRA and Its Requirements Can Create Confusion
Some people mistakenly believe the rules are the same for withdrawing from an IRA you inherited and one you initiated. The ... Inheritance

Date: 03/14/2016 Category: Estate Planning
What is the Succession Plan for the Detroit Lions?
The NFL may have some concerns as the Detroit Lions say they have an ownership succession plan but don't actually reveal the ... uncategorized

Date: 03/11/2016 Category: Estate Planning
Clearing up the Mystery of Medicare Eligibility
You may still be eligible for Medicare even if you are not automatically enrolled. The rules for Medicare eligibility are ... Elder Law

Date: 03/10/2016 Category: Estate Planning
Disagreement over Family Trust May Have Sparked Violence
Police suspect a lengthy disagreement over a family trust was a cause of a double homicide and suicide. Raymond Giehl III of ... Family Feud

Date: 03/09/2016 Category: Estate Planning
Inherited Property Can Become a Major Problem
Inheriting commercial real estate can turn into a major financial expense should pollution be discovered onsite. Two heirs to ... Inheritance

Date: 03/08/2016 Category: Estate Planning
A Big Price Tag Attached to Fixing Medicare Appeals Backlog
A bill to straighten out the backlog of Medicare appeals could cost $1.7 billion. With a 587-day Medicare appeals backlog, ... Elder Law

Date: 03/07/2016 Category: General
The Battles Continue in Bobbi Kristina Brown’s Estate
Bobbi Kristina Brown's estate embroiled in legal disputes as the estate administrator sues trustees over unpaid bills, continuing family conflicts over...

Date: 03/04/2016 Category: Trust & Estate Administration
Who is Most Likely to Donate?
Estate planning may look closely at charitable giving and the difference between self-made wealth and inherited wealth. An ... Estate Planning

Date: 03/03/2016 Category: Estate Planning
The Sumner Redstone Saga Continues
Interest by the media and Wall Street in the life and drama of billionaire Sumner Redstone is not unusual as once again an ... Estate Planning

Date: 03/02/2016 Category: Estate Planning
Science and the Impact on Estate Planning
Science may be making inroads in cryogenics with the idea of freezing a person's brain until medical advances allow a person ... Estate Planning

Date: 03/01/2016 Category: Estate Planning
Kansas City Schoolteacher Leaves a Large Estate
Schoolteacher Anna Kurzweil left most of her estate to the Jesuits and the size of the estate came as a surprise. ... Charitable Gifting

Date: 02/29/2016 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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