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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It is Possible to Go out of State for an Executor
Learn the pros and cons of choosing an out-of-state executor for your estate, and how an estate attorney can help overcome potential challenges.

Date: 02/25/2016 Category: Trust & Estate Administration
Use the Tax Season to Look at Your Estate Plans
Our estate plan should be reviewed occasionally and linking it to the annual tax season could be beneficial. The tax season ... Estate Planning

Date: 02/24/2016 Category: Estate Planning
Former Prosecutor Pleads Guilty in Estate Case
Former DA pleads guilty to stealing $200K from estate. Learn the importance of choosing a trustworthy executor to protect your assets. Read the blog for more!

Date: 02/23/2016 Category: Trust & Estate Administration
Your Social Security Could Go to Your Survivors
Your Social Security benefits don't necessarily end when you pass away. It is possible your dependents could receive ... Elder Law

Date: 02/19/2016 Category: Estate Planning
Retiring and Living to 100
Retirement money could be challenging for those who join the rising number of Americans living to celebrate their 100th ... Elder Law

Date: 02/18/2016 Category: Estate Planning
Mounting Debt Challenges Millennials Saving For Retirement
Many millennials who carry a large debt load could be making a mistake as they face the challenge of planning for retirement. ... Estate Planning

Date: 02/17/2016 Category: Estate Planning
The Internet is changing the way we mourn and could give us the opportunity in the future to plan our own digital funeral.
An outpouring of grief and mourning on social media often follows the death of a celebrity with viewpoints posted and ... Estate Planning

Date: 02/12/2016 Category: Estate Planning
A Second Marriage Could Threaten Assets
A remarriage can cause problems with distributing assets as a new spouse enters the picture and children from the first ... Estate Planning

Date: 02/11/2016 Category: Estate Planning
States Evaluate Importance of Estate Taxes
Since wealthy elderly residents have been known to relocate to states with more favorable estate tax laws, a clear trend has ... Estate Tax

Date: 01/29/2016 Category: Estate Planning
Number of Elderly Facing Poverty May Increase
Current trends may force an increase in the number of elderly people living in poverty in the U.S., reversing recent success ... Elderly

Date: 01/28/2016 Category: Estate Planning
Trump’s Actions Involving Father’s Estate Spark Media Attention
Family disagreements can sometimes rise into public view as seen in Donald Trump's campaign for president. Given presidential ... Estate

Date: 01/26/2016 Category: Estate Planning
Social Security Loopholes Closed but Questions Remain
Some popular Social Security loopholes for married couples have been closed but some strategies remain. Recently Congress ... Elder Law

Date: 01/25/2016 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.
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.