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 Real Tax that Creates Worry?
While the federal estate tax receives the news coverage, the bigger concern is the federal capital gains tax and the impact ... Capital Gains Tax

Date: 01/18/2016 Category: Estate Planning
Brain Dead Declaration Creates a Lawsuit
The issue of when a person can be removed from life support is making headlines in California as a family files a lawsuit. A ... Advanced Health Care

Date: 01/16/2016 Category: Estate Planning
Just How Healthy Are Elderly Baby Boomers?
The baby boomer generation may be living longer than previous generations but a real concern has arisen over health issues ... Advanced Health Care

Date: 01/15/2016 Category: Estate Planning
Guardianship Laws May Need to Be Expanded
There is a growing concern that guardianship laws need to be expanded in order to protect the elderly from abuse. Nearly ... Elder Abuse

Date: 01/14/2016 Category: Estate Planning
An Incentive Trusts Can Presents Problems
The limitations of incentive trusts should be considered carefully as people attempt to encourage their heirs to succeed. ... Estate Planning

Date: 01/10/2016 Category: Estate Planning
A Collection Needs to Be Handled Carefully
Any decision you make about a valuable collection in your estate is likely to create tax consequences. Collections left in ... Estate Planning

Date: 01/08/2016 Category: Estate Planning
Louisiana Estate Case Results in Charges against Attorney
Louisiana custody feud ends in criminal charges for an attorney accused of will falsification and theft. Our probate lawyer reviews the unfolding case.

Date: 12/13/2015 Category: Trust & Estate Administration
IRS Changes Policy on Identity Theft
The IRS now provides identity theft victims access to fraudulent tax returns, helping victims and their representatives resolve tax identity issues more easily.

Date: 12/12/2015 Category: Trust & Estate Administration
FDA Approves Testing of Anti-Aging Drug
We are already in the position of stressing some retirement and estate plans because people are living longer. A new ... Estate Planning

Date: 12/11/2015 Category: Estate Planning
It Is Not Always Easy for Teenagers Who Inherit Wealth
Giving a teenager large sums of money often results in considerable waste and it often is no different when a teenager is ... Estate Planning

Date: 12/09/2015 Category: Estate Planning
With Hidden Costs, Dementia is a Financial Disaster for Families
Of the three leading diseases that kill most Americans, two are well known for being financial nightmares: heart disease and ... Asset Protection

Date: 11/06/2015 Category: Estate Planning
Inheritances Inevitably Lead to Tax Consequences: Irrevocable Trusts Basics
Taxes and inheritance issues go together like Halloween and trick or treating. Tax planning is a critical part of estate ... Asset Protection

Date: 11/05/2015 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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