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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Retirement Savings Options for Self-Employed
Unlike people who work for an employer and can set automatic deductions for their IRA accounts, self-employed people need to ... asset protection

Date: 09/11/2015 Category: Estate Planning
If You Have No Will, There’s No Way Your Heirs Will Know Your Wishes
Consider your will as one last chance to let your heirs know how much you love them - because you thought enough of them to ... asset protection

Date: 09/10/2015 Category: Estate Planning
Estate Planning For Adult Children with Mental Illness or Addictions
When their daughter had a breakdown while attending college, there was nothing that Keisha Sacher's parents could do when she ... Estate Planning

Date: 09/09/2015 Category: Estate Planning
Family Limited Partnerships and Family LLCs About to Get Overhauled
The details are still unknown, but family limited partnerships and family limited liability companies are being scrutinized ... Estate Planning

Date: 09/08/2015 Category: Estate Planning
Wealth Needs a Deep Bench of Talent
Managing and growing wealth requires a deep bench of skilled and trusted advisors. Among millionaire investors, a third are ... Estate Planning

Date: 09/03/2015 Category: Estate Planning
Why Your Estate Plan Needs to Be Reviewed and When
Life is about changes, both good and bad. Children grow up and marry and have children of their own. Families experience the ... asset protection

Date: 09/02/2015 Category: Estate Planning
The Best Estate Sales from the Most Eccentric People!
No stranger to unusual estate issues -- like a pet eel with no named caretaker and a security detail for a ring worth half a ... Estate Planning

Date: 08/31/2015 Category: Estate Planning
Minor Children and Trusts
Trusts for minor children offer financial security by distributing assets gradually, covering health, education, and other needs until they reach a mature age.

Date: 08/28/2015 Category: Trust & Estate Administration
Untraceable Bonds, Zero Credentials and Investors Who Believed a Con Artist
A word to the wise: if you cannot find an independent financial report on an investment property, usually that is because it ... asset protection

Date: 08/27/2015 Category: Estate Planning
Should You Have a Trust?
Trusts are widely used by estate planning attorneys, with good reason. Trusts are a good way to pass wealth from one ... asset protection

Date: 08/26/2015 Category: Estate Planning
Three Estate Planning Fundamentals You Can Fix
It's so easy to put off estate planning, when lives are busy and there are more inviting things to think about than death and ... asset protection

Date: 08/25/2015 Category: Estate Planning
Why You Should Put an Estate Planning Attorney on Your Cancer Defense Team
Cancer patients from low-income, at-risk populations face an even tougher road to a cure than those who are well-off. Even if ... asset protection

Date: 08/24/2015 Category: Estate Planning

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Testimonial

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.