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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Wealthiest Colleges May Be Asked to Pony Up for Financial Aid
The high cost of a college-education is a hot topic in the news these days. What if the most expensive, and wealthiest, ... Charitable Gifting

Date: 01/24/2017 Category: Estate Planning
Do Illegal Immigrants Have Rights of Inheritance?
People who enter the country illegally still have the right to inherit property. An issue recently came up about the ... Inheritance

Date: 12/20/2016 Category: Estate Planning
Despite False DNA Report ‘Daughter’ Receives Millions
Even though the DNA sample submitted was false, casino owner's estate pays out millions to woman. The estate of casino owner ... Inheritance

Date: 09/12/2016 Category: Trust & Estate Administration
Trustees Have Great Power but Can Be Held Accountable
Trustees have significant power in managing trusts, but holding them accountable can be challenging. Full disclosure and legal advice may be key to...

Date: 09/02/2016 Category: Trust & Estate Administration
Sudden Wealth Syndrome
It is a well-documented fact that many people who suddenly become wealthy often lose that wealth almost as fast as they got ... Estate Planning

Date: 07/05/2016 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
Estate Planning Could Include Postnuptial Agreements
Spouses may find it beneficial to use a postnuptial agreement to detail how property is divided. Married couples can enter ... Estate Planning

Date: 03/30/2016 Category: Estate Planning
What Percentage of Income Should Come from Social Security?
ocial Security is not a program designed to fully replace income upon retirement so it is important to know just what ... Elder Law

Date: 03/18/2016 Category: Estate Planning
Your Gift May Have Strings Attached: IRS Form 709
Technically speaking, whenever you give a gift to someone, you have to follow the gift-tax rules. You don't have to file a ... Asset Protection

Date: 10/12/2015 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
Well-Known Bank Pays $8 Million in Damages after Being Found Guilty of Committing Trustee Fraud
Learn how Wells Fargo faced an $8M fraud judgment for mismanaging a trust. Key takeaways for ensuring professional trustees act in beneficiaries' best interests

Date: 07/22/2015 Category: Trust & Estate Administration
Newly Discovered Stock Certificate Re-Opens Estate of Lawman Elliot Ness
Best known as a Prohibition era lawman who battled against powerful mobsters, Elliot Ness had a second career as the CEO of ... Estate Planning

Date: 07/16/2015 Category: Estate Planning

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My husband and I had a very positive experience with Peter Keon 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., Redondo Beach
Peter Keon of Kavesh, Minor & Otis provided excellent consultation for preparation in determining if Edward Jones Trust Company would act as a Successor Trustee. We highly recommend his Trust services. James & Camille, Hermosa Beach
Jane was easy to talk to. She listened to what we wanted done and had everything prepared at the next meeting. Bee D., Rancho Palos Verdes

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My husband and I had a very positive experience with Peter Keon 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., Redondo Beach

Peter Keon of Kavesh, Minor & Otis provided excellent consultation for preparation in determining if Edward Jones Trust Company would act as a Successor Trustee. We highly recommend his Trust services. James & Camille, Hermosa Beach

Jane was easy to talk to. She listened to what we wanted done and had everything prepared at the next meeting. Bee D., Rancho Palos Verdes

Always get great service and advice from KMO. Been a client for 40+ years. Thom W., Torrance

Last week we completed with the law firm of Kavesh, Minor & Otis, the updating of our Trust. The specifics were handled by Peter Keon, who was very professional, competent and helpful. He went through in detail our 2+ inches thick, very useful, and complete Trust manual. We strongly recommend Kavesh Law Firm if you are interested in a reliable implementation of your trust. Maud & Tonis T., Manhattan Beach

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