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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Arbitration in Nursing Home Contracts are Enforceable Nationwide
In 2012, a U.S. Supreme Court ruling made it legal for nursing homes in New York State to use and enforce arbitration ... Elder Law

Date: 08/04/2015 Category: General
Guidelines for the First-Time Executor
First-time executor? Learn essential steps to manage an estate effectively, from locating the will to securing property. Get practical tips for a smoother...

Date: 08/03/2015 Category: Trust & Estate Administration
Long Lost Sibling Sends Brothers on a Million Dollar Scavenger Hunt
For most families, the idea of being out of touch with a sibling for decades is unusual. Even more unusual would be learning ... Estate Planning

Date: 07/31/2015 Category: Estate Planning
Protect Your Estate, Protect Your Estate Planning Documents
Congratulations - you have an estate plan! Now it's time to turn your attention to ensuring that these important documents ... Estate Planning

Date: 07/30/2015 Category: Estate Planning
Estate Plan Fundamentals: Documents and Differences
Estate planning involves far more than a will to transfer assets after death, and is not just for the wealthy. If you have a ... Estate Planning

Date: 07/29/2015 Category: Estate Planning
Anna Nicole Smith’s Legal Saga Winds Down – Maybe
For nearly two decades, celebrity tabloids and the estate planning bar have had a shared interest in the long-running ... Estate Planning

Date: 07/28/2015 Category: Estate Planning
Even the Wealthy Make Mistakes in Estate Planning – Bigger Mistakes!
Perhaps having attained success that leads to wealth makes wealthy people think that they are not going to make any mistakes ... Estate Planning

Date: 07/27/2015 Category: Estate Planning
Billionaires, Not Family Farmers, Push for Estate Tax Repeal
We've all heard the stories of family farmers and mom-and-pop stores who make for great news interviews when it comes to ... Estate Tax

Date: 07/24/2015 Category: Estate Planning
Times When it is Worthwhile to File an Estate Tax Form
With the changes in the tax law, most estates today are not required to pay federal estate taxes and that also means there is ... Estate Tax

Date: 07/23/2015 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
Not Every Elder is as Wise as the King of Solomon
When two women both claimed a child as their own, the dispute was brought before King Solomon. His edit was terrifying to ... Inheritance

Date: 07/21/2015 Category: Estate Planning
Germanwings Co-Pilot’s Estate Declares Bankruptcy
As a result of a German law that makes any heirs liable for any debts, no one is making any claims on the estate of the ... Estate Planning

Date: 07/20/2015 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.