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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Peace Trust Dissolved to Spare Desmond Tutu Embarrassment
A trust created by Archbishop Desmond Tutu, has been quietly dissolved earlier this year, yet another victim of a family that ... Estate Planning

Date: 07/19/2015 Category: Estate Planning
Boomers Are Still Changing the Rules, This Time Regarding Inheritances
Boomers are devoted parents, and their children, who struggle with a challenging economic environment, appreciate the help. ... Estate Planning

Date: 07/18/2015 Category: Estate Planning
The Giving Pledge Comes At a Cost
A new round of billionaires have committed to taking The Giving Pledge, created by Bill Gates and Warren Buffet, agreeing to ... Estate Tax

Date: 07/17/2015 Category: Estate Planning
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
Millionaires without Estate Plans Leave a Costly Mess Behind
Surprisingly, a recent report shows that a third of all millionaires do not have an estate plan. The problems this creates ... Estate Planning

Date: 07/15/2015 Category: Estate Planning
Step Siblings Fight over Audrey Hepburn’s Storage Locker
It's been more than 22 years since Audrey Hepburn's death, and her two sons still can't divide up her belongings. The late ... Blended Family

Date: 07/10/2015 Category: Estate Planning
Even the Deceased Can Be Victims of Identity Theft
Identity theft can target the deceased, causing issues for their heirs. Learn how to protect loved ones' identities and prevent fraud after death. Read more!

Date: 07/09/2015 Category: Trust & Estate Administration
If Bernie Sanders Could Have It His Way, the Estate Tax Would Go Up
U.S. Presidential hopeful Sen. Bernie Sanders (I-Vt.) called for lowering the amount individuals can shield from the federal ... Estate Tax

Date: 07/08/2015 Category: Estate Planning
Spread the Wealth with These 5 Tips
You've spent a lifetime building your estate. Now it's time to decide how it will be distributed. Handing down your wealth is ... Estate Planning

Date: 07/07/2015 Category: Estate Planning
To Be or Not To Be a Trustee
Wondering if you should accept the role of trustee? Learn the key responsibilities, challenges, and tips to decide if it's the right decision for you.

Date: 07/06/2015 Category: Trust & Estate Administration
Vanderbilt Descendants Feud with Nonprofit over Historical Estate “The Breakers”
The Vanderbilt family has fallen into a full-blown public spat with the nonprofit organization that now owns their ...

Date: 07/03/2015 Category: Estate Planning
Bobbi Kristina Brown Goes to Hospice, Questions over Inheritance Ensue
Unconfirmed reports point to a battle between the Houston family and Whitney's ex-husband, Bobby Brown, over daughter Bobbi ... Estate Planning

Date: 07/02/2015 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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