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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Heirs Expected to Challenge BB King’s Will
A lawyer representing a group of BB King's heirs said on Saturday they would challenge the blues legend's will and the ... Will

Date: 05/29/2015 Category: Estate Planning
$788,000 Estate with No Heir to Claim It
Kathleen Hilda Ryan, a woman with Mullingar roots, died in Greenwich in the UK in October 2013, at 83 years of age. She left ... Estate Planning

Date: 05/28/2015 Category: Estate Planning
John Adams’ Trust Challenged, but No Legal Action Has Ensued
John Adams' 200-year-old trust faces potential family dispute over control. Learn how his legacy raises complex questions about trust management and intent.

Date: 05/27/2015 Category: Trust & Estate Administration
Want to Pass on Frequent Flyer Miles? Better Put That in Your Estate Plan!
Along with all the other paperwork that comes with being newly widowed, Roberta Bekerman had to persuade Delta Air Lines that ... Estate Planning

Date: 05/22/2015 Category: Estate Planning
Media Mogul Sumner Redstone’s Estate Plan is Under Wraps
"I can tell you that careful planning has been done so that estate taxes at Sumner's death will not require a forced ... Estate Planning

Date: 05/21/2015 Category: Estate Planning
Beware of Fake Inheritance Scams
A 54-year-old O'Fallon, Missouri man was sentenced Friday for scamming lenders by telling them he was the beneficiary of a ... Inheritance

Date: 05/20/2015 Category: Estate Planning
Bartender – How About a Round of Drinks for My Heirs?
A dying man left money in his will as a surprise for his best mates, so they could go on a boozy holiday together. Roger ... Estate Planning

Date: 05/19/2015 Category: Estate Planning
Busted! Will Forgery Suspect Arrested
A Walnut Ridge woman was arrested Thursday for forging a will after someone else had died. KAIT reported the story in an ... Estate Planning

Date: 05/18/2015 Category: Estate Planning
Will Your Gift Be Taxed?
Every year, you're allowed to give another person up to the annual gift tax exclusion-this year $14,000-without reporting the ...

Date: 05/17/2015 Category: Estate Planning
Do You Expect an Inheritance to Retire On?
With millions of Americans woefully unprepared financially for retirement, many have come up with a workaround for not ... Estate Planning

Date: 05/15/2015 Category: Estate Planning
Don’t Have a Will? Cousin Vinny Could Be Your Kid’s Guardian!
If you do not have a will the state will provide one for you. And if you are married with young children and both parents die ... Asset Protection

Date: 05/14/2015 Category: Estate Planning
Give Money Now – Or Later?
For those who are fortunate to enjoy their retirement and have enough money to leave behind, they might be wondering whether ... Estate Planning

Date: 05/13/2015 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.

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.
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