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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Congress Examines the Burden of the Estate Tax
For the first time in a decade, Congress has decided to seriously examine the burden the death tax - also known as the estate ... Estate Planning

Date: 04/21/2015 Category: Estate Planning
5 Things You Need to Know about Beneficiaries
The dictionary defines beneficiary as "the recipient of funds" -- from a will, trust, retirement plan or life ... Estate Planning

Date: 04/20/2015 Category: Estate Planning
Best Approach to Passing On the Family Business
Whether a family business is big or small, succession planning is important to avoid family feuding or damage to the ... Estate Planning

Date: 04/16/2015 Category: Estate Planning
Grieving Mother Loses Access to Deceased Daughter’s Facebook Account
19-year-old daughter Becky loved sharing her life on Facebook. When she fell terminally ill with a brain tumor, and lost ... Estate Planning

Date: 04/15/2015 Category: Estate Planning
Illinois Bill Proposal Would Treat Digital Assets Like Physical Assets
A bill in the General Assembly would treat individuals' Facebook, Twitter, email and other online accounts the same as ... Estate Planning

Date: 04/14/2015 Category: Estate Planning
Practical Lessons from a 100-Tractor Inheritance
"This family tried so hard to make sure they did with the tractors what their loved one most likely would have wanted - ... Estate Planning

Date: 04/13/2015 Category: Estate Planning
Will That Established Nobel Peace Prize Is Now on Display
Alfred Nobel's last will and testament, which played a pivotal role in Swedish history by creating the now-illustrious Nobel ... Estate Planning

Date: 04/10/2015 Category: Estate Planning
Special Plans for Special Needs Children
Planning for family members with special needs can be overwhelming, particularly when so many decisions may have lifelong ... Trusts

Date: 04/09/2015 Category: Estate Planning
Legendary Coach Dean Smith Continues Coaching through His Will
Former University of North Carolina basketball coach Dean Smith, who died last month at 83, is treating his former players to ... Estate Planning

Date: 04/08/2015 Category: Estate Planning
Would You Give All of Your Wealth to Charity?
Apple Inc (AAPL.O) Chief Executive Tim Cook is joining the roster of the very rich who are giving away their wealth. Yahoo ... Estate Planning

Date: 04/07/2015 Category: Estate Planning
Trust Companies – Choices, Choices
If figuring out the price of a car is tough, try setting up a trust. Published fee schedules offer some guidance, but since ... Estate Planning

Date: 04/06/2015 Category: Estate Planning
Protect Your Estate from Identity Theft
The recently deceased continue to exist on paper, and this may be the case for some time. Meanwhile, many bankable facts -- ... Estate Planning

Date: 04/03/2015 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.
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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