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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Conflict of Interest Causes Attorney to Withdraw from Estate Case
Attorney withdraws from estate case due to conflict of interest tied to sheriff’s investigation. Our probate lawyer delves into the complex legal issues...

Date: 04/02/2015 Category: Trust & Estate Administration
Options for Communicating Estate Wishes to Family
If you are the spouse that handles the finances, take my advice seriously. Don't frustrate yourself and cause your spouse ... Estate Planning

Date: 04/01/2015 Category: Estate Planning
Should Heirs Be Required to Pass a Drug Test?
Democratic Rep. Linda Sanchez offered a baffling defense of the death tax Wednesday during a hearing examining the sometimes ... Estate Planning

Date: 03/31/2015 Category: Estate Planning
Estate Tax Impact on a Non-U.S. Citizen Spouse
The estate tax laws differ for U.S. citizens vs. non-U.S. citizens. When there is a large estate, this could mean a hefty ... Estate Planning

Date: 03/30/2015 Category: Estate Planning
Did You Inherit a Roth IRA? Get to Know Your Options
In order to make sound financial decisions, you must have a good understanding of the rules. Receiving an inheritance is one ... Inheritance

Date: 03/27/2015 Category: Estate Planning
Beware – Inheritance Thief!
Learn how to protect your estate from inheritance theft. Discover the risks of choosing the wrong administrator and the importance of legal guidance.

Date: 03/26/2015 Category: Trust & Estate Administration
Sibling Rivalries Don’t Always End after Childhood
Siblings can be our closest family members. But when it comes to litigation over family property or money, genetics can fall ... Estate Tax

Date: 03/24/2015 Category: Estate Planning
Estate for Sale: Come One, Come All!
Liquidating a relative's estate is one of the most personal ordeals, yet it is becoming increasingly common, people in the ... Estate Planning

Date: 03/23/2015 Category: Estate Planning
Will Millennials Invest Inheritances Wisely? Wall Street Has Concerns
It seems that the millennials are going to inherit a lot more from their baby boomer parents than just some tie-dyes, Steely ... Investing

Date: 03/20/2015 Category: Estate Planning
Proposed Pro Se Estate Planning Forms in Texas Supreme Court
If passed the bill would direct the Texas Supreme Court to create various forms to aid individuals in creating wills and ... Estate Planning

Date: 03/19/2015 Category: Estate Planning
Ernie Banks’ Estate Administration under Fire for Unpaid Funeral Expenses
Ernie Banks' estate faces turmoil as unpaid funeral expenses add to ongoing legal disputes over assets, a secret will, and estate administration failures.

Date: 03/18/2015 Category: Trust & Estate Administration
Scandal, Disinheritance and One Son’s Quest to Find Hidden Millions from Father’s Estate
Sidney Kronenberg, who owned an East Williamsburg hardware business called Brown Industries Inc., died in 2010 with about $8 ... Estate Planning

Date: 03/17/2015 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.
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.