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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What Can We Learn from Robin Williams’ Estate Planning Missteps?
As I have previously discussed, in spite of thorough planning, the estate of Robin Williams faces additional legal action ... Estate Planning

Date: 03/13/2015 Category: Estate Planning
Another Celebrity OOPS – No Will for Greg Plitt
Bravo's fitness star Greg Plitt -- who was hit and killed by a commuter train -- did not have a will, and now his family is ... Estate Planning

Date: 03/11/2015 Category: Estate Planning
Blended Families Require Proper Planning
Second marriages bring additional estate planning considerations, especially when children from past relationships are ... Estate Planning

Date: 03/10/2015 Category: Estate Planning
Don’t Forget to Sign Those Documents!
A missing signature is at the heart of a legal battle in Australia. A man's estranged wife, who wanted to remarry, had served ... Estate Planning

Date: 03/09/2015 Category: Estate Planning
6 Motives for an Ethical Will
Unlike regular wills or trusts, which define how assets are conveyed to heirs, an ethical will conveys intangible values and ... Estate Planning

Date: 03/06/2015 Category: Estate Planning
Failed Attempt to Avoid New York Estate Tax of Infant Inheritance
A Brooklyn Surrogate judge rejected a petition of an heir who sought to disclaim her infant daughter's interest in a deceased ... Estate Planning

Date: 03/04/2015 Category: Estate Planning
Sheide Collection is Princeton’s Largest Bequest to Date
Beethoven's autograph, the 1455 Gutenberg Bible and an original printing of the Declaration of Independence are among the ... uncategorized

Date: 03/03/2015 Category: Estate Planning
Estate Administration 101: Pay Applicable Taxes
When a loved one dies, the resulting tax issues must be handled. The person to handle these issues is typically identified in ... Taxes

Date: 03/02/2015 Category: Estate Planning
Dispute over Ernie Banks’ Will
A dispute between the family of Ernie Banks and the woman who cared for him during his final years intensified Monday with ... Will

Date: 02/28/2015 Category: Trust & Estate Administration
Leaving a Legacy through Private Foundations
So you've got a private foundation. Have you thought about who would run it after your death? Peter Karoff, founder of The ... Estate Planning

Date: 02/26/2015 Category: Estate Planning
Which Trust Is Best for You?
Trusts can range from simple to extremely complex, and are a standard tool in the anti-estate-tax arsenal. Trusts are a legal ... Estate Planning

Date: 02/25/2015 Category: Estate Planning
Cohabiting Couples May Need Estate Plans Too
Fewer young people are taking the trip down the aisle, opting instead to cohabitate. This is creating a variety of unique ... Estate Planning

Date: 02/24/2015 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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