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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Late Iowa Attorney Being Sued for Estate Settlement Fraud
The parents of a Hudson boy who died in a 2011 water skiiing accident said they were bilked by their former attorney. ... uncategorized

Date: 02/20/2015 Category: Estate Planning
Estate Planning Changes from Obama’s Budget Proposal
Just when you thought the estate tax laws were permanent, President Barack Obama comes out with a comprehensive plan for ... Estate Planning

Date: 02/19/2015 Category: Estate Planning
A Super Bowl Win Won’t Get Tom Brady out of Paying His Taxes
A Super Bowl win and a free truck? Tom Brady has a lot to celebrate. In fact, he's so happy he may even give his new truck to ... Gifting

Date: 02/18/2015 Category: General
Social Media Post Led Robbers to Steal Inheritance
Authorities said the men said during the robbery that they had seen recent social media postings from a resident that he had ... Estate Planning

Date: 02/17/2015 Category: Estate Planning
Court Battle Heats Up over Robin Williams’ Estate
Robin Williams’ family faces a court dispute over his estate as his children and widow contest his trust terms. Learn the importance of clear estate planning.

Date: 02/13/2015 Category: Trust & Estate Administration
Woman in China Posts Ad for Stand-In Daughter to Inherit Estate
A wealthy elderly woman in Zhengzhou, Henan Province, has social media buzzing after posting a classified ad in the hopes of ... Estate Planning

Date: 02/12/2015 Category: Estate Planning
Estate Planning Checklist for 2015
January is generally a busy month for estate planners as clients follow up on resolutions to get their estate plans in order. ... Estate Planning

Date: 02/11/2015 Category: Estate Planning
Shine Bright like a Diamond through Cremation
Consider that diamonds are really carbon that's been subjected to great pressures. You're carbon, too. So a company called ... Estate Planning

Date: 02/10/2015 Category: Estate Planning
Mom Suspected of Cheating Daughter Out of Trust Fund
Daughter claims mother tricked her out of a trust fund. Learn how estate planning can prevent family disputes over money and protect your future assets.

Date: 02/09/2015 Category: Trust & Estate Administration
Don’t Try This At Home
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites ... Estate Planning

Date: 02/07/2015 Category: Estate Planning
Planning to Pass on the Family Business
Building a successful business takes hard work, careful planning and significant foresight. When a business has been able to ... Business

Date: 02/05/2015 Category: Estate Planning
Securing The Future For Aging Parents
"So don't give away your money. There are other things you can do ahead of time. Talk to an elder law attorney to make ... Retirement Planning

Date: 02/04/2015 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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