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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Sudden Wealth Syndrome
It is a well-documented fact that many people who suddenly become wealthy often lose that wealth almost as fast as they got ... Estate Planning

Date: 07/05/2016 Category: Estate Planning
Where to Look for an Executor
Choosing an executor can be challenging. Discover tips and options for selecting a trusted executor for your estate with insights from our...

Date: 06/14/2016 Category: Trust & Estate Administration
Estate Planning Could Include Postnuptial Agreements
Spouses may find it beneficial to use a postnuptial agreement to detail how property is divided. Married couples can enter ... Estate Planning

Date: 03/30/2016 Category: Estate Planning
What Percentage of Income Should Come from Social Security?
ocial Security is not a program designed to fully replace income upon retirement so it is important to know just what ... Elder Law

Date: 03/18/2016 Category: Estate Planning
Your Gift May Have Strings Attached: IRS Form 709
Technically speaking, whenever you give a gift to someone, you have to follow the gift-tax rules. You don't have to file a ... Asset Protection

Date: 10/12/2015 Category: Estate Planning
Estate Planning For Adult Children with Mental Illness or Addictions
When their daughter had a breakdown while attending college, there was nothing that Keisha Sacher's parents could do when she ... Estate Planning

Date: 09/09/2015 Category: Estate Planning
Well-Known Bank Pays $8 Million in Damages after Being Found Guilty of Committing Trustee Fraud
Learn how Wells Fargo faced an $8M fraud judgment for mismanaging a trust. Key takeaways for ensuring professional trustees act in beneficiaries' best interests

Date: 07/22/2015 Category: Trust & Estate Administration
Newly Discovered Stock Certificate Re-Opens Estate of Lawman Elliot Ness
Best known as a Prohibition era lawman who battled against powerful mobsters, Elliot Ness had a second career as the CEO of ... Estate Planning

Date: 07/16/2015 Category: Estate Planning
Late Art Collector Leaves $100,000 Tip, Boyfriend Contesting Will
Robert Ellsworth's boyfriend contests a will leaving him $10 million, claiming his late partner lacked capacity due to dementia and alcoholism.

Date: 05/29/2015 Category: Trust & Estate Administration
Inheritance Scam with a Twist
A Brooklyn woman scammed $300,000 from her friends by telling them she had inherited a boatload of cash but needed their ... Inheritance

Date: 04/29/2015 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
How to Challenge a Trustee
Sometimes it is necessary to remove a trustee. However, you can only challenge a trustee under certain circumstances. Learn more here.

Date: 10/10/2014 Category: Trust & Estate Administration

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My husband and I had a very positive experience with Peter Keon 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., Redondo Beach
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My husband and I had a very positive experience with Peter Keon 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., Redondo Beach

Peter Keon of Kavesh, Minor & Otis provided excellent consultation for preparation in determining if Edward Jones Trust Company would act as a Successor Trustee. We highly recommend his Trust services. James & Camille, Hermosa Beach

Jane was easy to talk to. She listened to what we wanted done and had everything prepared at the next meeting. Bee D., Rancho Palos Verdes

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