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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Using a 529 Plan to Reduce California Tax Obligations
A 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.

Date: 05/23/2023 Category: Estate Planning
Living Trust Mills Exploit Seniors by Selling Other Financial Services
CA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.

Date: 05/10/2023 Category: Estate Planning
Retirement Myths That Could Imperil Your Estate
Retirement often costs more than most Americans expect, forcing them to siphon off estate assets to pay their basic costs of living. Our CA attorney explains.

Date: 04/27/2023 Category: Estate Planning
The Golden State’s Expectations for Trust-Related Investments
California’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains. Read more!

Date: 04/27/2023 Category: Trust & Estate Administration
How I Met My Kindred Spirit
You may know that I go on an annual pilgrimage to Major League Baseball spring training in Florida. I'd like to share a little history of it.

Date: 04/25/2023 Category: General
Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)
Learn how estate planning mistakes led to legal battles in Lisa Marie & Elvis Presley's estates—and how proper planning can protect your family's future.

Date: 04/25/2023 Category: Estate Planning | Trust & Estate Administration | Probate
Why the Bankruptcy Code Falls Short on Inherited IRAs
A Supreme Court ruling found that inherited IRAs cannot be considered retirement assets and can be seized during bankruptcy proceedings. Our attorney explains.

Date: 04/16/2023 Category: General
Estate Planning Must-Do’s BEFORE You Go on Vacation
Heading on vacation? Don't forget estate planning! Discover must-do tasks to protect your family and assets before your trip. Learn more today.

Date: 03/29/2023 Category: Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning
Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?
Why can't last-minute estate plan changes always be made? Discover legal, ethical, and practical reasons why timing matters in estate planning decisions.

Date: 03/23/2023 Category: Estate Planning | Trust & Estate Administration
The Advantages of Survivorship Insurance Policies
While survivorship insurance policies do not provide financial compensation for surviving spouses, they can complement estate planning strategies.

Date: 03/23/2023 Category: Estate Planning
Making Sense of Medi-Cal Appeals
Adverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.

Date: 03/23/2023 Category: Estate Planning
Majority of Adult Children Cannot Support Boomer Parents
A survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?

Date: 03/14/2023 Category: Estate Planning | General

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

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When You Want the Best for Your Loved Ones, Choose Us.

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.