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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When Can You Revoke an Irrevocable Trust?
"An irrevocable trust is a trust generally created during someone's lifetime that is exactly what it says -- it can't be ... Estate Planning

Date: 02/03/2015 Category: Estate Planning
Massachusetts Could See Estate Tax Reduction
State Rep. Shawn Dooley is proposing a cut in the state estate tax as a way of keeping older residents and their assets in ... Estate Planning

Date: 01/30/2015 Category: Estate Planning
Obama Seeking to Close Capital Gains Tax Loophole
The president proposes to tax capital gains at death rather than allow them to pass income-tax free to heirs as under current ... Estate Planning

Date: 01/29/2015 Category: Estate Planning
Don’t Off Your Parents If You Want Your Inheritance
Thomas Gilbert Jr. is accused of murdering his own father, a wealthy New York hedge fund founder who was fatally shot earlier ... Estate Planning

Date: 01/27/2015 Category: Estate Planning
Estate Battle over Martin Luther King’s Bible and Nobel Prize
The legacy of the Rev. Dr. Martin Luther King Jr. seems to be everywhere these days with the success of the film ... Estate Planning

Date: 01/23/2015 Category: Trust & Estate Administration
Is an Estate Tax Repeal Possible?
Area Congressman Mac Thornberry filed his first bill of the 114th Congress on its opening day. The Death Tax Repeal Act (H.R. ... Estate Tax

Date: 01/22/2015 Category: Estate Planning
Inheritance TV Show to Debut on Fox Business News
The series examines real-life stories of unconventional inheritances and will appear Mondays-Thursdays, with new episodes ... Estate Planning

Date: 01/21/2015 Category: Estate Planning
Grave Digging in Search of Will Does NOT Lead to Buried Treasure
A man accused of helping a woman ransack her father's grave in search of his "real will" has pleaded guilty and ... Estate Planning

Date: 01/20/2015 Category: Estate Planning
Veteran Leaves Gifts to Long Term Care Facility Employees in Will, Employees Lose Jobs
An attorney testified Wednesday that he found no rules in the Oklahoma Veteran Department's handbook to prevent seven workers ... Long Term Care

Date: 01/19/2015 Category: Estate Planning
Superman Publisher’s Widow May Have Been Conned, Estate Disputed
Two real-life Lex Luthors took advantage of the elderly widow of the DC Comics publisher who brought Superman to news stands ...

Date: 01/17/2015 Category: Trust & Estate Administration
Proposed Estate Tax in China Could Cause Wealthy to Flee the Country
There have been rumors circling the internet that China will impose a long-proposed inheritance tax in 2016, dropping a ... Estate Planning

Date: 01/16/2015 Category: Estate Planning
Undue Influence in San Diego Estate Case Forces Attorney to Repay $4.3M
A judge who determined that an Encinitas lawyer manipulated his relationship with a wealthy and mentally ill woman who left ... Trusts

Date: 01/15/2015 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.

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.
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