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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Beat Style Author’s Estate Faces Dispute Involving Literary Letter
The one-month custody battle over a long-lost letter to Beat generation author Jack Kerouac from his driving character, Neal ... Estate Planning

Date: 01/10/2015 Category: Trust & Estate Administration
Viewing Wills Online in the UK
From George Orwell, who insisted all his manuscripts be preserved, to Charles Dickens who wanted no memorials put up to his ... Estate Planning

Date: 01/09/2015 Category: Estate Planning
Suspicious Death, Love Triangle, and a Million Dollar Estate Battle
Since last summer, investigators have been trying to answer a puzzling question: Who killed Sarah Long, who was found dead of ... Probate

Date: 01/08/2015 Category: Trust & Estate Administration
Beware of Embezzling Attorneys
Estate planning helps keep your life private by avoiding probate. Our California probate lawyer explores the importance of trustworthy legal representation.

Date: 01/07/2015 Category: Trust & Estate Administration
Looking Back on Estate Planning Changes in 2014
Here is a quick review of some key estate planning developments that occurred in 2014. The only true constant in life is ... Estate Planning

Date: 01/06/2015 Category: Estate Planning
Bob Hoskins’ Estate Details Revealed in Probate
Discover Bob Hoskins' estate details, where he left his entire £1 million to his wife. Learn why choosing a will or trust matters for estate privacy and...

Date: 01/02/2015 Category: Trust & Estate Administration
Avoiding Title Insurance Problems – Your Revocable Trust
Do you have a revocable living trust? Are you thinking about creating or updating one in the New Year? Either way it is ... Estate Planning

Date: 12/31/2014 Category: Estate Planning
Will Drafting 101
No one really wants to do it. I mean, it makes one face the realities of one's own mortality. For many people writing a will ... Estate Planning

Date: 12/30/2014 Category: Estate Planning
Another Inheritance and Heir Wasted (Quite Literally)
A fool and his money will go separate ways. So it is with many an inheritance. People often fear that leaving large sums of ... Inheritance

Date: 12/29/2014 Category: Estate Planning
Suspicious Deaths, $2 Million Estate and No Will to Be Found
John Sheridan, Cooper Health System's CEO, and his wife were declared dead Sept. 28 after they were found unresponsive in ... Estate Planning

Date: 12/26/2014 Category: Estate Planning
Estate Battles – Pirates Aren’t the Only Ones Dealing with Lost Treasure
A New York City landlord told his siblings, on his deathbed, that he hid $4.5m worth of silver bullion and gold krugerrands - ... Estate Planning

Date: 12/25/2014 Category: Trust & Estate Administration
Digital Estate Planning Conundrum: You Can Still “Like” Robin Williams on Facebook
Search for the late actor and comedian Robin Williams on Facebook and you'll quickly come to an invitation to ... Estate Planning

Date: 12/24/2014 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.
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.