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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Estate of Fugitive with Double Life Being Challenged by Victim’s Family
Discover the hidden life of fugitive Ted Cydzik as his victim's family seeks justice in court, challenging his estate for long-overdue closure and answers.

Date: 12/22/2014 Category: Trust & Estate Administration
Dispute Over Bequest to Disgraced Religious Order
Legion of Christ is a Catholic holy order whose founder was found to have molested seminarians and fathered children. A ... Estate Planning

Date: 12/19/2014 Category: Estate Planning
Don’t Fight over Trusts! Ways to Minimize Conflict
People often fight over trusts for a wide variety of reasons. One of the most frequent conflicts over trusts occurs when the ... Estate Planning

Date: 12/18/2014 Category: Estate Planning
Single? Yes, You Still Need an Estate Plan
Much of the talk about estate planning is often centered around married couples with children. This leads some single people ... Estate Planning

Date: 12/17/2014 Category: Estate Planning
Young Adults Need Estate Planning Too
People in their 20s often do not think that they need to worry about estate planning. They plan to live much longer, so they ... Estate Planning

Date: 12/16/2014 Category: Estate Planning
Learn from Celebrity Estates in 2014
Important lessons about estate planning can often reach the general public through issues over celebrities' estates. 2014 has ... Estate Planning

Date: 12/15/2014 Category: Estate Planning
Get Your Estate Tax Break before It’s Too Late!
The IRS is throwing a lifeline to taxpayers who missed an important deadline for estate tax purposes. Have you heard of ... Estate Planning

Date: 12/13/2014 Category: Estate Planning
Your Trustee Passed Away – Now What?
When a trustee passes away or is incapacitated, a successor trustee steps in. Discover the essential duties, responsibilities & guidance for successor trustees.

Date: 12/11/2014 Category: Trust & Estate Administration
Charitable Gifts: It’s All in the Delivery … At Least for Tax Purposes
With the holiday season in full swing, 'tis the season to review date of delivery rules for charitable gifts, which determine ... Charitable Gifting

Date: 12/09/2014 Category: Estate Planning
James Brown’s Companion Challenges Estate, Claims to Be Brown’s Wife
In 2007, Hynie contested the will, claiming to be Brown's wife and entitled to a spousal share of his estate. Under a ... Will

Date: 12/05/2014 Category: Estate Planning
Supposed Billionaire Dies Penniless: Irony or Foul Play?
Probate records reveal that he died without a will and left an estate valued at 'nil' in England and Wales. It is not known ... Estate Planning

Date: 12/04/2014 Category: Trust & Estate Administration
Tax Law Changes Should Prompt Estate Plan Reviews
There have been recent changes to tax laws that create the need for married couples to review their wills, especially ... Estate Planning

Date: 12/02/2014 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.

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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.
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.