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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Protect Your Estate Plan through Document Storage
How important is it to preserve one's original estate planning documents? Where should one keep these documents? If you've ... Estate Planning

Date: 11/27/2014 Category: Estate Planning
Blended Family? Ways to Avoid Conflict
In unions of those who marry twice, about 65 percent include children from prior marriages, according to the National ... Blended Family

Date: 11/26/2014 Category: Estate Planning
Sorry, You Can’t Disinherit Your Spouse!
In general, the concept of testamentary freedom makes a person free to dispose of their property as they see fit when they ... Estate Planning

Date: 11/25/2014 Category: Estate Planning
Can I Really Lose Control of My Estate?
very decision you make, whether personal, financial, or legal, should be designed to maximize your control over your ... Estate Planning

Date: 11/24/2014 Category: Estate Planning
Will Changes May Lead to Hurt Feelings
I have four sisters and brothers, and three have taken out loans against their share of any inheritance - significant loans, ... Estate Planning

Date: 11/22/2014 Category: Estate Planning
Passing on a Family Business? Plan Wisely to Avoid Family Drama
It's a high-stakes multi-million-dollar sibling rivalry that reads like a Hollywood movie script and is playing out in a ... Estate Planning

Date: 11/21/2014 Category: Estate Planning
Suspected Misuse of Trust Lands Executor in the Court
Children of billionaire Richard Mellon Scaife accuse the executor of misusing a $210M family trust. Learn how clear trust terms can prevent disputes.

Date: 11/20/2014 Category: Trust & Estate Administration
Tax Considerations of Inherited Real Estate
My father-in-law left land to my mother-in-law, stating that it goes to the kids. A conflict has erupted. Now she wants to ... Estate Planning

Date: 11/19/2014 Category: Estate Planning
What Is an Ethical Will and Do You Need One?
These days, ethical wills are nonbinding documents that are increasingly seen as important legacy-building ingredients, say ... Estate Planning

Date: 11/14/2014 Category: Estate Planning
Choosing Guardians: Will You Hurt Someone’s Feelings?
My husband and I have decided we would want our kids to go to my brother and his family, who live in another city, a 10-hour ... Estate Planning

Date: 11/13/2014 Category: Estate Planning
Estate Taxes: Federal Vs. State
In the past, most people didn't have to worry about state estate taxes. Federal law provided an estate tax credit that ... Estate Planning

Date: 11/12/2014 Category: Estate Planning
IRS Increases Gift Tax Exemption for Next Year
As many estate planners anticipated, the Internal Revenue Service has raised the limit on tax-free transfers during life or ... Estate Planning

Date: 11/11/2014 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.
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