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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Can You Trust Your Trustee?
Choosing the right successor trustee is crucial. Learn about the risks of mismanagement and self-dealing, as seen in the JPMorgan case with Christ Church...

Date: 08/30/2014 Category: Trust & Estate Administration
College-Bound Kids? Get These Two Key Legal Documents
If you are about to send a child off to college or to a gap-year program, you're probably busy with last-minute shopping, ... Estate Planning

Date: 08/29/2014 Category: Estate Planning
Estate Planning Buyer Beware!
Don't be a victim. Protect yourself by being on the lookout for estate planning scam artists. Scam alert! How do you know if ... Estate Planning

Date: 08/22/2014 Category: Estate Planning
Remarried? How To Plan For Blended Families
Estate planning with one family is hard enough. For families with a mix of biological children and stepchildren, first ... Blended Family

Date: 08/21/2014 Category: Estate Planning
Nelson Mandela’s Estate Debacle
Nelson Mandela's ex-wife Winnie Madikizela-Mandela has launched a legal challenge against the former South African leader's ... Estate Tax, Will

Date: 08/20/2014 Category: Estate Planning
Pour-Over Will Keeps Buffalo Bills Fans In The Dark
Ralph Wilson’s pour-over will kept Buffalo Bills fans in the dark about the team’s future. Learn how trusts can maintain privacy in estate planning.

Date: 08/19/2014 Category: Trust & Estate Administration
Abusive Heirs? It Can Happen
In a recent case out of Washington State, the Court of Appeals held that the state's anti-lapse statute applies to ... Estate Planning

Date: 08/18/2014 Category: Estate Planning
Estate Litigation on the Rise as Families Drift Apart?
Some attorneys and judges believe that as the Baby Boom generation ages there will be an increase in the number of probate ... Probate

Date: 08/17/2014 Category: Trust & Estate Administration
Could You Inherit Your Child’s Student Loans?
Normally you cannot inherit someone else's debt. However, there are key exceptions, as this California couple's story shows. ... Inheritance

Date: 08/16/2014 Category: Estate Planning
Will Changed After Dementia Diagnosis Raises Red Flags
When might a police commission get involved with estate litigation? When a new will created after a patient was diagnosed ... Estate Planning

Date: 08/15/2014 Category: Estate Planning
A Frank Discussion Now Can Avoid Family Strife Later
Discussing your estate plans with your adult children may be the single best defense against leaving a legacy of family ... Estate Planning

Date: 08/14/2014 Category: Estate Planning
Power of Attorney: Deciphering Different Types
Generally, there are four types of powers of attorney, or POA. A power of attorney is a legal document that allows you to ... Estate Planning

Date: 07/26/2014 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.