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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Planning Your Family Business Legacy
These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and ... Business

Date: 02/24/2014 Category: Estate Planning
When Children Are Responsible For The Nursing Home Bill
If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could ... Elder Law

Date: 02/20/2014 Category: Estate Planning
Family Wealth And Financial Entropy
The numbers also show that roughly one in three businesses pass to the next generation. Just about 10% of family businesses ... Estate Planning

Date: 02/19/2014 Category: Estate Planning
Long-Term Care Lapse Logistics
In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a long-term ... Elder Law

Date: 02/18/2014 Category: Estate Planning
Medicare Rehab Requirements Relaxed?
What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical ... Elder Law

Date: 02/17/2014 Category: Estate Planning
Lifetime Gift Exclusion – A Wealth Transfer Bonanza
Congress voted in December 2010 to let wealthy Americans make tax-free gifts of as much as $5 million -- and the money ... Estate Planning

Date: 02/07/2014 Category: Estate Planning
Essential End-Of-Life (Legal Documents)
You will need legal authority to take charge of Mom or Dad's affairs. Not all planning is about how you leave your estate to ... Elder Law

Date: 02/06/2014 Category: Estate Planning
Medicaid – It Gives … And Now Takes Back
Add this to the scary but improbable things people are hearing could happen because of the new federal health-care law: After ... Estate Planning

Date: 02/05/2014 Category: Estate Planning
So, Are You Ready To Prepare Your Last Will?
Let's face it; nobody relishes the task of making out a will. Squarely addressing the prospect of your own mortality can be ... Estate Planning

Date: 02/04/2014 Category: Estate Planning
Understanding Estate Tax “Portability” Protocol
Just when is the [amount of a deceased spouse's portable exclusion] available to a surviving spouse or the estate of a ... Estate Planning

Date: 02/03/2014 Category: Estate Planning
Understanding Medicare’s “Nursing Home” Coverage
Every year, thousands of Medicare patients who spend time in the hospital for observation but are not officially admitted ... Elder Law

Date: 02/02/2014 Category: Estate Planning
Should You Establish Your “Dynasty” Trust In South Dakota?
In the past four years, the amount of money administered by South Dakota trust companies has tripled to $121 billion, almost ... Estate Planning

Date: 01/31/2014 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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