Our Trust & Estate Administration Blog

Our blog offers regular updates on post-death administration in California, giving you the information you need to fulfill your duties as trustee. Learn more about the trust and estate administration process from our experienced attorneys.

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The 10 Biggest Mistakes Successor Trustees Make
Over the last 40 years, our law firm has administered over 4,000 Living Trusts after the trustmaker has become ill, disabled or passed away. Here are mistakes..
The Golden State’s Expectations for Trust-Related Investments
California’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains.
Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)
Like many other celebrities, Lisa Marie’s estate is now unfolding much like a dramatic soap opera...
Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?
Procrastination is a real issue when it comes to estate planning, but for those trying to set up or update their estate plans while on their deathbed...
Your Child’s Financial Aid Opportunities Could Be Jeopardized by Your Inheritance
The Free Application for Federal Student Aid typically considers parents’ income, so a sizeable inheritance could jeopardize a student applicant’s eligibility.
California Law Now Provides Flexible Alternatives to Conservatorships
The enactment of California Assembly Bill 1663 provides families with a more flexible alternative to conventional conservatorships. Our attorneys explain.
How to Help Your Parents With Estate Planning
When seniors can no longer manage their money, their children might have to intervene. Our CA attorneys explain how to help older parents with estate planning.
Recognizing a “Guardian Angel”
Trust Lawyer Palos Verdes
Celebrity Estate Planning Horror Stories
Another Celebrity Horror Story in the Making: Lessons from Anne Heche’s Estate
Anne Heche Estate Planning
2022 National Estate Planning Awareness Week
2022 National Estate Planning Awareness Week - October 17-23
What Happens When You Become Disabled?
Trust Lawyer Torrance

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Excellent Living Trust and Will review with Peter Keon. I learned a lot more on both my Living trust and Will and I know how I will proceed for my updates. Thank you very much for providing the time to discuss and answer my questions and concerns. Gerald B.

I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy Wilson

Jane Lee provided important specific information for my 3-year Free Trust Review! I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you! G. Kaneshiro

They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning. Jess Caldejon

“My father passed away in February of 2008, and I can only tell you that I was and am so thankful for the trust document he had your firm do. I couldn’t have gotten through all of this without the expert guidance of your firm.” Corinne L.

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When You Want the Very 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 three 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 your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
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.