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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What to Consider If You’re Receiving a California Inheritance Sometimes receiving an inheritance can be more difficult than expected, which is why it is important to plan for potential challenges and tax implications.
The Devastating, Yet Avoidable Probate Process Tips for avoiding a California Probate. Probate Attorneys in Torrance.
How Californians Can Pass Along Tangible Assets to Loved Ones If you're wondering what the best way to pass along your tangible assets to your loved ones, here's some tips on some of the best ways to do this.
Understanding your role as a trustee Perhaps a friend or loved one had enough confidence in you to name you as a trustee in his or her living trust. You may know ...
If You Have an IRA Inheritance Trust®, Read This! By Phil Kavesh, Attorney Finally, on December 20, the Congress actually passed some important bipartisan ... IRA Inheritance Trust
This Simple Tool May Change The Quality of Your Life (or of Someone You Know) By Attorney, Philip Kavesh We, our parents and other loved ones are living longer, but does that assure we are living better? ... Long Term Care
California Conservatorships: What You Need to Know When people think of estate planning, they often think that it's just about the distribution of assets when someone passes ... Conservatorship
What Happens to Your Living Trust If You Become Disabled? A common question for many people is what happens to your Living Trust (and your assets) if something were to happen to you ... Trustee
Who Should You Choose to Be Your Successor Trustee? When putting together your Living Trust estate plan, you will be asked to name a Successor Trustee. During your lifetime, you ... Trustee
The biggest mistakes you could make as an executor If you have been selected as executor of a loved one's estate, it is important to be knowledgeable about your duties and ...
5 Reasons You May Need to Get Your Living Trust Reviewed So, you had your Living Trust prepared a few years ago. Bravo! You're already a lot further ahead than majority of other ... Estate Plan
Choosing the right people to make your estate decisions Your estate plan is the result of years of careful, thoughtful and strategic planning. Ultimately, it is meant to give you ...

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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.

"Because my brother had such thoughtful and thorough assistance while planning, following through with his wishes was clear. I appreciated your firm’s attention to detail, as well as the knowledge of all the necessary procedures to administer a trust." Alfred H.

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.