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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Trustees Have Great Power but Can Be Held Accountable Trustees can be held liable for their actions but it can be a tough case to prove. Wills, Trusts & Estates Prof Blog ... Trusts
Where to Look for an Executor It may be easy for some people to name an executor because the choice is obvious but others may face a challenge. The task of ... Estate Planning
The Battles Continue in Bobbi Kristina Brown’s Estate Bobbi Kristina Brown's estate, similar to the estate of her mother Whitney Houston before her, is locked in massive family ... Estate Administration
It is Possible to Go out of State for an Executor Your first choice of an executor may not reside in your state of residence but they can be appointed to the position. ... Estate Planning Attorney
Former Prosecutor Pleads Guilty in Estate Case A former district attorney has entered a plea of guilty for stealing from an estate. With a record of 20 years as District ... Estate Administration
IRS Changes Policy on Identity Theft Identity thieves not only steal credit cards in victims' names, they often file fraudulent tax returns in hopes of receiving ... IRA
The Fate of the Black Widow For a rock star who personified the ethos of the 1960s, how ironic that the estate of Jim Hendrix continues to be embattled ... Estate Planning
A Checklist for the Executor Naming the right person as the executor of your estate is one of the hardest and most important decisions. Knowing what to do ... Estate Planning
Minor Children and Trusts Young children are often the driving force for parents to come to see an estate planner and set up a trust. The concern that ... Estate Planning
Guidelines for the First-Time Executor Being an executor of an estate is not an easy task, especially when it is for the first time. When you are named as an ... Asset Protection
Well-Known Bank Pays $8 Million in Damages after Being Found Guilty of Committing Trustee Fraud Many banks and financial services companies offer a variety of services related to creating and managing trusts. When large ... Trusts
Even the Deceased Can Be Victims of Identity Theft Database breaches and hacking attacks haven't just affected millions of living Americans. The identities of more than 2 ...

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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.

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.