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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Estate Administrator Sentenced to 7 Years
There are many temptations for executors and estate administrators. However, it would be wise to resist them. A judge ... Estate Administration
Trustee Is Removed but Doesn’t Turn over Assets
Generally, a removed trustee should turn over assets. However, that doesn't always happen. Sometimes it is acceptable for a ... Beneficiaries
A Trust Isn’t Always Accepted as Legitimate
London court rules that trusts created by former Russian senator were created to avoid creditors. A court in London has ... Trusts
Executor Should Aim toward Essentials
The job of executor is likely to go more smoothly, if the focus is on basic duties. The Wills, Trusts & Estates Prof Blog ... Estate Attorney
Executor Acts in the Best Interest of the Estate
An executor needs to use best judgement in deciding how to use authority. An executor has considerable discretion in deciding ... Estate Administration
Movies about Famous People Can Be Challenging
Michael Jackson's life is featured in some soon-to-be released movies. However, images and music not authorized by the ... Estate Litigation
Ethics Important when Naming Trustee
Ethical concerns surface in a Louisiana estate case. Members of a Louisiana family were surprised, when they learned that an ... Elder Law
Disney to Use Fisher Film Footage in Star Wars IX
Actress Carrie Fisher to appear in Star Wars IX through the use of previously shot film footage. Carrie Fisher, who passed ... Estate Administration
Descendants of Peggy Guggenheim Continue Estate Battle
Foundation receives Guggenheim art collection, but also multiple challenges from family. Vanity Fair recently detailed the ... Estate Administration
Wyly Estate Fails to Pay Fine
Executor of estate plan may face contempt charges. Brothers Charles Wyly and Sam Wyly were known to have billions in assets ... Executor
Courts Can Loosen Restrictions Placed on Trust
If court feels the purpose of trust is prevented by restrictions it can make changes. The Wills, Trusts & Estates Prof ... Trusts
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

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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.