Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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March 2014 Estate Planning Newsletter: Reflections on a Visit to Mom In our March 2014 newsletter, we discuss investment markets, business succession plans, and the value of spending time with your family.

Category: Newsletters
February 2014 Estate Planning Newsletter: (Cautionary) Tales of The Rich and Famous In our February 2014 newsletter, we discuss what you can learn from the estate planning mistakes of the rich and famous.

Category: Newsletters
November 2013 Estate Planning Newsletter: My Eye-Opening Experience (Quite Literally!) In our November 2013 newsletter, we discuss business survival threats and buy-sell funding as well as a message from one of our attorneys.

Category: Newsletters | Newsletters
October 2013 Estate Planning Newsletter: Congratulations, KMO! Our October 2013 newsletter celebrates our firm's 32nd birthday while discussing family limited partnerships and asset protection strategies.

Category: Newsletters
September 2013 Newsletter: Watch Out for Suspicious Phone Calls Not From Our Office In our September 2013 newsletter, we discuss what you should do if you get a suspicious phone call seeking information about your estate plan.

Category: Newsletters
August 2013 Estate Planning Newsletter: Who’s That Little Ole Wine Maker? Me! Attorney Michael Patinelli discusses his wine making hobby in our August 2013 newsletter, then offers tips on estate planning for couples.

Category: Newsletters
June 2013 Estate Planning Newsletter: My Capitals Tour In our July 2013 newsletter, we share some fun facts about our nation's history and provide estate planning advice for married couples.

Category: Newsletters
June 2013 Estate Planning Newsletter: A Good Old Fashioned Family Meal Get estate planning tips and learn about the team at The Law Firm of Kavesh, Minor & Otis, Inc., in our June 2013 newsletter.

Category: Newsletters

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Overall, a very pleasant and efficient experience. Peter was excellent! John R.

We had a nice phone conversation. Norman N.

Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

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.