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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Being a Guardian Is a Big Job With Big Obligations Choosing a guardian is one of the most important and difficult aspects of estate planning. Here, learn more about the responsibilities of a guardian.

Category: Estate Planning
The Importance of Having a Will and a Living Trust Wills and living trusts may seem like similar documents, but each has different functions. Learn more about both documents as part of a well-planned estate.

Category: Estate Planning
Protecting Your Estate When You’re Getting a Divorce Divorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce.

Category: Estate Planning
Planning Your Estate When You Have Children New parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust.

Category: Estate Planning
You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 Newsletter In November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment

Category: Estate Planning | Newsletters | General
Safe Holiday Tips, Scams to Watch Out For and More! - December 2020 Newsletter Phil Kavesh gives you tips on how to safely celebrate the holidays with your family during a pandemic.

Category: Newsletters
Remembering Roger - October 2020 Newsletter Phil Kavesh reminiscences on his time with Rodger Minor and the impact he's had on his life.

Category: Newsletters
Lots to Be Thankful for in 2020 - November 2020 Newsletter Lots to Be Thankful for in 2020 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest. With all this tumultuous environment of 2020, as we near the Thanksgiving holiday, I find myself taking the time to stop and reflect on the many things that I am grateful for this year.

Category: Newsletters
How to Make Modifications to a Living Trust-Based Estate Plan Whenever there is a significant change in your life, you should review your estate plan to determine if you need to modify your living trust.

Category: Estate Planning
Setting Up a Living Trust-Centered Estate Plan A California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime.

Category: Estate Planning
Let Our Legal Team Help Modify or Reform Your Living Trust The Law Firm of Kavesh, Minor & Otis, Inc., can help you modify or reform a trust. Let us ensure your trust is effective and in line with your wishes.

Category: Estate Planning
The Questions You Should Ask When Choosing Your Estate Planner Use this list of questions to help you find a suitable estate planner to protect your assets and provide for your family after you are gone.

Category: Estate Planning

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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 has been working with us for a few years, and we appreciate her clarity of communicating legal matters to a lay person. Dan Lampkins

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

I have complete confidence in attorney Peter Keon and the firm's ability to handle my estate planning needs. Chris Delmastro

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

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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.