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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July 2024 Newsletter
Check out our July 2024 newsletter! This month we discuss the best dating apps for seniors, a boating misadventure and a very special anniversary message.

Category: Newsletters
California Trust Administration: the Challenges a Successor Trustee Faces
Successor trustees can face many challenges during trust administration, including angry heirs. Our CA estate planning attorney explains why a lawyer can help.

Category: Trust & Estate Administration
Be Prepared for the Rigors of Trust Administration
Trust administration comes with many challenging responsibilities. Our California trust administration lawyer can help make your job easier. Learn more!

Category: Trust & Estate Administration
June 2024 Newsletter
Here is our June 2024 Newsletter! This month, Phil Kavesh reflects on his role as a grandfather and shares more important estate planning news and information.

Category: Newsletters
How the Federal Estate Tax Could Complicate a California Inheritance
California doesn’t levy its own estate tax, but certain high-value legacies could be subject to federal taxation. Our estate administration lawyers explain.

Category: Estate Planning
May 2024 Newsletter
Here is our May 2024 Newsletter! The team shares their favorite Mother's Day memories, plus Phil Kavesh discusses emergency planning for senior caregivers.

Category: Newsletters
California Executors Need to Understand the Difference Between Probate and Non-Probate Assets
Our Los Angeles and Orange County probate attorneys explain how California estate executors can determine if an asset is a probate asset or non-probate asset.

Category: Trust & Estate Administration
The Personal Representative and Probate: Duties and Responsibilities
Serving as an executor can be a great way to honor a loved one’s legacy, but the role can be difficult and rife with unexpected personal risk.

Category: Trust & Estate Administration
April 2024 Newsletter
Here is our April 2024 Newsletter! Phil Kavesh discusses beneficiary designations, tips for spring cleaning, and more!

Category: Newsletters
March 2024 Newsletter
Here is our March 2024 Newsletter! Phil Kavesh discusses the ten biggest mistakes people make in regards to estate planning and how to avoid them.

Category: Newsletters
How Directed Trusts Help California Families Preserve and Protect Complex Interests
The recent enactment of CA’s Uniform Directed Trust Act provides for the formation of directed trusts, letting families exert more control over complex assets.

Category: Estate Planning
February 2024 Newsletter
Here is our February 2024 Newsletter! Phil Kavesh discusses new updates to estate and gift tax law. Click here to learn more.

Category: Newsletters

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

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When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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.