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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Estate Planning Resources for Professional Advisors Our estate planning firm works closely with financial advisors and professionals to bring you the most comprehensive estate plan possible.

Category: General
A Look Back at Our Company History on Our 30th Anniversary Phil Kavesh, the founder of The Law Firm of Kavesh, Minor & Otis, looks at how far we've come in honor of our 30th anniversary.

Category: General
The Most Complete Living Trust Package The Law Firm of Kavesh, Minor & Otis, Inc., can help you establish or modify a living trust. Sign up for a seminar: 866-402-1805.

Category: Estate Planning
Fending Off False Claims Against an Estate: Inheritance Disputes From Beyond the Grave Someone may not be related to the deceased. However, that doesn't always stop an expense to the estate. Learn how an attorney can help protect your interests.

Category: Estate Planning
Understanding Why Estate Planning Is So Important The Law Firm of Kavesh, Minor & Otis, Inc., will educate you on the basics of estate planning. Learn why everyone, regardless of income or assets, needs a plan.

Category: Estate Planning
Let Our Team Help You Protect Your Retirement and Limit Your Tax Burden Our legal team can help you craft a financial plan to ensure that you are maximizing your assets during your lifetime while reaching your estate planning goals.

Category: Estate Planning
Living Trust Services for Trustees and Beneficiaries The Law Firm of Kavesh, Minor & Otis, Inc., of Southern California offers a full range of services for trustees and beneficiaries upon your death or incapacity.

Category: Trust & Estate Administration
Post-Death Administration Services The Law Firm of Kavesh, Minor & Otis, Inc., can help you navigate probate law after a death. Sign up for a seminar: 866-402-1805.

Category: Trust & Estate Administration
Advanced Level Planning Options for Larger or More Complex Estates The Law Firm of Kavesh, Minor & Otis, Inc., works with complicated and high-asset estates. We offer a variety of options to meet your unique needs.

Category: Estate Planning
Preparing for Elder Care Expenses: How Tax Breaks Can Help Family Caregivers As life expectancy grows, so does the expense for elders. Tax breaks can help, but planning ahead is essential.

Category: Estate Planning
Blended Family? We Can Help You Protect Your Assets for the Right People When you've remarried or your spouse has children from a previous marriage, estate planning needs to be done carefully to leave assets to the correct people.

Category: Estate Planning
Our Team Helps Seniors With Medi-Cal Crisis and Long-Term Care Planning The Law Firm of Kavesh, Minor & Otis, Inc., can help you understand how to use Medicaid and Medi-Cal benefits to pay for long-term care.

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

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.