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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California’s Community Property Laws Can Complicate Inheritances to Friends
While CA law affords everyone the right to make their own estate decisions, married residents may struggle to overcome community property-related obstacles.

Category: Estate Planning
How a Waiver of Spousal Rights Can Help Protect an Estate From Uncertainty
California law presumes that most spouses are entitled to a share of their partner’s estate. A waiver of rights could help families better protect their rights.

Category: Estate Planning
May 2023 Estate Planning Newsletter
Here is our May 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
California’s Latest Law on Supported Decision-Making
Supported decision-making provides CA adults with disabilities an opportunity to retain their independence while receiving support from friends and family.

Category: Estate Planning
Estate Planning if You Have Rental or Investment Properties
Rental and investment properties could provide the foundations of a robust legacy, but they demand additional attention in estate planning.

Category: Estate Planning
April 2023 Estate Planning Newsletter
Here is our April 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
Why Disinheritance Is Rarely Simple
While California’s Probate Code affords adults the right to make estate decisions, disinheritance must always be enacted with an eye toward caution.

Category: Estate Planning
Trusts Are Only Effective if They’re Funded
A revocable living trust could help protect your assets from probate, but a trust is only effective when it is funded. Our California attorneys explain.

Category: Trust & Estate Administration
March 2023 Estate Planning Newsletter
Here is our March 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
How to Include Your Religious Beliefs in Your Estate Plan
A comprehensive estate plan protects your legacy, but it can also accommodate your religious needs and beliefs. Our attorneys explain.

Category: Estate Planning
Why Millennials Can’t Afford to Overlook Their Estate Plans
A comprehensive estate plan can help millennials make critical decisions about their own health, wealth, and mental well-being. Our CA lawyers explain.

Category: Estate Planning
February 2023 Estate Planning Newsletter
Here is our February 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

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 Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

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

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar 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. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. 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 W.

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

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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.