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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Why Choose Kavesh Minor & Otis to Administer Your Trust or Estate?
Why choose Kavesh Minor & Otis to administer your trust or estate? We're glad you asked! Check out why we are different. Learn more here.

Category: Trust & Estate Administration
September 2024 Newsletter
Check out our September 2024 newsletter! In this edition we discuss why Jay Leno granted conservatorship to his wife and answer some estate planning questions.

Category: Newsletters
Estate Administration Usually Requires Hard Work and a Long-Term Commitment
Estate administration takes many forms, and the most common is a court-enforced process often described as “probate.” Our CA attorneys explain.

Category: Trust & Estate Administration | Trust & Estate Administration
August 2024 Newsletter
Check out our August 2024 Newsletter where we discuss tips for seniors during extreme heat, how junior high students are experiencing high anxiety and more.

Category: Newsletters
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.

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: Probate
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: Probate

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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.