Our Trust & Estate Administration Library Articles

Our legal library contains a wealth of information to help people understand the California trust and estate administration process. Browse through our articles to learn about your duties as a trustee, distributing assets to heirs, and paying taxes in accordance with the law.

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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.
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.
August 2020 Newsletter - IRA Owner Beware: Important Deadline Coming August 31st If you (or your parents) have an IRA, read on.Planning Opportunity #1:If You Already Took Some Required Minimum Distributions in 2020,You Can Avoid Income Taxes By Acting Right Away If you reached age 70 ½ in2019 or earlier, the rule has been you must withdraw from your IRA the Required Minimum Distributions (“RMDs”) in 2020. These withdrawals are typically taxable at your highest bracket rate...
February 2020 Newsletter - New "SECURE" Act Makes Your IRAs Less Secure! *IRA OWNERS BEWARE* New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total (including your spouses') exceed $200,000, you must read on.

“My father passed away in February of 2008, and I can only tell you that I was and am so thankful for the trust document he had your firm do. I couldn’t have gotten through all of this without the expert guidance of your firm.” Corinne L.

"Because my brother had such thoughtful and thorough assistance while planning, following through with his wishes was clear. I appreciated your firm’s attention to detail, as well as the knowledge of all the necessary procedures to administer a trust." Alfred H.

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.