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.