There is a stark difference between estate plans that work properly and those that don’t. Even if your documents protected you initially, they may not take into account what will happen if you get remarried, if you are named in a lawsuit, or if a loved one experiences a sudden illness or disability.
At The Law Firm of Kavesh, Minor & Otis, Inc., we understand how abruptly everything can change. Unlike other firms that offer a “one and done” estate plan, we will be with you for years to come, using our experience and expertise to safeguard your:
- Family. We help to ensure you are able to leave your property to the person who you want to have it, at the best time for them to receive it, while preventing others from trying to take it.
- Future. We put a plan in place to manage your health and affairs if you should become ill, disabled, or unable to act on your own behalf.
- Assets. We work to preserve everything you have built, allowing you to pass on the maximum of your estate with the least amount going to taxes, courts, and third-party predators.
We have helped over 25,000 of your neighbors reduce their anxiety about the future. At our free seminars throughout Southern California, we educate consumers just like you on how to control your assets while you are still alive and after you’re gone. Simply fill out our online contact form to set up your free consultation today.
Not Every Estate Plan Is The Same. Work With Lawyers Who Understand That.
Every estate plan we create is unique because no two clients are exactly the same. When you meet with us for a free consultation, we begin by listening to your concerns and asking questions so that we can create a plan that serves you best. Once we get to know you, we identify the gaps in your current estate plan and modify it with customized recommendations to protect what matters most to you.
The Law Firm of Kavesh, Minor & Otis, Inc. can help you with a wide range of estate planning matters, including:
- Living Trusts. We design your Revocable Living Trust plan according to your wishes, including Personal Asset Trusts for your beneficiaries. Your “owner’s manual” includes copies of your advance health care directive (including a durable power of attorney for health care), a living will, HIPAA authorization, and a pour-over will. As our client, you are entitled to a free review of your plan every three years. We encourage you to take advantage of this perk even if you don’t think anything has changed!
- Trust Modification. Changes happen all the time. If you already have a trust set up, you want the peace of mind knowing that it still reflects your wishes. We can assist with trust modifications such as changing the trustee(s), leaving certain assets to someone else (such as a different child) due to changing relationships, or providing for a family member with a disability. If the person who sets up a trust can’t modify it—because that person is now disabled, incompetent, or has passed, or the trust itself is “irrevocable”—there are ways to effectively reform or modify the trust. We can find a solution that works best for you.
- Child Guardianship. If you have minor children, we can walk you through your guardianship options to ensure your kids are raised by the people of your choosing, establish grandparent rights, and plan for children to inherit once they come of age.
- Blended Family Planning. We are recognized in Southern California as a leading authority on estate planning for complex family arrangements. If you’re married and you or your spouse have children from a prior marriage, we can help you update an existing plan or create a new plan to maintain family harmony.
- Medi-Cal Planning. If you or a loved one suddenly needed nursing home care, would you be able to find (and afford) a good facility on short notice? Our attorneys can help you determine the best options for care (with the assistance of outside professionals) and help you qualify for Medi-Cal to help finance them.
- Disability & Pre-Death Planning. We provide a range of legal services to relieve the stress of a terminal diagnosis. Some of these include reviewing all provisions of your Living Trust and other related documents to be sure they are up-to-date, making sure all your assets are owned by the trustee, checking on beneficiary designations to certain assets (such as IRAs), installing the “attorney in fact” under your durable power of attorney so that they can attend to immediate financial details, and installing your “agent” under your advance health care directive so they can make medical decisions on your behalf.
- Asset Protection. Our cutting-edge Personal Asset Trust protects your beneficiaries’ inheritance from spouses, divorces, lawsuits, creditors, loss of government needs-based benefits, and additional estate taxes when they pass their inheritance to the next generation.
- Tax Planning. We use a variety of techniques to minimize tax liability, such as property agreements for married couples to avoid needless capital gains taxes and to design personalized trusts to reduce or eliminate federal estate taxes.
Our legal team creates lasting relationships with clients in Los Angeles County and throughout Southern California. Contact The Law Firm of Kavesh, Minor & Otis, Inc. today to have us get started on a comprehensive estate plan and give your family peace of mind.