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. 

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.