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 and your loved ones best. If you already have a living trust plan, we identify any gaps in your current estate plan and modify it based on customized recommendations, to protect what and whom matters most to you.
The Law Firm of Kavesh, Minor & Otis, Inc. can help you with a wide range of estate planning needs, including:
Set Up of Your Living Trust
Your Living Trust Plan will include not only the customized Trust document containing our unique Personal Asset Trusts℠ for beneficiaries but also a unique Owner’s Manual, containing copies of other supporting legal documents (such as your Advance Health Care, Durable Power of Attorney and Property Agreement, if you’re married. It also contains supporting tools (such as title and beneficiary transfer letters, a Trust ID card, a Health Document Emergency Card, Asset Location and Key Contacts Lists). Besides the Owner’s Manual, you’ll receive a Trustee Manual to assist your chosen person in charge when you’re ill, disabled or pass. And you’ll get a Free Secure Package including a free attorney review of your plan every 3 years. That’s a complete plan!
Review and Modification of Your Existing Plan
If you have a plan created elsewhere, we offer a free attorney review of your plan, provided you just attend our Living Trust Seminar.
Trust changes often happen over time. As your wishes change and so do your needs and circumstances and those of your beneficiaries. We can assist with trust modifications such as changing the trustee(s), how assets will be distributed due to changing relationships, or providing for a family member with a disability. Even if the trust maker is now incapacitated, we may be able to make changes without first going to court.
Blended Family Planning
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 carry out your wishes while maintaining family harmony.
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 for Beneficiaries
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 personalized trusts to reduce or eliminate federal estate taxes and income taxes for beneficiaries.
Our legal team creates lasting relationships with clients in Los Angeles County and throughout Southern California.
