Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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Refinancing a Real Estate Mortgage? Watch Out!
Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're...

Category: General
Refinancing a Real Estate Mortgage? Watch Out! - September 2018 Newsletter
Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're incapacitated and another called Probate when you pass away. Both threaten unwanted interference into your and your loved ones' personal matters, as well as lots of red tape, delays, expenses and the exposure of your private business to unscrupulous third parties.

Category: Newsletters
If You Haven't Received Your New Medicare Card Yet, You Better Read This... - August 2018 Newsletter
In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card and how the Social Security Administration is working to avoid this by issuing new cards containing random identification numbers. I thought the problem was about taken care of, but now the saga continues... with yet a new debacle I call "Medicare Card Limbo"! (To see the previous articles, click the following links 1st Medicare Card article and 2nd Medicare Card article)

Category: Newsletters
If You Haven’t Received Your New Medicare Card Yet, You Better Read This…
In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card...

Category: General
The Top 10 Scams Targeting Seniors
The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting Seniors.

Category: General
The Top 10 Scams Targeting Seniors - July 2018 Newsletter
The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting our Nation's Seniors. The report is based on the complaints received by the committee's national fraud hotline, 855-303-9470.

Category: Newsletters
Happy (Grand)Father's Day!
In June of each year, we celebrate Father's Day, a wonderful, befitting thank you to our fathers. But rarely do we think back about and celebrate our ...

Category: General
Happy (Grand)Father's Day! - June 2018 Newsletter
In June of each year, we celebrate Father's Day, a wonderful, befitting thank you to our fathers. But rarely do we think back about and celebrate our grandfathers or great-grandfathers - - our more ancient predecessors without whom we would not be here today.

Category: Newsletters
"What's In Your Wallet?" (Part 2)
Back in May of 2017, we warned you about some of the scams that seniors are exposed to because the Medicare Card, which you are...

Category: General
Check Out Our New Website and Win a $5 Starbuck's Card! - May 2018 Newsletter
Our law firm's website (www.kaveshlaw.com) has undergone some major renovations, after taking into consideration the feedback from many of our clients.

Category: Newsletters
Should You Worry About Estate Taxes Any More? - April 2018 Newsletter
Most people believe that estate taxes are now gone and there's simply no need to do any special planning beyond the Living Trust. Wrong!

Category: Newsletters
My Super Odyssey - March 2018 Newsletter
Phil takes us on a journey from his childhood to experiencing the 2018 Super Bowl!

Category: Newsletters

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

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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.