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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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
Medicare's Part B Premium Will Be Unchanged in 2018, But Many Will Pay More. Got That? by Ken Coughlin - February 2018 Newsletter
The announcement of the 2018 Medicare premium is good news for some beneficiaries and bad news for many others.

Category: Newsletters
How Will the New Tax Reform Impact You? - January 2018 Newsletter
You've probably heard about the massive new Tax Reform Bill, but how do you make sense out of its 429 pages of legal mumbo jumbo? And can you trust what the media is saying about it? If you already pay more than $20,000 a year in both federal and state income taxes, you need to know the following...

Category: Newsletters
Our Family Holiday Traditions by The Staff of Kavesh, Minor & Otis - December 2017 Newsletter
At this wonderful time of the year, we of course wish you and your family the happiest of holidays -- and also thought it would be nice to share how some of our own families celebrate these special days. (Maybe you'll even get some good ideas!)

Category: Newsletters
Have You Named The Wrong Successor Trustee? - August 2017 Newsletter
Most estate plans properly focus on distributing your hard earned assets to the right people and at the right time, while minimizing court interference and taxes. However, not enough estate plans thoroughly consider the choice of successor Trustee, who will act someday when you can't.

Category: Newsletters
ADD MORE PROTECTION TO YOUR LIVING TRUST PLAN - July 2017 Newsletter
If we created your Living Trust plan after September 2002, or you updated it with us since then, you likely have a very special protective feature for your loved ones known as the "Personal Asset Trust SM" (or "PAT").

Category: Newsletters
Costly IRA Mistakes You Want to Avoid - June 2017 Newsletter
The lead article of our newsletter often involves a personal story of interest by one of our attorneys or staff. However, this month we feel compelled to address a more serious issue, one that we see adversely affecting our clients and their loved ones on almost a daily basis - - costly IRA mistakes.

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.