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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November 2013 Estate Planning Newsletter: My Eye-Opening Experience (Quite Literally!)
In our November 2013 newsletter, we discuss business survival threats and buy-sell funding as well as a message from one of our attorneys.

Category: Newsletters | Newsletters
October 2013 Estate Planning Newsletter: Congratulations, KMO!
Our October 2013 newsletter celebrates our firm's 32nd birthday while discussing family limited partnerships and asset protection strategies.

Category: Newsletters
September 2013 Newsletter: Watch Out for Suspicious Phone Calls Not From Our Office
In our September 2013 newsletter, we discuss what you should do if you get a suspicious phone call seeking information about your estate plan.

Category: Newsletters
August 2013 Estate Planning Newsletter: Who’s That Little Ole Wine Maker? Me!
Attorney Michael Patinelli discusses his wine making hobby in our August 2013 newsletter, then offers tips on estate planning for couples.

Category: Newsletters
June 2013 Estate Planning Newsletter: My Capitals Tour
In our July 2013 newsletter, we share some fun facts about our nation's history and provide estate planning advice for married couples.

Category: Newsletters
June 2013 Estate Planning Newsletter: A Good Old Fashioned Family Meal
Get estate planning tips and learn about the team at The Law Firm of Kavesh, Minor & Otis, Inc., in our June 2013 newsletter.

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.