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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How to Protect a Loved One With Diminished Mental Capacity
If your spouse has diminished mental capacity or is of unsound mind, you may be able to petition the courts to help your loved one manage their assets.

Category: Estate Planning
What to Consider Before Entering Into a CA Joint Tenancy Agreement
Joint tenancy agreements are among the most common modes of homeownership, but they are not without disadvantages. Our CA attorneys explain.

Category: Estate Planning
October 2022 Estate Planning Newsletter
Here is our October 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
How Inflation May Impact Estate Planning
Today’s inflation rates are at record highs. If you have an estate plan, you need to consider how inflation could impact your legacy. Our CA attorneys explain.

Category: Estate Planning
How U.S. Citizens Abroad Can Benefit From Estate Planning
Most expatriates are familiar with the necessity of reporting foreign income to the IRS, but few protect their estates from taxation. Our CA attorneys explain.

Category: Estate Planning
California Estate Planning During a Recession or Crisis
A comprehensive estate plan allows you to minimize existing risk while pre-empting future threats to your assets. Our CA attorneys explain.

Category: Estate Planning
Using a Video Will in Your California Estate Plan
While some states accept videotaped wills as legally binding, California only recognizes written wills as valid estate planning documents. Our attorneys explain

Category: Estate Planning
August 2022 Estate Planning Newsletter
Here is our August 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
Including Cryptocurrency in Your California Estate Plan
Cryptocurrency is both a potentially valuable and highly volatile investment that demands a modern, professionally made estate plan. Our CA attorneys explain.

Category: Estate Planning
The Uses and Disadvantages of California Codicils
A codicil might seem like a simple way to alter an existing estate plan. However, codicils can cause more problems than they solve. Our CA attorneys explain.

Category: Estate Planning
July 2022 Estate Planning Newsletter
Here is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
Leaving Gifts to Grandchildren in California
Grandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.

Category: Estate Planning

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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.