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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Incorporating Collectibles in Your Estate Plan
Since the IRS has strict tax rules for inheritable artwork, your estate plan should always account for any valuable collection. Learn more here.

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

Category: Newsletters
California Uniform Trust Decanting Act
California recently enacted the Uniform Trust Decanting Act that allows trustees to transfer trust assets into a new trust with revised terms and conditions.

Category: Estate Planning
Protect the Finances of a Loved One After a Dementia Diagnosis
California law provides some useful strategies to help a loved one responsibly manage their money even after they have been diagnosed with dementia.

Category: Estate Planning
March 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
Creating a California Succession Plan for Your Family Home
California residents can enact many strategies to leave their family home as an inheritance. However, your decision could have major tax implications.

Category: Estate Planning
How DNA Evidence Can Upend Estate Plans
The recent popularity of mail-order DNA tests means that previously unknown relations can wreak havoc on unprepared estates. Learn more here.

Category: Estate Planning
Navigating Estate Taxes at the State and Federal Level
Even though California does not levy state estate taxes, you may still be taxed at the federal level. Learn more here.

Category: Estate Planning | General
Financial Considerations for California Family Caregivers
The high costs of long-term care can be financially taxing. Learn what you can do to get compensation while taking care of your loved one.

Category: Estate Planning
What to Know About Estate and Trust Lawsuits
Estate and trust lawsuits can take months to resolve, and they require strict adherence to legal procedure. Read the article for more information!

Category: Trust & Estate Administration
The Client Sure Didn't Expect This to Happen! - January 2022 Newsletter
The Client Sure Didn't Expect This to Happen! by Attorney Philip Kavesh

Category: Newsletters
ABLE Accounts in California
An ABLE account can help those with special needs save tax-free money while keeping their benefits, especially when paired with a trust. Learn more here.

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.