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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February 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
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. Learn more here.

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
How to Probate the Estate of a Missing Person in California
Before you can initiate probate proceedings for a missing person’s estate, you will need to demonstrate that they are most likely deceased. Learn more here.

Category: Probate
"I Enjoyed Everyone Else's Christmas!" - December 2021 Newsletter
"I Enjoyed Everyone Else's Christmas!" As a small boy, I loved that time of year when cheerful music emanated from seemingly everywhere and most all the...

Category: Newsletters
Making a Holographic Will
Holographic wills can be easy to make, but they have some potential disadvantages. Learn more here.

Category: Estate Planning
When a Beneficiary Dies Before the Person Who Made the Will
If a beneficiary dies before you do, the court will follow special legal procedures to determine how to best distribute your remaining estate. Learn more here.

Category: Probate
A Truly American Thanksgiving Feast! - November 2021 Newsletter
A Truly American Thanksgiving Feast! When I was growing up in a small farm town in Southern New Jersey, Thanksgiving was always one of my favorite days of the year. Of course, there was the sheer natural beauty of seeing the tree leaves change color and carpet the ground with shades of yellow, orange and brown. And all the pumpkins - - each rivaling the next in shape and size - - literally sprouting up from all the local fields. But, what I remember most about Thanksgiving was the feast - - of football!

Category: Newsletters
Your Legal Options for Challenging a Will
California allows people to challenge the validity of a will, but you must have very specific reasons for doing so. Learn more here.

Category: Trust & Estate Administration

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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.