Business Details
45 Years
experience
Trusted Estate Planning Lawyers in Torrance
For over four decades, our firm has specialized in estate planning and trust administration, serving thousands of families across Southern California. We combine extensive legal expertise with personalized service to create customized estate plans that protect legacies and ensure family harmony. Our team of State Bar Certified Specialists brings decades of combined experience and advanced tax law knowledge to every client engagement. Through free educational seminars and ongoing support, we empower clients to make informed decisions about their estate plans. Our unique approach includes lifetime relationship management, offering free checkups and updates to adapt to changing laws and life circumstances.With over 15,000 estate plans created and 4,000 successful post-death administrations, we have the practical insight to build effective, enduring plans. Our innovative tools like the Personal Asset TrustSM and IRA Inheritance Trust demonstrate our leadership in the field. We maintain transparency through detailed client manuals and clear communication throughout the planning process. Our commitment to excellence is reflected in our clients' testimonials and recognition from peers and national publications. We stand by our promise to provide peace of mind through meticulous planning and dedicated support.
Services
Estate Planning
Trust Administration
Probate Services
Living Trust Creation
Estate Plan Updates
Inheritance Protection
Trustee Education
Free Seminars
Legal Consultations
Document Review
Details
- Year established: 1981
Highlights and features
- 40+ years of exclusive focus on estate planning and trust administration
- Three State Bar Certified Specialists with advanced tax law degrees
- Lifetime relationship management with free plan updates every three years
- Innovative tools like Personal Asset TrustSM and IRA Inheritance Trust
- Over 15,000 estate plans created and 4,000 successful post-death administrations
Associations and certifications
- State Bar Certified Specialists in Estate Planning, Trust and Probate Law
What people say
Knowledgeable attorneys
Patient and professional
Detailed explanations
Peace of mind
Excellent service
Services
Estate Planning
We create customized living trusts tailored to individual family needs and financial situations. Our process begins with understanding your unique circumstances and goals, then crafting comprehensive plans that protect assets and ensure smooth inheritance. With over 40 years of experience, we incorporate lessons from 4,000+ post-death administrations to build effective, enduring plans that adapt to changing laws and life circumstances.
Trust Administration
Our post-death trust administration services guide families through the process of settling estates according to the grantor's wishes. We provide clear instructions through our Trustee Manual and offer hands-on support to ensure proper distribution of assets. With extensive experience handling thousands of trusts, we help beneficiaries navigate complex legal requirements while maintaining family harmony and minimizing potential conflicts.
Probate Services
We guide clients through California's probate process when a will or trust isn't in place. Our team helps executors and administrators meet legal requirements while protecting beneficiaries' interests. Drawing from decades of experience, we simplify complex procedures and provide clear explanations of court requirements to ensure efficient resolution of estate matters while minimizing family disputes.
Free Seminars
We offer complimentary educational sessions to help families understand estate planning basics and current legal requirements. These seminars provide foundational knowledge about living trusts, probate avoidance, and inheritance protection. Attendees receive special fee discounts for implementing plans after attending, making this an accessible starting point for families beginning their estate planning journey.
Plan Updates
Our lifetime relationship model includes free estate plan checkups every three years to ensure documents remain current with changing laws and personal circumstances. We help clients update beneficiary designations, adjust provisions for evolving family dynamics, and incorporate new planning strategies. This ongoing support ensures your estate plan continues to reflect your intentions throughout different life stages.
People
Philip J. Kavesh
Principal Attorney
Founding attorney with over 40 years of estate planning experience, recognized in national publications and developer of innovative planning tools.
Peter A. Keon
Attorney
Experienced estate planning attorney known for meticulous attention to detail and ability to explain complex concepts in plain language.
Jane Lee
Attorney
Dedicated trust attorney with expertise in long-term estate plan maintenance and client education through regular reviews.
Roger L Minor
Principal Attorney
Senior attorney with decades of experience in complex estate planning and post-death administration matters.
Robert Otis
Principal Attorney
Certified specialist in estate planning with advanced tax law expertise and extensive experience in trust administration.
Questions
Do they specialize exclusively in estate planning?
Yes, we focus solely on estate planning and trust administration with no other legal practice areas.
Are their attorneys State Bar Certified Specialists?
Three of our attorneys hold this prestigious certification requiring additional exams and peer review.
How many estate plans have they created?
We've designed over 15,000 living trust plans since our founding more than 40 years ago.
What post-death services do they provide?
We've successfully administered 4,000+ trusts after clients' passing, applying those insights to improve planning.
What educational resources do they offer?
We provide free seminars, newsletters, and estate planning guides to help families make informed decisions.
How do they maintain long-term client relationships?
Through free three-year checkups, document updates, and ongoing support for trust administration needs.
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