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Living Trust Seminar
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For the public and also for our existing clients who want to bring family or friends!
October 12
Torrance Marriott Hotel
9:30 - 11:30 am
3635 Fashion Way
Wednesday,
October 25
Torrance Marriott Hotel
6:30 - 8:30 am
3635 Fashion Way
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Medi-cal Asset Protection Seminar
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For the public and also for our existing clients who want to bring family or friends!
Tuesday,
October 17
Torrance Main Office
9:30 - 11:00 am
990 W. 190th Street
Suite 500
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Private Investment Briefing
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For the public and also for our existing clients who want to bring family or friends!
Wednesday,
October 25
Torrance Main Office
10:30 am - 12:00 pm
990 W. 190th Street
Suite 500
or
Wednesday,
October 25
Newport Beach Office
6:00 - 7:30 pm
5000 Birch Street
Suite 8000
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Office Locations
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For your convenience, we have multiple office locations throughout Southern California.
Main Office:
990 W. 190th St.
Suite 500
Torrance, CA 90502
Other Local Offices:
790 E. Colorado Blvd.
9th Floor
Pasadena, CA 91101
5850 Canoga Ave.
4th Floor
Woodland Hills, CA 91367
333 City Drive West
17th Floor
Orange, CA 92868
5000 Birch St.
Suite 8000
Newport Beach, CA 92660
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Contact Us
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You may contact us to make an appointment for your initial consultation, to schedule a review of your current estate plan, or to make a referral.
1-800-756-5596
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OUR WEBSITE
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 Learn more about
important estate planning issues by visiting our website.
Also, visit our blog to
keep up on the latest
developments in
estate planning.
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Will Your Loved Ones Know What to Do When You Are Gone?
Philip Kavesh
If you've named your children, relatives or friends to be in charge as your "Successor Trustee" when you pass away (or become disabled), they probably have no idea of what to do or what's expected of them. That's because they probably have never served as a Trustee before.
Think about it...does your Successor Trustee know how to:
- Meet his/her required duties to the beneficiaries?
- Resolve disputes?
- Prove his/her authority to act?
- Access your funds?
- Deal with your creditors and bills?
- Keep the IRS happy?
- Determine the value of your assets?
- Distribute your assets properly?
- Defend against contests?
- Avoid liability for self-dealing or conflicts of interest?
- Get paid compensation and reimbursement for expenses?
- Set up proper accounting procedures?
- Avoid the pitfalls and mistakes that could lead to personal liability?
In order to properly prepare your Successor Trustee, in advance, we are holding a very special, free seminar presentation, "What Your Successor Trustee Needs to Do When the Time Comes". It will be held Saturday, October 21st, from 10:00am to 12:00pm.
We urge you to come and bring your Successor Trustee. To reserve your seats, click here.
I look forward to personally seeing you there!
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By: Attorney Philip Kavesh
On the 17th of this month, our Law Firm of Kavesh, Minor & Otis ("KMO") will celebrate its 36th Anniversary! In looking back at our journey, it is humbling to see just how far we have come.
It all started in 1979, when I arrived in California. How I got here is an interesting story. As fate often works, I was living in New Jersey and I had no idea I was bound for California until an unexpected event occurred in late 1979. My sister, who had a round trip air ticket to visit our aunt and uncle in Playa Del Rey, suddenly became engaged, moved to London, England and left the airline ticket to me! So, for the first time ever, I visited California during Christmas 1979.
Just before I came out, I had earned a Masters Degree in Tax Law from the University of Miami, in sunny Florida. My year there was the first time I had experienced a winter outside of the Northeast and I found I didn't miss the New Jersey winter at all! When I graduated, I returned to my hometown of Vineland, New Jersey, a small farm town in the southern part of New Jersey (yes, New Jersey does have farmland, which is why its nickname is "The Garden State"!). Unfortunately, I had graduated into a recession and the job offers I was getting were for less money than I had made working in a glass factory before I even went to law school! I knew there was something better available, but I just wasn't sure what that was.
So, when I arrived at my aunt and uncle's place in December of 1979, they encouraged me to throw my hat in the ring at a few tax law firms and I thought, "What have I got to lose?" After all, I loved the warm California winter! I didn't even plan to look for work when I came out here, so I had to put together a resume, which I then hand-delivered to a few law firms.
Believe it or not, in just a few days, I received several job offers, the lowest of which was several times what I was making in New Jersey! I thought, "California truly is the land of opportunity!"
Well, as soon as I arrived back home in New Jersey, I began packing my car with just about everything I owned, while my parents watched and wondered with amazement what in the world I was doing.
Then, after five days of driving thousands of miles across the country by myself, staying overnight in cheap hotels in small towns like Charleston, West Virginia and Little Rock, Arkansas, I made my way here in January 1980. I had left my immediate family and all of my friends and knew only 2 people when I arrived here, my aunt and uncle.
After working for a while at a large law firm, one of my clients urged me to set up a law firm of my own (thank you, Jerry K). So, in October 1981, I took another leap of faith and started my own law firm with myself, one secretary and one client. The rest of the story is now history. Over the years, we brought in many clients through our seminars, merged with the practices of Roger Minor and Robert Otis, grew to a total of 5 attorneys and 10 staff members, and have now serviced well over 10,000 clients in the South Bay and greater Los Angeles and Orange County areas.
Oh, by the way, it's fascinating how the "circle of life" sometimes works out. A few years ago my sister's daughter came to visit me (her uncle), decided to investigate job opportunities while she was here and since has moved to California too (and worked her way up to one of the top positions of a major motion picture studio!).
Last, but certainly not least, I want to personally thank the many wonderful, loyal clients who have supported us over these many years!
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Recipe of the Month
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Pumpkin Pancakes
Prep Time: 20m - Cook Time: 20m - Ready In: 40m
6 Servings - 278
Calories per serving
Ingredients
- 1 1/2 cups milk
- 1 cup pumpkin puree
- 1 teaspoon baking soda
- 2 teaspoons baking powder
- 1 egg
- 1 teaspoon ground allspice
- 1 teaspoon ground cinnamon
- 2 tablespoons vegetable oil
- 2 tablespoons vinegar
- 1/2 teaspoon ground ginger
- 2 cups all-purpose flour
- 1/2 teaspoon salt
- 3 tablespoons brown sugar
- In a bowl, mix together the milk, pumpkin, egg, oil and vinegar. Combine the flour, brown sugar, baking powder, baking soda, allspice, cinnamon, ginger and salt in a separate bowl. Stir into the pumpkin mixture just enough to combine.
- Heat a lightly oiled griddle or frying pan over medium high heat. Pour or scoop the batter onto the griddle, using approximately 1/4 cup for each pancake. Brown on both sides and serve hot.
Recipe from Allrecipes.com
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Here is a very special to all of our clients who have referred family and friends, or forwarded our newsletter to them! If you are part of a group or club and you would be interested in having us speak to the members on important estate planning topics of interest, please contact us at
[email protected]
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Quote of the Month
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How wonderful it is that nobody need wait a single moment before starting to improve the world.
© 2017 The Law Firm of Kavesh, Minor & Otis, Inc.
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