Business Details
45 Years
experience
Expert Estate Planning & Trust Services in Torrance
Established in 1981, our firm has dedicated over four decades exclusively to estate planning and trust administration. With a team of State Bar Certified Specialists, we have meticulously crafted over 15,000 living trust estate plans, more than any other firm in Southern California. Our attorneys, including two holding Masters Degrees in Tax Law, combine unparalleled expertise with a personalized approach to address each client's unique needs. We prioritize long-term relationships, offering free triennial checkups and ongoing guidance to ensure your estate plan evolves with legal and personal changes.Our post-death administration of 4,000+ trusts provides invaluable insight into creating plans that function effectively when needed most. Backed by recognition in national publications and pioneering tools like the IRA Inheritance Trust, we deliver authoritative, client-centric solutions that protect legacies and preserve family harmony.
Services
Estate Planning
Trust Administration
Probate Avoidance
Inheritance Protection
Trustee Training
Living Trust Updates
Details
- Year established: 1981
Highlights and features
- Over 40 years of exclusive focus on estate planning and trust administration
- Attorneys hold Masters Degrees in Tax Law and State Bar certifications
- Created 15,000+ living trusts and administered 4,000+ estates since 1981
- Pioneers of innovative planning tools like the IRA Inheritance Trust
- Recognized in The Wall Street Journal and Consumer Reports as industry authorities
Associations and certifications
- State Bar Certified Specialists in Estate Planning, Trust and Probate Law
What people say
Professional and devoted attorneys
Patient and knowledgeable guidance
Detailed and organized process
Helpful post-planning support
Peace of mind achieved
Services
Estate Planning
We create customized living trusts, wills, and advanced healthcare directives tailored to individual family dynamics. Our State Bar Certified attorneys combine tax expertise with practical strategies to protect assets and prevent probate. Each plan includes personalized documentation and ongoing support to ensure your wishes are carried out effectively.
Trust Administration
Our post-death trust administration handles all aspects of estate settlement, including asset inventory, creditor notification, and distribution guidance. With experience managing 4,000+ trusts, we provide step-by-step support to successor trustees while maintaining compliance with California probate laws and tax requirements.
Probate Avoidance
We implement strategic living trust frameworks to help clients avoid probate court proceedings. Our approach includes comprehensive asset re-titling guidance and creation of durable powers of attorney to ensure seamless transitions during incapacity or after death.
Inheritance Protection
Our specialized planning tools, including IRA Inheritance Trusts, protect beneficiaries from creditors and divorce settlements. We design protective provisions that maintain family wealth across generations while optimizing tax efficiency for retirement accounts and other assets.
Trustee Training
We provide detailed trustee manuals and personalized training to ensure smooth trust administration. Our resources include plain-English checklists and procedural guidance to help successor trustees fulfill their responsibilities confidently and efficiently.
People
Philip J. Kavesh
Principal Attorney
Founding attorney with 40+ years of estate planning experience. State Bar Certified Specialist and frequent contributor to national publications like The Wall Street Journal. Pioneer of innovative planning tools including the IRA Inheritance Trust.
Peter A. Keon
Attorney
Experienced estate planning attorney known for meticulous attention to detail. Provides personalized guidance on trust creation and updates, with a focus on simplifying complex legal concepts for clients through clear communication and thorough documentation.
Jane Lee
Attorney
Specializes in long-term estate plan maintenance and three-year trust reviews. Recognized for patient, compassionate approach when working with clients on sensitive legacy planning matters and family dynamics.
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 State Bar certifications in Estate Planning, Trust and Probate Law.
How many estate plans have they created?
We've designed over 15,000 living trust estate plans since our founding in 1981.
Do they offer ongoing plan maintenance?
Yes, we provide free triennial checkups and updates to ensure your plan remains current.
What post-death administration experience do they have?
Our team has successfully administered over 4,000 trusts and estates after client passing.
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