Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator... more
Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. Phil has earned significant recognition and accolades during his over 27 years of practice as an estate planning attorney. Phil holds a Master Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. ... view profile
Jane Lee has been with our firm since 2005. Ms. Lee earned her Bachelors Degree in... more
Jane Lee has been with our firm since 2005. Ms. Lee earned her Bachelors Degree in Business Economics and History from University of California, Los Angeles, and also spent a semester in Florence, Italy to focus on art history. She earned her Juris Doctorate Degree from Washington University School of Law, St. Louis, Missouri in 2003. In 2010, Ms. Lee was awarded her certification as a Califor... view profile
I am a different type of estate planning attorney. In 2012 I was certified by the... more
I am a different type of estate planning attorney. In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust,and Probate Law. This is a creedential only bestowed on a small percentage of California Estate Planning attorneys. I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.
Brian Y. Chou is a native of New Jersey and the son of Chinese immigrants.After high... more
Brian Y. Chou is a native of New Jersey and the son of Chinese immigrants.After high school, he moved out to the west coast to attend the University of California, Los Angeles, where he received a degree in economics. Upon the completion of his degree, Brian earned a JD/MBA degree from Pepperdine University. During his time at Pepperdine, he participated in a number of activities. Notabl... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.