The Law Firm of Kavesh, Minor & Otis

Kavesh, Minor & Otis is a phenomenal full service estate planning law firm. I researched several firms before making this huge decision as we are a family with young kids planning our future. I found KMO and their team to be OUTSTANDING, especially our superb lawyer, Peter Keon. He made this process smooth, simple to understand, laid the hard facts, educated and assisted us in making a sound future decision. Estate planning can be quite complex and tedious. Our lawyer, Peter, is an estate planning specialist and a CPA — how amazing is that! He was able to assess and suggest methods that only someone who truly knows tax law could do.
Even more so, we had several in person meetings (4 meetings) at convenient evening times to meet with Peter and askour questions. The first one is complimentary as well and there is a great flat fee type of plan for the following meetings. The meetings can be 1 – 2 hours long and KMO is not stingy with their time. Peter even responds to emails after 12am regularly and thoroughly. This showed me how dedicated he was to genuinely helping his clients.
He answered all of our questions thoroughly and if he did not know something — Peter consulted with their senior partner, Estate Planning Guru, Phil Kavesh. We always received thorough information and guidance as to what the future holds.
I was absolutely amazed when I was given a fantastic referral for a Life Insurance group that helped me buy the «perfect plan» for our family. I am very happy with their service. Peter even went one step beyond by reminding us to get long term care insurance from the carrier. He is always thinking of our wellbeing.
Lastly, KMO, asks the client to come back every 1 – 3 years complimentary to update the estate plan and guidelines. This is an awesome service to keep our estate plan relevant. Finally, the also have a video service that one can make for their loved ones — I cant wait to make that for my next of kin.
Thank you Peter Keon and KMO for helping me reach our estate planning goals.

I would highly stay away from this company starting with the receptionist, she is horrible at what she does and she is very rude, she huffs a lot when you are talking to her and she even threw the phone down on her desk once while on the phone with us. She doesn’t seem like she knows what she is talking about when you speak with her. I don’t know about you but if that’s what I get from just the receptionist then I don’t want to go any further with his company. If I could rate my experience truthfully it would be –10.

Kavesh, Minor & Otis is the law firm that manages my parents’ living trust. Since I’m the closest child to them, I participate in this tedious and sometimes dark, yet invaluable subject, as I am the trustee.
As the laws change every year, the firm invites their clients to a weekend morning presentation of what’s new. They held this year’s update a couple weeks ago at the Manhattan Mariott — during which Philip Kavesh spoke and introduced a colleague of his — a financial advisor that occupies an office within the same suite as this law firm, and they work hand in hand with clients. Both were extremely articulate speakers, taking Q&A tirelessly, and charismatically answering all questions til every last detail is covered.
After the presentation, they offered appointments for a free consult to go over what would be prudent to change/​update; our appointment was for this morning.
Over the years, we have worked with a couple different attorneys to update the living trust. Jane Lee has been wonderful with us, and today John Chang was similarly detailed and patient with all our questions — of which we had MANY. There are always so many details to go over, that my head starts to explode. It’s amazing that I can retain anything or think clearly!
Both Jane and John were so very patient, that we never felt the least bit shy to ask anything — even the same question mutiple times.
We also met with a financial advisor to go over the financial management side of the trust. He was extremely patient and kind with my parents, especially my dad who can get set in his ways at times. His Administrative Assistant also walked in to clarify some specifics and was extremely helpful.
Leaving the office after our appointments today, my head is definitely still exploding — but I’m confident that we will get the support we need from both Kavesh Minor & Otis and their financial advisors.