Philip J. Kavesh
Philip Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning, as well as visionary and pioneer in establishing a true multi-disciplinary financial planning practice.
Phil has earned significant recognition and accolades over his 30 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. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys. He has also been an honorary member of the National Network of Estate Planning Attorneys and WealthCounsel.
Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Ed Slott’s IRA Newsletter, Journal of Retirement Planning, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcast on local Los Angeles TV for over six years.
Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset Trust(SM) and the IRA Inheritance Trust®. He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, “21st Century Wealth”, and “The Questions You Should Ask When Choosing Your Estate Planner”. Most recently, Mr. Kavesh authored a Successor Trustee Manual and a Personal Asset Trust(SM) Manual for beneficiaries.
Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys. His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada. Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners. If you would like to have Mr. Kavesh speak before your group, club, organization or company, please contact Kristina Schneider at 1-800-756-5596 x378 or by e-mail.
Phil is semi-retired, in so much that while he is still actively involved in the training and management with the Law Firm of Kavesh, Minor & Otis and will occasionally speak at the company seminars for clients and the public, he spends most of his time working on innovative estate planning strategies and training and coaching other estate planners across the country.
Phil enjoys traveling, walks along the beach and currently resides in the South Bay with his teenage twins, Jeana & Jason.
Roger Minor
Roger L. Minor is a noted speaker and authority on estate planning. He has practiced estate planning law for nearly four decades. He holds both a J.D. and LL.M. Degree from Northwestern University and has completed the Advanced Program in Taxation at the University of Southern California.
Mr. Minor has earned many distinctions for his work throughout his career including being elected to the National Board of Directors of the Christian Legal Society and holding the Presidential post for the South Bay Estate Planning Council. He has donated much of his time and expertise to local charities.
Mr. Minor has retired from the firm and now resides in Arizona with his wife, Barbara.
Robert Otis
Robert Otis is a well-known public speaker on the advantages of proper estate planning and has practiced law for over 20 years, specializing primarily in Living Trusts. Mr. Otis graduated from Southwestern University with a J.D. Degree. During the course of his legal career, Mr. Otis has supervised the preparation of several thousand Living Trusts, as well as assisted hundreds of people with administrating trusts after individuals have passed away.
Mr. Otis has retired from the firm and now resides in Alhambra with his wife, Denise.