Company Milestones

October 17, 1981 Philip J. Kavesh, A Professional Corporation is created
March 1983 Our very first public Living Trust Seminar
September 1987 Moved offices to the South Bay and began offering Financial Planning Services through affiliated firm of Kavesh and Gau
September 1991 Merged with Roger Minor and Kavesh & Minor was created
October 17, 1991 Firm celebrates 10th Anniversary
August 1993 “Planning Your Estate” television show aired on Channel 22
December 1998 Merged with Robert Otis and Kavesh, Minor & Otis was created
April 1999 Mr. Kavesh sold his interest in Kavesh & Gau
June 1999 Services were now offered throughout Los Angeles & Orange Counties with the establishment of satellite offices
October 17, 2001 Firm celebrates 20th Anniversary
November 1, 2001 Moved to our current offices at 990 W. 190th Street, Suite 500
August 2002 Mr. Kavesh developed The Personal Asset Trust
September 2004 Mr. Kavesh established his new company, The Ultimate Estate Planner, Inc. to help other estate planning professionals throughout the country
September 2005 Mr. Kavesh successfully received an IRS Private Letter Ruling positively in favor of his newest planning invention, the IRA Inheritance Trust®
September 2006 Mr. Kavesh released his newest book, “The Successor Trustee Manual”
June 2007 New Financial Planning affiliation established with the firm of Peace Wealth Management
October 17, 2011 Firm Celebrates 30th Anniversary
July 2013 Mr. Kavesh recognized by the State Bar for his 20 years of community service as a Certified Specialist in Estate Planning
Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.