Continuing Education Seminars for Professionals

We occasionally hold free continuing education seminars intended for local estate planning professionals, such as CPA’s, financial advisors, insurance agents and other attorneys. These seminars are not intended for clients or prospective clients.

(1 hr CPE / CLE Credit) – California Only!
A Certificate of Attendance will be provided to CPA’s in attendance, sufficient for self-reporting to the CA State Board of Accountancy for 1 hour of CPE credit. California CLE (for attorneys) is pending approval and a Certificate of Attendance will be provided to any attorneys in attendance pending such approval. Contact us for more information about upcoming Seminars.

Joint Marketing

  • Client Education
    Please visit our Newsletter Archive and Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
  • Joint Marketing
    We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.”
  • Monthly Estate Planning E-Newsletter
    Each month our affiliated firm, The Ultimate Estate Planner, Inc., produces an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.
Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.