About Philip J. Kavesh
Philip J. Kavesh, Principal
Phil Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.
Phil has earned significant recognition and accolades over his 33 plus years of practice as an estate planning attorney. Phil holds a Master Degree (LL.M.) in Tax Law and has been a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law since 1992. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations, and served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil 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, has been an honorary member of the National Network of Estate Planning Attorneys and is currently a member of WealthCounsel.
Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including The Wall Street Journal, 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, and Investment Advisor Magazine. 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 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 the Successor Trustee Manual and the Personal Asset Trust 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 2,500 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. He regularly holds continuing education teleconferences on technical topics for other professionals through his separate company, The Ultimate Estate Planner, Inc.
In summary, Phil Kavesh’s commitment and contribution to the welfare of his clients, the consumer public, and his profession are truly unique.
- Cruising Along – – At A Discount! (June 2014)
- Reflections on a Visit to Mom (Mar 2014)
- (Cautionary) Tales of The Rich and Famous (Feb 2014)
- My Eye-Opening Experience(Quite Literally!) (Nov 2013)
- Where Is He Now? – Roger L. Minor (Oct 2013)
- SCAM ALERT: Watch Out For Suspicious Phone Calls Not From Our Office! (Sept 2013)
- My Capitals Tour (Jul 2013)
- What Are You Waiting For? (A Travelogue) (Mar 2013)
- Happy New Year from Your Congress…The American Taxpayer “Relief” Act! (Jan 2013)
- A Truly American Thanksgiving Feast! (Nov 2012)
- Where Are They Now? (Oct 2012)
- September’s Promise (Sept 2012)