Expert Advice When You Need It Most

Philip Joel Kavesh

Also known as Kavesh, Philip J.
Philip Joel Kavesh

9.7

Superb
Experience 5.0 star rating
Industry Recognition 4.5 star rating
Professional Conduct 5.0 star rating

What is the Avvo Rating?

Client Reviews

Not yet reviewed
Former client? Write a review

4 Peer Endorsements

Lawyers: Endorse this lawyer

Overview

Practice Areas
Chart?chs=124x124&cht=p&chp=4

Fees and Payment Types

Fees

Fixed (Sometimes), Free Consultation (60 minutes)

Payment types

Cash, Check, Credit Card

Contact Information
  • Satellite Office - By Appointment Only
    5850 Canoga Avenue
    4th Floor
    Woodland Hills, CA 91367
    View map | Edit this address
  • Satellite Office - By Appointment Only
    790 East Colorado Boulevard
    9th Floor
    Pasadena, CA 91101
    View map | Edit this address
  • Kavesh, Minor & Otis, Inc.
    990 West 190th
    Suite 500
    Torrance, CA 90502
    Office: 800-756-5596
    Fax: 310-324-0517
    View map | Edit this address

See additional addresses

Visit lawyer's website

Languages Spoken
  • English

About Me

Photos (0)

Videos (0)

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. Phil has earned... more

References

Client Reviews

How would you rate this lawyer?

If you're a current or former client, share your thoughts (anonymously, if you prefer). Would you recommend this lawyer to other clients?

Review this lawyer

Peer Endorsements

Endorsements

4 endorsements

Lawyers: Endorse this lawyer
F Keats Boyd III

Phil Kavesh is a brilliant estate planning attorney. The techniques he applies to estate planning are incredibly effective for protecting clients... more

Endorsement from lawyer: F Boyd , Centerville (MA), 6 months ago
Eden Rose Brown

Phil is a vastly respected thought leader, innovator and teacher in the national estate and tax planning world. His wealth of knowledge, experience... more

Endorsement from lawyer: Eden Brown , Salem (OR), 9 months ago
View all 4 endorsements

Résumé

 

License

33 years since Philip Joel Kavesh was first licensed to practice law.

State License status Year acquired Last updated by Avvo
California Active 1980 02/07/2012
See inactive licenses
We have not found any instances of professional misconduct for this lawyer.

Work Experience
Position Duration
President at The Ultimate Estate Planner 2004–present
Principal at Kavesh, Minor & Otis, Inc. 1981–present
See all 5 job entries

Education
School Major Degree Graduated
Haverford College Undergraduate
Dickinson SOL Law JD - Juris Doctor
See all 3 degrees

Awards
Award Name Granting Organization Date
ChFC, Financial & Insurance Planning The American College 1986
CFP, Financial Planning College for Financial Planning 1982
See all 3 awards

Associations
Position Association Name Duration
Member WealthCounsel 2000-present
Member Los Angeles County Bar Association 1980-present
See all 5 association entries

Portfolio

Publications
Article Publication Date
Does Your Trust Need a Tune-Up? The Wall Street Journal 2011
The $5 Million Tax Break The Wall Street Journal 2011
See all 15 publications

Speaking Engagements
Presentation Name Conference Date
How to Thrive in an Under $5 Million Market The Gathering for the Laureate Center for Wealth Advisors 2011
How Will The New Income & Estate Tax Laws Impact You? Seminar - Apartment Owners Association, California Southern Cities 2011
See all 31 speaking engagements

Related Lawyer Searches