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Philip Joel Kavesh

Philip Joel Kavesh

also known as Kavesh, Philip J.

Practice areas:

Trusts, Estate Planning, Tax, Probate, Elder Law

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About Me

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


 


Phil has earned significant recognition and accolades during his over 27 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 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 Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Ed Slott’s IRA Newsletter, 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 TrustSM 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”. 


 


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.  He co-wrote and co-presented the “Marketing Boot Camp for Estate Planning Attorneys”, which was the precursor of the American Academy.  He also co-wrote and co-presented the “Million Dollar Producer Boot Camp” for financial planners, with Tom Gau.  Most recently, Phil has trained and helped numerous estate planning attorneys and financial planners throughout the country through his 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.

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Practice Areas

Licensed since 1979

  1. Estate Planning: 45%
    33 years, 12 thousand cases
  2. Trusts: 45%
    33 years, 12 thousand cases
  3. Tax: 5%
    33 years, 2 thousand cases
  4. Probate: 3%
    33 years, 500 cases
  5. Elder Law: 2%
    33 years, 500 cases

Payment

Fees:

Fixed (Sometimes), Free Consultation (60 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

7 total 

  • Marty Burbank

    Mr. Kavesh is well known in the estate planning community. Not only as an attorney but also as a coach and a mentor to other attorneys. I strongly endorse Mr. Kavesh.

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    Marty Burbank Elder Law Attorney
    Relationship: Fellow lawyer in community

  • C Douglas Welty

    I endorse Phil Kavesh, one of the "deans" of the estate planning bar who has in addition to his own practice has trained hundreds of young trusts & estates attorneys.

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    C Welty Trusts Attorney
    Relationship: Fellow lawyer in community

Contact Info

Kavesh, Minor & Otis, Inc.

990 West 190th
Suite 500
Torrance, CA, 90502

Satellite Office - By Appointment Only

333 City Boulevard West
17th Floor
Orange, CA, 92668

Satellite Office - By Appointment Only

790 East Colorado Boulevard
9th Floor
Pasadena, CA, 91101

Satellite Office - By Appointment Only

5850 Canoga Avenue
4th Floor
Woodland Hills, CA, 91367

Satellite Office - By Appointment Only

5000 Birch Street
Suite 7600
Newport Beach, CA, 92660

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Resume

License
StateStatusAcquiredUpdated
CAActive198005/20/2015
PARetired197905/31/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Legal Specialist in Estate Planning, Trust & Probate LawState Bar of California1992
ChFC, Financial & Insurance PlanningThe American College1986
CFP, Financial PlanningCollege for Financial Planning1982

Work Experience
TitleCompany NameDuration
PresidentThe Ultimate Estate Planner2004 - Present
PrincipalKavesh, Minor & Otis, Inc.1981 - Present
Associate AttorneyBruck Kranz & Perry1981 - 1982
Associate AttorneyKarno & Schwartz1980 - 1981
Associate AttorneyKavesh & Basile1978 - 1978

Associations
Association NamePosition NameDuration
WealthAdvisorsFounding Member2006 - 2008
WealthCounselMember2000 - Present
State Bar of CaliforniaMember1980 - Present
Los Angeles County Bar AssociationMember1980 - Present
American Academy of Estate Planning AttorneysFounding MemberN/A

Publications
Publication NameTitleDate
The Wall Street JournalDoes Your Trust Need a Tune-Up?2011
The Wall Street JournalThe $5 Million Tax Break2011
Official California Apartment Journal2010 Tax Act Opportunities for Apartment Owners (If You Take Advantage of Them!)2011
Official California Apartment JournalSell Property Tax Without An Exchange2010
Official California Apartment JournalHave You Planned Properly “Keep It All in the Family”?2010
Official California Apartment JournalLimited Liability Company (“LLC”) Mistakes - - to Avoid! Part 22010
Official California Apartment JournalLimited Liability Company (“LLC”) Mistakes - - to Avoid! Part 12010
Official California Apartment JournalWhat Are Obama & Congress Up To? (And What Should You Be Doing Right Now?)2010
Official California Apartment JournalHelp Protect Your Home with a Personal Residence Trust2010
Official California Apartment JournalShould You Make Year End Gifts Of Real Estate? (Can You Afford Not To?)2010
Official California Apartment JournalHave You Planned Your Family “Dynasty”?2010
Official California Apartment JournalWhy Would an Apartment Owner Invest in Life Insurance?2010
Taxes - The Tax MagazineEnsuring the Stretchout2007
Investment Advisor MagazineThe Home Stretch: A New IRA Beneficiary Trust Maximizes the Income Tax Stretchout While Protecting the Beneficiaries2005
Tax HotlineThe IRA Inheritance Trust: A Brand New Strategy to Protect Your Family2005

Education
School NameMajorDegreeGraduated
Haverford CollegeN/AUndergraduateN/A
Dickinson SOLLawJD - Juris DoctorN/A
University of Miami School of LawTaxationLL.M - Master of LawsN/A

Speaking Engagements
Conference NameTitleDate
The Gathering for the Laureate Center for Wealth AdvisorsHow to Thrive in an Under $5 Million Market2011
Seminar - Apartment Owners Association, California Southern CitiesHow Will The New Income & Estate Tax Laws Impact You?2011
Seminar - Apartment Owners Association, California Southern CitiesIs Your Living Trust A Ticking Time Bomb?2011
Secured Financial Solutions, LLC - Power Producer ConferenceThe Top 22 Overlooked Uses of Life Insurance2011
Living Trust SeminarLiving Trust2011
Basic and Advanced Estate Tax & Asset Protection Planning in 2011The 2011 Ultimate Estate Planning Super Teleconference Series2011
UEP TeleconferenceOverview of the 3.8% Investment Tax Under the Health Care Bill2010
UEP TeleconferencePaying IRAs to Trusts: The Lessons of PLR2010210382010
UEP TeleconferenceAn Update of the 2010 Roth IRA Conversion Rules and Strategies2010
UEP TeleconferenceThe Learn It Now 10-Part IRA eCourse (Self Study)2010
UEP TeleconferenceThe Final Resolution of the 2010 Estate Tax2010
The Ultimate Roth IRA Training Teleconference SeriesSpecial Estate Planning for Roth IRA2009
The Ultimate Roth IRA Training Teleconference SeriesAdvanced Roth IRA Planning2009
The Ultimate Roth IRA Training Teleconference SeriesThe “Basics” of Roth Conversion Planning2009
LPL Financial Focus National ConferenceKeys to Developing a Successful Estate Planning Attorney Relationship2009
Investor’s Capital Corp National ConferenceA Secret to Increasing Rep Production in Tough Times2009
Grubb & Ellis Annual Due Diligence MeetingDeveloping Effective Attorney & Advisor Referral Relationships2009
Sidney Kess’ Ultimate Estate, Retirement and Financial Planning ConferenceThe Top 10 IRA Planning Mistakes Clients (And Their Advisors) Make! and Over 24 Commonly Overlooked Life Insurance Trust (and Tax Compliance) Opportunities2008
PESI, LLC Continuing Education WebinarIRA Inheritance Trust®2008
American Bar Association (ABA) teleconferenceAvoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs2008
Advisors Excel IRA College Level I and Level II ProgramsIRA Inheritance Trust® and Referral Relationships Between Financial Advisors & Estate Planning Attorneys2008
Million Dollar Round Table (“MDRT”) Annual MeetingIRA Inheritance Trust®2007
Dennis Tubbergen’s Financial Advising ConferenceIRA Inheritance Trust®2007
American Bar Association (ABA) TeleconferenceHow to Avoid the Top 10 Retirement Distribution Disasters2007
Advanced Planning Legal Network (“APLN”) Teleconference TrainingsIRA Inheritance Trust® and Watch Out for Your State Bar Ethics Rules & Be Careful With Your Marketing!2007
WealthCounsel’s 9th Annual National ConferencePlanning After PLR 200537044: Understanding One of the Most Significant Rulings of 20052006
Society of Financial Service ProfessionalsIRA Inheritance Trust®2006
PESI, LLC TeleconferenceThe Newest Breakthrough IRA Strategy (and Client Marketing Opportunity)2006
LIMRA Advanced Sales ForumIRA Inheritance Trust®2006
John Hancock Annuities 3rd Annual Premier Partner SymposiumThe Hottest, Breakthrough IRA Strategy (And Huge Marketing Opportunity!): The IRA Inheritance Trust®2006
First Financial Resource Fall MeetingThe Hottest Breakthrough IRA Strategy: IRA Inheritance Trust®2005