Philip Joel Kavesh

Also known as Kavesh, Philip J.

10.0

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Overview

Practice Areas

45% Trusts
31 years, 12,000 cases
45% Estate Planning
31 years, 12,000 cases
5% Tax
31 years, 2,000 cases
3% Probate
31 years, 500 cases
2% Elder Law
31 years, 500 cases

Fees and Payment Types

Fees

Fixed (Sometimes), Free Consultation (60 minutes)

Payment types

Cash, Check, Credit Card

Contact Information

Satellite Office - By Appointment Only

333 City Boulevard West

17th Floor

Orange, CA 92668
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Satellite Office - By Appointment Only

5000 Birch Street

Suite 7600

Newport Beach, CA 92660
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Satellite Office - By Appointment Only

790 East Colorado Boulevard

9th Floor

Pasadena, CA 91101
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IRA Inheritance TrustÂ®

Personal Asset Trust

Languages Spoken

English

About Me

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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 7 endorsements Lawyers: Endorse this lawyer 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... more Endorsement from lawyer: William Burbank , Fullerton (CA), 4 months ago 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 &... more Endorsement from lawyer: C Welty , Arlington (VA), 5 months ago View all 7 endorsements

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?

Peer Endorsements

Endorsements

7 endorsements

Lawyers: Endorse this lawyer

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... more

Endorsement from lawyer: William Burbank , Fullerton (CA), 4 months ago

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 &... more

Endorsement from lawyer: C Welty , Arlington (VA), 5 months ago

Résumé

License

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

State	License status	Year acquired	Last updated by Avvo
California	Active	1980	12/19/2012

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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

Is Your Living Trust A Ticking Time Bomb?	Seminar - Apartment Owners Association, California Southern Cities	2011
The Top 22 Overlooked Uses of Life Insurance	Secured Financial Solutions, LLC - Power Producer Conference	2011
Living Trust	Living Trust Seminar	2011
The 2011 Ultimate Estate Planning Super Teleconference Series	Basic and Advanced Estate Tax & Asset Protection Planning in 2011	2011
Overview of the 3.8% Investment Tax Under the Health Care Bill	UEP Teleconference	2010
Paying IRAs to Trusts: The Lessons of PLR201021038	UEP Teleconference	2010
An Update of the 2010 Roth IRA Conversion Rules and Strategies	UEP Teleconference	2010
The Learn It Now 10-Part IRA eCourse (Self Study)	UEP Teleconference	2010
The Final Resolution of the 2010 Estate Tax	UEP Teleconference	2010
Special Estate Planning for Roth IRA	The Ultimate Roth IRA Training Teleconference Series	2009
Advanced Roth IRA Planning	The Ultimate Roth IRA Training Teleconference Series	2009
The â€œBasicsâ€ of Roth Conversion Planning	The Ultimate Roth IRA Training Teleconference Series	2009
Keys to Developing a Successful Estate Planning Attorney Relationship	LPL Financial Focus National Conference	2009
A Secret to Increasing Rep Production in Tough Times	Investorâ€™s Capital Corp National Conference	2009
Developing Effective Attorney & Advisor Referral Relationships	Grubb & Ellis Annual Due Diligence Meeting	2009
The Top 10 IRA Planning Mistakes Clients (And Their Advisors) Make! and Over 24 Commonly Overlooked Life Insurance Trust (and Tax Compliance) Opportunities	Sidney Kessâ€™ Ultimate Estate, Retirement and Financial Planning Conference	2008
IRA Inheritance TrustÂ®	PESI, LLC Continuing Education Webinar	2008
Avoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs	American Bar Association (ABA) teleconference	2008
IRA Inheritance TrustÂ® and Referral Relationships Between Financial Advisors & Estate Planning Attorneys	Advisors Excel IRA College Level I and Level II Programs	2008
IRA Inheritance TrustÂ®	Million Dollar Round Table (â€œMDRTâ€) Annual Meeting	2007
IRA Inheritance TrustÂ®	Dennis Tubbergenâ€™s Financial Advising Conference	2007
How to Avoid the Top 10 Retirement Distribution Disasters	American Bar Association (ABA) Teleconference	2007
IRA Inheritance TrustÂ® and Watch Out for Your State Bar Ethics Rules & Be Careful With Your Marketing!	Advanced Planning Legal Network (â€œAPLNâ€) Teleconference Trainings	2007
Planning After PLR 200537044: Understanding One of the Most Significant Rulings of 2005	WealthCounselâ€™s 9th Annual National Conference	2006
IRA Inheritance TrustÂ®	Society of Financial Service Professionals	2006
The Newest Breakthrough IRA Strategy (and Client Marketing Opportunity)	PESI, LLC Teleconference	2006
IRA Inheritance TrustÂ®	LIMRA Advanced Sales Forum	2006
The Hottest, Breakthrough IRA Strategy (And Huge Marketing Opportunity!): The IRA Inheritance TrustÂ®	John Hancock Annuities 3rd Annual Premier Partner Symposium	2006
The Hottest Breakthrough IRA Strategy: IRA Inheritance TrustÂ®	First Financial Resource Fall Meeting	2005

See all 31 speaking engagements

Philip Joel Kavesh

Overview

Practice Areas

Fees and Payment Types

Fees

Payment types

Contact Information

Languages Spoken

About Me

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References

Client Reviews

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Peer Endorsements

Résumé

License

Work Experience

Education

Awards

Associations

Portfolio

Publications

Speaking Engagements

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