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Curtis Mark Kaiser

Curtis Mark Kaiser

Practice areas:

Estate Planning, Trusts, Probate, Business

About Me

Since founding Kaiser Law Group nearly a decade ago, I have been guiding individuals, families and small business owners through the deep waters of estate planning. I purposely focus on establishing mutual relationships with clients and their trusted advisors rather than merely producing documents for conducting legal transactions.


 


I live in the Belmont Park neighborhood of Long Beach with my wife, an elementary and junior high school tutor, and our old daughter. In my spare time, I enjoy playing softball and tennis, stand-up paddleboarding and snowboarding, and traveling to Spanish-speaking countries.

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Languages Spoken: English, Spanish

Photos and Videos

188789 1364780299

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Practice Areas

Licensed since 2000

  1. Estate Planning: 40%
    9 years
  2. Trusts: 30%
    9 years
  3. Probate: 20%
    9 years
  4. Business: 10%
    12 years

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Check, Credit Card

Attorney Endorsements

4 total 

  • Samuel Bruce Ledwitz

    Curtis is very intelligent and knowledgeable about the Probate Code. Absolutely a great guy to know when you have a question about estate planning or probate. I would highly recommend Curtis.

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    Samuel Ledwitz Probate Attorney
    Relationship: Fellow lawyer in community

  • William Nicholas Blasser

    I endorse this lawyer.

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    William Blasser Consumer Protection Attorney
    Relationship: Fellow lawyer in community

Contact Info

5150 E Pacific Coast Hwy
Ste 775
Long Beach, CA, 90804

Resume

License

StateStatusAcquiredUpdated
CAActive200008/18/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Certified Specialist in Estate Planning, Trust and Probate LawCalifornia Board of Legal Specialization2012

Work Experience

TitleCompany NameDuration
Instructor, Strategic Business CommunicationUniversity Of California Los Angeles2012 - 2013
Principal AttorneyKaiser Law Group2007 - Present
Paralegal InstructorThe University Of California, Irvine2007 - 2013
General CounselDigital Interactive Systems Corporation2003 - 2006
AssociateMorrison & Foerster2000 - 2003

Associations

Association NamePosition NameDuration
Tiger 21Co-chair2013 - Present
Estate Planning and Trust Council of Long BeachBoard of Directors2012 - 2014
Legislative Subcommittee, Trusts and Estates Section of the State BarSubcommittee Member2012 - 2014
Estate Planning Subcommittee, Trusts and Estates Section of the State BarSubcommittee2012 - 2014
ProvisorsGroup leader2012 - Present
Wealth CounselMember2011 - Present
Trusts and Estates Section State Bar of CaliforniaMember2011 - Present

Legal Cases

Case NameOutcome
Avoided Potential Litigation Between CousinsFavorable settlement for my client
Brother Attempted to Evict Brother from Late Mother's HomeFavorable settlement for my client
Probate - Los Angeles County Superior CourtCourt Approved

See all Legal Cases 

Publications

Publication NameTitleDate
Western Pension and Benefits Council of Orange CountyEstate Planning and Employee Benefit plans2015
National Business Institute SeminarTrusts 1012012
OC Lawyer2010 Estate Tax Legislation for Non-Estate Planners2011
National Business Institute SeminarEstate Planning Basics2011
Grunion GazetteUnderstand the New Estate Tax ExemptionN/A

Education

School NameMajorDegreeGraduated
UCLA, Anderson School of ManagementBusinessMBA2012
Santa Clara Univ SOLLawlaw2000
Univ of California Santa BarbaraPre-Lawundergraduate1996

Speaking Engagements

Conference NameTitleDate
NBI -- Tax Planning for Trusts and EstatesTax Planning for Trusts and Estates2015
Women Investors MonthEstate Planning for Women2014
UCLA Ziman Center for Real EstateReal Estate Crowdfunding2014
The Business Leaders RoundtableThe Business Leaders Roundtable2014
Halbert Hargrove – Long BeachWhy A-B Trusts No Longer Work for 95%+ of Your Clients2014
Drafting Effective Wills and TrustsDrafting Effective Wills and Trusts2014
Charles Schwab – Seal Beach and TorranceWhy A-B Trusts No Longer Work for 95%+ of Your Clients2014
Your Money TalksEstate Planning for Next-Door Millionaires2013
Understanding Estate PlanningEstate Planning2013
NBI -- Tax Planning for Trusts and EstatesEstate Tax Planning Considerations for Special Assets2013
Financial Life Planning for WomenEstate Planning for Women2013
Estate PlanningEstate Planning for Blended Families2013
Drafting and Designing Revocable Trusts in CaliforniaEstate Planning2013
CalCPA OC/LB Estate Planning Group: AB or Not to AB-the New Estate Tax LawsTo A-B or not to A-B under the New Estate Laws2013
Trusts 101Trust Overview2012
Trustee SelectionSelecting the Right Successor Trustee2012
AARP eventEstate Planning for Seniors2012
Prudential Financial2011 Estate Planning Updates2011
Introduction to Estate Planning ConceptsIntroduction to Estate Planning Concepts2011
Estate Planning BasicsPlanning for Incapacity2011
2011 Estate Planning UpdateDeadly Dozen Estate Planning Mistakes2011