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Philip Joel Kavesh
also known as Kavesh, Philip J.
About Philip
Biography
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 35 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 and ElderCounsel.
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.
Practice Areas
5
Practice Areas
Estate Planning
45%
44 years | 12,000 cases
Trusts
45%
44 years | 12,000 cases
Tax
5%
44 years | 2,000 cases
Probate
3%
44 years | 500 cases
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 46 years
State: California
Acquired: 1980
No misconduct found
Licensed in Pennsylvania for 46 years
State: Pennsylvania
Acquired: 1979
No misconduct found
Location
Kavesh, Minor & Otis, Inc.
990 West 190th, Suite 500, Torrance, CA, 90502
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Philip Joel Kavesh's Reviews
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Philip Joel Kavesh's Lawyer Endorsements
"I endorse this lawyer. I have worked with Phil on several occasions. I have learned from his experience as he teaches other lawyers how to be better lawyers. I trust his judgment and due diligence. He's an experienced attorney and he's a very likable person."
"Residents of southern California are fortunate to be near one of the top estate planning law firms, in the country, Kavesh, Minor & Otis. As an estate planning attorney, I have personally benefited from Phil Kavesh’s continuing education materials for attorneys and give him and the other attorneys in his firm the highest endorsement."
"A true leader in the trusts and estate planning field. I've benefited greatly from his insights and training programs."
"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."
"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."
"As a fellow Estate Planning attorney, I'm happy to endorse Philip Kavesh. Over the years, he has distinguished himself as one of the very best. His down-to-earth style along with his polished professional skills and ethics have consistently proven to be key factors in his success as an attorney and as a service provider to thousands. You won't find a more ethical or service-oriented professional than Phil Kavesh."
"Phil Kavesh is a brilliant estate planning attorney. The techniques he applies to estate planning are incredibly effective for protecting clients from probate & taxes and his clients' heirs from divorce, creditors, Medi-cal and multiple generations of estate taxes. He is a leader in the national estate planning community, sharing his knowledge and expertise with lawyers, accountants, financial planners and insurance professionals from across the country. I strongly endorse Mr. Kavesh and will continue to refer my California based clients to him."
"Phil is a vastly respected thought leader, innovator and teacher in the national estate and tax planning world. His wealth of knowledge, experience and expertise combined with his integrity and diligence, make for a truly special package. Phil is my "go-to guy" whenever I need advice with high level estate planning or cutting edge planning techniques. He never stops trying to improve the services and strategies he provides to his clients and colleagues, and is open to learn from others as well as to graciously share his knowledge. Phil is a man of integrity and honor and one of the sharpest minds I know. We've been colleagues for over a decade, and I endorse Phil without hesitation."
"Phil is a skilled veteran estate planning attorney. He has a great reputation nationally and has earned the trust of thousands of his clients. He runs a top notch law firm. I have referred him clients, given his name out many times and feel 100% comfortable in endorsing him."
"Phil Kavesh is both a thorough and fine craftsman AND a visionary pioneer of new tax law designs, the IRA Inheritance Trust being only one such example. The care with which his firm attends to clients is matched by the care and detail of their documents. I have been privileged to know and work with him now for three decades."
Owen Kaye
Unknown lawyer
Bruce Givner
Unknown lawyer
Steven Oshins
Unknown lawyer
Eden Brown
Estate planning lawyer
Experience
Honors
1992
Legal Specialist in Estate Planning, Trust & Probate Law, State Bar of California
1986
ChFC, Financial & Insurance Planning, The American College
1982
CFP, Financial Planning, College for Financial Planning
Work Experience
2004 - Present
President, The Ultimate Estate Planner
1981 - Present
Principal, Kavesh, Minor & Otis, Inc.
1981 - 1982
Associate Attorney, Bruck Kranz & Perry
1980 - 1981
Associate Attorney, Karno & Schwartz
1978 - 1978
Associate Attorney, Kavesh & Basile
Associations
2015 - Present
ElderCounselMember
2000 - Present
WealthCounselMember
1980 - Present
State Bar of CaliforniaMember
1980 - Present
Los Angeles County Bar AssociationMember
American Academy of Estate Planning Attorneys
Founding Member
2006 - 2008
WealthAdvisorsFounding Member
Education
N/A
Dickinson SOL
JD - Juris Doctor
N/A
University of Miami School of Law
LL.M - Master of Laws
N/A
Haverford College
Undergraduate
Speaking Engagements
2011
The Gathering for the Laureate Center for Wealth Advisors
How to Thrive in an Under $5 Million Market
2011
Seminar - Apartment Owners Association, California Southern Cities
How Will The New Income & Estate Tax Laws Impact You?
2011
Seminar - Apartment Owners Association, California Southern Cities
Is Your Living Trust A Ticking Time Bomb?
2011
Secured Financial Solutions, LLC - Power Producer Conference
The Top 22 Overlooked Uses of Life Insurance
2011
Living Trust Seminar
Living Trust
2011
Basic and Advanced Estate Tax & Asset Protection Planning in 2011
The 2011 Ultimate Estate Planning Super Teleconference Series
2010
UEP Teleconference
Overview of the 3.8% Investment Tax Under the Health Care Bill
2010
UEP Teleconference
Paying IRAs to Trusts: The Lessons of PLR201021038
2010
UEP Teleconference
An Update of the 2010 Roth IRA Conversion Rules and Strategies
2010
UEP Teleconference
The Learn It Now 10-Part IRA eCourse (Self Study)
2010
UEP Teleconference
The Final Resolution of the 2010 Estate Tax
2009
The Ultimate Roth IRA Training Teleconference Series
Special Estate Planning for Roth IRA
2009
The Ultimate Roth IRA Training Teleconference Series
Advanced Roth IRA Planning
2009
The Ultimate Roth IRA Training Teleconference Series
The “Basics” of Roth Conversion Planning
2009
LPL Financial Focus National Conference
Keys to Developing a Successful Estate Planning Attorney Relationship
2009
Investor’s Capital Corp National Conference
A Secret to Increasing Rep Production in Tough Times
2009
Grubb & Ellis Annual Due Diligence Meeting
Developing Effective Attorney & Advisor Referral Relationships
2008
Sidney Kess’ Ultimate Estate, Retirement and Financial Planning Conference
The Top 10 IRA Planning Mistakes Clients (And Their Advisors) Make! and Over 24 Commonly Overlooked Life Insurance Trust (and Tax Compliance) Opportunities
2008
PESI, LLC Continuing Education Webinar
IRA Inheritance Trust®
2008
American Bar Association (ABA) teleconference
Avoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs
2008
Advisors Excel IRA College Level I and Level II Programs
IRA Inheritance Trust® and Referral Relationships Between Financial Advisors & Estate Planning Attorneys
2007
Million Dollar Round Table (“MDRT”) Annual Meeting
IRA Inheritance Trust®
2007
Dennis Tubbergen’s Financial Advising Conference
IRA Inheritance Trust®
2007
American Bar Association (ABA) Teleconference
How to Avoid the Top 10 Retirement Distribution Disasters
2007
Advanced Planning Legal Network (“APLN”) Teleconference Trainings
IRA Inheritance Trust® and Watch Out for Your State Bar Ethics Rules & Be Careful With Your Marketing!
2006
WealthCounsel’s 9th Annual National Conference
Planning After PLR 200537044: Understanding One of the Most Significant Rulings of 2005
2006
Society of Financial Service Professionals
IRA Inheritance Trust®
2006
PESI, LLC Teleconference
The Newest Breakthrough IRA Strategy (and Client Marketing Opportunity)
2006
LIMRA Advanced Sales Forum
IRA Inheritance Trust®
2006
John Hancock Annuities 3rd Annual Premier Partner Symposium
The Hottest, Breakthrough IRA Strategy (And Huge Marketing Opportunity!): The IRA Inheritance Trust®
2005
First Financial Resource Fall Meeting
The Hottest Breakthrough IRA Strategy: IRA Inheritance Trust®
Publications
2011
The Wall Street Journal
Does Your Trust Need a Tune-Up?
2011
The Wall Street Journal
The $5 Million Tax Break
2011
Official California Apartment Journal
2010 Tax Act Opportunities for Apartment Owners (If You Take Advantage of Them!)
2010
Official California Apartment Journal
Sell Property Tax Without An Exchange
2010
Official California Apartment Journal
Have You Planned Properly “Keep It All in the Family”?
2010
Official California Apartment Journal
Limited Liability Company (“LLC”) Mistakes - - to Avoid! Part 2
2010
Official California Apartment Journal
Limited Liability Company (“LLC”) Mistakes - - to Avoid! Part 1
2010
Official California Apartment Journal
What Are Obama & Congress Up To? (And What Should You Be Doing Right Now?)
2010
Official California Apartment Journal
Help Protect Your Home with a Personal Residence Trust
2010
Official California Apartment Journal
Should You Make Year End Gifts Of Real Estate? (Can You Afford Not To?)
2010
Official California Apartment Journal
Have You Planned Your Family “Dynasty”?
2010
Official California Apartment Journal
Why Would an Apartment Owner Invest in Life Insurance?
2007
Taxes - The Tax Magazine
Ensuring the Stretchout
2005
Languages
English
Mandarin
Spanish