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Curtis Mark Kaiser

Estate planning Attorney at Long Beach, CA

5.0   29 reviews
  • Licensed for 23 years
    State CA
    Acquired 2000
    Status
    Active No misconduct found

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

About Curtis

Learn Curtis’s areas of practice.

2
Practice areas
  1. Estate planning
    90%
    We establish an ongoing relationship with each Estate Planning client and their other trusted advisors to make sure every opportunity, change or concern is addressed in an ongoing manner through our Legacy Program.

    23 years

  2. Probate
    10%
    The death of a relative, loved one or friend is difficult, and having to deal with confusing laws around accessing their assets can be frustrating and costly. We provide quality Probate services to minimize financial and administrative burden.

    23 years

Curtis Kaiser, JD/MBA
Board Certified Specialist in Estate Planning, Trust & Probate Law
“Purposeful Planning for the Multi-Millionaire Next Door®”

Our firm focuses exclusively on estate planning and we do it in a way that to put it simply, is designed to take care of our clients’ families. We do this best through the Legacy Program we began offering in 2019.

Our Legacy Program serves over 100 client families, and we are fortunate to have a 95% renewal rate on the program. We prepare our clients’ plans and assets for their loved ones and prepare the loved ones for the assets. We do this by (1) reactively and proactively adjusting the client’s plan and assets over time to reflect changes in laws, assets and perspective and (2) facilitating communication and education about the plan and assets between our clients and their helpers and beneficiaries.

Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis Kaiser works with our clients and their trusted advisors to create and evolve estate plans that help to minimize taxes, costs, and complications, while maximizing simplicity, ease of implementation, and family harmony. Kaiser Law Group’s Legacy Program is perpetually adaptable to serve the client’s needs and life circumstances.

Beginning his career as a litigator with Morrison & Foerster in Orange County 25 years ago, Curtis transitioned to estate planning over 15 years ago and became a Board-Certified Estate Planning Specialist. This commitment to specialization led him to develop what he calls “Purposeful Planning for the Multi-Millionaire Next Door®.” This is a client-centered model that focuses on sensible financial decisions to accumulate and sustain family wealth in all of its forms, across generations.

Curtis serves as chair for two chapters of TIGER 21, the premier membership community for high-net worth creators and preservers – one in Los Angeles and one in Newport Beach. For over a decade, he served as the group leader for the Long Beach Airport group of ProVisors, a national networking organization for trusted advisors, and is also a Laureate in Wealth Strategies, a designation awarded by the Southern California Institute to estate planning professionals who counsel high-net worth clients. Curtis co-founded the Southern California chapter of the Purposeful Planning Institute.

Curtis is a frequent presenter for groups such as the Financial Planning Association, CalCPA, the Purposeful Planning Institute and Vistage.

Curtis earned his B.A. degree, with honors, from the University of California at Santa Barbara and his J.D. degree from Santa Clara University, where he was named a Dean’s Fellow and received a 100% merit scholarship. Curtis also has an MBA from UCLA’s Anderson School of Business where he was the commencement speaker. He is a proficient Spanish speaker and serves clients who prefer to communicate in their native language.

Curtis lives in the Belmont Shore neighborhood of Long Beach with his wife Kristie (a fourth-grade teacher) and his 12-year old daughter and 9-year old son. Curtis enjoys travelling with his family to Spanish-speaking countries, coaching his son in baseball and going to concerts with his daughter.

Photos and videos

Location

Kaiser Law Group
1306 Park Avenue
Long Beach, CA, 90804

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  29 customer reviews
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Posted by Brian | August 18, 2023
This review is from a person who hired this attorney.
| Hired Attorney
The Kaiser Team is great! Helpful, thorough, organized and patient!
The team at Kaiser is great! Not only are they super friendly and helpful, but they held our hand through complicated processes and took care of everything in a clear and organized manner. Lastly, they were extremely patient, especially when my wife and consistently created delays and were slow to provide documentation or respond to emails. Highly recommend!
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Response from Curtis Kaiser August 18, 2023
Brian, Thank you for the enthusiastic and self-deprecating review! We’ve enjoyed working with you and Jeny for the last six years or so. You are such a giving person to your family and friends (more than anyone could imagine!). We’re honored to help you be so thoughtful in planning and adjusting your estate plan over time.
Posted by Greg | August 14, 2023
This review is from a person who hired this attorney.
| Hired Attorney
GREAT
Highly recommend. Great communication. Does a great job taking complicated issues and making them simple.
Response from Curtis Kaiser August 14, 2023
Thanks for the compliments Greg. We love and appreciate working with you both and hope to do so for many years to come! ~Curtis
Posted by Bob | August 10, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Estate Attorney
He created a complex estate plan for us that included a separate trust for a handicapped child. It is very specific for her needs. He is an A+ attorney to work with. ctrl
Response from Curtis Kaiser August 11, 2023
Thank you Bob for taking the time to share your feedback. We really enjoy working with you, so it makes us so glad to see that it’s been a positive experience on your end as well. Look forward to talking and having our family care meeting soon.
Posted by anonymous | July 28, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Received excellent advice for establishing and administering our estate plan
After reviewing several law groups, my wife and I selected Kaiser Law Group to do a comprehensive update of our old estate plan. We selected his Legacy Client program as the one that best served our needs. Curtis and his team guided us through the process in detail and were patient in answering our questions. Their thoroughness became clear later, during the pandemic shutdown, when my wife suddenly passed away. The KLG team worked with me to make the required changes in account registrations and identification of tax attorneys to ensure proper income and estate tax issues were addressed. Last year (2022), KLG again addressed issues with my outdated estate plan by guiding me thru another comprehensive update of trust, will and health care documents to reflect my new status as a widowed single person.
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Response from Curtis Kaiser August 9, 2023
Thank you so much for taking the time to share your positive experience through such a painful time. We have a ton of respect for your dedication to ensuring that your plan continues to reflect that work and meaning that you and your wife put into building the plan. I really appreciate that we were able to have a team meeting with your successor trustees to ensure that everyone is on the same page with your wishes and look forward to working with you for many years to come.
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Posted by Don | June 30, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Kaiser Law Group is Amazing
We had used a lawyer that was recommended to us to draft our Wills and Trusts several years ago. Upon completion, we put our wills in our safety deposit box and our Trusts remained on our bookshelf for over ten years. When our son became a lawyer and became a certified specialist in estate planning with the State of California, we did not see the need to switch to him as our attorney as we thought we had already created our Trust and did not feel as if we wanted him to know our plans. Then when he formed his “Legacy Program” and we read about all the benefits of The Legacy Program including getting his clients’ families all on the same page, we decided maybe it was time to just ask him to take a look at the Trust we had created over ten years ago and give us his professional opinion. We gave Curtis our Trust and after a week he had one of his staff call us and set up an appointment for us to meet in person in his Office to discuss his analysis of our Trust. In our first meeting, he said that while our Trust was created well several years ago, that numerous laws had been passed making our Trust almost obsolete. He also discovered that not all our assets we possessed were placed in our Trust correctly. He then explained what he would recommend changing and advised us about his Legacy Program. We were very impressed with his professionalism in working with us to create a new updated Trust and the merits of his Legacy Program (that included: Following up to make sure all our assets were titled into our Trust; written and video communication of new Trust laws and how they would impact our Trust; annual reviews so that he could be aware of any new circumstances; and arranging a meeting with my other son and us to that we were all on the same page). We have certainly learned a great deal and feel so much more confident in our Trust decisions since we joined (yes, we are paying clients) the Kaiser Law Group and its Legacy Program and have Curtis and his team professionally guiding us.
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Response from Curtis Kaiser August 9, 2023
Don and Andrea (aka Mom and Dad), we really appreciate you being a part of our legacy program. Thanks for sharing your experience with the program. Most of our new clients have previously created estate planning documents with another attorney. It often takes a bit of time to explain how far beyond just document creation our firm goes – but clients can really start to see the value when we “align” their assets with the estate plan or conduct a family meeting. We appreciate the opportunity to get to work with you!
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Posted by Mort | June 29, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Kaiser Law group and legacy program
Curtis and his associates made revisions of our trust and estate plan complete, easy, and secure. We are confident in his thorough and thoughtful methods. We appreciate his legacy model and feel comfortable asking any questions and getting help at any time for our trust/estate needs. Our family strongly recommends Curtis and his colleagues to our friends.
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Response from Curtis Kaiser July 3, 2023
Mort, thanks for taking the time to write this review. We really appreciate you being a part of our Legacy Program and glad that you reached out earlier this year to give us a chance to talk through some different perspectives and possible changes to your estate plan. We're fortunate to have thoughtful clients like you.
Posted by Nels | October 3, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Difficult Trust
I approached Kaiser Law at the recommendation of my brokerage firm, with a difficult family Trust. At the initial consultation, a confidence was expressed that it could be unraveled. During the process, my personal life issues slowed progress to a glacial crawl. Kaiser encouraged me through the process, and their encouragement helped me through potential family interference. Highly Recommended!
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Posted by Anita | July 8, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Review
Office staff and attorney were very helpful and were able to answer all of our questions. We were very pleased with the outcome, an Estate and Legacy Planning Portfolio and simple clear instructions for our trustee to follow.
Response from Curtis Kaiser July 11, 2019
Anita and John, thanks so much for the wonderful feedback. You both were a pleasure to work with and we are so happy that you found it simple and clear for the family. Also, I wanted to thank you for the presents you gave us. We LOVE them and they are proudly being displayed on our desks. Thanks again and we are here if you need us.
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Posted by Jean and Willy | March 5, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Peace of Mind
When my husband and I retired we decided it was time to get our affairs together. We were concerned if something happened to both of us we would be leaving a confusing mess for others to clean up plus we wanted to make our wishes known. Although our affairs were not complicated, we were easily overwhelmed when we attempted to work on them ourselves. After four years of procrastinating we were referred to Kaiser Law Group. On our first visit we met with Curtis and his paralegal, Shane, and we were impressed. We found both of them and their office staff, Lori, professional, helpful, pleasant and knowledgeable. Much of our time and communication was with Shane who was extremely patient with our numerous questions, and our frequent requests for changes and additions. We were given choices about our advance directives, legal advice about our financial wills and were able to finalize our wills and other legal paperwork. It has been a relief to know that we have made choices that are clearly written and will lessen the stress for our loved ones when our time comes. We would enthusiastically refer Kaiser Law Group to anyone in need of legal services.
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Response from Curtis Kaiser March 11, 2019
Jean and Willy, Thank you so much for your kind words! I am so happy that you found our staff friendly, professional and knowledgeable and that we were able to explain everything so that you did not feel overwhelmed. You both were a pleasure to have as clients. We will be here for you if you have any questions. Thanks again, Curtis Kaiser and the KLG Team
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Posted by Ted | December 6, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Curtis took the worry out!
What an uneventful, easy process, of planning my estate with Curtis Kaiser and his Team. Curtis and Shane provided a well-thought-out plan and executed it promptly with no issues. I highly recommend this qualified firm to handle your estate planning needs!
Response from Curtis Kaiser December 11, 2018
Ted, Thanks so much for taking the time to share your experience. We are so glad to hear that you thought the process was easy and that you would recommend us to your family and friends. Thanks for being a great client and we are here if you need us! Curtis and staff
Posted by Elizabeth | December 3, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Exemplary!
As you can read on his website, Curtis Kaiser is a highly skilled board certified specialist in estate planning, trust and probate law. This distinction alone puts him in the top <1% of attorneys. His knowledge is broad, deep and up to date. Having researched his background, I expected that going in. What is truly noteworthy about Curtis is his ability to listen deeply, perceive underlying feelings of unease and gently invite further information so that he can formulate and offer targeted legal solutions to best plan for and resolve the uncomfortable or difficult issues that so many families face. Staff members Lorie Salcedo and Shawn Mirghanbari are professional but also warm, highly competent, always on top of the process and what is needed next. They are always available and invite your questions. I have worked with other estate planning attorneys in the past and found them competent, but unremarkable. Not so with the Kaiser Law Group!
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Response from Curtis Kaiser December 5, 2018
Elizabeth, We sincerely thank you for taking the time to share such kind words about your experience. You have been a joy to work with and we are always here if you need us! Curtis and staff
Posted by Pamela | November 19, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Great Attorney- I Highly Recommed this Attorney
I was referred to Curtis by my broker at Fidelity & was completely satisfied with both Curtis and his staff in assisting me with my Trust after my husband passed. We set up a bypass Trust for my husband and a new trust for myself. This was made a bit more challenging as we both had children from previous marriages and my husbands children felt they were owed their fathers portion upon his death. I've since recommended Mr. Kaiser to others. I'm a totally satisfied customer having been treated with kindness, care and understanding where he and his staff went above and beyond what was required,
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Response from Curtis Kaiser December 5, 2018
Pamela, Thank you so much for your wonderful review! We are so happy to hear that you felt that you were treated with kindness, care and understanding. We pride ourselves in a personal approach and value you as a client. Also, thank you for referring us to family/friends. It is the highest compliment. We look forward to seeing you in the future. Curtis and staff
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Posted by Jackie | November 15, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding
Not knowing what to expect in setting up a Trust, my wife and I were relieved to meet and eventually hire Kaiser Law Group! Curtis and his associates listened to us, gave us direction and completed our Trust just the way we wanted. I would and have recommended Kaiser Law Group to everyone I know!
Response from Curtis Kaiser December 5, 2018
Jackie, Thank you for the taking the time to share your experience with the firm. We so are happy to know you felt that we listened to you and are pleased with your estate plan. You both were wonderful to work with and we are here if you need us or have questions. We appreciate that you are referring us to your family/friends, we will take good care of them! Thanks again. Curtis and staff
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Posted by anonymous | November 8, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Kelly
Curtis helped my mother create a revocable trust. The team at Kaiser Law Group is very attentive, and I was impressed with not only their professionalism but their amount of knowledge. They took measures to make sure we had a comfortable visit and that we understood everything. They also advised my mother in a way that she could understand, especially since she did not have much experience in trust and estates. I would not hesitate to recommend the services of Kaiser Law Group. A very good and smooth experience.
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Response from Curtis Kaiser December 5, 2018
Thank you Kelly! I am really happy to hear that you are both pleased with your experience with the firm. I am glad that you were both felt comfortable and understood the ins & outs of the estate plan (which sometimes can be complicated). We are always here if you have questions! Thank you again! Curtis and staff
Posted by Harvey | October 3, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Client
I was quite impressed with Curtis knowledge and presentation skills when my wife and I met with him to consider changes to our wills , revocable living trust and various other documents in support thereof. His ability to clearly explain all the information in a professional manner was quite impressive. I would not hesitate to recommend him
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Response from Curtis Kaiser October 25, 2018
Harvey, I really appreciate you taking the time and writing this nice review. Thank you so much for entrusting us to restate your estate plan and we are always here if you need us. Curtis and the KLG Team
Posted by Erica | September 12, 2018
This review is from a person who hired this attorney.
| Hired Attorney
An Excellent Experience
My husband and I recently had a baby and bought a house. We were advised to setup a trust but weren't sure how to go about it. A family friend recommended we reach out to Curtis at Kaiser Law Group. He was professional and knowledgable. Curtis outlined everything for us and helped get our trust in place efficiently and quickly. As new parents we had a ton of concerns and Curtis was able to address them all. I'd highly recommend working with Curtis and will do so again when the time calls for it.
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Response from Curtis Kaiser October 25, 2018
Erica, Thank you for taking the time to give us your feedback. We know that with a new little one and a new home – things can get a bit crazy. Thank you for trusting us in setting up your estate plan and recommending us to your family/friends. Curtis and the KLG Team
Posted by Paul | September 10, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Curtis and his staff are very nice and helpful. All our options were explained to us. Our situation was not straight-forward but Curtis and his team presented things clearly. When our path forward was determined, they made sure we understood everything completely and were perfectly comfortable.
Response from Curtis Kaiser October 25, 2018
Paul, I appreciate you taking the time to comment on our services. Thank you for entrusting us with setting up your estate plan! Curtis and the KLG Team
Posted by Casey | February 13, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
A True Professional
I was review the Curtis by a friend of mine and I was able to have a phone consultation within days. He was knowledgeable, professional, and made me feel like my questions were important. I look forward to working with Curtis and his team.
Response from Curtis Kaiser October 25, 2018
Casey, Thank you very much for your kind words. I enjoyed talking with you and let us know if we can be of any further assistance Curtis and the KLG Team
Posted by Gladdie | April 4, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Settlement from Out of State
Because of conflicts between co-trustees, Curtis Kaiser was recommended to me as having the perfect temperament and demeanor for assisting in the estate work of my California relative. Living out of state made me think settling the estate would be an insurmountable task. I must say Curtis Kaiser fit the bill. He laid out the ground rules for the necessity of working together. He was very organized and helpful in answering questions. We had numerous phone conferences to gather information and make decisions. His office staff was very kind and helpful. His style of managing a conflicting situation worked well for me. I would recommend Curtis Kaiser to anyone to assist in estate work.
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Response from Curtis Kaiser October 25, 2018
Gladdie, I appreciate you taking the time to rewrite us a review. It was so wonderful working with you and your family. Thank you and we are here if you need us. Curtis and the KLG Team
Posted by Michael | February 23, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Helpful, Friendly, Knowledgable, Patient... First Rate Estate Planning Services
Curtis and his team at Kaiser Law Group went the extra mile in helping me set up my trust. Everyone at the law office was so friendly and attentive to my needs and made me feel like I was not just a customer but a member of the family. Curtis explained to me all of the aspects of setting up a trust as well as the pros and cons of various decisions I needed to make and how those decisions might affect myself and my beneficiaries. His deep technical expertise in the subjects of estates and trust was evident through the process. Curtis was very patient with all of the many questions I had. Also, because I was very busy with my work schedule they accommodated my schedule needs and provided friendly reminders of information I needed to supply to them along for the trust process. Curtis also presented a separate optional workshop for his clients that I attended, which explained the process of funding a trust and what I needed to know and expect throughout that process. I found this workshop particularly beneficial and helped me better understand my responsibilities. Finally, the customer service provided by Curtis and his team at Kaiser Law Group was superb, professional and friendly. I highly recommend Curtis and the Kaiser Law Group for estate planning services. They did an outstanding job!
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Response from Curtis Kaiser October 25, 2018
Michael, thank you very much for your kind words and taking the time to write a review. It makes me happy to know that you felt like family, because that is how we would like all of our clients to feel. I am glad that you enjoy our workshops and thank you for recommending us to your family and friends. Curtis and the KLG Team
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Cost

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Contact for Details

Resume

AVVO RATING 9.8 (Superb)

Work Experience

  • Principal Attorney
  • Kaiser Law Group
  • 2007 - Present
  • Instructor, Strategic Business Communication
  • University Of California Los Angeles
  • 2012 - 2013
  • Paralegal Instructor
  • The University Of California, Irvine
  • 2007 - 2013
  • General Counsel
  • Digital Interactive Systems Corporation
  • 2003 - 2006
  • Associate
  • Morrison & Foerster
  • 2000 - 2003
View all work experience

Education

  • UCLA, Anderson School of Management
  • MBA
  • 2012
  • Santa Clara Univ SOL
  • law
  • 2000
  • Univ of California Santa Barbara
  • undergraduate
  • 1996

Sample of Legal Cases

  • Probate and Estate Planning - Petition to Approve Settlement - Los Angeles Superior Court
  • Court approved
  • Probate and Estate Planning - Petition to Modify Trust - Los Angeles Superior Court
  • Court approved
  • Probate and Estate Planning - Petition to Modify Trust - Los Angeles Superior Court
  • Court approved
View all legal cases

Associations

  • Provisors
  • Group leader
  • 2012 - Present
  • Wealth Counsel
  • Member
  • 2011 - Present
  • Trusts and Estates Section State Bar of California
  • Member
  • 2011 - Present
  • Tiger 21
  • Co-chair
  • 2013 - 2015
  • Estate Planning and Trust Council of Long Beach
  • Board of Directors
  • 2012 - 2014
  • Legislative Subcommittee, Trusts and Estates Section of the State Bar
  • Subcommittee Member
  • 2012 - 2014
  • Estate Planning Subcommittee, Trusts and Estates Section of the State Bar
  • Subcommittee
  • 2012 - 2014
View all associations

Languages Spoken

  • English
  • Spanish

Honors and Awards

  • Certified Specialist in Estate Planning, Trust and Probate Law
  • California Board of Legal Specialization
  • 2012

Publications

  • National Business Institute Seminar
  • Trusts 101
  • 2012
View all publications

Speaking Engagements

  • Estate Planning Update on Estate Tax Exemption Changes
  • Estate Planning Update on Estate Tax Exemption Changes
  • 2023
  • Estate Planning for Business Owners
  • Estate Planning for Business Owners
  • 2023
  • Webinar for KLG Legacy Program clients and advisors
  • UP-Side of Estate Planning
  • 2021
  • Webinar for KLG Legacy Program clients and advisors
  • Planning to Take ACTION Before Tax Changes
  • 2021
  • Temple Israel Education Series
  • Beyond the Documents: The Importance of Asset Alignment and Avoiding the Unintended Beneficiary
  • 2021
  • Temple Israel Education Series
  • Beyond the Documents: How Purposeful and Ongoing Estate Planning Can Enhance Life for You and Your Loved Ones
  • 2021
  • PPI Mastery Program
  • PPI Mastery Program
  • 2021
  • FPA Tax and Estate Planning Knowledge Circle
  • FPA Tax and Estate Planning Knowledge Circle
  • 2021
  • Financial Planning Association
  • Divorce and Death
  • 2021
  • Effectively Adapting Clients’ Estate Plans to Changing Laws and Lives: Post-election and Forever
  • Effectively Adapting Clients’ Estate Plans to Changing Laws and Lives: Post-election and Forever
  • 2021
  • CLG Wealth Management Annual Summit
  • The Client Relationship and Seizing Opportunities/Avoiding Surprises
  • 2021
  • Provisors Los Angeles/Long Beach Real Estate Affinity Group – Long Beach, CA
  • The intersection of Estate Planning and Tax Planning for Real Estate Investors and their Advisors
  • 2020
  • FPA NorCal Conference – Virtually/Online
  • Death and Divorce: When Bad Goes to Worse
  • 2020
  • FPA NorCal Conference – Virtually/Online
  • Death and Divorce: When Bad Goes to Worse
  • 2020
  • Financial Planning Association Southwest Conference – Lake Arrowhead, CA
  • “When Death Meets Divorce”
  • 2020
  • Financial Planning Association Southwest Conference – Lake Arrowhead, CA
  • Purposeful Estate Planning
  • 2020
  • Basic Estate Planning Considerations – Inspired Financial – Huntington Beach, CA
  • Presentations to Clients and Centers of Influence
  • 2020
  • UCLA Anderson CEO Forum, Lake Arrowhead
  • Estate Planning for Business Owners
  • 2019
  • Schwab, Torrance, CA
  • Enhanced Estate Planning
  • 2019
  • Provisors, Long Beach, CA
  • When Death Meets Divorce
  • 2019
  • NBI – Irvine, CA
  • Estate Planning for Retirement Assets
  • 2019
  • Mieco Company Presentation – Long Beach, CA
  • Mieco Company Presentation – Long Beach, CA
  • 2019
  • Halbert Hargrove, Long Beach
  • Enhanced Estate Planning
  • 2019
  • Financial Planning Association Retreat – La Jolla, CA
  • “When Death Meets Divorce”
  • 2019
  • Financial Planning Association Knowledge Circle – Estate and Tax Planning
  • Estate Planning “War Stories”
  • 2019
  • CalCPA Orange County – Irvine, CA
  • Estate Planning Interest Group
  • 2019
  • Schwab – Torrance, CA
  • Professional Collaboration
  • 2018
  • Navigator Legacy Partners – Seal Beach, CA
  • Estate Planning and Heritage Planning
  • 2018
  • Keller Williams – Long Beach, CA
  • Estate Planning for Real Estate Professionals
  • 2018
  • Webinar for Financial Planning Association
  • Estate Planning: Strategies and Considerations for End-of-Life Planning
  • 2017
  • Ralphs Grocery Co/Kroeger
  • Estate Planning Presentation
  • 2017
  • Presentation for Clients and Successor Trustees – Long Beach, CA
  • Presentation for Clients and Successor Trustees
  • 2017
  • OC Mortgage Company
  • Estate Planning Presentation
  • 2017
  • Estate Planning Considerations for CPAs - Long Beach
  • Estate Planning Considerations for CPAs
  • 2017
  • EO Chapter — Marina Del Rey, CA
  • Estate Planning Presentation for Entrepreneurs
  • 2017
  • CLG Wealth Management – Huntington Beach, CA
  • Purposeful Estate Planning
  • 2017
  • Century 21
  • Estate Planning Presentation
  • 2017
  • Barrad and Shilling
  • Estate Planning Presentation
  • 2017
  • Prestige Realty Investments – Irvine, CA
  • Estate Planning for Real Estate Investors
  • 2015
  • Halbert Hargrove – Long Beach
  • How Understanding Your Client’s Estate Plan Makes You a Better Financial Advisor
  • 2015
  • Financial Network – Pasadena
  • What Financial Advisors Need to Know About Estate Planning
  • 2015
  • Charles Schwab – Torrance
  • Key Estate Planning Concepts for Financial Advisors
  • 2015
  • Barr-Cisneros Group of Wells Fargo Advisors – Seal Beach
  • The New Estate Planning Paradigm
  • 2015
  • Women Investors Month
  • Estate Planning for Women
  • 2014
  • UCLA Ziman Center for Real Estate
  • Real Estate Crowdfunding
  • 2014
  • Halbert Hargrove – Long Beach
  • Why A-B Trusts No Longer Work for 95%+ of Your Clients
  • 2014
  • Drafting Effective Wills and Trusts
  • Drafting Effective Wills and Trusts
  • 2014
  • Charles Schwab – Seal Beach and Torrance
  • Why A-B Trusts No Longer Work for 95%+ of Your Clients
  • 2014
  • Financial Life Planning for Women
  • Estate Planning for Women
  • 2013
  • Estate Planning
  • Estate Planning for Blended Families
  • 2013
  • Drafting and Designing Revocable Trusts in California
  • Estate Planning
  • 2013
  • Trustee Selection
  • Selecting the Right Successor Trustee
  • 2012
  • AARP event
  • Estate Planning for Seniors
  • 2012
  • Prudential Financial
  • 2011 Estate Planning Updates
  • 2011
  • Introduction to Estate Planning Concepts
  • Introduction to Estate Planning Concepts
  • 2011
  • 2011 Estate Planning Update
  • Deadly Dozen Estate Planning Mistakes
  • 2011
View all speaking engagements

Attorney endorsements

Received (5)
Given (4)
Endorse Curtis
Unknown Attorney | Nov 08
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Dec 24
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Apr 16
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Apr 11
Relationship: Worked together on matter
"I wholeheartedly endorse this lawyer's work. Curtis is dedicated to his clients and is excellent at helping them achieve their goals. He is a caring and likeable person who has a great staff. Curtis provides top-notch service to his clients."
Trusts Attorney | Apr 01
Relationship: Fellow lawyer in community
"Curtis does a great job for his clients. He is approachable, which helps clients feel comfortable talking about important family issues. And he is practical, which means he gives clients effective but not burdensome solutions."
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