Are you concerned about your lifetime's hard earned assets passing to the right people and at the right time that is most appropriate for their maturity, their skills, their needs and circumstances? And are you concerned with preserving more of your lifetime's hard earned assets from needless court and attorney fees and estate and income taxes? And are you concerned with properly protecting your loved one's inheritance after they receive it from things like divorce, spouses, creditors, lawsuits and bankruptcies? You're not alone; a lot of people have come to us with these very same concerns. Over the past 30 years, we've helped thousands of your neighbors throughout Los Angeles and Orange Counties enjoy peace of mind through proper estate planning. Hopefully, you too will soon join us as a member of the Kavesh, Minor and Otis family.
Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.
Contact The Law Firm of Kavesh, Minor & Otis if you need legal assistance with any of the following:
Call 310-504-3890 today to arrange your free initial consultation.
Phil has earned significant recognition and accolades over his 33 plus years of practice as an estate planning attorney. Phil holds a Master Degree (LL.M.) in Tax Law and has been a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law since 1992. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations, and served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil 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, has 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 The Wall Street Journal, Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Ed Slott's IRA Newsletter, Journal of Retirement Planning, and Investment Advisor Magazine. 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 Trust 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." Most recently, Mr. Kavesh authored the Successor Trustee Manual and the Personal Asset Trust Manual for beneficiaries.
Torrance (Main Office)
990 West 190th Street, Suite 500
Torrance, California 90502
333 City Boulevard West, 17th Floor
Orange, California 92660
5000 Birch Street, Suite 8000
Newport Beach, California 92660
790 East Colorado Boulevard, 9th Floor
Pasadena, California 91101
5850 Canoga Avenue, 4th Floor
Woodland Hills, California 91367