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Phil Kavesh

Ultimate Estate Planner

Phil Kavesh is President of Ultimate Estate Planner. Phil has earned significant recognition and accolades over his 33 years of practice as an estate planning attorney. Phil holds a Master's 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 an active member of WealthCounsel.

Webinars by Phil Kavesh