The Ultimate Estate Planner, Inc. was formed by estate planning attorney and creator of the IRA Inheritance Trust®, Philip J. Kavesh, back in September 2004. After having developed a successful estate planning law practice in Southern California, Mr. Kavesh began to pursue a life-long dream to give back to the estate planning community and save his fellow colleagues a great deal of time, expense, and headaches of having to learn by trial-and-error. In particular, he was set on a mission to develop a company that would bridge the gap between law school and continuing education courses and actually running a successful practice.
The Ultimate Estate Planner, Inc. has available a variety of tested and proven tools that can help estate planning professionals of all designations – – including attorneys, financial advisors, CPA’s, and life insurance agents – – throughout the country to develop their practices. The Ultimate Estate Planner has made available to the estate planning community tested and proven products and services, including unique legal document forms, educational programs, turnkey seminar marketing packages, a variety of forms and tools that practitioners can use to provide better planning to their clients, while also developing successful practices that are profitable and efficient. What’s unique about the products and services available through The Ultimate Estate Planner, Inc., is that all of its products and services have been developed by practitioners that currently have successful estate planning practices and who are actually in the trenches, right now, working with clients and running their own businesses.
In particular, one of the most popular items available through The Ultimate Estate Planner, Inc. is Phil Kavesh’s IRA Inheritance Trust® legal document form. This has allowed lawyers looking to draft these trusts an easy and affordable means to doing so. For more information about licensing and adding The IRA Inheritance Trust® to your practice, click here. Or, if you’re a consumer and are looking to find an attorney that can assist you with your estate planning matters, click here.
ABOUT PHILIP KAVESH
Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.
Phil has earned significant recognition and accolades over his 32 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.
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, Journal of Retirement Planning, 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 broadcasted on local Los Angeles TV for over six years.
Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc. 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”, and “21st Century Wealth”. And in 2013, he developed The Ultimate LevelTM, an intense 2½ day live training program to help his fellow estate planning attorneys develop a successful law practice.
Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 3,000 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 5,000 attorneys and financial planners.
In his spare time, Phil enjoys spending time with his adult twins, Jeana and Jason, going to the beach, traveling, reading, and cheering on the Los Angeles Kings.