Top Best Estate Lawyers | 18716 Available

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.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

My name is Paul Margerie and I love my family. You must too if you’re looking at my website. I help my clients gain the peace of mind that their loved ones will be protected if something happens to them.. Estate planning isn’t glamorous. You won’t find a drama about it on Netflix, yet everybody needs to have a plan in place. Thinking about what happens after you pass away isn’t something people enjoy either. Unfortunately everybody knows someone who passed away suddenly. They didn’t have a plan and now sadly, the family they left behind is left with the pieces. Stories like this are told time and time again, yet people think that it could never happen to them. That sadly just isn’t the case. Like Woody Allen said, “I’m not afraid of death; I just don’t want to be there when it happens.”. I know that you work hard. You go to work every day to provide for your family. Not only do you need to think about today, you also need to think about tomorrow. That is what drives me. I like to think of myself as an advocate for your family. I want to make sure they are protected and cared for if you can’t be there for them. I love to see the relief my clients feel when they put a plan in place. To me there is nothing more rewarding. My clients joke that they like my bow ties, but what they really like is my commitment to their families.. I grew up in Greenfield and now live in Wauwatosa. I graduated from UW-Madison Law School in 2000 and that is where I met my beautiful wife, Erin. We have 3 terrific kids who are active in music, sports, and dance. Outside of the office I like to fish, cook, play board games with my kids and hang out with our dogs.. We all get one chance at life. There are no “do overs”. When I was in college I suddenly lost my Mom to cancer. She was too young and there were no warning signs. We never saw it coming. It was the absolute worst day of my life. Now as a parent, I think about my own kids if something happened to me. Anything I can do to help families avoid the fear, confusion and worry when something horrible like that happens is why I do what I do.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.