Philip Kavesh

President @The Ultimate Estate Planner, Inc

Torrance, CA, US
EMAILS
p••••••••@ultimateestateplanner.com
MOBILE NUMBERS
+13•••••••91

Signup · Get unlimited contacts

WORK HISTORY

Oct 2004 — Present

President @The Ultimate Estate Planner, Inc

View department →

I develop technical, marketing and practice-building training programs for estate planning attorneys, CPAs, financial advisors and life insurance across the country. I write and present training teleconferences and live programs for these professionals. I also select and coordinate outside specialists who do presentations for these professionals. I license and sell my technical, marketing/seminar and other practice-building products to these professionals. I am a paid speaker at regional and national conferences of major companies, broker-dealers and IMO/FMO\'s.

SKILLS

Estate Tax PlanningGuardianshipElder LawBusiness FormationPowers of AttorneySuccession PlanningTax LawGift TaxSmall BusinessLlcEstate AdministrationCorporate LawMedicaidWillsTaxTrustsAsset ProtectionLitigationPublic SpeakingEstate Planning

ABOUT PHILIP KAVESH

I currently only meet with select clients from my law firm, depending on their…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Philip Kavesh — Email, Phone Number & Contact Info | Unifers