Philip Joel Kavesh
The Most Complete Living Trust Package
This is the centerpiece of all our estate plans. This unique and comprehensive package addresses not only the needs of the trustmaker, but also the successor trustee and the beneficiaries through some of the most innovative and cutting-edge features and planning available.
Advanced Level Planning
For larger estates, we also offer an array of advanced level strategies that address estate and income tax planning and asset protection.
Pre-Death Planning
When someone is terminally ill, there often are strategies and last minute planning available that may significantly benefit that person and his or her loved ones.
Post-Death Planning
After someone passes, there may be important action items to be taken to properly implement his or her estate plan, as well as additional planning that may be advisable. We can assist the surviving spouse or other successor trustee, or the beneficiaries, with handling these key matters in a correct and timely manner.
Financial Planning
Even though we are an estate planning law firm, we care about our client's financial well-being as well! This is why, for almost 20 years, we have worked with affiliated financial advisors to provide our clients with a multitude of valuable financial planning services.
Tax Planning
In addition to financial services, we offer our clients a variety of tax planning and tax preparation service through affiliated accounting firms.
Over the past 27 years, Kavesh, Minor & Otis, Inc. has grown to become one of the largest estate planning law firms in all of Southern California - a testament to our cutting-edge products and unparalleled customer service. We have helped over ten thousand clients plan their estates, as well as administered several thousand plans when clients have become disabled or passed. This unique level of experience is built into every new estate plan we design.
The firm's technical innovations, including the "Personal Asset Trust" and the "IRA Inheritance Trust", have been licensed to hundreds of attorneys across the country, further evidence of the firm's recognized authority in the field of estate planning. Plus, our many client "thank you" letters, proudly displayed in our offices, speak volumes about our personal attention to the needs and wishes of our individual clients. Hopefully, after checking us out, you'll become one of our client "family" too!
Philip J Kavesh
Kavesh Minor & Otis
990 W 190th St #500
Torrance CA 90502
Tel: 310 324-9403
Fax: 310 324-0517
E-mail: phil.kavesh@kaveshlaw.com
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