Phil Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.
Phil has earned significant recognition and accolades over his 33 plus years of practice as an estate planning attorney. Phil holds a Master Degree (LL.M.) in Tax Law and has been a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law since 1992. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations, and served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil 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, has been an honorary member of the National Network of Estate Planning Attorneys and is currently a member of WealthCounsel.