Phil Kavesh
Industry Legend

Phil Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. Mr. Kavesh has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications including Money, Investors Daily, Personal Finance, Los Angeles Times, Los Angeles Business Journal, Consumer Reports, Ed Slott’s IRA Newsletter, and Investment Advisor Magazine.

Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset Trust and the IRA Inheritance Trust. Even more impressive are Mr. Kavesh’s accomplishments as a speaker and educator of the public and his professional peers. He 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.

Finally, Phil was responsible for one of the most significant breakthroughs in the financial planning industry. He and Tom Gau developed the firm Kavesh & Gau - - a true multi-disciplinary practice offering tax, financial, insurance and estate planning services under one roof - - into one of the largest producing branches of any U.S. broker-dealer.