Our firm focuses exclusively on estate planning and we do it in a way that to put it simply, is designed to take care of our clients’ families. We do this best through the Legacy Program we began offering in 2019. Our Legacy Program currently serves 120 client families on an ongoing basis. We prepare our clients’ plans and assets for their loved ones and prepare the loved ones for the assets. We do this by (1) reactively and proactively adjusting the client’s plan and assets over time to reflect changes in laws, assets and perspective and (2) facilitating communication and education about the plan and assets between our clients and their helpers and beneficiaries.Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis Kaiser works with our clients and their trusted advisors to create and evolve estate plans that help to minimize taxes, costs, and complications, while maximizing simplicity, ease of implementation, and family harmony. Kaiser Law Group’s Legacy Program is perpetually adaptable to serve the client’s needs and life circumstances.Beginning his career as a litigator with Morrison & Foerster in Orange County 25 years ago, Curtis transitioned to estate planning over 15 years ago and became a Board-Certified Estate Planning Specialist. This commitment to specialization led him to develop what he calls “Purposeful Planning for the Multi-Millionaire Next Door®.” This is a client-centered model that focuses on sensible financial decisions to accumulate and sustain family wealth in all of its forms, across generations.Curtis also serves as chair for two chapters of TIGER 21, the premier membership community for high-net worth creators and preservers – one in Los Angeles and one in Newport Beach. For over a decade, he served as the group leader for Provisors, a national networking organization for trusted advisors, and is also a Laureate in Wealth Strategies, a designation awarded by the Southern California Institute to estate planning professionals who counsel high-net worth clients. Curtis co-founded the Southern California chapter of the Purposeful Planning Institute. Curtis is a frequent presenter for groups such as the Financial Planning Association, CalCPA, the Purposeful Planning Institute and Vistage.
Listed skills include Estate Planning, Corporate Law, Management, Business Planning, and 4 others.
