I’m a Consumer and I want an IRA Trust.

Unfortunately, we are not attorneys and cannot directly assist you with your estate planning matters. However, the good news is that we can assist you in finding an estate planning attorney in your area (or assisting your current estate planning attorney).


kavesh-minor-otis-ira-trustsThe attorney who developed the IRA Inheritance Trust®, Philip J. Kavesh, is also the principal and owner of one of Southern California’s largest estate planning law firms, Kavesh, Minor & Otis, Inc. The Law Firm of Kavesh, Minor & Otis has been in business for over 30 years and has a great team of associate attorneys and staff that can assist you if you are looking for estate planning or financial assistance and you are located in Southern California.

If you are a consumer in Southern California and would like to attend a free seminar, which qualifies you for a free attorney consultation and a potential fee discount, click here to view the upcoming seminar calendar.  Or, you can contact the law firm directly at 1-800-756-5596.


If you are a consumer and you’re not located in Southern California and would like for us to assist you in finding an estate planning attorney in your area that might be able to assist you and your family with your estate planning matters, please complete the form below and someone from our office will contact you within one business day regarding your request.

The IRA Inheritance Trust® is a registered trademark or trademark of Kavesh, Minor & Otis, Inc. in the United States and/or other countries. All rights reserved.

DISCLAIMER: This website is intended to provide legal information only; legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of The Ultimate Estate Planner, Inc.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s