Roundtable Discussion – Best Practices for Advisor Collaboration in an Estate Planning Context
Panelists:
Cynthia Day-Elliott, CPA
Jon Alban, Estate Planning Attorney, Alban & Alban
Jeff Wimbish, Registered Investment Advisor, Kensington Investment Advisors
John Sulentor, Trust Officer, Farmers & Merchants Bank
MEETING SPONSOR
CURTIS KAISER
Curtis Kaiser is a longtime Belmont Shore attorney and a Board Certified Specialist in Estate Planning. His practice is focused exclusively on estate planning and business law with a special emphasis on serving the planning needs of entrepreneurs and other “millionaires next door.”
Mr. Kaiser began his legal career over a decade ago as a litigator with Morrison & Foerster in Orange County, which was California’s largest law firm at the time. He opened the Kaiser Law Group in Long Beach, California in 2007.
He earned his B.A. degree, with honors, from the University of California at Santa Barbara and his J.D. degree from Santa Clara University, where he was named a Dean’s Fellow and received a 100% tuition and books merit scholarship. Mr. Kaiser also has an MBA from UCLA’s Anderson School of Business.
Mr. Kaiser is a member in good standing of the State Bar of California, the Long Beach Bar Association and the Estate Planning & Trust Council of Long Beach. He is licensed to practice law before the Supreme Court of the State of California as well as the federal courts located in California.
Mr. Kaiser is a regular speaker to legal groups and students (http://www.kaiserlg.com/about/speaking-engagements-and-publications) — and is currently an Instructor in the Paralegal program at the University of California, Irvine where he co-developed the program’s Estate Planning course.
Contact Curtis Kaiser:
Curtis@KaiserLG.com
Office: 562-343-2843
Fax: 815-301-9254
