ESTATE PLANNING AND TRUST COUNCIL OF LONG BEACH

Join us as Curtis Kaiser, JD/MBA shares his insights into

Purposeful Estate Planning

How to Help Clients Leave a More Conscious Legacy

Curtis focuses exclusively on estate planning and we do it in a way that to put it simply, is designed to take care of clients’ families. He does this best through the Legacy Program he began offering in 2019.

The Legacy Program serves over 100 client families, and has a 95% renewal rate. He prepares clients’ plans and assets for their loved ones and prepares the loved ones for the assets. He does 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.

Curtis Kaiser, JD/MBA
Board Certified Specialist in Estate Planning, Trust & Probate Law

Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis 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 designed to help families accumulate and sustain family wealth in all of its forms, across generations.

Curtis has developed and maintains a strong network of other professional advisors. Since 2022, he has served as a chair of Los Angeles and Newport Beach groups for TIGER 21, the premier membership community for high-net worth creators and preservers. For over a decade, he served as the group leader for the Long Beach Airport group of 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 is also an active member of the Purposeful Planning Institute.

Curtis is a frequent presenter for groups such as the Financial Planning Association, CalCPA, the Purposeful Planning Institute, the Estate Planning and Trust Council and Vistage.

Curtis 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% merit scholarship. Curtis also has an MBA from UCLA’s Anderson School of Business where he was the commencement speaker. He is a proficient Spanish speaker and serves clients who prefer to communicate in their native language.

Curtis lives on Naples Island in Long Beach with his wife Kristie (a fourth-grade teacher) and his 14-year old daughter and 10-year old son. Curtis enjoys travelling with his family to Spanish-speaking countries, coaching his son in baseball and going to concerts with his daughter.

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