Would your life be better if…

You Know How to
Hire, Train, Manage & Keep
Great Associate Attorneys?

If you have ever had trouble hiring, training, managing and keeping associate attorneys or you’re thinking about adding an associate attorney and don’t know how, we understand what you’re going through.

In order for our company President, estate planning attorney Philip Kavesh, to build his solo estate planning practice into a successful business (and avoid a mental and physical breakdown), he realized that he had to bring aboard great associate attorneys.  But he soon found out that it was easier said than done.

He made all of these mistakes (which you may have too, or you may be about to make):

  • Seeking and hiring associates the wrong way - - primarily based on experience and technical expertise!
  • Failing to set very specific, measurable goals for associates, right from the start
  • Thinking you can just sit them at a desk and put them to work without daily training, supervision and accountability
  • Believing that this training and supervision will take up too much of your time and actually hurt your bottom line!
  • Believing you can motivate associate attorneys to work harder and stay longer (so you can make a return on your investment!) by simply providing a good salary and comfortable work environment

Fortunately, Phil somehow overcome these mistakes, through years of trial and error.  Phil did learn how to find, hire, train, manage and incentivize not just “good” associate attorneys, but excellent ones!  Better yet, Phil gets to enjoy only the parts of the practice he loves and only has to come into the office a few hours a week!

You can do this, too - - by learning from his mistakes rather than your own!

Join us and nationally renowned estate planning attorney Philip Kavesh, who has over 35 years of experience in running a successful law practice, for a very special presentation entitled, “The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates”.

On this special 90-minute presentation, Phil will go over in detail exactly what you need to know:

  • When is the best time to hire an associate attorney and why
  • What to look for and not to look for when hiring an associate (including a sample advertisement to use to attract the right attorney and a checklist to use in the job interview)
  • Who should conduct the interview process and how (HINT: It’s probably not who you think it should be!)
  • How to train and mentor the new associate with the least amount of your time!  (including Phil’s “Attorney Success Guide”, a detailed Training Schedule and 3-Day Associate “Crash Course” Outline)
  • How to set up detailed monitoring systems that assure accountability and keep you informed and in control of your bottom line!  (Including Sample Daily and Weekly Status Reports and a Periodic Review “Report Card”).
  • And much more, including the opportunity to ask questions and have Phil help solve your current practice-management and practice-building challenges!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.

  • Program Title: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates
  • Speaker:
  • Duration: 90 Minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil 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.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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No problem!  It is  available in our On-Demand Library, and us also included in The Ultimate Practice-Building Library.  For more information, please see the following link: