Bio: Curtis Kaiser, JD/MBA, is one of a small number of Board Certified estate planning specialists in the Greater Long Beach area. He adeptly guides families, individuals, and small business owners on creating estate plans that minimize taxes, costs, and complications while maximizing simplicity, ease of implementation, and family harmony. Curtis purposely focuses on building relationships with clients and their trusted advisors rather than merely producing documents or conducting legal transactions.
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.curtiskaiser.com/about/speaking-engagements-and-publications) — and currently serves as an Instructor at both the University of California, Irvine’s Paralegal Program, where he developed the program’s Estate Planning course and at UCLA’s Anderson School of Business where he has taught a course in Strategic Business Communication.
Curtis is proficient in Spanish and a number of his clients prefer to communicate with him in their native Spanish.
Ross Andrea Kushner
Andrea Kushner Ross is a vice president and director of the wealth planning and analysis group at AllianceBernstein LP, and is located in Bernstein’s Los Angeles office. She works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Before joining the firm in 2015, Ross was a shareholder at Weinstock Manion, ALC, and a partner at Karlin & Peebles LLP, advising high-net-worth clients on estate, tax and charitable planning. She is a member of the State Bar of California, by which she has been certified as a specialist in both taxation law and estate planning, trust and probate law. Ross was named a Southern California Rising Star and a Super Lawyer by Super Lawyers magazine. She serves on the executive committee (trusts and estates section) of the Beverly Hills Bar Association and is a member of both the taxation and trusts and estates sections of the Los Angeles County Bar Association. She has also served on the executive committee (taxation section) of the State Bar of California and was a former chair of the taxation section of the Beverly Hills Bar Association. Ross holds a bachelor’s degree (cum laude) in political science from the University of California, Los Angeles; a juris doctor degree from the University of Southern California; and a master of laws in taxation law from Loyola Law School, Los Angeles.