Curtis Mark Kaiser
Kaiser Law Group • Long Beach, CA
ProbateEstate PlanningFinancial Planning
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Contact
Email
curtis@kaiserlg.com
Phone
(562) 374-7350
Address
1306 Park Avenue, Long Beach, CA, 90804, US
Professional
About
Curtis Mark Kaiser, JD/MBA, is a Board-Certified Specialist in Estate Planning, Trust, and Probate Law, and the founder of Kaiser Law Group in Long Beach, California. With a focus on estate and financial planning, Curtis is dedicated to delivering strategies that prioritize the well-being of his clients’ families. Since launching the Legacy Program in 2019, the firm has successfully served over 100 families, achieving an impressive 95% renewal rate. This program emphasizes the proactive management of clients' plans and assets, ensuring alignment with evolving laws and personal circumstances while fostering clear communication among families. With over 25 years of legal experience, including a litigation background with Morrison & Foerster, Curtis transitioned to estate planning over 15 years ago. He developed his unique approach, “Purposeful Planning for the Multi-Millionaire Next Door®,” which focuses on making prudent financial decisions to preserve family wealth across generations. Curtis actively contributes to the estate planning community as chair of two TIGER 21 chapters and as a long-time group leader for ProVisors. He is also a Laureate in Wealth Strategies, recognized for his expertise in advising high-net-worth clients, and co-founded the Southern California chapter of the Purposeful Planning Institute. An engaging speaker, Curtis frequently presents to organizations such as the Financial Planning Association and CalCPA. He earned his B.A. with honors from the University of California, Santa Barbara, his J.D. from Santa Clara University, and his MBA from UCLA’s Anderson School of Business. Fluent in Spanish, he serves clients in their preferred language. Curtis resides in Belmont Shore, Long Beach, with his wife Kristie and their two children.
About Probate Law
Probate attorneys guide families through the estate administration process after a loved one passes. They handle court filings, asset distribution, and dispute resolution. Common matters include estate administration, will contests, heir disputes, trust administration.
Credentials
Education
2012 UCLA, Anderson School of Management MBA 2000 Santa Clara Univ SOL law 1996 Univ of California Santa Barbara undergraduate
Languages
English | Spanish
Recognition & Involvement
Awards
2012 Certified Specialist in Estate Planning, Trust and Probate Law, California Board of Legal Specialization
Publications
2015 Western Pension and Benefits Council of Orange County Estate Planning and Employee Benefit plans 2012 National Business Institute Seminar Trusts 101 2011 OC Lawyer 2010 Estate Tax Legislation for Non-Estate Planners 2011 National Business Institute Seminar Estate Planning Basics N/A Grunion Gazette Understand the New Estate Tax Exemption
Associations
2011 - Present Wealth Counsel Member 2011 - Present Trusts and Estates Section State Bar of California Member 2013 - 2015 Tiger 21 Co-chair 2012 - 2014 Estate Planning and Trust Council of Long Beach Board of Directors 2012 - 2014 Legislative Subcommittee, Trusts and Estates Section of the State Bar Subcommittee Member
Speaking
2025 Purposeful Estate Planning Purposeful Estate Planning 2025 Halbert Hargrove Estate Planning (and just good planning!) with Retirement Accounts 2025 Estate Planning (and just good planning!) with Retirement Accounts Estate Planning (and just good planning!) with Retirement Accounts 2024 Post-election estate planning update Post-election estate planning update 2024 It's Your Estate - Spring 2024 Overview & Estate Law Changes
Other Probate Attorneys in Long Beach, CA
Updated: Jun 05, 2026