Our Business and Estate Planning Client Testimonials

Having your affairs properly lined up can be a daunting task. I speak first hand, as I didn’t even know where to begin. I knew I wasn’t taking advantage of some of the laws and regulations that our government had in place, and felt like no man alive could keep up with constant changes to those laws. Fortunately, a friend introduced me to Andy Kaiser and The Kaiser Law Firm. I was able to ask my ignorant questions in confidence and put a plan together to ensure things were set up as my family needed them to be. The plan was methodical, to consolidate and organize my assets and make sure they were as protected as possible. Peace of mind was the main take away, as well as a great friend, and ally, to help my family with the changes that come with life.

Mike Matheny, St. Louis Cardinals

Many thanks to Andrew Kaiser as he has prepared a detailed, accurate, and easy to understand revocable and irrevocable trusts for my family and myself.

Stan S., Imperial, MO

I've been using The Kaiser Law firm for over 10 years now. I have very few professionals that I feel comfortable referring friends and family too, but I have never hesitated to recommend the Kaiser Law Firm. I've used them for estate planning, and business deals. They are kind, they always deliver, and I don't have to follow-up with them over and over to make sure things are being handled in an efficient manner. Things are completed well and on time, with the utmost attention to detail. I have no doubt you will be glad you chose them.

Dr. Justin S., St. Louis, MO

I have been a client of Phil Kaiser for over thirty years. I worked in the St. Louis area for approximately fifty years. Upon retirement, I moved to Florida where I have lived for the past 20 years. Through the years my needs for estate planning have changed with benefits to children, educational benefits for grandchildren, marriage, contributions, etc. Situations requiring changes in estate planning have always been met with great ideas and strategies. Phil Kaiser has worked very closely with my trustee, Edward Jones Trust Company, giving me the confidence that my wishes will be handled wisely. I know the Kaiser Law Firm with its very ethical high standards and Phil Kaiser with his back up team are capable of handling my needs and wishes in the future.  

Tom K., Lynnhaven, FL

I have used the Kaiser Law Firm for over 25 years. During that time they have provided a variety of professional services including property acquisitions and estate planning. My wife and I have been most satisfied with their quality and professionalism. They are attentive to the smallest of detail, keep current with changing and anticipated laws and have a staff that is friendly, capable and accommodating. I rate them an A+…….

Tom J., Chesterfield, MO

Phil Kaiser has served us well for at least 20 years and is our family exclusive provider for all estate and business organizational work. Everything is in his files thus requests for documents regarding all corporations and partnerships made by banks, title companies governments and regulators are provided directly from his office and he is available to answer all questions and complete all appropriate forms. This means that I can comply with requests when I am away from my office even on weekends. He generally will pick up the phone or respond to an email in minutes.

Dr. W.K.D., Marine, IL

They say that time is the true test of people and life, and Kaiser Law Firm has earned both in my book. I knew nothing about asset protection but knew that my personal life and business would not be complete if I did not embrace the services of a good asset protection attorney. In my 21 years of working Phil and Andy Kaiser, they have proven themselves and guided me and business in the right direction as I hoped they would. I would highly recommend Phil, Andy and Kaiser Law Firm to anyone who wants to get the best advice from experienced and competent attorneys in the field of asset protect planning, which is an absolute need in the litigious world we live in today.

Terry M., Fort Meyers, FL

Dear Phil & Andy: Our Family wants to thank you both for your sage advice and leadership in establishing our trust. Your formation and implementation of our family trust saved us from a vindictive law suit which exposed us to a multi-million verdict. After suits we[re] filed, the plaintiff was informed of our trust. Needless to say, we didn’t pay one nickel. Thank you for saving our assets. Brilliant blueprint for safety.

Michael Z., Destion, FL

I have used The Kaiser Law Firm since 1991 and continuously since.  Phil created an asset protection plan which was remarkably helpful in my high risk / high liability medical field to minimize financial exposure and maximize my peace of mind.  I was so satisfied, that I have referred various family members, to include my mother, my brother, and my father, all of which have complex and unique needs. The entities include numerous individual Irrevocable Life Insurance Trusts for each of my children, my wife, and myself, domestic Family Limited Partnerships, Foreign & Domestic Family Trusts, Family Management Companies, and Wills.  He structured Two Family Limited Partnerships and a Family Management Company for my mother's assets / investments. Phil drafted my brother's Family Trust Agreement, Professional Business Company, and his will, which has also greatly assisted in his "peace of mind" as he is also a high risk / high liability medical specialist, too. He has assisted in the creation of my father's Charitable Lead Annuity Trust and his Partnership. Most recently, Andy Kaiser created an IRA Inherited Trust for me personally and individually for my father, as well. As Missouri Qualified Spousal Trusts have been permitted, Phil and I have modified my wife's & my inheritance plan utilizing it, too. Different people have different personal & financial objectives, mine included personal asset protection, guaranteed asset protection for my children, my wife, my brother, my mother, my father, and relatives. I desire inherited assets for my heirs to be asset protected for them and their progeny, too. A well created asset protection plan assures monies inheriting as you direct, and avoids the need for prenuptial agreements for your heirs, minimizes both federal and state tax and inheritance tax liabilities, and makes a smooth transition of assets in a tax friendly inheritable manor, minimizing additional stress at death events and transitions of inheritable assets. Life and the medical professions are, indeed, far more legally complicated than one might, at first, appreciate, with persons who will sue, many times with little or no legitimate provocation, as well as with changing tax and inheritance laws. My planning with both Andy and Phil have granted me "peace of mind", among a tumultuous sea of claimants personally, as well as giving my brother, another high-risk field physician different from me, his peace of mind with suits and through his divorce, too. Their counsel and advice is goal directed and customized for your individual needs. My personal and business association with this firm is the best business and tax planning decision that I have ever made. Furthermore, my individual personal association with both Phil and Andy rates highly and only just short of my choice of wife to marry. The staff is personable, efficient, intuitive, and very helpful, as well. I recommend that you plan for the unexpected and can, with no hesitation, recommend that you use this firm.  

Dr. Art D., Louisville, KY

Phil was recommended to me by a good friend and has been an absolute blessing. His detailed knowledge and expertise in asset planning and preservation was refreshing and allowed me to make educated decisions on customizing and setting up my family trust. He is readily available when I need to speak with him and is proactive about notifying me of any changes that may affect my trust personally. It is rare to find an individual so dedicated to his craft.

Dr. Mary P