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Wealth Care Lawyer - K. Gottlieb, Esq.

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Wealth Care Lawyer - K. Gottlieb, Esq.

Available
Wealth Care Lawyer, Palm Street, San Luis Obispo, CA, USA
Areas of expertise: Estate Planning, Trust & Estate
6 years in practice
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About Wealth Care Lawyer - K. Gottlieb, Esq.

Wealth Care Lawyer, founded by Klaus Gottlieb, Esq., specializes in personalized estate planning solutions for clients across California's Central Coast. With offices in San Luis Obispo and Cayucos, the firm emphasizes a collaborative approach by consulting with financial planners, accountants, and tax professionals to address complex estate planning needs such as irrevocable trusts and charitable planning. Leveraging advanced tools like Westlaw, LexisNexis, and quantitative modeling software, Wealth Care Lawyer delivers precise and comprehensive services.

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Wealth Care Lawyer - K. Gottlieb, Esq. Areas Of Practice

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Wealth Care Lawyer - K. Gottlieb, Esq. Case Statistics

Wealth Care Lawyer - K. Gottlieb, Esq. Reviews

Google Reviews

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Jane O'Brien-Kroener

I must admit, creating a family trust has been on my to-do list for many years; it's something you know you need to do but it is easy to let it fall to the wayside. We finally made it a priority to get it done and it feels great to know there is a plan in place should life not go as expected. Furthermore, it can be daunting to find a legal professional you trust. What sets Klaus apart is his thoughtful, thorough approach. He took the time to understand our unique family business needs and developed customized solutions that work for us. His follow-through is exceptional, and he consistently goes above and beyond to ensure we're on track. Thank you, Klaus, for helping secure our future!

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Josh Cohen

Very impressed with Klaus’ vast knowledge in the world of estate planning! He does not just pump out a generic trust and send you on your way like other lawyers I’ve dealt with in the past. His knowledge of all of the intricacies of that world and his ability to find custom solutions that truly meet the needs of his clients and puts them in the best situation makes him someone I will continue to recommend all over town!

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Douglas Cairns

My wife and I needed to update and make some revisions to our existing trust. With his thorough knowledge of trust law, Klaus presented various options, clearly describing the pro’s and con’s of each. We then selected a direction in which to proceed and were provided rough drafts by email. After studying the draft we decided to go with one of the other options he had presented. The clear and lucid explanation of his original presentation gave us the confidence that we understood all the options well enough to change direction. Klaus was very flexible and had no issues revising the trust draft to suit our needs. We feel that we had the highest level of expertise to help us accomplish our goals, and would highly recommend Klaus to friends and family.

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robert evans

I found Klaus through a collegiate recommendation. He was very attentive and detail oriented. Our estate is complicated as my spouse and myself come from different countries. We have relatives with complicated needs. Klaus was upfront and proactive in finding solutions to our needs. We fe secure and confident that our family will be able to manage in the event of our passing.

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Stacie Connors

I’m a certified registered nurse anesthetist and my colleague recommended Wealth Care Lawyer company to help make a new trust and will post my recent divorce. They were efficient, timely, and very knowledgeable. Also the price is very fair, considering a lot of us have a complicated financial portfolio. I sincerely recommend this company to help with estate planning, trusts and wills.

Wealth Care Lawyer - K. Gottlieb, Esq. Locations

Wealth Care Lawyer, Palm Street, San Luis Obispo, CA, USA
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Wealth Care Lawyer - K. Gottlieb, Esq. Frequently Asked Questions

Where is Wealth Care Lawyer - K. Gottlieb, Esq. located?

Wealth Care Lawyer - K. Gottlieb, Esq. is located at: Wealth Care Lawyer, Palm Street, San Luis Obispo, CA, USA

What are Wealth Care Lawyer - K. Gottlieb, Esq. areas of expertise?

Wealth Care Lawyer - K. Gottlieb, Esq. areas of expertise are: Estate Planning, Trust & Estate.

How many years is Wealth Care Lawyer - K. Gottlieb, Esq. in practice?

Wealth Care Lawyer - K. Gottlieb, Esq. has been in practice for 6 years.

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