Wealth Care Lawyer - Klaus Gottlieb, Esq. - San Luis Obispo (CA)

5 /5 Myrna Cameron: I would highly recommend Mr. Gottlieb for any estate planning needs. I consulted Klaus about asset protection for a trust I administer and found his research, legal analysis and advise to be top notch. He is thorough, very knowledgeable and responded in a timely and professional manner to calls, emails and was a pleasure to meet with regarding the legal guidance I needed. He follows through, asks questions to insure he has all the pertinent information he needs and leaves you knowing you have worked with a professional who has your back via his expertise. You want Klaus on your team if you are needing any type of trusts prepared that insure you are protecting your assets properly.

5 /5 jocelyn sinclair: I live in Cambria and found that working with Klaus just down the road in Cayucos was an extremely convenient option. In addition, he was receptive, professional and tailored the trust to my specific needs (I have a disabled family member and he was very knowledgeable in how to set the trust up with specific attention to this). This was my first home and trust, and he made the drafting process very easy (I was quite intimated)! I was pleased and impressed.

5 /5 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.

5 /5 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!

5 /5 Jane OBrien-Kroener: I must admit, creating a family trust has been on my to-do list for many years; its 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 were on track. Thank you, Klaus, for helping secure our future!