Estate Planning in San Luis Obispo and Cayucos

Klaus Gottlieb, San Luis Obispo, selected to Super Lawyers for Estate Planning & Probate in 2024


K. Gottlieb, Esq. - Wealth Care Lawyer
Estate Planning in SLO & Cayucos

Comprehensive Planning

Services

Basic Estate Plan – Single Person

Will, Durable Power of Attorney, Living Will, Health Care Proxy, and HIPAA Release (Trust not..

Basic Estate Plan – Married Couple

Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, and HIPAA Releases (Trust not..

Individual unmarried revocable living trust

Single Revocable Trust, Pourover Will, Durable Power of Attorney, Living Will, Health Care Proxy, HIPAA..

Individual married revocable living trust

Family Plan – Two Revocable Trusts (with marital and bypass shares), Pourover Wills, Durable Powers..

San Luis Obispo’s Premier Estate Planning Services

Living Trusts and Wills: Secure Your Legacy

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Estate Planning in SLO & Cayucos

Klaus Gottlieb has been recognized as a Super Lawyer, a distinction that highlights his excellence in the field of Estate Planning in San Luis Obispo, California. This title is awarded to attorneys who have attained a high degree of peer recognition and professional achievement. The selection process for this honor is rigorous, involving peer nominations, evaluations, and independent research, with only a select few being chosen each year.

I offer a unique, empathetic approach to estate planning. My background as a physician enhances my understanding of family dynamics and emotional challenges, while my problem-solving skills as a lawyer help me navigate complex estate matters. This multi-disciplinary perspective ensures personalized and comprehensive guidance for clients.

When you choose me as your estate planner, you can expect:

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Trust and Estate Topics written by Dr. Gottlieb

Articles

The 5 main uses of trusts in estate planning

Trusts are highly flexible instruments for estate planning. Because they are so adaptable, trusts may acquire any number of names that are shorthand for what ...
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Getting Divorced – Why You Must Change Your Will ASAP

Divorce and legal separation not only mark significant changes in personal relationships but also necessitate careful consideration of asset management and protection. Central to this ...
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Estate Planning for Blended Families: The Role of Trusts

Introduction In today’s diverse society, the structure of the family unit often extends beyond the traditional to include what are commonly known as blended families. ...
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Life Insurance Trusts: Who can benefit?

ILIT Overview An Irrevocable Life Insurance Trust (ILIT) is a type of trust specifically designed to hold and own life insurance policies. Once established, the ...
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Revocable Transfer on Death Deeds (RTODD): A Trust Alternative

RTOD Deeds – Revocable Transfer on Death Deeds Starting on January 1, 2016, California introduced a law allowing Revocable Transfer on Death (TOD) Deeds. These ...
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What are Irrevocable Trusts For?

The potential benefits of Irrevocable Trusts Irrevocable trusts offer several potential benefits, which can be particularly appealing depending on an individual’s financial goals, estate planning ...
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The Economy of San Luis Obispo County

As an estate planning attorney in San Luis Obispo County, my focus on the region’s economic outlook extends beyond mere interest—it’s integral to delivering top-notch ...
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Estate Planning Strategies to Adapt to Biden’s 2025 Tax Proposals

Overview of Biden’s 2025 Budget Proposal President Biden’s 2025 budget proposal introduces transformative changes to estate planning, aiming to significantly curtail the ability for wealth ...
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President Biden’s Tax Reform Proposal and Estate Planning

Proposed Tax Changes in 2025: The Big Picture The Fiscal Year 2025 Budget proposed by President Biden includes a range of tax reforms intended to ...
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Dynasty Trusts, Egyptian Funeral Rites, Cryonics, and the Law

The ancient Egyptians had an elaborate set of funerary practices that they believed were necessary to ensure their immortality after death. These rituals included mummifying ...
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Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals.