Estate Planning in San Luis Obispo and Cayucos


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

Comprehensive Planning

Services

Supplemental needs trust

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

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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Can My Trustee Live Abroad?

For California residents creating a revocable living trust, one question that often arises is whether a trustee—especially a successor trustee—can live outside the United States. ...
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2025: Trouble Ahead for San Luis Obispo Wineries?

Why Now Is the Time to Revisit Estate and Succession Planning California’s wine industry is entering uncharted territory—and San Luis Obispo wineries may be next ...
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International Estate Planning: How a California Attorney Fluent in German Inheritance Law (Erbrecht) Can Help

Navigating international inheritance matters can be daunting—especially when multiple legal systems, languages, and tax regimes are involved. For individuals with ties to Germany—whether through family, ...
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Capital Gains, Prop 19 and Estate Planning

How Capital Gains Taxes on Real Estate Interact with California Proposition 19 in San Luis Obispo California real estate owners navigating the tax landscape must ...
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San Luis Obispo’s Thriving Startup Scene: The True Cost of LLC or S-Corp Formation 

San Luis Obispo has a vibrant startup community, fueled by the presence of Cal Poly and its entrepreneurial ecosystem. Many founders look for ways to ...
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AB 2016 and the $750,000 Probate Shortcut: A Boon or a Trap?

California Assembly Bill 2016 (AB 2016), effective April 1, 2025, raises the threshold for simplified probate procedures from $184,500 to $750,000. While this change aims ...
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Estate Planning with S Corporations in San Luis Obispo: What You Need to Know

If you own an S Corporation in San Luis Obispo and are considering an estate plan with trusts, there are important rules to navigate. Trusts ...
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IRS Life Tables: Critical Insights for Estate Planning in San Luis Obispo

When it comes to estate planning, one often overlooked tool is the IRS Life Tables. These tables, which estimate life expectancy based on age, but ...
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The Central Coast Estate Planning Council for San Luis Obispo County and Beyond

Earlier this year I was admitted to the Central Coast Estate Planning Council. I already wrote about how much I enjoy the discussions in my ...
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Supported Organizations

Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals.