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


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


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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Smart Philanthropy: What Your San Luis Obispo Charities Might Not Tell You

Smart Philanthropy: What Your San Luis Obispo Charities Might Not Tell You … because they may not know There are some wonderful charities in San ...
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Your Guide to Finding Reputable Charities in San Luis Obispo County

Finding Reputable San Luis Obispo Charities If you’ve decided to get involved in philanthropy at any level, you’re likely considering various options. While major organizations ...
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New Diagnosis of Alzheimer’s in San Luis Obispo: Don’t Delay Estate Planning

I recently had the opportunity to give a talk at the California Central Coast Estate Planning Council about this topic, here are the highlights. Alzheimer’s ...
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Avoid Power of Attorney and Revocable Living Trust Conflicts

Have you ever asked yourself why estate lawyers (aka estate planning attorneys) always recommend that in addition to a revocable living trust—which everybody advises you ...
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Family Pot Trusts – Sprinkling Trusts

Understanding Family Pot Trusts Family pot trusts, also known as sprinkling or discretionary trusts, are a unique type of trust that grants the trustee considerable ...
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California Supported Decision Making – What is it and when to use

Does It Always Have to Be Conservatorship? Not Anymore! In California, conservatorship is generally required when an adult cannot manage their personal or financial affairs ...
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What California Attorneys Use to Prepare for the Specialist Exam in Estate Planning, Trust, and Probate Law

Note: If you are not a lawyer and are predominantly interested in estate planning, consider this exhaustive list of books related to making a will, ...
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What’s the difference between a probate lawyer, a trust attorney, and an estate planner?

Attorney and lawyer mean the same thing. A lawyer is someone who holds a license to practice law. Probate law and estate planning are, however, ...
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The Three Most Important Things in Estate Planning

Estate planning can often feel overwhelming, but it is a crucial process to ensure that your wishes are honored, and your loved ones are taken ...
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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.