Estate Planning in San Luis Obispo and Cayucos


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

Comprehensive Planning

Services

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..

Joint revocable living trust

Single Joint Revocable Trust for married couples (with marital and bypass shares), Pourover Wills, Durable..

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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The Dual Basis Rule: What Heirs and Gift Recipients Need to Know Before They Sell

Why This Matters — Especially in Estate and Gift Planning As an estate planner, I often help families transfer wealth across generations — through gifts, ...
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How to Use a Spousal Property Petition in California to Streamline Probate

The Spousal or Domestic Partner Property Petition is a streamlined probate tool available in California to confirm or transfer property to a surviving spouse or ...
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Even If You Do not Have A Trust: California Laws that Help You Avoid Full Probate

When a loved one dies, full probate can be slow, expensive, and emotionally taxing.  Thankfully, California law offers a series of shortcuts—called “summary probate procedures”—that ...
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Why California Trust Administration Is Easier Than Probate—And How Attorneys Help Keep It That Way

When someone passes away, their affairs don’t settle themselves. Debts must be paid, taxes filed, assets distributed. If that person had a living trust, the ...
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Disaster Preparedness for Young Families through Affordable Estate Planning

California-Specific Strategies for San Luis Obispo Residents Estate planning isn’t just for retirees or the ultra-wealthy—it’s a form of practical preparedness for young families facing ...
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Getting Your Home Into Your Trust in San Luis Obispo County

Congratulations, you now have a Revocable Living Trust (RLT), but how do you transfer real estate into the living trust in California? This guide specific ...
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The Medicaid Set-Aside Trust: What California Families Need to Know in 2025

The Medicaid Set-Aside Trust: What California Families Need to Know in 2025 In 2025, a new administration has begun to train its sights on the ...
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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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Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals.