Basic Estate Plan – Single Person
Will Durable Power of Attorney Living Will Health Care Proxy and HIPAA Release Trust not..
Play Video
Unique Insights. Creative Solutions.
Before becoming a lawyer, Dr. Klaus Gottlieb trained as a physician and enjoyed a blended career in private practice, academic medicine, and the pharmaceutical industry. For Dr. Gottlieb, Trust and Estates is the field that fruitfully combines his deep knowledge of the law with his medical and financial background. His experience as a physician gives him insights into family dynamics. In addition, his financial expertise as an MBA and his unique ability to find creative solutions helps clients fulfill their dreams of providing a legacy for themselves and their loved ones.
Klaus Gottlieb, Esq., has written articles for Trusts & Estates Quarterly of the California Lawyers Association and the San Luis Obispo County Bar Association Bar Bulletin. He is a prolific legal blogger on topics ranging from the basics to the finer points of estate law. Among others, his article “Can a trust be a joint tenant in California?” has been elevated to the top result on Google Search. He teaches Wills & Trusts at the Monterey College of Law and has been selected as Super Lawyer for Estate Planning in San Luis Obispo.
- Physician and Lawyer for whom care for the client is second nature
- Multiple advanced degrees, Business and Finance background
- California wills, trusts and estates. Advice on German inheritance law (Erbrecht).
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 of..
Recent Google Reviews
Client Testimonials
Worthy Endeavors
Supported Organizations
