Trust Attorney

Klaus Gottlieb - Trust Attorney in San Luis Obispo

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Unique Estate Planning Insights. Creative Solutions.

Before becoming a ‘trust lawyer’, Dr. Klaus Gottlieb trained as a physician and enjoyed a blended career in private practice, academic medicine, and the pharmaceutical industry. For Klaus Gottlieb, Wills and Trust (Estate Planning) 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 help clients fulfill their dreams of providing a legacy for themselves and their loved ones. He is a life-long learner and continues his legal education by pursuing a Dual LLM (Master’s in Law)  in Taxation and Estate Planning and also gives back by teaching 

Klaus Gottlieb, Estate Planner in San Luis Obispo, designated "Super Lawyer".

Wills and Trusts and Business Law at the San Luis Obispo College of Law, a campus of Monterey College of Law. 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.  He has been selected a Rising Star for Super Lawyer for Estate Planning in San Luis Obispo. He is a contributor to California Education of the Bar (CEB) and a member of the California Central Coast Estate Planning Council, an affiliate of the National Association of Estate Planners and Councils (NAECP).

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..

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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.