Attorney Profile:

Marc Carlson

Marc Carlson: Attorney with Carlson Law Office, LLC

Biography

The Carlson Law Office is designed to serve you by offering objective and experienced advice regarding Estate Planning (Wills and Trusts), Disability Planning, and Guardians and Conservators.

People usually make good decisions after they have been properly educated about the available options, choices and strategies. The choices you make can have good or bad consequences. Do you really understand what you need to know about wills, trusts and lifetime disability planning?

EDUCATION
* University of Kansas, Bachelor of Science (“With Distinction”)
* Juris Doctor--University of Colorado School of Law
MEMBERSHIPS, CERTIFICATIONS & PEER AND CLIENT REVIEW RATINGS
* Member in good standing of the State Bar of Colorado
* Member of The Colorado Bar Association
* Member of WealthCounsel, a national group of specialized and dedicated estate planning attorneys who “Practice Excellence”
* “AV Preeminent Rating”: “Highest possible rating in both legal ability and ethical standards” and demonstrates “the pinnacle of professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by the world’s most trusted legal resource, www.martindale.com”
* AVVO — 10 out of 10 highest rating of ”Superb” www.avvo.com
* Lawyers.com Client Rating of 5 out of 5 www.Lawyers.com
* Lawyers of Distinction

ARTICLES AND SEMINARS
• Contributing author to the book "Blooper Episodes in Estate Planning and Elder Law-Lessons from Prime Time TV" (2015)
• “Benefits of a Revocable Living Trust”, Boulder County Attorneys Profiles & Reference Book, Longmont Times-Call (2009)
• Presents legal educational seminars—“What You Should Know about Wills and Trusts” and other estate planning topics.

Areas of Practice (5)

  • Estate Planning
  • Living Trusts
  • Wills
  • Asset and Legacy Transfer Planning
  • Beneficiary Protection Planning

Education & Credentials

Contact Information:
720-442-7583  Phone
www.carlsonlawoffice.org
Mailing Address:
1729 Terry St #300, Longmont, Colorado 80501
University Attended:
University of Kansas, B.S., With Distinction
Law School Attended:
University of Colorado School of Law, J.D.
Year of First admission:
1973
Admission:
1973, Colorado; U.S. District Court, District of Colorado and U.S. Court of Appeals, Tenth Circuit
Memberships:
Colorado Bar Association; Wealth Counsel; Lawyers of Distinction
Languages:
English
ISLN:
908536113
Hobbies & interests:
Family; public speaking regarding "What You Should Know About Wills and Trusts"; golf; reading; travel.

Peer Reviews

  • 4.6/5.0 11 reviews
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    4.5/5.0
  • Analytical Capability

    4.7/5.0
  • Judgment

    4.4/5.0
  • Communication

    4.6/5.0
  • Legal Experience

    4.8/5.0
  • 5.0/5.0 by a Of Counsel on 04/26/12 in Insurance

    • Legal Knowledge

      5.0/5.0
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      5.0/5.0
    • Judgment

      5.0/5.0
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      5.0/5.0
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      5.0/5.0

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  • 5.0/5.0 by a Principal on 04/09/12 in Civil Litigation

    • Legal Knowledge

      5.0/5.0
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      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 by a Principal on 04/09/12 in Insurance Bad Faith Defense

    • Legal Knowledge

      5.0/5.0
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      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 by a Member on 04/01/12 in Estate Planning

    Marc is a very good lawyer. Read more

    Marc is a very good lawyer.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
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  • 5.0/5.0 by a Principal on 04/01/12 in Estate Planning

    • Legal Knowledge

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    • Judgment

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  • 4.8/5.0 by a Sole Practitioner on 03/30/12 in Insurance

    • Legal Knowledge

      4.0/5.0
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      5.0/5.0
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      5.0/5.0
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  • 4.6/5.0 by a Sole Practitioner on 05/07/12 in Personal Injury

    • Legal Knowledge

      5.0/5.0
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      5.0/5.0
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      4.0/5.0
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  • 4.4/5.0 by a Sole Practitioner on 04/02/12 in Estate Planning

    I do not know his legal knowledge. Marc has a very good reputation but I have not personally seen enough of his legal work to rate it. Read more

    I do not know his legal knowledge. Marc has a very good reputation but I have not personally seen enough of his legal work to rate it.

    • Legal Knowledge

      3.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      4.0/5.0
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      5.0/5.0
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  • 4.0/5.0 by a Managing Partner on 03/30/12 in Insurance

    • Legal Knowledge

      4.0/5.0
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      4.0/5.0
    • Judgment

      4.0/5.0
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      4.0/5.0
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  • 4.0/5.0 by a Associate/Assistant General Counsel on 03/30/12 in Insurance

    • Legal Knowledge

      4.0/5.0
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      4.0/5.0
    • Judgment

      3.0/5.0
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      4.0/5.0
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See All 11 Reviews See All 11 Reviews »


*Peer Reviews provided before April 15, 2008 are not displayed.

Client Reviews

  • 5.0/5.0 15 reviews
  • 100% client recommended 15 recommendations
  • Communication

    5.0/5.0
  • Responsiveness

    5.0/5.0
  • Quality of Service

    5.0/5.0
  • Value for Money

    5.0/5.0
  • 5.0/5.0 on 01/22/17

    It has been a distinct pleasure to work with Marc Carlson. At our initial meeting, Marc’s clear explanation of the differences between wills and trusts allowed us... Read more

    It has been a distinct pleasure to work with Marc Carlson. At our initial meeting, Marc’s clear explanation of the differences between wills and trusts allowed us to make the decision that a Revocable Living Trust was the appropriate legal vehicle for our estate planning. With his direction, we were able to construct a trust that will provide for our needs and will allow us to pass our estate on to our children and grandchild without the encumbrance of th

    • Communication

      5.0/5.0
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  • 5.0/5.0 on 08/19/16

    Marc Carlson was very clear and concise in his presentation. He spent a lot of time with us to make sure we understood all the terms and ins and outs of wills and estates... Read more

    Marc Carlson was very clear and concise in his presentation. He spent a lot of time with us to make sure we understood all the terms and ins and outs of wills and estates to help us choose the best option for our situation. He was also very gracious in making the time to work us into his schedule when we were up against a deadline. And all within a reasonable price.

    • Communication

      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 on 01/08/16

    Marc was so helpful in personalizing my Revocable Living Trust. He is extremely knowledgeable, personable, organized and precise in making sure you and your Trustees und... Read more

    Marc was so helpful in personalizing my Revocable Living Trust. He is extremely knowledgeable, personable, organized and precise in making sure you and your Trustees understand every document needed to help "fund" your plan. I am very impressed and would highly recommend Marc to anyone that wants expert advice in setting up your personalized "Will" or "Living Trust'. I give Marc a 5 Star! Carolyn B 1/08/16

    • Communication

      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 on 08/08/15

    Marc put together a living trust for me and was very careful to explain everything about the trust to me as we made the required decisions. The final document is very we... Read more

    Marc put together a living trust for me and was very careful to explain everything about the trust to me as we made the required decisions. The final document is very well crafted and presented in an understandable manner (yes, I read every word of it). Our follow up meeting to correct a couple of birthdates was very easy as well. Marc also crafted a 'life partner' agreement for my partner and me. It was something unique, but he did a good job covering both my interests and hers very careful

    • Communication

      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 on 07/20/15

    Marc Carlson of Carlson Law Office provided a great service for us. Marc prepared a Revocable Living Trust for our family and he did a great job of explaining and outlini... Read more

    Marc Carlson of Carlson Law Office provided a great service for us. Marc prepared a Revocable Living Trust for our family and he did a great job of explaining and outlining the provisions of the trust and how it all worked. He offered many different suggestions as to how to best structure the document and spent a lot of time making sure we understood how it all worked and what our options were. We are very pleased with the final outcome of the trust, how it works and the cost to complete the document was less than we expected. We would recommend Marc to anyone who needs estate planning advice and solutions.{newline}Thanks Marc for a job well done.{newline}Paul and Lynn{newline}July 20, 2015

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  • 5.0/5.0 on 06/22/15

    My husband and I have been contemplating our NEED to set up a Will or Trust for years. After attending a seminar on Living Trusts that was presented by Marc Carlson, we... Read more

    My husband and I have been contemplating our NEED to set up a Will or Trust for years. After attending a seminar on Living Trusts that was presented by Marc Carlson, we knew we NO longer could procrastinate. Not only did we realize how critical it was to have things in order, we knew we found the right person to help us understand and implement a comprehensive Estate Plan. Marc is exceptionally organized to the last detail. He truly cares in what he does by his eagerness to make sure we understood the whole plan. I would also add that he has a presence about him that makes you feel like you have known him for years. Marc is a superior professional. Nataly 2015

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      5.0/5.0
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  • 5.0/5.0 on 05/23/15

    Wonderful Estate Planning Attorney Read more

    Wonderful Estate Planning Attorney

    • Communication

      5.0/5.0
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      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 on 10/19/14

    Estate planning is very complicated, and in my case I knew very little about what was involved. I needed someone to guide me through the process of putting together a pl... Read more

    Estate planning is very complicated, and in my case I knew very little about what was involved. I needed someone to guide me through the process of putting together a plan that suited my needs (to include having a plan that was comprehendible.) Following Mr. Carlson's well-defined process, in just a few effective meetings I had the plan that I was looking for. After it was developed, and as I reviewed it, Mr. Carlson remained very helpful in providing clarification and answers to my questions.

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  • 5.0/5.0 on 08/25/14

    Would definitely recommend Marc Carlson to handle and legal needs! Read more

    Would definitely recommend Marc Carlson to handle and legal needs!

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  • 5.0/5.0 on 07/25/14

    Barbara and I were extremely pleased with our experience working with Marc on our estate plan development. For some time, we have debated whether to establish a trust or... Read more

    Barbara and I were extremely pleased with our experience working with Marc on our estate plan development. For some time, we have debated whether to establish a trust or just update our wills. Marc showed us the advantages of the trust creation, and how many advantages there are to the trust. We could not be more pleased with the quality of service, quality of documentation and the overall value of the product and advice we received. Marc's knowledge of the process made us very comfortable and he took the time to explain in detail our particular options and how each one would benefit our particular situation. His communications to us were easy to understand and he was always responsive to our questions. It is a rare thing in today's world to have a lawyer or any other professional give you all the time required to understand something without making you feel rushed into a decision. Marc certainly always made us comfortable. His knowledge of the estate planning process is superior, and it is obvious after his long experience, he still maintains a desire to learn more and to keep abreast of all current changes in laws and processes affecting his clients.{para}In addition to his knowledge and professionalism, Marc has an easy style that immediately makes you comfortable. He was always courteous and non-intimidating, and made us feel that he truly wanted our plan to be ours, not what he thought it should be. The documentation we received was very comprehensive, and included many "how to" needed to fund and complete the plan.{para}Overall, we would highly recommend Marc to anyone seeking advice and help on estate planning. You won't go wrong if you choose Marc.{para} {para} {para}Regards,

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See All 15 Reviews See All 15 Reviews » Write a Review

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