Marc Carlson

Marc Carlson: Attorney with Carlson Law Office, LLC
  • Estate Planning Attorney at Carlson Law Office, LLC (1 Attorneys)
  • 1729 Terry Street, Suite 300, Longmont, CO 80501
    View Marc Carlson's office location
  • Will and Trust Plans
  • Peer Reviews
    4.6/5.0 (11)
    Client Reviews
    100% Recommended (16)
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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, CO 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.
Payment Information:
  • Fixed Fees Available
  • Peer Reviews

    • 4.6/5.0 (11)
    • 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
    • Marc Carlson

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

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        5.0/5.0
      • Communication

        5.0/5.0
      • Legal Experience

        5.0/5.0
      Read less
    • Marc Carlson

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

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        5.0/5.0
      • Communication

        5.0/5.0
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        5.0/5.0
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    • Marc Carlson

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

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        5.0/5.0
      • Communication

        5.0/5.0
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        5.0/5.0
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    • Marc Carlson

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

      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
      • Communication

        5.0/5.0
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        5.0/5.0
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    • Marc Carlson

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

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        5.0/5.0
      • Communication

        5.0/5.0
      • Legal Experience

        5.0/5.0
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    • Marc Carlson

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

      • Legal Knowledge

        4.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        5.0/5.0
      • Communication

        5.0/5.0
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        5.0/5.0
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    • Marc Carlson

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

      • Legal Knowledge

        5.0/5.0
      • Analytical Capability

        5.0/5.0
      • Judgment

        4.0/5.0
      • Communication

        4.0/5.0
      • Legal Experience

        5.0/5.0
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    • Marc Carlson

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

      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
      • Communication

        5.0/5.0
      • Legal Experience

        5.0/5.0
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    • Marc Carlson

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

      • Legal Knowledge

        4.0/5.0
      • Analytical Capability

        4.0/5.0
      • Judgment

        4.0/5.0
      • Communication

        4.0/5.0
      • Legal Experience

        4.0/5.0
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    • Marc Carlson

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

      • Legal Knowledge

        4.0/5.0
      • Analytical Capability

        4.0/5.0
      • Judgment

        3.0/5.0
      • Communication

        4.0/5.0
      • Legal Experience

        5.0/5.0
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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 (16)
    • 100% (16)
    • Platinum Client Champion
    • Communication

      5.0/5.0
    • Responsiveness

      5.0/5.0
    • Quality of Service

      5.0/5.0
    • Value for Money

      5.0/5.0
    • Marc Carlson

      5.0/5.0 on 08/21/17 on 08/21/17

      Marc is a very competent, friendly and caring attorney. He made us feel comfortable and at ease from the first consultation and made sure we understood the final plan for...

      Read more

      Marc is a very competent, friendly and caring attorney. He made us feel comfortable and at ease from the first consultation and made sure we understood the final plan for our estate. Working through the process with him has provided us with peace of mind. He did a wonderful job of explaining how our trust will work. The final trust binder is well organized and will be easy for us to find all the information we might need in the future. We would highly recommend his services.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 01/22/17 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
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 08/19/16 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
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 01/08/16 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...

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      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
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 08/08/15 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
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 07/20/15 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

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 06/22/15 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

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 05/23/15 on 05/23/15

      Wonderful Estate Planning Attorney

      Read more

      Wonderful Estate Planning Attorney

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
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        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 10/19/14 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.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    • Marc Carlson

      5.0/5.0 on 08/25/14 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!

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
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    See All 16 Reviews See All 16 Reviews »

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