Wealth Care Lawyer - Dr. Klaus Gottlieb

Raymond Greer 

on Google

2 weeks ago

"I’m incredibly grateful to attorney Gottlieb for the care and professionalism they brought to a very sensitive situation. I was helping a dear 94-year-old friend navigate some complex updates to her will and trust, and attorney Gottlieb (he goes by Klaus) was exactly who we needed. He made a tricky process feel manageable, always respectful, thoughtful, and clear — even when family dynamics added an extra layer of difficulty. His ability to combine legal expertise with genuine empathy made all the difference. I’d wholeheart... read more

Bill Simonson 

on Google

a month ago

Met with Klaus for a review of our Family Trust. He identified that our Trust was structured as an AB trust which could have resulted in negative tax consequences for our beneficiaries. Fortunately he was able to correct that and simplify our Estate Plan. 

Kathy Walker 

on Google

3 months ago

Before I had my will and trust updated by Mr. Gottlieb, I thought what I had was fine and had me covered. After working with Mr. Gottlieb I find they were totally inadequate and I'm just glad I'm still here to have the documents prepared correctly. He is very thorough and explains all the details in a manner that is easily understood without using any "lawyerly" or pretentious language. Every question I asked was answered and I never had the feeling that any question was too small or beneath him to answer. He never pushed if... read more

Mimi Kimball 

on Google

3 months ago

I highly recommend Mr Klaus Gottlieb, Esq. as a Trust Attorney.