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Marc R Carlson

About me

You deserve to receive the estate plan you want and to understand the plan you choose. My goal and mission is to help you understand your options and choices so that you can create an effective estate plan concerning what happens to you and your family if you become incapacitated or pass away. You can choose now to design and implement the best plan to achieve your vision, help your family, reduce or eliminate your concerns, and give yourself the peace of mind you are seeking.


 


I have been an attorney for 42 years after my service as a high school teacher and coach. As a teacher, I learned the importance of being an effective and understandable communicator, an active listener, and a compassionate advisor and counselor.


 


My practice has included wills, trusts and estate planning for 19 years. I continue to practice law solely in the estate planning arena because I enjoy helping people with the important areas of lifetime disability planning and estate planning (wills and trusts).


 


 


7 Benefits for You:


 


1.    Receive advice and counseling in a friendly and professional manner;


 


 


2.    Learn what you need to know about wills and trusts and what happens to your family if you're incapacitated or when you pass away;


 


 


3.    Learn about a planning process to help you identify your important goals and the legacy you most want to leave behind;


 


 


4.    Receive intelligent, strategic, creative and practical options and choices to empower you to make informed decisions about leaving your legacy;


 


 


5.    Design a customized and comprehensive estate plan with solutions to meet the needs of you and your family;


 


 


6.    Implement the best plan to achieve your goals; and


 


 


7.    Reduce your concerns and help give yourself the peace of mind you're seeking by completing your planning for the future.


 


Together we will focus on your goals, circumstances and needs. I promise to be friendly and pleasant to work with in an informal and comfortable atmosphere, listen well, communicate in an understandable way, use state-of-the art legal strategies, and help empower you to create the best estate plan to meet the needs of you and your family.


 


My wonderful wife, Donna, and I have been married for 44 years. We have a great son and daughter, four precious grandchildren, and two super Shelties. We have lived in Longmont, Colorado since 1972.


 


My hobbies and activities include spending time with family, golf, reading, movies, travel, the theater, and teaching adult Sunday School classes at church.


 


I am a contributing author for the new book called, "Bloopers Episodes in Estate Planning and Elder Law: Lessons from Prime Time TV" (Colorado Edition(January 2015). In order to keep current in the practice of estate planning law, I'm a member of WealthCounsel, a national group of estate planning attorneys. I am honored to have achieved an "AV Preeminent" peer review rating from Martindale-Hubbell, which is the "highest possible legal rating in both legal ability and ethical standards." I was listed in the "2014 and 2015 Denver Top Lawyers" in The Denver Post. AVVO.com rates me a "Superb" 10 out of 10.


Please call me for a no charge, no obligation education and consultation meeting at 303-775-1112.  My website is www.carlsonlawoffice.org.  You may send me an email at marc@carlsonlawoffice.org.


 


 

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Practice areas

Licensed

  1. Trusts: 40%
    21 years
  2. Estate Planning: 35%
    21 years
  3. Wills: 22%
    21 years
  4. Probate: 2%
    11 years
  5. Guardianship: 1%
    5 years

Payment

Fees:

Fixed (always), Free consultation (60 minutes)

Payment types:

Check

Attorney endorsements

4 total 

Are you an attorney? Endorse this lawyer

  • David M. Rich

    I worked with Marc on a case in which we each were representing a trust, negotiating a real estate agreement between the trusts. Marc was diligent and professional to work with and I was impressed with his thoughtfulness and attention to detail in drafting the agreement. I would readily recommend Marc to anyone seeking estate planning assistance in the Longmont area.

    More 

    David Rich Divorce & Separation Attorney
    Relationship: Opposing Counsel on matter

  • John Carlson Flanders

    I endorse this lawyer. He is ethical, professional, and easy to work with.

    More 

    John Flanders Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact info

Carlson Law Office, LLC

81 Baylor Drive
Longmont, CO, 80503

Resume

License
StateStatusAcquiredUpdated
COActive197301/07/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
AV Preeminent RatingMartindale-Hubbell2015
AV Peer Review RatingMartindale-Hubbell2014
AV Peer Review RatingMartindale-Hubbell2013
AV Peer Review RatingMartindale-Hubbell2012
BV RatedMartindale-Hubbell2011
BV RatedMartindale-Hubbell2010
BV RatedMartindale-Hubbell2009
BV RatedMartindale-Hubbell2008
BV RatedMartindale-Hubbell2007
BV RatedMartindale-Hubbell2006
BV RatedMartindale-Hubbell2005
BV RatedMartindale-Hubbell2004
BV RatedMartindale-Hubbell2003
BV RatedMartindale-Hubbell2002
BV RatedMartindale-Hubbell2001
BV RatedMartindale-Hubbell2000
BV RatedMartindale-Hubbell1999
BV RatedMartindale-Hubbell1998
Special Merit AwardState Farm Mutual Automobile Ins. Co.1992
Work experience
TitleCompany nameDuration
AttorneyCarlson Law Office, LLC2013 - Present
Of CounselHopp & Associates, P.C.2005 - 2012
Claim AttorneyState Farm Mutual Auto Insurance1990 - 2005
AttorneyHopp, Carlson & Beckmann, PC1985 - 1990
AttorneyGrant, McCarren & Bernard1978 - 1985
AttorneyAtler, Zall & Haligman1975 - 1978
Deputy District AttorneyDenver County District Attorney's Office1973 - 1975
Associations
Association namePosition nameDuration
WealthCounselMember2013 - Present
Advisors ForumMember2013 - Present
Colorado Bar AssociationMember2011 - Present
Colorado Defense Lawyers AssociationLegislative Liasion2003 - 2005
Publications
Publication nameTitleDate
Boulder County Attorneys Profiles and Reference BookBenefits of a Revocable Living Trust2009
Education
School nameMajorDegreeGraduated
University of Colorado School of LawLawJD - Juris Doctor1973
University of KansasSecondary EducationBachelor of Science - With Distinction1968
Speaking engagements
Conference nameTitleDate
LifeBridge Christian ChurchWhat You Should Know about Wills & Trusts2014
SVVCU Education ProgramsWhat You Should Know about Wills and Trusts2011
Dangerous Man DaysWills and Trusts2011
The Vibrance ConferenceComparison of Wills and Trusts2010
Colorado Defense Lawyers AssociationUninsured Motorist Coverage2004