Marc R Carlson

Marc R Carlson

5.0
Rating: 10.0

Licensed for 52 years

Estate planning Lawyer at Castle Rock, CO
Practice Areas: Estate Planning, Trusts, Wills & Living Wills

973 Melting Snow Way, Castle Rock, CO

About Marc

Biography

Practice Areas

3

Practice Areas

Estate Planning 40%

Wills, Revocable Living Trusts, and all related ancillary documents, such as powers of attorney, living wills, etc.

33 years

40%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Colorado for 52 years

State: Colorado

Acquired: 1973

Active

No misconduct found

Location

Estate Planning Lawyers Colorado, LLC

973 Melting Snow Way, Castle Rock, CO, 80109

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Marc R Carlson's Reviews

Avvo Review Score

5.0 /5.0

49 Client Reviews

Filter Avvo Reviews (49) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 11 - 15 of 28 reviews | Communication Style

Posted by Marc | January 02, 2018 | Hired Attorney | Estate Planning

Superb Estate Planning Attorney

My wife and I had Marc prepare a trust for us. I am a lawyer myself and spent fifteen years as a judicial officer. However I do not have estate planning experience. I did not know Marc before meeting him as I am relatively new to Colorado. I can say without any reservation Marc is one of the best la...wyers I have encountered in my many years of working with attorneys. He is obviously an expert in his field. He is highly organized and produces a product that not only is understandable, but he reviews step by step everything in the binder that you receive. He is very patient and answers all questions in an understandable way. You walk out of the office with your documents in the binder, and also with a written checklist of things to do. His fees are extremely reasonable considering all the hours he spends with you plus the documents you receive. Without any hesitation whatsoever, I would recommend Marc for any estate planning.

Posted by anonymous | October 15, 2017 | Hired Attorney | Estate Planning

Great Teacher, Organized Professional

REVIEW: After already spending money on a will that we found out was not completely protecting our assets from probate or in case of mental incapacity, we were so impressed with the way Marc not only took care of all our estate planning needs, but taught us what we needed to know about the best es...tate plan for us and our children. Working through this whole process has given us great peace of mind that our estate is safe and our children will not be burdened with undo legal & professional issues or expense. Thank you, Marc, for your genuine caring, concern, and time to understand our situation and teach us what we needed to know.

Posted by Maureen | March 22, 2017 | Hired Attorney | Estate Planning

Excellent Experience from Beginning to End

Mr. Carlson is located about 45 minutes from our home, but my husband and I decided to hire him, rather than a local attorney, after reading his reviews on AVVO and meeting him in person. Mr. Carlson clearly explains the differences between wills and trusts, and, after we made our decisions, docu...ments were prepared within one week for our signatures. He establishes follow up meetings, if desired, and he provides timely responses to our questions. We found his fees quite reasonable. We now have legal documents which will protect our interests and wishes in the event of incapacity, last illness, or death. While these are never easy subjects to consider or discuss, Mr. Carlson made the process as comfortable as it could possibly be. Mr. Carlson presents these materials in a large binder which clearly annotates the documents needed for various events. The binder also contains numerous, helpful, articles and summaries for us as well as our successor trustee. I'm sure the ease of finding necessary information during future stressful times will help us (and our successor) immeasurably. We highly recommend Mr. Carlson.

Posted by jim | March 16, 2017 | Hired Attorney | Estate Planning

Revocable living trust

We contacted and contracted with Marc to do a revocable living trust. He was very easy to work with, educated us through the entire process, and was very patient in explaining each and every nuance with which we were unfamiliar ( there were many). I would highly recommend Marc as a total profession...al-- one who will do the best work for you and at a reasonable price.

Posted by Virginia | March 06, 2017 | Hired Attorney | Estate Planning

Taking the worry out of life, by properly planning for when you are gone.

Working with Marc Carlson was such a pleasure. Legal matters are often very complicated, but he made the process much easier to understand. There were several options available to accommodate my estate planning needs, and Marc outlined each one allowing me to choose the strategy best for me. His know...ledge and experience reaffirmed I chose the correct person to oversee and guide me through such an important step in my life. I felt he took a personal interest in making sure my future medical and financial needs were set up according to my wishes. His manner was always courteous and very approachable, and he encouraged questions which were answered in detail. I feel he truly cares about his clients, and I appreciated his kindness and patience.

See All Client Reviews

Marc R Carlson's Lawyer Endorsements

Endorse Marc
Scott Lindsay Oliver headshot
Scott Oliver

Estate planning lawyer | Feb 06

Relationship: Fellow lawyer in community

"Marc is very knowledgeable in the area of Estate Planning. Marc goes the "extra mile" to educate his clients, including funding of trusts. Marc is personable, easy to work with, and very competent. I highly recommend Marc."

David M. Rich headshot
David Rich

Trusts lawyer | Oct 22

Relationship: Opposing Counsel on matter

"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."

John Carlson Flanders headshot
John Flanders

Estate planning lawyer | Oct 17

Relationship: Fellow lawyer in community

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

Todd Stoneman headshot
Todd Stoneman

Estate planning lawyer | Aug 15

Relationship: Fellow lawyer in community

"Marc is an experienced, solid attorney. He is someone I turn to when I have ideas to bounce off a colleague."

Martha James Hartney headshot
Martha Hartney

Estate planning lawyer | Aug 15

Relationship: Fellow lawyer in community

"Marc is a wonderful attorney--thorough, caring, attentive, and deeply committed to his work and his purpose. I have and will continue to refer to him knowing he will take excellent care of anyone I refer!"

View All Endorsements
Kristine Dale Evers Stinson headshot
Kristine Stinson

Estate planning lawyer

Matthew Thomas McClintock headshot
Matthew McClintock

Estate planning lawyer

Scott Lindsay Oliver headshot
Scott Oliver

Business lawyer

David M. Rich headshot
David Rich

Probate lawyer

John Carlson Flanders headshot
John Flanders

Estate planning lawyer

Craig William Cain headshot
Craig Cain

Estate planning lawyer

Todd Stoneman headshot
Todd Stoneman

Chapter 11 bankruptcy lawyer

Martha James Hartney headshot
Martha Hartney

Estate planning lawyer

Experience

Rating:  10.0 (Superb)

Honors

2018

Client Champion Platinum, Martindale-Hubbell

2018

AV Preeminent Rated, Martindale-Hubbell

2018

AV Preeminent Rated, Martindale-Hubbell

2017

AV Peer Review Rating, Martindale-Hubbell

2017

Albert Nelson Marquis Lifetime Achievement Award, Marquis Who's Who in American Law

2016

AV Preeminent Rated, Martindale-Hubbell

2015

AV Preeminent Rating, Martindale-Hubbell

2014

AV Peer Review Rating, Martindale-Hubbell

2013

AV Peer Review Rating, Martindale-Hubbell

2012

AV Peer Review Rating, Martindale-Hubbell

2011

BV Rated, Martindale-Hubbell

2010

BV Rated, Martindale-Hubbell

2009

BV Rated, Martindale-Hubbell

2008

BV Rated, Martindale-Hubbell

2007

BV Rated, Martindale-Hubbell

2006

BV Rated, Martindale-Hubbell

2005

BV Rated, Martindale-Hubbell

2004

BV Rated, Martindale-Hubbell

2003

BV Rated, Martindale-Hubbell

2002

BV Rated, Martindale-Hubbell

2001

BV Rated, Martindale-Hubbell

2000

BV Rated, Martindale-Hubbell

1999

BV Rated, Martindale-Hubbell

1998

BV Rated, Martindale-Hubbell

1992

Special Merit Award, State Farm Mutual Automobile Ins. Co.

Work Experience

2013 - Present

Attorney, Carlson Law Office, LLC

2005 - 2012

Of Counsel, Hopp & Associates, P.C.

1990 - 2005

Claim Attorney, State Farm Mutual Auto Insurance

1985 - 1990

Attorney, Hopp, Carlson & Beckmann, PC

1978 - 1985

Attorney, Grant, McCarren & Bernard

1975 - 1978

Attorney, Atler, Zall & Haligman

1973 - 1975

Deputy District Attorney, Denver County District Attorney's Office

Associations

2016 - Present

American Law Society

Member

2016 - Present

Lawyers with Distinction

Member

2013 - Present

WealthCounsel

Member

2013 - Present

Advisors Forum

Member

Education

1973

University of Colorado School of Law

JD - Juris Doctor

1968

University of Kansas

Bachelor of Science - With Distinction

Speaking Engagements

2017

Oliver Financial Group Seminars

Pros and Cons of Wills and Trusts

2016

Changing Times

Pros & Cons of Wills and Trusts

2014

LifeBridge Christian Church

What You Should Know about Wills & Trusts

2011

SVVCU Education Programs

What You Should Know about Wills and Trusts

2011

Dangerous Man Days

Wills and Trusts

2010

The Vibrance Conference

Comparison of Wills and Trusts

Publications

2015

Olive Grove Press, LLC Blooper Episodes in Estate Planning and Elder Law-Lessons from Prime Time TV

2009

Boulder County Attorneys Profiles and Reference Book Benefits of a Revocable Living Trust

Languages

English

Activity

Avvo Rating

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