Marc R Carlson

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 wer...e able to construct a trust that will provide for our needs as we age or become incapacitated and that will allow us to pass our estate on to our children and grandchild without the encumbrance of the courts or probate. Because of Marc’s professional attitude and extreme organization, we would recommend him without reservation to others seeking legal advice regarding estate planning.

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 wh...en we were up against a deadline. And all within a reasonable price.

We initially went to Marc to bring our Trust (originally written in Virginia) into alignment with Colorado law. This was done without difficulty, but in the process he had several recommendation to essentially tighten up the trust. Based on the product we now have, he clearly put considerable effor...t into developing it and then spent another 3-4 hours explaining what he had done , why he had done it, and what WE now need to do. Both my wife and I found this "skull session" extremely useful. For his hard work, he has our highest recommendation.

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

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 r...ight 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 understand 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