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 26 - 30 of 49 reviews

Posted by Thomas and Christine | January 20, 2017 | Hired Attorney | Estate Planning

Well planned or organized Trust Documents

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.

Posted by Neal | January 19, 2017 | Hired Attorney | Estate Planning

Preparation of revocable trust

We went to Marc to update our wills and revocable living trust. Marc was very knowledgeable of wills, trusts and general estate planning. He was very professional and provided well organized documentation. He was also very helpful in providing funding instructions and supporting documents for the ...trust. Marc was personable and easy to work with.

Posted by Katherine | August 19, 2016 | Hired Attorney | Estate Planning

Great 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.

Posted by Captain Bill | July 01, 2016 | Hired Attorney | Trusts

Trusted Attorney

My wife and I were fortunate to be clients of Marc Carlson, a will and trust attorney. We were years out of date on our wills . Marc set us up with a dynasty trust that truly gives us peace of mind and a solid plan for the future. Marc and his staff are very well versed in all aspects of wills and ...trusts and were ready to answer all our questions. We highly recommend Marc and look foreword to working with him in the future.

Posted by Brian L. | April 24, 2016 | Hired Attorney | Estate Planning

Long Dynasty Trust

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.

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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