Marc R Carlson

We found that the law office of Marc Carlson provided very professional service for our specific Estate Planning needs. Marc was a great communicator and very knowledgeable about this complicated legal area (to us). He explained things in a very simple and clear manner. My wife and I highly recomm...end Marc for any legal issues one might have.

Marc is a wonderful attorney who put together our customized estate planning portfolio. He is professional and personable with a warm sense of humor. My husband and I put off our trust/wills for years because we feared the process would be intimidating; yet working through the process with Marc has p...rovided us with a great sense of relief. We are confident we now have a well thought out, comprehensive estate plan for our children. Marc is an extremely knowledgeable “hard to find” attorney with integrity, who genuinely cares about his clients, and is incredibly patient and responsive. While working with us on complex issues, he answered our questions with clear explanations and has a gift for translating our needs into legal language. If you are considering an attorney for estate planning, look no further...we highly recommend Marc!!! Our personalized plan included Living Trusts, Pour-Over Wills, General Durable Power of Attorney, Health Care Power of Attorney, etc., along with LLC’s and operating agreements Our trust book is a well-organized and indexed presentation with all the important documents that will be periodically updated by us for our children. 1/15/2014

We got a referral from our financial advisor to investigate estate planning with Marc Carlson. We had very little knowledge of what a Trust was and what benefits could be derived from one. Marc, very professionally, gave us an introduction to Trusts and what one could do for us. His materials were... extremely organized which aided us immensely in understanding what we needed. Marc put together a comprehensive plan to protect us and our loved ones for a very long time. All the documents are clearly indexed and neatly organized into an impressive binder. Marc even organized a “To-Do” List for us. Marc has promptly returned our calls and answered any questions we had in this process. We are very happy with our new documents and highly recommend Marc as your Estate Planning Attorney too. Susan & Ken, March, 2014.

Marc walked us through the legal complexities, showing us the best way to avoid estate taxes and probate. He helped us refine our goals. The process of organizing our estate became a springboard for some deep family conversations. As we presented our plans to our children, we had the opportunity t...o talk about our values and dreams for them, far beyond the dollars they would eventually inherit. Marc was approachable and knowledgeable. He translated legalese into something that made sense for us. He showed us options and let us choose the best for us. He has continued to be available when questions, etc. have been raised.