Marc R Carlson

Marc systematically walked me through every step of the process. He took the time to make sure I understood the pros and cons for every decision I made. He clearly laid out my options and made recommendations. He delivered an outstanding and complete binder that include all the addition material/docu...ments that you need to move your assets into the trust. Marc is truly customer service focused, provides complete and high-quality work and in my opinion, is one of the best, if not the best in Estate attorney.Marc is exceptionally organized to the last detail. He is easy to talk to, personable, people-oriented, and easily accessible. He is an extremely knowledgeable attorney with integrity, who genuinely cares about you.I have a friend who worked with a different attorney, and after hearing from me all the things that Marc does for you is having him review what their attorney did for them.

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.

My husband and I procrastinated when it came to “getting our affairs in order”. We were both in perfect health, according to recent medical exams, and we didn’t feel any sense of urgency for estate planning. But, as is often the case, unfortunately, the unexpected happened and we were caught unprepa...red. My husband had a massive stroke, which almost took his life and resulted in many months of hospitalization and long-term care. He was left permanently disabled, requiring 24/7 care. Our lives were turned upside down, and everything was further complicated by the fact that we did not have a revocable living trust, including power of attorney documents, in place that would allow me to make medical and financial decisions for my husband. That is why we recently turned to Marc Carlson for legal advice. Marc has provided invaluable counsel and expertise in helping us with our estate planning. He has proven to be not only knowledgeable, professional, well organized and efficient, but also honest, caring and compassionate. It has given us peace of mind to know that we now have everything in order. I would encourage everyone, regardless of age or circumstances, to plan for the future now. I highly recommend Marc Carlson as a competent and experienced attorney who can provide the legal advice necessary to help you make informed decisions in planning for your future.

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

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