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Jake Anthony Carlson

Business Attorney at Gilbert, AZ

5.0   2 reviews

also known as Jake A. Carlson MBA/JD

  • Licensed for 18 years
    State AZ
    Acquired 2006
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jake

Learn Jake’s areas of practice.

5
Practice areas
  1. Business
    30%
    Strategic Business Growth and Succession Planning Certified Exit Planning Advisor Grow or Sell Value Acceleration

  2. Estate planning
    25%
    Family Protection Report. Family Legacy Plan- sharing your values and valuables with the next generation. Tax strategy documents. Guardianship for children. Business succession, retirement, and funeral planning.

  3. Probate
    25%
    Representing your interest in estate administration. Assisting a Trustee or Administrator in their fiduciary duties with the probate court. Counseling family members to determine their rights.

  4. Elder law
    10%
    Creation of a Family Protection Report or Family Legacy Plan. Counseling clients and their family on proactive aging strategies. Preparation and filing of Medicaid or VA applications. Helping you understand Long Term Care insurance and options

  5. Wills and living wills
    4%
    A will is a document that provides for the orderly disposition of your assets after you pass. Everyone with minor children needs a will, it is the only way to appoint a care provider.

  6. Power of attorney
    3%
    A Durable Power of Attorney allows you to appoint someone you trust to make financial decisions in the event that you are unable to for yourself. We also do Medical or Healthcare Powers of Attorney

  7. Trusts
    3%
    Living trusts have become increasingly popular substitutes for wills because of the advantage of avoiding probate. A Living Trust is simply a trust that you create during your lifetime and operates as an instrument to distribute your estate.

Jake Carlson is an attorney, recognized business leader, inspiring presenter, and popular podcast host. He is personable and connects immediately with others. A natural storyteller, he loves listening to your story and exploring what matters most to you.

Jake earned his law degree (JD) from California Western School of Law concurrently with a business degree (MBA) from San Diego State University. He attended law school on a Creative Problem-Solving Scholarship and was awarded the 2005 Outstanding Case Award for best MBA consulting project. He is a licensed member of the State Bar of Arizona.

Jake's career began in the nonprofit sector as Associate Regional Director, and then National Major Gifts Counsel, an in-house tax counsel position, with the Boy Scouts of America National Foundation. It was in these positions he was first introduced to the idea of leaving not just your valuables but your values to the people you love most. Working with hundreds of families on tax estate strategies, he developed the Values-Based Estate Planning strategy used by LifePlan Legal today.

Later, Jake joined the Silicon Valley Monterey Bay Council as Director of Development and later Chief Operating Officer (COO), overseeing development efforts in the four counties of Santa Clara, Monterey, Santa Cruz and San Benito and leading a team of 18 Field Directors and District Executives earning the Journey to Excellence Award in 2015.

Jake has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy. He is the author of over 100 leadership articles on topics of influence, legacy, family vision, and the Values-Based Estate Planning process. He has had the privilege of interviewing hundreds of recognized executives and, since 2014, hosted the Family Before Fortune and The Modern Leadership podcasts.

Jake is a self-proclaimed "adventure junkie" and loves to try out new and exciting things. He has scaled volcanoes in the Philippines, backpacked through 11 National Parks, rock climbed on two continents and scuba dove with sharks. With his family, he spent time living in 12 countries from Bagan, Myanmar to Paris, France, overcoming robbery, redeye flights and Haggis while learning to love the rich cultures of the world.

Jake and his wife have 3 kids (two daughters and a son) and live in Gilbert, AZ. They all love travel and spending time creating family traditions.

Photos and videos

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Location

LifePlan Legal AZ
1425 S. Higley Road #106
Gilbert, AZ, 85296

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Reviews

5.0 / 5.0
  2 customer reviews
5 Star
 
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4 Star
 
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Posted by Bill | March 27, 2020
This review is from a person who hired this attorney.
| Hired Attorney
He has a great trust/will/etc package
Listens well, has a nice attractive trust/will/etc package, seems to be very thorough & comprehensive. I highly recommend. I've seen these "spiels" before, but this one was impressive enough to make me a customer... a very happy customer!
Response from Jake Carlson March 31, 2020
Thank you Bill. Absolute pleasure working with you and your wife
Posted by Joseph | March 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Values Based Estate Planning
Jake Carlson and his team at Lifeplan Legal are exceptional. They were able to take us from the initial consult all the way through the hiring process and completed an estate plan that my wife and I are extremely happy with. Jake is a true professional. He was always available to answer and review questions, simplify many legal terms and procedures and help us understand the differences between various powers of attorney. My wife and I were very impressed with his depth of knowledge and his genuine care and concern for his clients. The concept of create an estate plan based on values is also another clever and meaningful approach that really resonated with us. Jake and his team at LifePlan Legal aside from being highly professional and approachable, are also friendly and thorough. We believe that we acquired a wonderful value and give Jake and his team the highest recommendation to anyone looking for a meaningful approach to estate planning. We have great peace of mind knowing that we have secured our assists and our future through using Jake and his team. Thank you again! Still Very Satisfied, Joseph and Jordan Lawless
Read less
Response from Jake Carlson March 18, 2020
Thank you Joseph. You and your amazing family were so great.

Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.4 (Excellent)

Work Experience

  • Principal, Owner
  • LifePlan Legal AZ, PLLC
  • 2019 - Present
  • Director of Member Progress
  • How to Manage a Small Law Firm
  • 2017 - 2019
  • COO
  • Boy Scouts Of America
  • 2010 - 2016
  • National Major Gifts Counsel
  • Boy Scouts Of America
  • 2005 - 2010
View all work experience

Education

  • California Western School of Law
  • JD - Juris Doctor
  • 2005
  • San Diego State University
  • MBA - Master of Business Administration
  • 2005
  • Brigham Young University
  • BA - Bachelor of Arts
  • 2001

Sample of Legal Cases

  • Values-Based Estate Plan
  • Happy Family

Associations

  • Exit Planning Institute
  • Member
  • 2020 - Present
  • ElderCounsel
  • Member
  • 2019 - Present
  • Toastmaster
  • Membership Committee
  • 2011 - 2014

Languages Spoken

  • English
  • Filipino
  • Tagalog

Honors and Awards

  • 2020 Top Estate Planning Attorney
  • Arizona Magazine Top Attorneys - Estate Planning
  • 2020
  • Certified Exit Planning Advisor (CEPA
  • Exit Planning Institute
  • 2020
  • National Speakers Bureau
  • Boy Scouts of America
  • 2007
  • Top 40 Under 40 Lawyers
  • Phoenix Business Journal
  • 2007
  • Outstanding Case Award - MBA Thesis Project
  • San Diego State University
  • 2005
  • Creative Problem-Solving Scholarship
  • California Western School of Law
  • 2002
View all awards

Speaking Engagements

  • Live Quarterly Meeting July 2019
  • The Law of Cause and Effect
  • 2019
  • Live Quarterly Meeting January 2019
  • Success is 80/20: Mindset & Mechanics
  • 2019
  • Live Quarterly Meeting April 2019
  • Lateral Thinking
  • 2019
  • Live Quarterly Meeting October 2018
  • Success is a progressive realization
  • 2018
  • Live Quarterly Meeting July 2018
  • Discovery Day - The Monk and The Riddle
  • 2018
  • B7 Upgrade Diagnostic
  • 6 things that only a law firm leader can (and must do)
  • 2018
  • University of Scouting
  • When Tradition Meets Tomorrow
  • 2015
  • SVMBC Board of Directors Retreat
  • Philanthrocapitalism: Philanthropy + Capitalism
  • 2015
  • Phoenix Art Tour CLE
  • When Tradition Meets Tomorrow Art Tour
  • 2009
  • Estate Planning CLE Luncheon
  • Tax Implications of Using Charitable Remainder/Lead Trusts
  • 2009
  • CLE Attorney Luncheon
  • Tax Implications of Using Charitable Remainder/Lead Trusts
  • 2007
  • Sequoia Council Board Meeting
  • Wills, Trusts & Estate Preservation
  • 2006
View all speaking engagements

Attorney endorsements

Received (13)
Given (14)
Endorse Jake
Estate planning Attorney | May 31
Relationship: Worked together on matter
"I endorse this lawyer. Jake is easy to talk to, listens well and great at in the box AND outside the box thinking. He cares about people and you will be more than a client in his hands. He will also see you as a person."
Estate planning Attorney | Mar 23
Relationship: Worked together on matter
"I have worked with Jake in the past, and I can without a doubt confirm that he is 100% client-focused. You will be very happy about how you are treated."
Probate Attorney | Mar 17
Relationship: Worked together on matter
"I have worked with Jake for more than a year and am impressed by his capabilities, caring, and follow-up. I would have no concerns referring a matter to him knowing that he will provide exceptional service to the client."
Elder law Attorney | Mar 16
Relationship: Fellow lawyer in community
"I endorse attorney Carlson. He is very passionate about the practice of law."
Elder law Attorney | Mar 16
Relationship: Friend
"Jake is a kind, hard working lawyer who is interested in helping others. He puts his best effort into all matters."
Estate planning Attorney | Mar 15
Relationship: Worked together on matter
"Jake is great to work with - very knowledgeable, practical and upbeat. I heartily recommend him!"
Estate planning Attorney | Mar 15
Relationship: Co-worker
"Jake is unique for his combination of intelligence, honesty and energy. He is a natural advocate and demonstrates amazing dedication to his work and the people who come to him for advice."
Estate planning Attorney | Mar 14
Relationship: Fellow lawyer in community
"I endorse this lawyer. Very talented and passionate in providing the best legal representation possible."
Unknown Attorney | Mar 14
Relationship: Other
"Jake helped me manage my law firm when he worked for How to Manage a Small Law Firm. He is a good listener and gave me sound advice on the law firm management issues I was facing. I trust he will use those skills to manage his own firm and effectively serve his clients."
Unknown Attorney | Mar 11
Relationship: Worked together on matter
"I worked with Jake for a few months. He is not only a great advocate, but an amazing mentor."
Elder law Attorney | Mar 04
Relationship: Worked together on matter
"Jake has been Great at helping in matters where the families need to protect themselves and their assets quickly. Would work with again and refer families to him."
Unknown Attorney | Feb 27
Relationship: Fellow lawyer in community
"I endorse this lawyer. Jake is a great attorney and would highly recommend."
Elder law Attorney | Jul 12
Relationship: Worked together on matter
"I endorse this lawyer."
View more endorsements
Divorce and separation
Landlord or tenant
Estate planning
Consumer protection
Criminal defense
Personal injury
Employment and labor
Estate planning

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Gilbert Business Lawyer Jake Anthony Carlson
Jake Anthony Carlson
Business Attorney
Gilbert, AZ
Licensed for 18 years
Free Consultation