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.
English, Filipino, Tagalog
|Award name||Grantor||Date Granted|
|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|
|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|
|Association name||Position name||Duration|
|Exit Planning Institute||Member||2020 - Present|
|ElderCounsel||Member||2019 - Present|
|Toastmaster||Membership Committee||2011 - 2014|
|LinkedIn Publishing||Leadership is The Ability to Attract Talent | 8 Qualities of a Skillful Leader||2017|
|LinkedIn Publishing||The Messy Middle Comes Before Goal Success||2017|
|LinkedIn Publishing||The Chinese Bamboo | 5 Secrets to Massive Personal Growth||2017|
|LinkedIn Publishing||Annual Gifts Are Nice But… 14 Key Differences Between Annual Gifts and Major Gifts?||2017|
|LinkedIn Publishing||The Fatal Major Gift Strategy Flaw: Avoiding the Funding Death Spiral||2017|
|San Diego State University||MBA - Master of Business Administration||2005|
|California Western School of Law||JD - Juris Doctor||2005|
|Brigham Young University||BA - Bachelor of Arts||2001|
|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|
|Values-Based Estate Plan||Happy Family|
Posted by Bill
March 27, 2020
Posted by Joseph
March 17, 2020
Cash, Check, Credit Card