David Leslie Crockett

David Leslie Crockett

5.0
Rating: 9.8

Licensed for 55 years

Trusts Lawyer at Newport Beach, CA
Practice Areas: Trusts, Estate Planning, Tax ... +2 more

901 Dove Street, Suite 120, Newport Beach, CA

About David

Biography

Practice Areas

5

Practice Areas

Trusts 30%

Estate and trust administration is the processing of the assets and debts of a loved one after his or her death. It can be complex and difficult for those untrained in the law and procedures required. If not done properly, you could face personal liability. Crockett Law Corporation provides assistance for those administrators and trustees who must administer an estate, a probate or a trust and assist clients with a range of trust and probate litigation issues should conflict arise.

32 years

30%
Estate Planning 20%

David Crockett's experience as a certified public accountant enables us to provide a higher level of estate planning services to our clients. We have the knowledge and resources that allow our clients to delve into deeper, more complex levels of estate planning. At Crockett Law Corporation, we focus on tax planning strategies in conjunction with our comprehensive estate planning services that include: Wills, Trusts, Healthcare Directives & Powers of Attorney, Asset Protection and Real Estate.

32 years

20%
Real Estate 20%

From our office in Newport Beach, California, Crockett Law Corporation provides a full range of real estate services to clients throughout California. We provide effective legal advice and solutions for real estate matters, including purchase and sales, financing, leasing, litigation and business asset protection.David Crockett brings more than 30 years of practice experience to clients. In addition, he is a certified public accountant and a licensed real estate broker.

47 years

20%
Tax 20%

Taxes are inevitable and affect nearly every legal situation. Working with an attorney who has a detailed understanding of tax law and consequences over a range of practice areas is invaluable and highly sought after. At Crockett Law Corporation, founder David Crockett provides highly effective counsel regarding all legal matters involving all types of taxes — sales, income, property and estate. We provide tax advice in the context of estate planning, asset protection, estate, trust and probate.

37 years

20%
Business 10%

We have in-depth understanding of estate planning, tax implications, business law and real estate, as well as the intersection of these areas. Protecting your business is important to you, and at Crockett Law Corporation we make it our priority to advise clients on issues such as succession planning, business valuation, choosing the right tools for transferring assets, and minimizing tax consequences and maximizing benefits.

37 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 55 years

State: California

Acquired: 1970

Active

No misconduct found

Location

Crockett Law Corporation

901 Dove Street, Suite 120, Newport Beach, CA, 92660

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David Leslie Crockett's Reviews

Avvo Review Score

5.0 /5.0

26 Client Reviews

5 star (26)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by rebecca and terry | August 11, 2023 | Hired Attorney

This review is from a person who hired this attorney.

Professional, Positive, Efficient

"We highly recommend that you speak with David L. Crockett before choosing an attorney for any estate or other legal matter. The trust property we had to deal with had not been maintained and had fallen into severe disrepair. Everything from plumbing to electricity to the building exterior and plant... overgrowth was on the list. We worked long hours trying to sort and clear years of clutter and accumulation, make repairs, keep up taxes utilities etc. We kept the records we thought were needed and useful in developing a plan for progress. “Time went fast, and progress went slow.” Our struggles dealing with the trust were steadily moving beyond our abilities to resolve; we realized that we definitely needed help. Also we ourselves, as time passed, were contributing to our need for resolution. It was daunting that we would have to have help from a CPA, a licensed Real Estate Broker/Lawyer and someone who had the ability to communicate direction and legal advice specific to our situation. Multiple years of accounting and record keeping needed to be adequate and organized for negotiating the path from tax filings, title company closing and any other legal requirements of disclosure and trust distribution fulfillment. We had contacted several lawyers and professionals, but only became more confused actually. Then, fortunately we contacted David L. Crockett. David is prepared to guide and represent you in all of those areas. Mr. Crockett’s manner is professional, positive and efficient. Working with David L. Crockett was the best possible decision we could have made."

Posted by Richard | April 7, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Marilyn Dr., Laguna Beach, CA

This was a very unique situation that David helped us with. We contacted the owner of the property through a direct mail campaign because he was in default on both loans he had on the property. He was about 3 weeks away from foreclosure and a Trustee Sale on the property. We brought both loans cur...rent for the owner so he did not have to worry about being evicted. This was very important to the owner for a couple of reasons. First, he was terminally ill and didn't know how long he had to live. He could not work and was trying to survive on a social security check that was far short of meeting his needs. Second, he had been living in the house for 37 years and expressed to us he wanted to die there. We put the property under contract and agreed to let him live in the house until that day came. It did in January of 2017 and even though we had the house under contract, the owner's sister came out of the woodwork and tried fighting us for the property. That's when we consulted with David to get his advice. We found out very soon that David had a tremendous amount of knowledge and experience with Probate. We hired him on the spot and the battle began. I think keeping clear record of all transactions helped us through this mess. Whenever David needed a document to show or prove a point, I was able to provide those docs. The sister hired an attorney to fight for the house but ultimately once we had our day in court, the judge ruled in our favor because all documentation and contracts were in order. This battle took almost a year to complete from the time it went into Probate and we are 100% convinced that this property wouldn't have come to us if David didn't know his stuff. In fact, I talked with 2 other attorneys prior to hiring David and both of them told me my chances were "slim to none" that I would prevail. David was very honest from the beginning and after looking at my file, said he felt we had at least an 80% chance of getting the house. That was good enough for me to go into battle with David by my side. It paid off. We are now the proud owners of a beautiful house with an ocean view in Laguna Beach, CA.

Posted by anonymous | April 15, 2015 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Attorney David Leslie Crockett is a great attorney

I met attorney David Leslie Crockett for a free consultation. He is a very nice and sincere person. He is patient to listen to my problem and try to help me to solve the problem with an affordable price. I am considering to hire attorney David Leslie Crockett for my living trust.

Posted by AL | February 12, 2015

All in One

I have been a very satisfied client of David Crockett, who has represented me in numerous business and personal cases, besides being one of the most capable and efficient CPA who handles all my income tax returns since 1991. David is a very honest person and always provides me sound advice, and treat...s me with respect.

Posted by Gerald | January 30, 2015

two decades of excellent and reliable service

Mr. Crockett has provided our family and businesses with over 20 years of excellent service in law, real estate, and corporate and personal tax matters. Depth of knowledge and professional conduct is foremost with Crockett Law Corporation. We place our complete confidence in David and recently comple...ted our revised estate planning with him. Thank you David! Truly, Gerald Jendrian

See All Client Reviews

David Leslie Crockett's Lawyer Endorsements

Endorse David
Patricia Renee Rodriguez headshot
Patricia Rodriguez

Real estate lawyer | May 13

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Michele Marie Charbonneau headshot
Michele Charbonneau

Estate planning lawyer | Jan 29

Relationship: Fellow lawyer in community

"I endorse this lawyer."

David Abel Medina headshot
David Medina

Trusts lawyer | Jan 29

Relationship: Fellow lawyer in community

"I have known David Crockett for almost a decade. He has handled trust and real estate matters for several close friends. They were all extremely pleased with his representation. I have also had the opportunity to work with David on a difficult case involving a mutual client. David's expertise resulted in a successful resolution of our client's matter. David is hard working, incredibly knowledgeable, and truly cares about his clients and their families. He will do everything in his power to protect his clients and the legacy they wish to leave to their loved ones. I would not hesitate to send other fiends and family members to David in the event they needed expert representation in the areas of real estate and will and trusts."

Tim Krantz headshot
Tim Krantz

Estate planning lawyer | Jan 28

Relationship: Fellow lawyer in community

"Mr. Crockett represented me in an estate matter. He did a very good job. I recommend him to others who have legal matters in this area."

Robert A. Idol headshot
Robert Idol

Probate lawyer | Jan 27

Relationship: Worked together on matter

"I am a trusts and estates lawyer in North Carolina. I worked with David on a very unusual case involving a California decedent, an unfunded California Revocable Trust, real property in North Carolina, and a Virginia Will probated in North Carolina. David did a masterful job dealing with all the California proceedings (including quelling some unwarranted opposition) and cleaning up mistakes from a prior attorney in California. I'd welcome the opportunity to work with him again anytime."

Gregory Garth Brown headshot
Gregory Brown

Estate planning lawyer | Jan 26

Relationship: Fellow lawyer in community

"It is without reservation, that I endorse attorney David Crockett. He is an extremely good lawyer and has more experience in the field than any other lawyer that I know."

Charles Allen Triay headshot
Charles Triay

Trusts lawyer | Jan 23

Relationship: Fellow lawyer in community

"I endorse this lawyer. Mr. Crockett is very professional, but also pleasant to deal with."

View All Endorsements
Michele Marie Charbonneau headshot
Michele Charbonneau

Divorce and separation lawyer

Experience

Rating:  9.8 (Superb)

Honors

2019

AV Preeminent Rated, Martindale-Hubbell

2015

Rated Attorney, Lead Counsel

2014

BV Rated, Martindale-Hubbell

Work Experience

1974 - 1980

Managing Partner, Reedy & Crockett

1971 - 1974

Litigation Attorney, Overton, Lyman, & Prince

1969 - 1971

Tax Senior, Arthur Andersen

Associations

2011 - Present

California Department of Real Estate

Licensed Broker

2006 - Present

UCLA Chancellor's Associates

Lifetime Member

2005 - Present

UCLA Bruin Professionals

Participating Member

2001 - Present

UCLA Order of the Blue Shield

Participating Member

2000 - Present

Orange County Bar Association Master's Division

Lifetime Member

1980 - Present

American Association of Attorneys - Certified Public Accountants

Member

1978 - Present

California State Board of Accountancy

Certified Public Accountant

Sample of Legal Cases

TRUST HEIRS vs BROTHER TRUSTEE

The disproportionate trust distribution held

Beneficiaries vs trustee of trust

The trustee was removed and required to account and pay back all monies taken.

See More Legal Cases

Education

1969

University of California at Los Angeles School of Law

JD - Juris Doctor

1966

Univ of California Berkeley

BS - Bachelor of Science

Speaking Engagements

2013

Last Chance Estate Planning Opportunities

Estate Planning

Publications

2013

National Business Institute Seminar Trusts used for tax reduction

2013

National Business Institute Seminar Grantor Trusts

Languages

English

Activity

Avvo Rating

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution