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

Filter Avvo Reviews (26) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 6 - 10 of 26 reviews

Posted by Gerald | January 30, 2015 | Real Estate

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

Posted by Regan | January 26, 2015

Awesome

I encountered Mr. Crockett at a very difficult time in my life, and to say that he helped me and made it better would be an understatement. I would refer him to anyone, he was awesome.

Posted by David | January 26, 2015 | Estate Planning

protecting my legacy

I was extremely interested in learning all that I could about general estate planning and asset protection matters while I was searching for an attorney that I could entrust to handle my assets. I was very apprehensive handing control over to someone else to help protect everything that I had worked ...my whole life to amass. David was very thorough and kept me informed every step of the way. He set my heirs up so they will never have to worry about anything. I was very impressed with his work and how he kept me in the loop. I would recommend him.

Posted by Zrelda | January 24, 2015 | Estate Planning

An Attorney with a vast amount of knowledge

I felt very secure in having Mr. Crockett handle my estate planning matters. He is a very knowledgeable attorney with a great deal of experience. I sincerely appreciate his time and efforts that were focused to our trust, and that they were completed in a very timely manner.

Posted by Seritha | January 24, 2015 | Trusts

Couldn't be more pleased

The Crockett Law Corporation and specifically attorney David Crockett are primed with vast amounts of knowledge and many years of successful legal experience. He was able to identify, address, and resolve the extremely challenging obstacles that I faced as the executor of my uncle's living trust. I h...ave and will continue to recommend the Crockett Law Corporation and Mr. Crockett personally.

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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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
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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