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David Crockett, attorney-CPA Orange County with over 40 years of experience serving Orange County, Newport Beach, and surrounding communities, David Crockett, J.D., CPA, has helped countless clients with their Trust and Probate litigation, Trust formation and amendment, Probate, Wills, Estate Planning, Taxes, Asset Protection, and Real Estate issues. Mr. Crockett is rated as an “AV Preeminent” lawyer with the “highest possible rating in both legal ability and ethical standards” by the Martindale Hubble lawyer directory. He also has an Avvo rating of “” in the field of trusts and estates.
Types of Work We Do
Your Situation is Probably Something We Have Already Seen and Successfully Dealt With
It is not uncommon for individuals or businesses to find themselves involved in legal disputes involving a trust or estate. Disputes such as missing assets, long delays and failure to distribute or the failure to account for money may become ugly very quickly which may result in devastating financial consequences for all parties involved if not solved quickly. We have 40+ years of experience untangling these disputes including filing court lawsuits/petitions and obtaining Court orders where needed. We have dealt with many real life situations that are likely very similar to your own current circumstances so please don’t hesitate to call and have a free initial discussion to get some direction. See Some Actual Client Stories here.
Unique Approach Because of 3 Licenses: Attorney, Certified Public Accountant & Real Estate Broker
All matters are reviewed from three points of view: Lawyer (state license # 46632), CPA (state License #25836) and Real Estate Broker (state license #01909116) . David L. Crockett’s experience and licenses allow him to provide sophisticated, practical and understandable advice and solutions. The typical estate or asset situation, usually involves a combination of legal, financial and tax questions as well as real estate marketing and operational questions. As a 3 in 1 expert, Mr. Crockett is in a unique position to provide practical and cost-effective advice in all these areas. He is familiar with and has access to most all commonly used forms for real estate deals, wills, trusts and estates. Down to earth explanations of the tax and financial aspects of any deal or estate are routine.
5
Practice Areas
32 years
32 years
47 years
37 years
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Chat withState: California
Acquired: 1970
No misconduct found
901 Dove Street, Suite 120, Newport Beach, CA, 92660
26 Client Reviews
Showing 6 - 6 of 6 reviews | General Knowledge
Posted by Tim | January 15, 2015 | Estate Planning
For Trust and Estate Matters
Mr. Crockett was the attorney for an estate matter that I was involved in. He did a very good job on the matter. He knows the law, and is a strong advocate for your position and is a pleasure to work with. I recommend him if you have any matters involved with Estates, Trusts, (from planning to litig...
"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."
"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."
"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."
"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."
Divorce and separation lawyer
2019
AV Preeminent Rated, Martindale-Hubbell
2015
Rated Attorney, Lead Counsel
2014
BV Rated, Martindale-Hubbell
1974 - 1980
Managing Partner, Reedy & Crockett
1971 - 1974
Litigation Attorney, Overton, Lyman, & Prince
1969 - 1971
Tax Senior, Arthur Andersen
2011 - Present
California Department of Real EstateLicensed Broker
2006 - Present
UCLA Chancellor's AssociatesLifetime Member
2005 - Present
UCLA Bruin ProfessionalsParticipating Member
2001 - Present
UCLA Order of the Blue ShieldParticipating Member
2000 - Present
Orange County Bar Association Master's DivisionLifetime Member
1980 - Present
American Association of Attorneys - Certified Public AccountantsMember
1978 - Present
California State Board of AccountancyCertified Public Accountant
The disproportionate trust distribution held
The trustee was removed and required to account and pay back all monies taken.
1969
JD - Juris Doctor
1966
BS - Bachelor of Science
2013
Estate Planning
2013
2013
English
Legal Answers