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 21 - 25 of 26 reviews

Posted by Kurk | January 24, 2015 | Trusts

Thank You David

You were a great help… At a time when things were pretty bad for me, David stepped in to help. He did it upfront risking his time and effort, without one penny up front. That really helped me out a lot, as I had nothing. He was also very personable and knowledgeable. He gave me the piece of mind I ne...eded to get through my problem with my family and my mothers trust. That wouldn’t have been the case had I not contacted him. I recommend him highly to handle your case.

Posted by Dave | January 24, 2015 | Probate

Family Trust

Crockett Law was informative and prompt in helping my family resolve our parents’ estate. He was also a great coach to me as the trustee when it came to responding to family member questions.

Posted by Roger | January 24, 2015 | Estate Planning

Crockett Does Not Miss A Thing

Crockett Law is a detailed and thorough legal firm with clear and precise advice. My experience involves two trusts and advice regarding handling recalcitrant estate executor and preserving tax rights in property transactions. Crockett does not miss a thing and is excellent at what he does. Hard to t...op a skill level like his that comes from being an expert in his field for over forty years. Would definitely recommend him to anyone who is an executor or trustee of an estate, or to someone looking to set up their own. He has not only handled my estate planning but also general business matters as well.

Posted by Debbie | January 24, 2015 | Estate Planning

Can't put a cost on piece of mind.

I found David through the web and could not be happier that I chose to go with him. He walked me through all of the steps of creating my entire estate plan and setting up a trust for my children. He advised me on what steps to take to protect my real estate as well as creating my healthcare directive... so my children do not have to make decisions regarding my health when I cant speak for myself. He was always very quick to respond to me and provided me with even more knowledge that I requested. Not only did he provide excellent service and keep me informed every step of the way, he provided me with complete peace of mind and that is priceless. I have already recommended him and will continue to do so to anyone that I know looking for services in the areas of estate and trust creation and administration, as well as all types of real estate transactions.

Posted by Blake | January 24, 2015 | Estate Planning

Started me young and now I will be a life-long client!

While I am rather young to be thinking about estate planning, David helped me create a will and get everything in order in case god forbid something happened to me. This way I know that my family and loved ones would not have to probate my estate because I was too lazy to be prepared ahead of time. H...e also instructed me in putting together my advanced health care directive. He really left no stone unturned and made me feel very ahead of the curve for someone my age. As my life and my assets progress I definitely will be coming back to Mr. Crockett to do more in-depth estate planning and other matters. He has definitely made a life long client out of me.

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
  • Legal thought leadership Publications, speaking engagements
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Avvo Rating Levels
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