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 1 - 4 of 4 reviews | Advocacy

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

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 Keith | January 24, 2015 | Trusts

Wife’s Inheritance in jeopardy. Situation Bleak. We sought out & found the BEST Lawyer.

Mr. Crockett recently helped my family out in a huge trust and real estate lawsuit mess. My wife and her two brothers inherited equal thirds of a large property that had two homes on one lot as a result of their mothers’ passing in 2002. The Orange County home was put into a trust a few years later b...y way of Trust documents that were drafted by the eldest brother’s business attorney – who apparently had no estate law training. The eldest brother and his new wife were living in the family home since the mother’s death in 2002 and had the most to gain. My wife and her younger brother both have homes of their own, and would have preferred to sell the home in 2002 but did not as an attempt to be compassionate to their older brother. My wife and I live nearby the property and the middle brother lives out of state. In 2013 the eldest brother (who was living on the inherited family property) died unexpectedly leaving his new wife and her adult children and their wives all living on the property. There were 5 adults living there and running a family construction business from the property that had extensive parking for their business vehicles and significant storage spaces for their construction supplies. This unusual property made it unnecessary to lease shop space as would any other similar business. They were not maintaining the property and it was falling into severe disrepair. They wanted to continue to live there essentially rent free going forward though they were all but strangers to the surviving beneficiaries. My wife and her surviving brother absolutely wanted to now sell the their inherited home and approached the now-deceased older brother’s widow. She had a good thing going and did not want to move. She claimed she was now part owner and she felt entitled to that property. The Trust documents that the deceased brother’s business attorney had drafted were a joke! A law professor’s first year students would break out in hilarity it was so bad. It was as if the Trust documents were ordered off a random Internet Legal documents website for $19.95. The trust document didn’t even state who the trust beneficiaries were and left out other basic stuff. Finally, after much pressure, the widow reluctantly agreed to listing the home with a Realtor and signed the listing agreement. The home received offers. One was accepted and the property went into escrow. The clock was now running. The widow, her adult kids and their wives now had a date certain and would have to move by the time escrow would close. The widow was due a 1/3 of the sales proceeds, so she’d eventually have a down payment to purchase a home or money for whatever. One third would be a significant pile of cash. I will continue

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 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...ation).

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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."

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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