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Carl Jerome Carlson
About Carl
Biography
We do trust & estate LITIGATION--not planning or transactional work. AVVO does not have a category for T&E litigation so it incorrectly appears that we handle transational work. About 40% of our work is trust and estate litigation, and 40% securities/investor litigation.
Practice Areas
4
Practice Areas
Securities and Investment Fraud
40%
32 years
Estate Planning
25%
42 years
Trusts
25%
42 years
Litigation
10%
48 years
Fees and Rates
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Chat withLicenses
Licensed in Washington for 49 years
State: Washington
Acquired: 1976
No misconduct found
Location
No contact information is available for this lawyer
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Carl Jerome Carlson's Reviews
Avvo Review Score
2 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Character & Conduct
Posted by anonymous | January 23, 2008 | Financial Markets and Services
Competent, Conscientious
In the area of securities litigation/arbitration, our experience with this attorney and his firm was always straightforward and confidence-inspiring, with no surprises and no disappointments.
Carl Jerome Carlson's Lawyer Endorsements
"Carl Carlson is one of the best lawyers I have had the privilege to work beside. He works harder for his clients than any attorney I know, and gets results. I highly endorse Carl."
C. Little
Securities and investment fraud lawyer
Experience
Honors
2011
2011 Super Lawyer, Washington Law & Politics Magazine
1986
AV Rating, Martindale-Hubbell
Work Experience
1995 - Present
Founder,, Carlson Dennett, P.S.
1991 - 1995
Of Counsel, Talmadge & Cutler
1978 - 1991
Partner, LeSourd & Patten, P.S.
1977 - 1978
Staff attorney, Washington State Supreme Court
Associations
2001 - Present
Public Investors Arbitration Bar AssociationAssoc. Editor, PIABA Bar Journal; Amicus Committee
1999 - Present
FINRAArbitrator
Washington State Bar Association
Member
King County Bar Association
Member
Public Investors Arbitration Bar Association
Member
2001 - 2004
Washington State Bar AssociationBoard of Governors
2000 - 2001
WSBA Public Information CommitteeChairman
1999 - 2001
WSBA Rules of Professional Conduct CommitteeMember
1997 - 2000
King County Bar AssociationBoard of Trustees
1995 - 1996
King County Bar Assn Continuing Legal Education CommitteeChairman
1987 - 1997
Washington State Bar AssociationSpecial District Counsel
1984 - 1986
King County Bar Assn Legislation CommitteeChairman
Sample of Legal Cases
Quinault Indian Nation v. KeyBanc et al.
$391,766 award in favor of Quinault Indian Nation
Education
1976
Stanford Law School
JD - Juris Doctor
1972
Stanford University
BA - Bachelor of Arts
Speaking Engagements
2008
Securities Fraud: Prosecuting and Defending Securities Fraud Claims & Defense of Regulatory Action
“Identifying and Litigating Claims Against Stockbrokers and Investment Advisers”
2007
WSBA Annual Trust and Estate Litigation CLE
“Identifying and Pursuing Claims Against Stockbrokers and Investment Advisers”
2006
Liability of Financial Advisers (The Seminar Group)
“Investors—Getting your Money Back”
2006
King County Bar Assn 9th Annual Probate Litigation & Ethics CLE
“Securities Arbitration: Practice and Procedure"
2006
King County Bar Assn 9th Annual Probate Litigation & Ethics CLE
"Securities Claims and the Probate Practitioner"
2005
Washington State Bar Association "Trust and Estate Litigation" CLE
Damages in Trust and Estate Litigation
2004
Washington State Bar Assn "Trust & Estate Litigation" CLE
"Claims Against Fiduciaries: Law and Theory"
2004
King County Bar Assn 7th Annual Probate Litigation CLE
"Securities Claims and the Probate Practitioner"
2003
National Business Institute CLE, "Stockbroker Fraud"
”Sources of Law Governing Stockbrokers”
2003
National Business Institute CLE, "Stockbroker Fraud"
"Securities Arbitration: Practice and Procedure"
2001
King County Bar Association CLE, "Money Troubles: Pursuing and Defending Claims Against Stockbrokers and Brokerage Firms"
“The NASD Dispute Resolution Arbitration Process”
2000
King County Bar Assn CLE, "Probate Litigation and Ethics"
"Will Contests" [Repeat of 1999 program]
1999
National Business Institute CLE, "Stockbroker Fraud"
"Anatomy of the NASD Arbitration Process"
1999
King County Bar Assn CLE, "Probate Litigation and Ethics"
"Will Contests"
1998
King County Bar Assn CLE, "Stockbroker Litigation"
“How to Process Claims Against Stockbrokers”
1997
Washington State Bar Assn CLE
"How to Handle Estate Planning/Probate Litigation"
1996
Continuing Legal Education
"Probate Litigation" [Repeat]
1996
Continuing Legal Education
"Stockbroker Blues: Customer Litigation Against Stockbrokers" [Repeat]
1994
King County Bar Assn CLE
"Probate Litigation"
1994
King County Bar Assn CLE
"Stockbroker Blues: Customer Litigation Against Stockbrokers"
Publications
2008
PIABA Bar Journal, Vol. 15, No. 2
"The Prospectus Defense in Securities Arbitrations"
2006
Securities Arbitration 2006: Taking Responsibility (Practicing Law Institute, 2006).
“A Primer on the Unauthorized Practice of Law in Securities Arbitrations: What You Don't Know Can Hurt You”
2006
PIABA Bar Journal, Vol. 13
“The Unauthorized Practice of Law in Securities Arbitrations: The Times They are a Changin’”
Activity
Legal Answers