Richard Cooper Watson III

Richard Cooper Watson III

5.0
Rating: 6.8

Licensed for 17 years

Estate planning Lawyer Practice Areas: Estate Planning, Tax, Mergers & Acquisitions, Business

About Richard

Biography

Practice Areas

4

Practice Areas

Fees and Rates

Cost

Free Consultation

$0 first 60 minutes

Pro bono

10 %


Payment Methods

  • Check
  • Credit Card

Looking for an attorney? Avvo can help.

search module image

Search our directory

Quickly connect with top attorneys through our legal directory to get help with your legal issue.

chat module image

Avvo's live chat agents can help coordinate a consultation with a local attorney.

Chat with a live agent who can match you with the right attorney for your legal needs.

Chat with

Licenses

Licensed in California for 17 years

State: California

Acquired: 2008

Active

No misconduct found

Location

No contact information is available for this lawyer

Ad

Transform legal challenges into solutions.

Connect now to review your situation.

The Avvo Rating explained

display-bg

The Avvo Rating explained

Richard Cooper Watson III's Reviews

Avvo Review Score

5.0 /5.0

6 Client Reviews

Filter Avvo Reviews (6) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 2 of 2 reviews | Corporate & Incorporation

Posted by Fernando | April 08, 2016 | Hired Attorney | Corporate & Incorporation

Corp Formation and paperwork

Richard is very knowledgeable, helpful, and on top of things. He helped us with the formation of our company, and with some legal issues. He is very quick to respond anytime something comes up, and we feel very at ease that he is taking care of us. I'm always recommending him to family and clients ...as well.

Posted by Patricia | March 31, 2016 | Hired Attorney | Corporate & Incorporation

Business Formation

Richard is great, very knowledgeable and helpful in the formation of our business, operating agreement, minutes...etc. Very tax savvy, helped out with some tax and legal issues. Always keeps in touch, follows through and keeps us informed. would definitely recommend him.

See All Client Reviews

Richard Cooper Watson III's Lawyer Endorsements

Endorse Richard

No Endorsement Data Available Yet
This attorney hasn't received any attorney endorsements recently on Avvo.

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  6.8 (Good)

Honors

2008

Quality of Advice Award, American Express Financial Advisors

2002

Quality of Advice Award, American Express Financial Advisors

2001

Quality of Advice Award, American Express Financial Advisors

2000

Quality of Advice Award, American Express Financial Advisors

1999

Quality of Advice Award, American Express Financial Advisors

Work Experience

2015 - Present

Attorney at Law, Watson Tax law Group, APC

2008 - 2015

Senior Director of Planning, Wells Fargo Private Bank

1999 - 2008

Senior Financial Planner, American Express Financial Advisors/Ameriprise Financial

Associations

2015 - Present

WealthCounsel

Member

2015 - Present

National Association of Enrolled Agents (NAEA)

Member

2014 - Present

US Tax Court

Admitted

2008 - Present

American Bar Association (ABA)

Member

2008 - Present

State Bar of California

Admitted

2008 - Present

American Academy of Financial Management

Fellow

2008 - Present

American Academy of Financial Management

Chartered Trust and Estate Planner (CTEP)

2004 - Present

Internal Revenue Service

Enrolled Agent (EA)

2003 - Present

The American College

Chartered Financial Consultant (ChFC) designations

2003 - Present

The American College

Chartered Life Underwriter (CLU) designation

2002 - Present

Certified Financiial Planning Board

Certified Financial Planner (CFP) designation

Education

2015

Thomas Jefferson School of Law

LL.M - Master of Laws

2013

Pepperdine University

Graduate Certificate

2005

American College

Graduate Certificate

2005

American College

Graduate Certificate

2004

American College

MS - Master of Science

N/A

See Registration Card

Speaking Engagements

2016

Financial Planning Association

Business Succession Planning

2014

Wealth Management Insights

Business Transition Planning

2014

Retirement Industry Trust Association

Succession Planning

2013

Sierra Region Manufacturing Conference Succession Planning for your Business

2013

Montana Tax Institute

Business Succession Planning

2012

Montana Tax Institute

Planning with Business-Sell Agreements

2011

36th Annual National Trust Closely Held Business Association Conference

Business Planning with Life Insurance

Publications

2015

Wells Fargo Works for Small Business Preparing to Run a Family Business

2015

Wells Fargo Conversations Spring-Cleaning for Small Businesses

2015

Wells Fargo Conversations How Delegation May Help Your Business

2015

Wells Fargo Conversations Create Your Succession Plan Today

2015

2015

Wells Fargo Works for Small Business Succession planning for your small business

2014

Wells Fargo Works for Small Business Building a business exit plan for retirement

2014

2014

2014

Wells Fargo Works for Small Business How to choose an exit strategy for your small business

2014

Wells Fargo Works for Small Business Exit Planning: Building a business exit plan for retirement

2013

Wells Fargo Conversations Business Succession: A Holistic Approach

2013

Wells Fargo Conversations Selling a Business: The Basics

2013

Wells Fargo Conversations Mistakes Family Businesses Make

2012

2012

Wells Fargo Conversations Preparing To Liquidate Assets

2012

Wells Fargo Conversations How to Manage a Business Sale

2008

Languages

English

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
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