Wealth Care Lawyer - Klaus Gottlieb, Esq.

Klaus was recommended by out tax accountant and our financial planner when we asked them who would they suggest we use to update our estate plan. We were impressed with his knowledge and attention to details. He asked us questions we had not considered in our planning. We our very pleased with the final pan Klaus developed and have confidence our desired outcome has been accomplished. We recommend Klaus to anyone who wants a professional estate plan and peace of mind when completed. Dennis and Mary Williams

I recently had a 20 year old trust/will updated. This was done by Klaus Gottlieb. What a pleasurable experience. Klaus made every effort to listen and make suggestions when appropriate. With no direct heirs he helped we wade choices that felt good. He even suggested a pet trust for my dog that would insure her care. I signed the documents and left feeling heard and confident my wishes will be carried out. What a feeling.

Met with Klaus for a review of our Family Trust. He identified that our Trust was structured as an AB trust which could have resulted in negative tax consequences for our beneficiaries. Fortunately he was able to correct that and simplify our Estate Plan.

Mr. Gottlieb advised us about a complex situation with a foreign co-trustee and gave us helpful answers. The advice was offered in a very timely and professional way. I appreciated his attention to detail in answering my queries and would not hesitate to recommend his services to those seeking advice on Trust matters.

Before I had my will and trust updated by Mr. Gottlieb, I thought what I had was fine and had me covered. After working with Mr. Gottlieb I find they were totally inadequate and I'm just glad I'm still here to have the documents prepared correctly. He is very thorough and explains all the details in a manner that is easily understood without using any "lawyerly" or pretentious language. Every question I asked was answered and I never had the feeling that any question was too small or beneath him to answer. He never pushed if I wanted to do something contrary to his suggestions. The questionnaire he uses during preparation was very helpful in pinpointing what I wanted (I don't recall my first lawyer asking anything other than who the trustees were). He is genuinely a kind person and my