Wealth Care Lawyer – Klaus Gottlieb, Esq. is a distinguished estate planning law firm based in San Luis Obispo, California, specializing in comprehensive trusts and estates services. Led by Klaus Gottlieb, a Super Lawyer with a unique multidisciplinary background as both a physician and an attorney, the firm stands out for its empathetic, personalized approach to legacy planning and its commitment to handling all client matters directly without delegation to associates or paralegals.
The firm offers an orchestrated approach to estate planning that integrates seamlessly with clients’ existing financial and tax advisors, ensuring holistic and coordinated wealth care. With advanced legal and business education—including a JD, MBA, and LLM Taxation candidate status—Gottlieb brings scholarly depth and practical problem-solving skills to complex estate matters. The practice is particularly well-suited for individuals, married and unmarried couples, non-traditional families, and young families seeking affordable, disaster-prepared estate plans, as well as Central Coast winery and business owners navigating succession planning.
Services Offered
- Estate Planning
- Revocable Living Trusts
- Wills
- Durable Powers of Attorney
- Living Wills
- Health Care Proxies
- HIPAA Releases
- Trust Administration
- Probate Avoidance Strategies
- Spousal Property Petitions
- Medicaid Set-Aside Trusts
- Estate and Gift Planning
- Succession Planning
- Asset Transfer and Titling
Serving clients throughout San Luis Obispo, Cayucos, and the broader California Central Coast region, the firm is recognized for its inclusive approach and outstanding client communication, offering prompt responses and fixed-fee estate plans to ensure transparency and accessibility.
