Klaus Gottlieb, MD, wasn’t happy what he experienced when family and friends were trying to get their succession plans in order. Trust and Estate attorneys seemed to be too busy to answer their emails in a timely manner and were not returning phone calls.
This frustration, coupled with a conviction that he could do better, and a lifelong interest in the intersection of finance and law, convinced Dr. Gottlieb to go back to law school.
“I am not sure my last name is memorable, so I call my practice Wealth Care Lawyer. It’s a play on Health Care Lawyer and comes with a website of the same name,” says Dr. Gottlieb.
He explains: “Wealth Care is also the program, meaning, a holistic approach to passing on your wealth and values to the next generation. That means, we may need to involve your existing planners, CPA, financial adviser, etc.”
The practice opened its doors on May 2. The office is located in Cayucos, but Dr. Gottlieb welcomes clients from the entire Central Coast. “A lot can be done virtually, and for the rest, I visit clients all along the coast and in Kern and Monterey counties. I love driving. Besides, I do a lot of continuing legal education that way.”
Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals. Serving the Central Coast and Kern and Monterey Counties with in-person and virtual appointments.