Certified Specialist in Estate Planning, Trust and Probate Law
The State Bar of California Board of Legal Specialization
Working With Allied Professionals
The Estate Planning Team
at the Redlands Estate Planning Law Firm
of Daryl H. Carlson
As an estate planning law firm, we work closely with other professional advisors, including Certified Financial Planner™ practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. We believe the team approach provides our clients with the most comprehensive, realistic and effective estate plan. To that end, we strive to keep you informed and involved at all stages of the estate planning process. Daryl is a Certified Specialist in Estate Planning, Trust and Probate Law (as certified by the State Bar of California Board of Legal Specialization), and understands the comprehensive nature of estate planning and how to work with a full complement of advisors.
- Client Education
Please visit our Newsletter Archive for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
- Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues, including estate and gift planning, generation-skipping planning, life insurance trusts, retirement plan beneficiary designations, buy-sell agreements, business succession, and other advanced topics. Please call the office if you would like to plan a workshop or a "Client Appreciation Event".
- Monthly Estate Planning E-Newsletter
Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. To subscribe to our monthly Estate Planning e-newsletter, simply submit the subscribe form and we will add you to our monthly e-mail list.
Redlands, California Estate Planning Attorney Daryl Carlson assists clients with Estate Planning, Wills, Revocable Living Trusts, Life Insurance Trusts, Trusts for Minors, Generation-Shipping Transfer Tax Planning, Gift Planning, Trust Administration, Estate Administration, Beneficiary Designations for Retirement Plans and IRAs, and Business Succession Planning in the Redlands community and throughout Southern California, including Lake Arrowhead, Yucaipa, Orange County and the Inland Empire of Riverside and San Bernardino County.
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Daryl H. Carlson, Attorney-at-Law | 114 W. Vine St. | Redlands, CA 92373
(A Layman's Guide)