
Klaus Gottlieb
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Klaus Gottlieb, Estate Planning Attorney
California | (805) 703-2282 | WealthCareLawyer.com
Offices in San Luis Obispo and Cayucos
Legal Accomplishments:
Klaus Gottlieb's legal journey is marked by noteworthy achievements. After nurturing a long-held dream of studying law, he turned it into reality by graduating from Northwestern California University School of Law in Sacramento in April 2021. His dedication and aptitude were evident when he passed the July 2021 California Bar Exam on his first attempt, a feat in a state with a 53% pass rate. His legal expertise is in Trust and Estates, where he uniquely combines deep legal knowledge, counseling skills honed as a physician, financial acumen as an MBA, and a knack for creative problem-solving. He teaches Wills and Trusts at Monterey College of Law, sharing his expertise and practical experience in estate planning with aspiring JD candidates. He is a member of the California Bar, the California Lawyers Association, and the San Luis Obispo County Bar Association.
Prior Career Highlights:
Before law, Dr. Gottlieb had a multifaceted career. As a physician, he practiced in both private and academic settings, reaching the rank of Full Professor at George Washington University. His medical expertise led him to testify frequently as a medical expert witness. In the pharmaceutical industry, he held executive positions, reflecting his leadership and analytical skills. He served 16 years in the United States Naval Reserve, including deployment in the Global War on Terrorism, achieving the rank of Commander, Medical Corps.
Educational Background:
Dr. Gottlieb's educational journey spans continents and disciplines. After medical school at the University of Bonn, Germany, he pursued an MBA at Indiana University, graduating with highest honors (Beta Gamma Sigma). He also passed the level I Chartered Financial Analyst (CFA) Exam and completed a Master of Science in Biotechnology at Johns Hopkins.
- Estate Planning
- Health Care Directives, Trusts, Wills
- Google Meet
- Zoom
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Free Consultation
Free 30-minute initial consultation. Flat fee for complete estate plans. - Credit Cards Accepted
- California
- State Bar of California
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- English: Spoken, Written
- German: Spoken, Written
- Rising Star - Southern California 2024 and 2025
- Super Lawyers
- A Super Lawyer is an exceptional achievement and title given to lawyers across the country who have achieved high standards within their respective fields.
- State Bar of California  # 339060
- Member
- Current
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- San Luis Obispo County Bar Association
- Current
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- California Lawyers Association
- Section of Trusts & Estates
- Current
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- Various Articles in the National Law Review
- National Law Review
- Q. Is there an audit checklist for irrevocable trust accounting in California?
- A: As a beneficiary of an irrevocable trust in California, you absolutely have the right to review the trustee’s accounting. Trustees owe you a duty of transparency and must provide accountings that are detailed enough for you to understand what they’ve done with the trust assets. Under California law, trustees generally have to provide an accounting at least once a year, whenever there is a change of trustee, and when the trust terminates. Some trusts may require more frequent accountings, depending on their terms.
If something in the accounting doesn’t add up or you’re just not sure whether everything is correct, you’re not stuck reviewing it on your own. Many beneficiaries hire a ... Read More
- Q. Steps for transferring property title and setting up a living trust in CA for joint tenancy after probate.
- A: By joint tenancy, I understand that there was a right of survivorship, meaning that after your father’s death, his share automatically passed to the surviving joint tenants – your mother, you, and your sibling – in equal shares.
However, your question raises a few important points that need clarification:
• What does your mother mean by wanting to “remove herself from the title now”? Is she hoping to gift her ownership interest outright to someone else and no longer have any ownership rights, or is she simply looking for a way to simplify estate planning by transferring her share into a trust while retaining control during her lifetime?
• What type of property is this? Is ... Read More
- Q. Can I submit only relevant pages of subpoenaed document in CA trust probate case?
- A: In a California trust or probate case, you can generally submit only the relevant pages of a subpoenaed document as exhibits. There is no specific California Rule of Court that I know of requiring you to submit the entire document if only part is relevant. However, under Evidence Code section 356, known as the doctrine of completeness, if you introduce part of a writing, the other party can require additional portions to be admitted if necessary for context and fairness. This means that while you may present just the relevant excerpts to support your point, you should always maintain the full document in your file in case opposing counsel challenges the excerpts or the court requests the entire ... Read More