Robert W. Carlson is a lawyer practicing estate planning, wills, living trusts and 9 other areas of law. Robert W. received a B.A. degree from University of Massachusetts, and has been licensed for 53 years. Robert W. practices at Robert W. Carlson Attorney at Law, P.C. in Ponte Vedra Beach, FL.
Bob was very helpful in my estate planning. He is very knowledgeable and explains the issues clearly. Very professional. I would highly recommend.
Bob explained everything about estate planning, offered choices, was kind and compassionate to my situation. I would highly recommend him, and would never even consider anyone else for any future legal concerns I have. He is one of the best attorneys I have had contact with.
Bob Carlson was my parents’ attorney for various needs over the years, and instrumental in providing, trust-worthy, hands-on guidance to my brother and me, as executors of their estates, at very sensitive times for our family.
Brother individual trustee our trusts-he could invest, hire investors change banks holding trusts. Unfortunately died before appointing new individual trustee. Bank therefore usurped individual trusteeship, planned to fire our investors, sell all the stocks and use $ to put us in THEIR mutual funds. Hired Bob, who discovered that bank held trusts in Delaware. He found trust law in Delaware that stated that if trustee died without appointing another, the beneficiaries of the trust could pick a new one IF 60% of them agreed. They chose me. We thus were able to move our trusts to different bank that agreed to accept me as individual trustee, and accept my choices for investors.
I play tennis doubles three times a week, weather permitting.
192 Orchard Pass Avenue, Suite 518Ponte Vedra Beach, FL 32082U.S.A.
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