Reviews

Dan provided cogent advice and guidance involving distribution of property; assistance with remortgaging a primary residence; and provided in depth analysis of tax consequences resulting from distribution of funds from a retirement trust.

I was referred to Daniel by another attorney for my estate planning matter. I had very specific tax related questions that Daniel was able to answer without any hesitation. He is intelligent, thorough and very down to earth. I will certainly meet with him again for any new legal work.

I contacted Attorney Carlson to review a trust and advise me whether or not the document needed to be amended to accept additional assets. I am very happy with the outcome and very pleased with his professionalism and the quality of his work. He was on time, extremely knowledgeable, and he responded to all my inquiries immediately. I highly recommend Daniel for any legal issues concerning trusts.

I worked with Dan on my mother's estate plan and Dan was very clear in explaining his recommendations without a lot of legalese. I thought the process would be more complicated, but Dan made things very simple and it was all handled very quickly.

Dan is an excellent attorney and one of the few who has a real interest and passion for helping people. All of my documents were well written and prepared quickly and efficiently. I was very happy with his work and remain appreciative of his legal guidance.

I retained Attorney Carlson to draft estate planning documents after the birth of my second son. Daniel was extremely patient and addressed all of my questions in a sincere and professional manner. He took the time to explain some of the more detailed and complex issues in easy to understand terms, and was very thorough in formulating a comprehensive plan that addressed all of my needs. He has a firm understanding of estate planning issues and made me feel comfortable during the entire process. I was extremely happy with the advice and legal services Daniel provided to my family.