About

Jake Carlson is an attorney, enterprise chief, and podcast host acknowledged for his Values-Based Estate Planning method and adventurous spirit. Jake Anthony Carlson is a distinguished legal professional based totally in Gilbert, Arizona. With a historical past in regulation and commercial enterprise, Jake isn't always most effective a skilled attorney however also a identified commercial enterprise leader, inspiring presenter, and famous podcast host. Known for his personable nature, Jake has a completely unique capacity to hook up with others and concentrate to their tales, exploring what topics most to them. Jake's instructional historical past is remarkable, having earned both his law degree (JD) from California Western School of Law and a business degree (MBA) from San Diego State University. He attended regulation college on a Creative Problem-Solving Scholarship and acquired the 2005 Outstanding Case Award for his MBA consulting project. Jake is a certified member of the State Bar of Arizona, showcasing his understanding in the legal subject. His career started within the nonprofit region, where he held numerous positions with the Boy Scouts of America National Foundation. It changed into in the course of this time that Jake developed the Values-Based Estate Planning method, that's now utilized by LifePlan Legal. Through his paintings, he has helped endless families with tax estate techniques, emphasizing the significance of leaving at the back of no longer simply valuables however additionally values for cherished ones. Jake is likewise a seasoned presenter, having spoken to over 2 hundred agencies in 27 states on property planning and legacy protection. He is a prolific author, with over one hundred management articles to his call, protecting topics together with influence, family vision, and the Values-Based Estate Planning manner. Additionally, Jake hosts two popular podcasts, Family Before Fortune and The Modern Leadership, wherein he interviews pinnacle executives and stocks valuable insights. In his non-public life, Jake is an journey junkie who enjoys attempting new and exciting sports. From scaling volcanoes inside the Philippines to backpacking thru National Parks, rock climbing, and scuba diving, Jake is usually in search of new experiences. He has lived in 12 nations along with his own family, embracing diverse cultures and overcoming challenges alongside the manner. Overall, Jake Anthony Carlson isn't always just a attorney but a multifaceted individual with a passion for supporting others, sharing expertise, and residing life to the fullest.

Legal Issues

Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Elder Law
Probate
Probate Administration, Probate Litigation, Will Contests

Certificates

No Certifications

Languages
  • Cebuano: Spoken, Written
  • English: Spoken, Written
  • Tagalog: Spoken, Written
Accepted Jurisdictions
Arizona Jurdictions
Arizona
Since 2006

Experience
  • Owner
    LifePlan Legal
    2019
  • Director of has membership Progress
    How to Manage a Small Law Office
    2018
  • Tax Lawyer, COO, Deputy Scout Executive
    Boy Scouts of America
    2005
Education
California Western School of Law Education School Logo
California Western School of Law
J.D. (2005) | Estate Planning, Tax
Graduation year: 2002
California State University - San Diego State University Education School Logo
California State University - San Diego State University
MBA (2005) | Finance, Emerging Enterprises
Graduation year: 2003
Brigham Young University Education School Logo
Brigham Young University
B.A. (2001) | Philosophy; Deductive Logic and Analytic Thinking
Graduation year: 1999
Associations
Arizona State Bar
                        
                                                     # 023897 Professional Association
Arizona State Bar  # 023897
has membership
Current
Costs
  • Free Consultancy Service
  • Payment With Credit Card
Location

Reviews



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