Klaus Gottlieb, Esq.
Klaus Gottlieb is an estate planning attorney at Wealth Care Lawyer in San Luis Obispo and Cayucos, California, where he designs and drafts charitable remainder trusts for clients holding concentrated or highly appreciated assets. He founded CalCRUT.com, which works directly with California individuals and families on charitable trust design and drafting, and provides modeling and technical support to attorneys, CPAs and financial planners nationwide.
His research on charitable remainder trusts has appeared in the Journal of Financial Planning, where he published the first multi-benchmark simulation framework for evaluating charitable remainder unitrusts, and in Tax Notes Federal, where his 2026 analysis of IRS Form 5227 filings provided the first comprehensive picture of the charitable remainder trust population since the agency's own study of 2012 data. He also writes for California Trusts and Estates Quarterly.
He holds a JD, an MS and an MBA and is admitted to practice before the U.S. Tax Court.
Phone: 805-703-2282 | Email: klaus@wealthcarelawyer.com | Website: wealthcarelawyer.com
