Greg J Carlson

Attorney Greg Carlson has worked at both large and small law firms in Nevada and California, including one of California’s premier estate planning firms, and in the estate planning department of one of Nevada’s largest law firms.

Greg previously operated his own estate planning practice, and most recently worked as a legal director for Charles Schwab Trust Company in Nevada. As a legal director with Charles Schwab Trust Company, Greg advised Schwab’s trust administration team and worked with estate planning attorneys across the country to draft various types of trusts.

Greg has also worked as a law clerk for the claim legal group of a national insurance company, as a tax intern for one of the “Big 4” accounting firms, and spent several years as general counsel and a general manager for several family-owned businesses.

University of California College of the Law, San Francisco

J.D.

2008

Tax Concentration

Honors: cum laude

Brigham Young University

Master of Accountancy in Taxation (2005) | Accounting

2005

Brigham Young University

B.S. | Accounting

2004

Honors: magna cum laude

State Bar of Nevada

Member

Current

State Bar of California

Member

Current

California

State Bar of California

ID Number: 270815

Since 2010

Nevada

State Bar of Nevada

Since 2008