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Jake Anthony Carlson

Jake Anthony Carlson

LifePlan Legal
  • Estate Planning, Elder Law, Probate
  • Arizona
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Summary

Jake Carlson is an attorney, recognized business leader, inspiring presenter, and popular podcast host. He is personable and connects immediately with others. A natural storyteller, he loves listening to your story and exploring what matters most to you.

Jake earned his law degree (JD) from California Western School of Law concurrently with a business degree (MBA) from San Diego State University. He attended law school on a Creative Problem-Solving Scholarship and was awarded the 2005 Outstanding Case Award for best MBA consulting project. He is a licensed member of the State Bar of Arizona.

Jake's career began in the nonprofit sector as Associate Regional Director, and then National Major Gifts Counsel, an in-house tax counsel position, with the Boy Scouts of America National Foundation. It was in these positions he was first introduced to the idea of leaving not just your valuables but your values to the people you love most. Working with hundreds of families on tax estate strategies, he developed the Values-Based Estate Planning strategy used by LifePlan Legal today.

Jake has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy. He is the author of over 100 leadership articles on topics of influence, legacy, family vision, and the Values-Based Estate Planning process. He has had the privilege of interviewing hundreds of recognized executives and, since 2014, hosted the Family Before Fortune and The Modern Leadership podcasts.

Jake is a self-proclaimed "adventure junkie" and loves to try out new and exciting things. He has scaled volcanoes in the Philippines, backpacked through 11 National Parks, rock climbed on two continents and scuba dove with sharks. With his family, he spent time living in 12 countries from Bagan, Myanmar to Paris, France, overcoming robbery, redeye flights and Haggis while learning to love the rich cultures of the world.

Education
California Western School of Law
J.D. (2005) | Estate Planning, Tax
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Honors: Creative Problem Soling Scholarship Recipient
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California State University - San Diego State University
MBA (2005) | Finance, Emerging Enterprises
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Honors: 2005 Outstanding Thesis Award- Best MBA Consulting Project
California State University - San Diego State University Logo
Brigham Young University
B.A. (2001) | Philosophy; Deductive Logic and Analytic Thinking
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Honors: Honor Society
Activities: Ice Hockey Team
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Professional Experience
Owner
LifePlan Legal
- Current
Director of Member Progress
How to Manage a Small Law Firm
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Tax Attorney, COO, Deputy Scout Executive
Boy Scouts of America
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Speaking Engagements
Create a Living Legacy: Eliminate the 8 Failures of Estate Planning
Awards
Best MBA Program Thesis Award
California State University - San Diego State University
Professional Associations
Arizona State Bar  # 023897
Member
Current
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Jurisdictions Admitted to Practice
Arizona
State Bar of Arizona
ID Number: 023897
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Fees
  • Free Consultation
  • Credit Cards Accepted
Practice Areas
  • Estate Planning
  • Elder Law
  • Probate
Languages
  • Cebuano: Spoken, Written
  • English: Spoken, Written
  • Tagalog: Spoken, Written
Websites & Blogs
Website
LifePlan Legal
Blog
Modern Leadership Podcast
Contact & Map
LifePlan Legal AZ
LifePlan Legal Office
1425 S. Higley Road #106
Gilbert, AZ 85296
Toll-Free: (855) 466-1276
Telephone: (602) 910-4068
Fax: (480) 781-0724