team-member

David Leslie Crockett

Newport Beach, CA

Licensed for 51 years

Law Degree

Awards

Primary Practice Area

Real Estate

Language

English

About

David Crockett, attorney-CPA Orange County with over 40 years of experience serving Orange County, Newport Beach, and surrounding communities, David Crockett, J.D., CPA, has helped countless clients with their Trust and Probate litigation, Trust formation and amendment, Probate, Wills, Estate Planning, Taxes, Asset Protection, and Real Estate issues. Mr. Crockett is rated as an “AV Preeminent” lawyer with the “highest possible rating in both legal ability and ethical standards” by the Martindale Hubble lawyer directory. He also has an Avvo rating of “Superb-10.0” in the field of trusts and estates.Types of Work We DoYour Situation is Probably Something We Have Already Seen and Successfully Dealt WithIt is not uncommon for individuals or businesses to find themselves involved in legal disputes involving a trust or estate. Disputes such as missing assets, long delays and failure to distribute or the failure to account for money may become ugly very quickly which may result in devastating financial consequences for all parties involved if not solved quickly. We have 40+ years of experience untangling these disputes including filing court lawsuits/petitions and obtaining Court orders where needed. We have dealt with many real life situations that are likely very similar to your own current circumstances so please don’t hesitate to call and have a free initial discussion to get some direction. See Some Actual Client Stories here.Unique Approach Because of 3 Licenses: Attorney, Certified Public Accountant & Real Estate BrokerAll matters are reviewed from three points of view: Lawyer (state license # 46632), CPA (state License #25836) and Real Estate Broker (state license #01909116) . David L. Crockett’s experience and licenses allow him to provide sophisticated, practical and understandable advice and solutions. The typical estate or asset situation, usually involves a combination of legal, financial and tax questions as well as real estate marketing and operational questions. As a 3 in 1 expert, Mr. Crockett is in a unique position to provide practical and cost-effective advice in all these areas. He is familiar with and has access to most all commonly used forms for real estate deals, wills, trusts and estates. Down to earth explanations of the tax and financial aspects of any deal or estate are routine.

Practices Areas

Estate Planning

Business

Real Estate

Language

English

Contact

Crockett Law Corporation901 Dove StreetSuite 120Newport Beach, CA, 92660

Office: N/A

Website: N/A

Reviews

Richard
April 7, 2018

This was a very unique situation that David helped us with. We contacted the owner of the property through a direct mail campaign because he was in default on both loans he had on the property. He was about 3 weeks away from foreclosure and a Trustee Sale on the property. We brought both loans current for the owner so he did not have to worry about being evicted. This was very important to the owner for a couple of reasons. First, he was terminally ill and didn't know how long he had to live. He could not work and was trying to survive on a social security check that was far short of meeting his needs. Second, he had been living in the house for 37 years and expressed to us he wanted to die there. We put the property under contract and agreed to let him live in the house until that day came. It did in January of 2017 and even though we had the house under contract, the owner's sister came out of the woodwork and tried fighting us for the property. That's when we consulted with David to get his advice. We found out very soon that David had a tremendous amount of knowledge and experience with Probate. We hired him on the spot and the battle began. I think keeping clear record of all transactions helped us through this mess. Whenever David needed a document to show or prove a point, I was able to provide those docs. The sister hired an attorney to fight for the house but ultimately once we had our day in court, the judge ruled in our favor because all documentation and contracts were in order. This battle took almost a year to complete from the time it went into Probate and we are 100% convinced that this property wouldn't have come to us if David didn't know his stuff. In fact, I talked with 2 other attorneys prior to hiring David and both of them told me my chances were "slim to none" that I would prevail. David was very honest from the beginning and after looking at my file, said he felt we had at least an 80% chance of getting the house. That was good enough for me to go into battle with David by my side. It paid off. We are now the proud owners of a beautiful house with an ocean view in Laguna Beach, CA.

anonymous
April 15, 2015

I met attorney David Leslie Crockett for a free consultation. He is a very nice and sincere person. He is patient to listen to my problem and try to help me to solve the problem with an affordable price. I am considering to hire attorney David Leslie Crockett for my living trust.

AL
February 12, 2015

I have been a very satisfied client of David Crockett, who has represented me in numerous business and personal cases, besides being one of the most capable and efficient CPA who handles all my income tax returns since 1991. David is a very honest person and always provides me sound advice, and treats me with respect.

Gerald
January 30, 2015

Mr. Crockett has provided our family and businesses with over 20 years of excellent service in law, real estate, and corporate and personal tax matters. Depth of knowledge and professional conduct is foremost with Crockett Law Corporation. We place our complete confidence in David and recently completed our revised estate planning with him. Thank you David! Truly, Gerald Jendrian

James
January 30, 2015

David Crockett has been my tax adviser and estate planner for over thirty years. He drew up my will and trust as well as my mothers. He has advised me on how to hold title on various properties. He astute and knows the law. I would highly recommend him as an attorney and as an estate planner.

David
January 26, 2015

I was extremely interested in learning all that I could about general estate planning and asset protection matters while I was searching for an attorney that I could entrust to handle my assets. I was very apprehensive handing control over to someone else to help protect everything that I had worked my whole life to amass. David was very thorough and kept me informed every step of the way. He set my heirs up so they will never have to worry about anything. I was very impressed with his work and how he kept me in the loop. I would recommend him.

Regan
January 26, 2015

I encountered Mr. Crockett at a very difficult time in my life, and to say that he helped me and made it better would be an understatement. I would refer him to anyone, he was awesome.

Blake
January 23, 2015

While I am rather young to be thinking about estate planning, David helped me create a will and get everything in order in case god forbid something happened to me. This way I know that my family and loved ones would not have to probate my estate because I was too lazy to be prepared ahead of time. He also instructed me in putting together my advanced health care directive. He really left no stone unturned and made me feel very ahead of the curve for someone my age. As my life and my assets progress I definitely will be coming back to Mr. Crockett to do more in-depth estate planning and other matters. He has definitely made a life long client out of me.

Debbie
January 23, 2015

I found David through the web and could not be happier that I chose to go with him. He walked me through all of the steps of creating my entire estate plan and setting up a trust for my children. He advised me on what steps to take to protect my real estate as well as creating my healthcare directive so my children do not have to make decisions regarding my health when I cant speak for myself. He was always very quick to respond to me and provided me with even more knowledge that I requested. Not only did he provide excellent service and keep me informed every step of the way, he provided me with complete peace of mind and that is priceless. I have already recommended him and will continue to do so to anyone that I know looking for services in the areas of estate and trust creation and administration, as well as all types of real estate transactions.

Roger
January 23, 2015

Crockett Law is a detailed and thorough legal firm with clear and precise advice. My experience involves two trusts and advice regarding handling recalcitrant estate executor and preserving tax rights in property transactions. Crockett does not miss a thing and is excellent at what he does. Hard to top a skill level like his that comes from being an expert in his field for over forty years. Would definitely recommend him to anyone who is an executor or trustee of an estate, or to someone looking to set up their own. He has not only handled my estate planning but also general business matters as well.

Richard
April 7, 2018

This was a very unique situation that David helped us with. We contacted the owner of the property through a direct mail campaign because he was in default on both loans he had on the property. He was about 3 weeks away from foreclosure and a Trustee Sale on the property. We brought both loans current for the owner so he did not have to worry about being evicted. This was very important to the owner for a couple of reasons. First, he was terminally ill and didn't know how long he had to live. He could not work and was trying to survive on a social security check that was far short of meeting his needs. Second, he had been living in the house for 37 years and expressed to us he wanted to die there. We put the property under contract and agreed to let him live in the house until that day came. It did in January of 2017 and even though we had the house under contract, the owner's sister came out of the woodwork and tried fighting us for the property. That's when we consulted with David to get his advice. We found out very soon that David had a tremendous amount of knowledge and experience with Probate. We hired him on the spot and the battle began. I think keeping clear record of all transactions helped us through this mess. Whenever David needed a document to show or prove a point, I was able to provide those docs. The sister hired an attorney to fight for the house but ultimately once we had our day in court, the judge ruled in our favor because all documentation and contracts were in order. This battle took almost a year to complete from the time it went into Probate and we are 100% convinced that this property wouldn't have come to us if David didn't know his stuff. In fact, I talked with 2 other attorneys prior to hiring David and both of them told me my chances were "slim to none" that I would prevail. David was very honest from the beginning and after looking at my file, said he felt we had at least an 80% chance of getting the house. That was good enough for me to go into battle with David by my side. It paid off. We are now the proud owners of a beautiful house with an ocean view in Laguna Beach, CA.

anonymous
April 15, 2015

I met attorney David Leslie Crockett for a free consultation. He is a very nice and sincere person. He is patient to listen to my problem and try to help me to solve the problem with an affordable price. I am considering to hire attorney David Leslie Crockett for my living trust.

AL
February 12, 2015

I have been a very satisfied client of David Crockett, who has represented me in numerous business and personal cases, besides being one of the most capable and efficient CPA who handles all my income tax returns since 1991. David is a very honest person and always provides me sound advice, and treats me with respect.

Gerald
January 30, 2015

Mr. Crockett has provided our family and businesses with over 20 years of excellent service in law, real estate, and corporate and personal tax matters. Depth of knowledge and professional conduct is foremost with Crockett Law Corporation. We place our complete confidence in David and recently completed our revised estate planning with him. Thank you David! Truly, Gerald Jendrian

James
January 30, 2015

David Crockett has been my tax adviser and estate planner for over thirty years. He drew up my will and trust as well as my mothers. He has advised me on how to hold title on various properties. He astute and knows the law. I would highly recommend him as an attorney and as an estate planner.

David
January 26, 2015

I was extremely interested in learning all that I could about general estate planning and asset protection matters while I was searching for an attorney that I could entrust to handle my assets. I was very apprehensive handing control over to someone else to help protect everything that I had worked my whole life to amass. David was very thorough and kept me informed every step of the way. He set my heirs up so they will never have to worry about anything. I was very impressed with his work and how he kept me in the loop. I would recommend him.

Regan
January 26, 2015

I encountered Mr. Crockett at a very difficult time in my life, and to say that he helped me and made it better would be an understatement. I would refer him to anyone, he was awesome.

Blake
January 23, 2015

While I am rather young to be thinking about estate planning, David helped me create a will and get everything in order in case god forbid something happened to me. This way I know that my family and loved ones would not have to probate my estate because I was too lazy to be prepared ahead of time. He also instructed me in putting together my advanced health care directive. He really left no stone unturned and made me feel very ahead of the curve for someone my age. As my life and my assets progress I definitely will be coming back to Mr. Crockett to do more in-depth estate planning and other matters. He has definitely made a life long client out of me.

Debbie
January 23, 2015

I found David through the web and could not be happier that I chose to go with him. He walked me through all of the steps of creating my entire estate plan and setting up a trust for my children. He advised me on what steps to take to protect my real estate as well as creating my healthcare directive so my children do not have to make decisions regarding my health when I cant speak for myself. He was always very quick to respond to me and provided me with even more knowledge that I requested. Not only did he provide excellent service and keep me informed every step of the way, he provided me with complete peace of mind and that is priceless. I have already recommended him and will continue to do so to anyone that I know looking for services in the areas of estate and trust creation and administration, as well as all types of real estate transactions.

Roger
January 23, 2015

Crockett Law is a detailed and thorough legal firm with clear and precise advice. My experience involves two trusts and advice regarding handling recalcitrant estate executor and preserving tax rights in property transactions. Crockett does not miss a thing and is excellent at what he does. Hard to top a skill level like his that comes from being an expert in his field for over forty years. Would definitely recommend him to anyone who is an executor or trustee of an estate, or to someone looking to set up their own. He has not only handled my estate planning but also general business matters as well.