Andy, Serial Entrepreneur and Current CEO of Basket Technologies

Andy, Serial Entrepreneur and Current CEO of Basket Technologies
    

“For over a decade, Kyle Carlton and his team have been one of the most valuable members of my team. Knowing I could count on him for strategic advice, unfiltered candor, and swift action has allowed me and my companies to excel against the odds. I can’t recommend Kyle and his team enough.”

Adam, CEO of Commodities Trading Company

Adam, CEO of Commodities Trading Company
    

“The team at KB Carlton was great at developing creative solutions beyond what a traditional law firm recommends. When problems arise, they will also drop everything to help. Throughout the years, they have become both trusted advisors and true friends.”

Ivan, Technology Executive and Serial Entrepreneur

Ivan, Technology Executive and Serial Entrepreneur
    

“The team at KB Carlton was very friendly and easy to work with. The attorneys were very good at pointing out what was important and offered clear, relevant and empathetic advice. The team also assists us with our growth and changes and provides advice for the long haul.”

Rob, Executive Tier Partner at Multinational Law Firm

Rob, Executive Tier Partner at Multinational Law Firm
    

“The attorneys and staff at KB Carlton have been very helpful and patient when answering questions regarding our estate planning. They do a great job of thinking strategically and clearly explaining the intricacies of our plan. I am thankful to have a continued relationship with them and look forward to working with them for the long haul.”

Steve, Banking Executive and Investor

Steve, Banking Executive and Investor
    

“Through the process of planning for my family’s future, we have developed a close and personal friendship with the team at KB Carlton. They approach all of our problems with a strategic mindset in order to craft a creative solution. Their relational and professional approach gave us great confidence in their work.”

Jason, Owner and Managing Partner of Law Firm

Jason, Owner and Managing Partner of Law Firm
    

“As a business owner himself, I appreciate how Kyle Carlton and the KB Carlton team approach all of my legal planning with a similar business-oriented mindset. They help me think strategically about my plans and have made certain that my family is well protected no matter what uncertainties may occur in the future. Because I have felt so well cared for, I have referred many clients, colleagues and friends over the years because I know they too will be in the best possible hands. With 10 years of experience with Kyle and his team, I give my highest recommendation.”

Jeanne, Investment Professional

Jeanne, Investment Professional
    

“I find the work that they do to be thoughtful, thorough and comprehensive. I think they are effective at considering and incorporating all elements of a person/family’s business and personal circumstances.Their excellent and cutting edge legal thinking have resulted in an estate plan for our family that meets the needs that we have in the most effective and efficient way.”

Raj and Raje, Real Estate Investors

Raj and Raje, Real Estate Investors
    

“We were unsure if we would be able to find an attorney who could help us accomplish our unique desires, while still adhering to legal wisdom. Thankfully, the attorneys at KB Carlton spent time on educating us and weighing our options on important decisions. From there, we were able to decide the best course of action for our family. All of our work was prepared in timely manor and we are very happy with the final documents. This is a great team to advise you on your estate planning needs. We will continue to send our friends and family to KB Carlton.”

Jim, Retired Cardiologist

Jim, Retired Cardiologist
    

“My family and business relations took a circuitous course over many years and several advisors. I was referred to KB Carlton to help straighten our path, optimize our value and provide optimal security. Their knowledge was clearly evident and we were impressed with their ability to explain complex issues to lay people. The use of diagrams continues to ease our review of material when required. This user-friendly firm should be used by anyone needing assistance in estate or business planning.”

Rama, CEO of International Technology Company

Rama, CEO of International Technology Company
    

“KB Carlton has delivered on complex estate planning beyond our expectations. They are knowledgeable, efficient and thorough in their work. The process is understandable, face-to-face interactions, coupled with step by step procedures made the experience easy to understand and was completed in a timely manner. I would highly recommend KB Carlton.”

Kumar and Sarada, Medical Professionals

Estate Planning client response
    

“The team at KB Carlton was able to create a unique family and corporate structure to incorporate all of our real estate holdings and help us with gifting for future generations. Even after the work, they were available and patiently answered all of our questions. My husband and I will very highly recommend KB Carlton for all your estate planning needs.”

Ervin, CEO of Education Consulting Company

Ervin, CEO of Education Consulting Company
    

“Setting up our trusts with the team at KB Carlton was an exceptional experience. The team is both professional and personal; they listened to our needs and provided options and direction. They established a working relationship with us that is ongoing and accessible, yet nonintrusive. From whiteboard drawings and problem-solving sessions to final documents, the services provided have exceeded our expectations.”

Current MLB Player and Spouse

Current MLB Player and Spouse
    

“They made the estate planning process extremely painless and streamlined. They were able to simplify complex topics and worked well with our existing advisors. We would highly recommend working with KB Carlton. ”

Todd, Managing Director of Private Equity Fund

Todd, Managing Director of Private Equity Fund
    

“KB Carlton made complex estate planning easy to understand, the completed work was comprehensive, well documented and timely. The team makes sure that everything was understood thoroughly, explained how to keep plans up to date, and delivered a finished product indexed and tabbed for ease of future reference. Follow-up questions have been easily handled. I wouldn’t hesitate to recommend anyone with estate planning needs.”

Current NHL Player

Current NHL Player
    

“I appreciate how accommodating they were and the amount of detail they went through to explain the process. I value the fact that theylooked at me as an individual and worked hard to help protect my future.”

Sean, President of Energy Consulting Company

Sean, President of Energy Consulting Company
    

“Kyle and his team perform quality work in a timely fashion. They go above and beyond to not only complete the requested task, but to give you ideas on future issues that may arise as well as better solutions you are not aware of. I have and will continue to recommend KB Carlton for both estate and business planning.”

CEO of Commodities Trading Company

CEO of Commodities Trading Company
    

“Not only did they setup the structure for our estate plan, but they stood shoulder to shoulder with us when the plan was tested. They are extremely helpful and are willing to step in when emergencies arise. ”

Larry, Former CEO and Serial Entrepreneur

Larry, Former CEO and Serial Entrepreneur
    

“Even after we completed our estate plan, KB Carlton was great at following up with us to make sure our trust was funded. The staff was extremely patient with our questions and helpful with the transition. We would highly recommend this team!”