Greg J. Carlson

Greg Carlson is a seasoned attorney specializing in Estate Planning, Gift & Estate Tax Planning, and Trust Administration. Currently serving as the Managing Partner at Lee Kiefer & Park since April 2021, Carlson previously held the position of Director - Trust Counsel at Charles Schwab Trust Company. Prior to that, Carlson operated a private practice focusing on Estate Planning and worked as General Counsel at DLP Services while also managing Frijoles & Frescas, a restaurant chain. Carlson's legal career began as an Associate at Lionel Sawyer & Collins, concentrating on Tax and Estate Planning, and included a position as Associate Attorney at Gaw Van Male with a focus on Estate Planning and Trust Administration. Academic credentials include a Juris Doctor with a Tax Concentration from the University of California, College of the Law, San Francisco, and a Bachelor of Science and Master of Accountancy in Accounting from Brigham Young University.