Richard Watson

Richard Watson

Attorney at Law

Santa Ana
California
Licensed in
CA
Thomas Jefferson School of Law,
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 1 reviews
About
Richard C. Watson III, Esq, is a trial attorney.

We help people, including the injured, beneficiaries of trusts and wills, and minority shareholders.

We do not represent insurance companies or engage in insurance defense work on behalf of defendants.
3
Projects on
upcounsel
12
Years
experience
Fortune 500 Badge
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Practice Areas

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 1 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Super fast turnaround & response times. 2 days from initial chat to completion. All work was very high quality and much more than I thought I needed (i.e., appreciated his comprehensiveness to go above and beyond what was explicitly asked). Also made recommendations and general legal advice that is always appreciated when you're a small business owner!"


Posted on Apr 7, 2016

Work History

Watson Tax Law Group, APC

Attorney at Law

Oct 2015 - Present

Oct 2015 - Present

Various Conferences, Institutes, & Law Schools

Speaker and SME

Dec 2005 - Present

Mr. Watson was an adjunct professor at the University of California at Irvine (for seven years) and The American College, teaching tax and business planning, and has previously spoken on various business, estate, tax planning topics at a variety of national conferences and institutes.

Dec 2005 - Present

Wells Fargo

Senior Director of Planning

Jun 2007 - Sep 2015

Mr. Watson was formerly the Senior Director of Planning for Wells Fargo's Private Bank and Business Advisory Services, which included business valuation, business succession planning, M&A advisory, and closely-held trust asset management practice areas. In addition to advising hundreds of owners and boards on complex tax and business planning issues, he also managed a national team of specialists

Jun 2007 - Sep 2015

American Express

Senior Business Planner

Nov 1999 - May 2007

Mr. Watson served as a Senior Business Planner helping small business owners implement comprehensive long-term business, estate, and tax plans. He also served as an national subject matter expert for financial advisors with complex business owner planning cases.

Nov 1999 - May 2007

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