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Brian L. Shetler

Brian L. Shetler

Practice areas:

Tax, Estate Planning, Trusts, Probate

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Practice Areas

Licensed since 1993

  1. Trusts: 30%
    22 years
  2. Estate Planning: 30%
    22 years
  3. Tax: 30%
    22 years
  4. Probate: 10%
    22 years

Payment

Fees:

Hourly ($475/hour)

Payment Types:

Check, Credit Card

Attorney Endorsements

2 total

  • No photo

    I endorse this lawyer.

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    John Prokey Tax Attorney
    Relationship: Fellow lawyer in community

  • Aaron Michael Valenti

    I endorse this lawyer.

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    Aaron Valenti Tax Attorney
    Relationship: Co-worker

Contact Info

Berliner Cohen

10 Almaden Blvd, 11th Floor
San Jose, CA, 95113

Berliner Cohen

10 Almaden Boulevard Suite 1100

San Jose, CA, 95113-2270

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Resume

License
StateStatusAcquiredUpdated
CAActive199305/25/2015
COInactive199506/30/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Work Experience
TitleCompany NameDuration
Board Member and Past Board ChairmanGoodwill of Silicon Valley2008 - Present
PartnerBerliner Cohen2000 - Present
Trust OfficerComerica Bank & Trust1998 - 2000
PartnerLaw Offices of Brian L. Shetler1996 - 1998
Contract AttorneyHeller Ehrman White & McAuliffe1993 - 1996

Associations
Association NamePosition NameDuration
Society of Trusts & Estates Practictioners - Silicon ValleyCo-Founder, Board Member2012 - Present
American Bar AssociationMember2000 - Present
Silicon Valley Planned Giving CouncilPast Chair and Board Member2000 - Present
State Bar of ColoradoMember1995 - Present
State Bar of CaliforniaMember1993 - Present
Santa Clara County Bar AssociationMember & Past ExComm Member of Trusts & Estates Section1993 - Present
Silicon Valley Bar AssociationMemberN/A
Northwest Colorado Bar AssociationMemberN/A

Publications
Publication NameTitleDate
Berliner Cohen Newsletter and Website ArticleIRS Follows Up on Interim Due Diligence Guidance Required in Grantmaking to Other Nonprofits2009
Originally in Montaq; Also on Berliner Cohen websiteBequests to Non-Citizen Spouses Taxable Unless Special Trusts (QDOTs) Are Created2009
Previously in out of print publication, now on Berliner Cohen websiteKeeping the Faith: Fiduciary Duties – Forming LLCs to Hold Real Property2005
Macrohistory & Macrohistorians: Perspectives on Individual, Social and Civilizational Change"Augustine" and "Hegel" chapters1997

Education
School NameMajorDegreeGraduated
Golden Gate University School of LawTaxationLL.M - Master of Laws2003
Santa Clara University School of LawLawJD - Juris Doctor1992
University of Hawaii, ManoaPolitical ScienceMA - Masters1989
University of Hawaii, ManoaJournalism and Mass CommunicationBA - Bachelor of Arts1986

Speaking Engagements
Conference NameTitleDate
Kasner SymposiumLife Insurance Planning and Insurance Trusts2013
Meeting of the Santa Clara County Estate Planning Council2010 Tax Act2011
Various Non-Profit BoardsPlanned Giving for Non-profit Board MembersN/A
Numerous Nonprofit EventsEstate Planning Seminars: Basic and SophisticatedN/A