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Based in Los Angeles, Brian is certified by the State Bar of California's Board of Legal Specialization as a legal specialist in estate planning, trust, and probate law. He focuses his practice on estate planning and trust and estate administration for high-net-worth individuals. Brian has designed and drafted revocable trusts, wills, advanced healthcare directives, durable powers of attorney, irrevocable life insurance trusts, charitable remainder trusts, and grantor retained annuity trusts. He has obtained favorable private letter rulings, counseled clients through administration issues and tax exposures, and prepared and reviewed federal estate and gift tax returns.
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Chat withState: California
Acquired: 2012
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2049 Century Park E #2300, Century City, CA, 90067
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"Among being hardworking and professional, Brian is also very dedicated to his clients needs and concerns. I endorse this lawyer,"
"Brian works incredibly hard to achieve the best result for all of his clients and maintains a high level of professionalism. I endorse this lawyer."
"Brian is attentive to all of his clients, works meticulously with his cases, and provides excellent solutions to complicated issues. I endorse this lawyer."
"Brian is an excellent and competent Estate Planning lawyer. I would recommend Brian to any fellow lawyers or my own clients for Brian's advice."
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2019
Rising Star, SuperLawyers
2018
Rising Star, SuperLawyers
2017
Rising Star, SuperLawyers
2019 - Present
Trusts and Estates Attorney, Venable LLP
2017 - 2019
Trusts and Estates Attorney, Hartog, Baer & Hand
2015 - 2017
Trusts and Estates Attorney, Brown & Streza, LLP
2013 - 2015
Trusts and Estates Attorney, Wolf, Rifkin, Shapiro, Schulman & Rabkin, LLP
2009 - 2013
Tax Accountant, Rothstein Kass & Co
2008 - 2009
Tax Accountant, Andersen Tax, LLC
Member
Member
Member
2008
MA - Masters
2003
JD - Juris Doctor
1999
BA - Bachelor of Arts
2019
"Anticipating and Addressing the Dilemma Posed by a 'Fading' Trustee, or At Least Trying"
2019
"Tax Issues When Settling a Trust or Estate Dispute"
2018
"Barefoot v. Jennings and its Impact on Standing in Trust Disputes"
2016
“Advanced Estate Planning, Including Common Mistakes”
2015
“Designing and Drafting Revocable Trusts in California"
2019
English