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Brooks Paley
About Brooks
Biography
I specialize in estate and trust planning, with an emphasis on tax planning for strategic wealth transfers. In addition, I provide legal and tax advice to owners of small businesses and rental properties who would benefit for transferrring their interests into limited liability business entities in a manner that will protect their personal assets and avoid triggering an increase in their property taxes. I take great personal satisfaction from earning the trust of each and every one of my clients.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in California for 32 years
State: California
Acquired: 1993
No misconduct found
Location
Paley Law Corporation
3301 Barham Boulevard, Suite 402A, Los Angeles, CA, 90068-1675
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Brooks Paley's Reviews
Avvo Review Score
5 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Trustworthiness
Posted by anonymous | October 01, 2013 | Estate Planning
Great Attorney!
Brooks Paley did a fantastic job with our estate planning. He designed a plan that met our needs and took the time to explain everything thing to us. He was extremely knowledgeable, thorough and trustworthy. I highly recommend Mr. Paley
Brooks Paley's Lawyer Endorsements
"Brooks and I have worked with several mutual clients, and he is a top-quality lawyer. I highly recommend his services."
"I endorse this lawyer. A client with an estate planning issue cannot go wrong by consulting with or retaining his most professional office."
"Brooks is an excellent attorney who demonstrates great skill and passion for his work and dedication to his clients. I have consulted with him on numerous estate planning issues and have always been impressed with his knowledge of the law and creative resolutions. I endorse him and would highle recommend him to others."
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Experience
Honors
2018
Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California
2017
Top-Rated Lawyer, Avvo
2016
Top Attorneys, Pasadena Magazine
2014
Top Attorneys, Pasadena Magazine
2013
Top Attorneys, Pasadena Magazine
2012
Top Attorneys, Pasadena Magazine
Work Experience
2007 - Present
Managing Principal/Attorney, Paley Law Corporation
Associations
2010 - Present
State Bar of California, Taxation SectionMember
2010 - Present
Los Angeles County Bar Association, Taxation SectionMember
2010 - Present
Beverly Hills Bar Association, Taxation SectionMember
2007 - Present
State Bar of California, Trusts and Estates SectionMember
2007 - Present
Los Angeles County Bar Association, Trust and Estates SectionMember
2007 - Present
Beverly Hills Bar Association, Trust and Estates SectionMember
1993 - Present
State Bar of CaliforniaMember
Sample of Legal Cases
In re: The George E. Rory and Patricia Rory Declaration of Trust
Order Confirming Trust Asset Granted
Education
2010
Loyola Law School, Loyola Marymount University
Master of Laws
1993
USC Law School
Juris Doctor
1984
Stanford Univ
Bachelor of Arts
Speaking Engagements
2018
ProVisors
Beneficiary Designation Planning
2018
Estate Planning Basics @ WKD
Estate Planning Basics
2014
Ameriprise Financial Presents "Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy"
Fundamentals of Estate Planning After the American Taxpayer Relief Act of 2012
2013
Loyola Law School Presents "Solo Tax Practice"
Solo Tax Practice
Publications
2013
Paley Law Estate Planning Update
Estate Planning After ATRA - What Matters Now?
2012
Paley Law Estate Planning Update
How Can You Benefit More By Making Larger Annual Exclusion Gifts in 2013?
2012
Paley Law Estate Planning Update
Is a '529 Plan' a Smart Way to Fund Your Child's College Education?
2012
Paley Law Estate Planning Update
How Do You and Your Spouse Own Your Home (And Why Does it Matter)?
2012
Paley Law Estate Planning Update
What is Probate (and Why Do You Want to Avoid It)?
2012
Paley Law Estate Planning Update
What is a Conservatorship and How Can You Avoid Becoming a Conservatee?
2012
Paley Law Estate Planning Update
What is a Conservatorship and How Can You Avoid Becoming a Conservatee?
2012
Paley Law Estate Planning Update
Will Your Estate Plan Still Work in 2013?
2012
Paley Law Estate Planning Update
If You Own Rental Properties or a Business, Are Your Personal Assets at Risk?
2011
Working Ranch Magazine
"Death Tax Tips"
2011
Paley Law Estate Planning Update
Any Questions?
2011
Paley Law Estate Planning Update
Are You Happy With Your Current Estate Plan?
2011
Paley Law Estate Planning Update
Do You Need a Will or a Revocable Living Trust?
2011
Paley Law Estate Planning Update
Are There Non-Economic Reasons to Create an Estate Plan?
2011
Paley Law Estate Planning Update
Is Your Gift Taxable?
2011
Paley Law Estate Planning Update
What is 'Portability of the Deceased Spouse's Unused Exclusion Amount' (and do you still need a Bypass Trust)?
2011
Paley Law Estate Planning Update
What is a Grantor Retained Annuity Trust (and why is now an exceptional time to create one)?
2011
Paley Law Estate Planning Update
Are Life Insurance Proceeds Taxable?
Languages
English