Mr. Bjornson has an intuitive ability to see and resolve client problems from the onset. With his tax, forensic and legal background, Mr. Bjornson advances his clients to a resolution in the most expedient and cost-effective manner.
Mr. Brett A. Bjornson is a California Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Bjornson’s areas of expertise include trust and estate litigation, elder abuse, estate planning, trust administration and probate matters. His highly unique “trifecta” of qualifications includes a Jurist Doctorate, a CPA designation (inactive), and a Master of Science degree in Federal Income Taxation, which allows for Mr. Bjornson to quickly pinpoint and quantify the reality of each client’s situation.
Trust and Estate Litigation
Mr. Bjornson rights wrongs. Mr. Bjornson has handled a vast array of matters covering litigious trust administrations, probate litigation and the related complex tax and economic issues. Adhering to the highest standards of performance, discretion and integrity, Mr. Bjornson is effective at guiding client’s the end result. His multidisciplinary background allows him to disentangle the most challenging and complex financial transactions, even with flawed and/or incomplete data.
Estate Planning Services
Mr. Bjornson is adept at providing comprehensive and sophisticated estate planning services that emphasize personalized attention. From drafting simple wills and trusts to formulating complex, customized estate plans, the Mr. Bjornson combines unparalleled technical expertise in all aspects of estate planning with exceptional compassion and sensitivity to delicate family dynamics. Mr. Bjornson works with his clients to continually protect and preserve their hard-earned assets over time, as economic and personal circumstances shift.
Mr. Bjornson is experienced in dealing with high net worth individuals and the implementation of GRATs, QPRTs, CRTs, CLATs, IDGTs and family entities.
Trust Administration and Probates
Trust administration, as is probate, is the business of transferring title, paying taxes and distributing a trust or probate estate. A properly constructed estate plan should allow for relative ease of administration. A poorly constructed estate plan results in probate, public disclosure and expensive legal fees. Mr. Bjornson attempts to minimize legal fees putting into place estate plans with particular efforts in reducing legal work. Mr. Bjornson is an attorney that likes to work himself out of a job.
|Award name||Grantor||Date granted|
|Certified Specialist - Estate Planning, Probate, and Trust Law||State Bar of California||2014|
|Principal||Gorman and Miller||2014 - Present|
|Adjunct Professor||Glendale University College of Law||2012 - 2013|
|Principal||Brett A. Bjornson, Esq., PLC||2004 - 2014|
|Principal||Bjornson & Associates, CPA's||1988 - 2004|
|Internal Revenue Agent||Internal Revenue Service||1981 - 1983|
|Association name||Position name||Duration|
|Beverly Hills Estate Planning Council||Member||2011 - Present|
|Santa Monica Bar Association||Member||2011 - Present|
|Santa Monica Chamber of Commerce||Member||2011 - Present|
|Los Angeles County Bar Association||Member||2004 - Present|
|Beverly Hills Bar Association||Member||2004 - Present|
|Pacific Palisades Chamber of Commerce||Member||2004 - Present|
|California Society of CPAs||IRS Audit Techniques and Strategies||1987|
|Southwestern University School of Law||JD - Juris Doctor||2004|
|California State University at Hayward||M.S.||1987|
|California State University, Hayward||BS - Bachelor of Science||1981|
|Jerry A. Kasner Estate Planning Symposium||Can Attorneys "DO" The Numbers?||2018|
|Optimist Club of Pacific Palisades||Trust Administration - "Portability" vs The "ABC Trust"||2017|
|Meals on Wheels West Board Meeting||Planned Giving Insights||2017|
|Public Seminar||Tax Matters||2016|
|Public Seminar||Will Substitutes||2016|
|Public Seminar||Trust Admininstration||2016|
|Los Angeles Estate Planning Council||GRATs & CLATs In a Low Interest Rate Environment||2015|
|Beverly Hills Estate Planning Council||2015 Heckerling Institute Update||2015|
|AAII - Ventura||Estate Planning - Portability - Is it ideal for you?||2013|
|Pacific Palisades AARP Meeting||Estate Planning Without a Living Trust||2008|
|Peninsula Estate Planning Council||Case Studies in Estate Planning||2007|
Posted by Luke
Sun Oct 05 2014
Posted by stephen
Fri Sep 12 2014