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also known as Brett A. Bjornson, M.S., C.P.A., Esq.
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.
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Practice Areas
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Chat withState: California
Acquired: 2004
No misconduct found
201 Santa Monica Blvd., Suite 300, Santa Monica, CA, 90401
8 Client Reviews
Showing 1 - 2 of 2 reviews | General Knowledge
Posted by Lucile | May 01, 2020 | Hired Attorney | Tax
Brilliant Creative Approach to Problems
Interviewed four atty. for a very complex legal/tax/estate situation. He came up with a solution that he executed successfully that was not even a suggetion by the other four. He is so good that I use him for everything even if it is outside his expertise because I respect his directions and his re...
Posted by anonymous | February 27, 2014 | Estate Planning
Brett is a rarity!
Brett is an outstanding attorney.! He provided comprehensive and sophisticated estate planning, with an emphasis on personalized attention and hands-on services. He has unparalleled technical skills and was sensitive and compassionate to our family matters. Given his CPA background and his Masters i...
"I endorse this lawyer. One of the most intelligent accounting minds I have ever met. Can understand and deconstruct the most complicated of trusts."
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2014
Certified Specialist - Estate Planning, Probate, and Trust Law, State Bar of California
2014 - Present
Principal, Gorman and Miller
2012 - 2013
Adjunct Professor, Glendale University College of Law
2004 - 2014
Principal, Brett A. Bjornson, Esq., PLC
1988 - 2004
Principal, Bjornson & Associates, CPA's
1981 - 1983
Internal Revenue Agent, Internal Revenue Service
2011 - Present
Beverly Hills Estate Planning CouncilMember
2011 - Present
Santa Monica Bar AssociationMember
2011 - Present
Santa Monica Chamber of CommerceMember
2004 - Present
Los Angeles County Bar AssociationMember
2004 - Present
Beverly Hills Bar AssociationMember
2004 - Present
Pacific Palisades Chamber of CommerceMember
2004
JD - Juris Doctor
1987
M.S.
1981
BS - Bachelor of Science
2018
2017
Trust Administration - "Portability" vs The "ABC Trust"
2017
Planned Giving Insights
2016
Tax Matters
2016
Will Substitutes
2016
Trust Admininstration
2016
"Portability"
2015
GRATs & CLATs In a Low Interest Rate Environment
2015
2015 Heckerling Institute Update
2013
Estate Planning - Portability - Is it ideal for you?
2008
Estate Planning Without a Living Trust
2007
Case Studies in Estate Planning
1987
English
Legal Answers
Can I sign a quit claim deed to my son but not file it until after my death ?
23 May 2024
Is there any consequence of cutting my alienated children from inheritance.
25 Aug 2020
How can I will / testate my house to my children ?
16 Aug 2020