Brett Alan Bjornson

Brett Alan Bjornson

also known as Brett A. Bjornson, M.S., C.P.A., Esq.

5.0
Rating: 8.2

Licensed for 21 years

Probate Lawyer at Santa Monica, CA
Practice Areas: Probate, Estate Planning, Trusts

201 Santa Monica Blvd., Suite 300, Santa Monica, CA

About Brett

Biography

Practice Areas

3

Practice Areas

Probate 50%

The Probate Court is a court of equity. the Probate Court has exclusive jurisdiction over estate administration, whether testate (there is a will) or intestate (there is no will).

50%
Estate Planning 25%

Mr. Bjornson is adept at complex trust arrangements involving CRTs, CLTs, GRATs, IDGTs, and QPRTs. Interrelated income, gift, estate and property tax matters require management, as they sometimes work against one another.

25%
Trusts 25%

Trust administration involves the private process of administering an estate where the assets are owned by a trustee of a trust. Trust administration is much easier and less costly than a probate.

25%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 21 years

State: California

Acquired: 2004

Active

No misconduct found

Location

Brett A. Bjornson, Esq., PLC

201 Santa Monica Blvd., Suite 300, Santa Monica, CA, 90401

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Brett Alan Bjornson's Reviews

Avvo Review Score

5.0 /5.0

8 Client Reviews

Filter Avvo Reviews (8) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

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...ferrals when my situations are too beyond his reach.

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...n Tax, he has the ability to run the numbers in his head and stands out from other attorneys. He is brilliant, honest and, he is a rarity! I would highly recommend Brett!!

See All Client Reviews

Brett Alan Bjornson's Lawyer Endorsements

Endorse Brett
Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Apr 23

Relationship: Fellow lawyer in community

"Top-notch attorney. Highly respected in the legal community."

Kevin Scott Feldman headshot
Kevin Feldman

Trusts lawyer | Feb 14

Relationship: Worked together on matter

"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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This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  8.2 (Excellent)

Honors

2014

Certified Specialist - Estate Planning, Probate, and Trust Law, State Bar of California

Work Experience

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

Associations

2011 - Present

Beverly Hills Estate Planning Council

Member

2011 - Present

Santa Monica Bar Association

Member

2011 - Present

Santa Monica Chamber of Commerce

Member

2004 - Present

Los Angeles County Bar Association

Member

2004 - Present

Beverly Hills Bar Association

Member

2004 - Present

Pacific Palisades Chamber of Commerce

Member

Education

2004

Southwestern University School of Law

JD - Juris Doctor

1987

California State University at Hayward

M.S.

1981

California State University, Hayward

BS - Bachelor of Science

Speaking Engagements

2018

Jerry A. Kasner Estate Planning Symposium Can Attorneys "DO" The Numbers?

2017

Optimist Club of Pacific Palisades

Trust Administration - "Portability" vs The "ABC Trust"

2017

Meals on Wheels West Board Meeting

Planned Giving Insights

2016

Public Seminar

Tax Matters

2016

Public Seminar

Will Substitutes

2016

Public Seminar

Trust Admininstration

2016

Public Seminar

"Portability"

2015

Los Angeles Estate Planning Council

GRATs & CLATs In a Low Interest Rate Environment

2015

Beverly Hills Estate Planning Council

2015 Heckerling Institute Update

2013

AAII - Ventura

Estate Planning - Portability - Is it ideal for you?

2008

Pacific Palisades AARP Meeting

Estate Planning Without a Living Trust

2007

Peninsula Estate Planning Council

Case Studies in Estate Planning

Publications

1987

California Society of CPAs IRS Audit Techniques and Strategies

Languages

English

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
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