Skip to main content

Brian J. Sheppard

Probate Attorney at Encino, CA

4.8   18 reviews

also known as Sheppard, Brian J.

  • Licensed for 30 years
    State CA
    Acquired 1994
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Brian

Learn Brian’s areas of practice.

5
Practice areas
  1. Probate
    35%
    I probate estates whether or not there is a will. If there is a trust, there should not be a need for a probate.

    30 years

  2. Elder law
    30%
    I represent clients filing for conservatorship and also serve as a court appointed attorney for clients who may be conserved.

    30 years

  3. Trusts
    15%
    I draft trusts for clients in order to plan for incapacity and avoid probate upon death.

    30 years

  4. Estate planning
    11%
    I draft complete estate plans for individuals and couples with less than the current exemption equivalent (currently $5.34 million and $$10.68 million, respectively).

    30 years

  5. Wills and living wills
    5%
    I draft Wills for clients who do not need, or decide they do not want, a trust or other more complete estate plannng document.

    30 years

  6. Mediation
    2%
    I assist the parties to reach an agreement that they create. This allows them to control the terms of the outcome, avoid the costs and stress of litigation, and get the matter resolved more quickly.

    24 years

  7. Social Security & Disability
    2%
    I help clients obtain their social security disability benefits.

    30 years

When you call an attorney you are concerned about something serious.  I try to respond promptly to all client calls and communications.

 

I have 19 years of experience in the areas estate planning, conservatorships, probate and trust administration.  I also work in the areas of social security disability and mediation.

 

Since January of 2014, I have been publishing , a blog on a variety of issues of interest to my clients, associates and friends.  You can link to it via my website link here on

 

I am a member of The National Academy of Elder Law Attorneys, the Southern California Council of Elder Law Attorneys, The San Fernando Valley Bar Association, The Los Angeles County Bar Association and the San Fernando Valley Bar Association.

 

I have a Professional Designation in Pesonal Financial Planning from University of California at Los Angeles (UCLA) and tax training from a variety of sources, including H & R Block.  

 

In 2005 I was named Senior Volunteer of the Year by the Wilkinson Senior Center and I received a Certificate of Recognition from the U.S,. Bankruptcy Court for having settled the case involving the largest amount of money during the 2005-2006 term.

 

I am available for evening and week-end meetings, as well as during normal working hours.

 

My website is "".

 

Location

Law Office of Brian J Sheppard
18075 Ventura Blvd #109
Encino, CA, 91316

Probate lawyers nearby

Reviews

4.8 / 5.0
  18 customer reviews
5 Star
 
94%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
6%
Posted by Terry | September 14, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Going the Extra Mile
A few years ago, my sister and I found our selves in a most difficult circumstance that centered around a legal issue that my father, who was dying in the hospital, had failed to resolve. Suffice to say, we were emotionally wrought and desperate for help. I had reached out to a few other lawyers, most of whom never bothered to return my call and if they did, were more interested in their up-front fees, than offering helpful counsel. Fortunately, we found Brian and he immediately understood the gravity of the situation and was able to map out a plan of action. His calm demeanor, and solid knowledge of the law, kept an already difficult situation from becoming worse. Talk about going the extra mile, he even came to the hospital to meet my father – not a place most lawyers go -- and make sure that the matter was resolved properly. After our father passed, Brian was instrumental in taking care of some of difficult and confusing paperwork including title-transfers and other filings that we had no idea were legally required. He also counseled us on the importance of having a will, or a trust, the value of advance health-care-directives, and other important pre-need paperwork. Brian Sheppard is first and foremost a man of integrity and principle, well-versed in the nuances of the law, and fundamentally a man with the courage to do what is right. Over the years, I have had occasion to call him with a simple a question and he has gentlemanly and generously resolved the matter without an outrageous bill. Our only regret is that we weren’t able to avail ourselves of Brian’s services earlier.
Read less
Posted by Steve | February 3, 2015
EXCELLENT RESOURCE FOR ESTATE PLANNING.
Brian was easy to work with and most helpful in explaining the arcane language of estate planning. HIs fees are very reasonable and he is quick to reply to follow-up questions.
Posted by N/A | August 21, 2014
Review for Brian J. Sheppard
Brian Sheppard redid our wills and our living trust. We found Mr. Sheppard to be very honest,very ethical,very knowledgeable .Mr. Sheppard made it easy for laymen to understand what was being done. His fees were fair. We highly recommend Mr. Sheppard and we will use his services again,when the situation presents itself.
Posted by Rory | August 20, 2014
Compassionate and Learned
Brian prepared a new estate plan for my wife and me. He listened to our issues, answered our questions in clear, non-legalese, and produced the exact plan my wife and I had desired.
Posted by Lisa | August 20, 2014
Mr. Sheppard is a great choice to help you with your living trust
We were referred to Mr. Sheppard by another lawyer and were very satisfied with his services. He seemed extremely knowledgeable in his field of expertise and helped us in the dreaded, but necessary, process of creating a living trust. His fees were reasonable and did not change from what he originally quoted us. I have not hesitated to refer him when the topic of trusts comes up in conversation with friends.
Read less
Posted by Judith | August 18, 2014
Review of Brian J. Sheppard
My Mother passed away in May and Brian was very helpful in guiding me with her estate, particularly with the transfer of her home to my trust. He also assisted me in obtaining an appraisal for the property and provided advice regarding the rental contract and property management. He was a great resource for many other issues as well.
Read less
Posted by Sylvia | August 18, 2014
Trustworthy, sound advice
I sought consultation with Brian Sheppard because of strong recommendations he received from a friend who had had him work on her mother’s will and estate planning. My mother’s living trust was in need of revision and the original attorney was no longer in practice. Brian was an attentive listener. He provided a wealth of information. He reviewed legal documents and provided clear and specific options. He was warm and engaging, clearly a strong advocate for my mother’s interests and also highly ethical. Overall, my experience confirmed the very high marks my friend had given him.
Read less
Posted by Jan | August 15, 2014
Brian J. Sheppard my trustworthy and knowledgeable lawyer.
My name is Jan and Mr Sheppard has helped me tremendously first with taking care of my Mom's estate quickly and efficiently when she passed away. He has set up my own estate and has helped me every step of the way. He is knowledgeable and very efficient. If I have or had a question I may call him or e-mail and he responds quickly. I highly recommend Mr Brian Sheppard .
Read less
Posted by Carol | December 26, 2013
I always work with Brian on all my family's legal issues
I have been working with Brian for close to 20 years. Brian has been patient and caring with my elderly parents with their legal issues . He has worked with me on my trust as well as tenant/ landlord issues. He is extremely professional and I will say it again, very patient and will make sure that he provides very clear information on the choices available. I will continue to use Brian and recommend him.
Read less
Posted by Shirlie | December 23, 2013
Great lawyer
Brian Sheppard has given me excellent financial advice for the last eight years, including taking steps I hadn't even thought of, such as paying off my mortgage after I received an inheritance. I am grateful for every minute I spend with him for his knowledge and counsel.
Posted by Brenda | December 17, 2013
Trustworthy and Kind to the MAX
Mr. Sheppard represented my adult mentally challenged daughter during a long conservatorship trial. There were two parties interested in becoming my daughter's conservator (myself included). It became obvious to the court and Mr. Sheppard that the competing petitions for her conservatorship could not become co-conservator successfully. Yet my daughter needed someone to look after her affairs currently and in the future. Mr. Sheppard was very kind to my daughter, he spoke to her so she could understand what was happening, yet he did not talk down to her (very fatherly). The competing petitions for my daughters conservatorship was very contentious and cross accusatory . Mr. Sheppard needed to acquire many third party documents to sort through the 'this party said' and 'that party said' stuff. Anyway the trial lasted more than a year and required a great deal of patience from Mr. Sheppard. The judge awarded me sole conservatorship of my daughter and the other petitioner visitation rights to be negotiated by Mr. Sheppard. Mr. Sheppard was very patient with all parties because it took several months to get a marginal visitation agreement. Mr. Sheppard remained my daughter steadfast advocate throughout the whole process and still remains her advocate. Thank you Mr. Sheppard
Read less
Posted by Eric | December 9, 2013
High Integrity
Brian Sheppard has handled asset protection for my grandmother as well as estate affairs upon her passing. Brian has provided our family with financial, legal and medical powers of attorney for our 80 year old mother who later fell prey to dementia. We have already made use of those powers several times. God bless you Brian.
Posted by Erika | December 7, 2013
Excellent Trust/Estate Planning Attorney
I was first introduced to Brian Sheppard in about 2005/2006 when I attended a Caregivers Association Seminar. At the time, I was helping to care for my mother who suffered from advanced Parkinson ’s disease. Brian was one of the seminar speakers and his presentation was very useful and informative. After my father passed away, I contacted him in late 2006 to assist my mother with estate planning and to help her prepare her trust documents (Revocable Trust, Will, Durable Power of Attorney, Advanced Health Care Directive, etc.). My mother was delighted that he made house calls because her medical condition made it very stressful and inconvenient for her to leave her home. Brian was compassionate with my mother and we were both very pleased with his services. In 2010, a few years after my mother passed away, I contacted Brian Sheppard to help me with my own estate planning and trust documents. I used his services again in 2011 to amend my trust and he was especially helpful and insightful. Brian is ethical, unassuming, responsive to questions and reasonable in his fees. I have since recommended his services to my friends, who were very pleased with his services. After almost 8 years, I consider Brian to be not only my attorney but a friend. I highly recommend his legal services.
Read less
Posted by Dena | December 6, 2013
Excellent Attorney to meet your Estate Planning Needs
Brian Sheppard prepared a living trust for myself and my significant other. Brian was knowledgeable, compassionate, professional and practical. I have recommended Brian to both family and business associates. All referrals were very satisfied with the service and expertise he provided.
Posted by Michael | November 27, 2013
General Appreciative Review for Brian J. Sheppard
I was introduced to Brian by a very dear friend in 2006. Prior to then I was having numerous problems getting to a legal counsel every time I needed one (very costly, generally unavailable, impersonal, etc.). What a breath of fresh air!! Brian was the absolute answer to all my legal needs. He, above all, was a very caring, knowledgable, and a real common-sense kind of guy - really got to the point of things and wasted no time in dealing with an issue. He also eschews any real personal luxuries; the office is very welcoming and non-pretentious (the receptionist even uses a "plug-in" swithboard from the 1940's to answer and rout incoming calls!) I almost consider him part of my family - he goes out of his way to make sure all is in order, assuming tasks I find too burdensome or disruptive, in general, taking care of me personally. He is nearly always available when I need him and returns phone calls promptly. He even stays on the phone to guide me through a procedure when I feel overwhelmed by the circumstances. I would recommend him to anyone immediately - if only ALL lawyers were like this!!
Read less
Posted by Dominic and Armida | November 26, 2013
Recommendation for Brian Sheppard
All in need of advice, legal or personal, that you can find in Brian Sheppard that level of ethic and professionalism necessary to ensure a thorough and effective representation in all areas of the law. Brian has been our attorney at law and close personal friend over 20 years and has earned our undying friendship and respect. When using Brian’s services you can be well assured of excellence in performance. We have recommended Brian to family and friends over the years and always receive notes and votes of thanks and gratitude in return. Thank you Brian for all you do. We are honored to have you as our friend, Dominic and Armida
Read less
Posted by Robert | October 28, 2013
Robert H. Reviews Attorney Brian Sheppard
Most recently, I hired Brian to advise me in a false arrest matter. he was extremely timely and helpful. D.A. discharged the case as without merit. Also, i have utilized Brain's services in estate matters, primarily regarding issues with my invalid sister who was in a nursing home and needed help. he did an excellent job of advising me and providing necessary paperwork, such as Powers of attorney, etc. I would defintiely recommend Brian Sheppard in handling important legal matters.
Read less
Posted by anonymous | August 22, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Brian is terrible
Brian was the absolute worse attorney I have ever had. He is very lazy and doesn’t take the time to actually review each case. Oh and after all the money you spend, he will loose the case anyways. He is horrible! Do not use brain Sheppard.
View less reviews

Cost

Rates
  • Hourly Rates $ 300-300 per hour
  • Retainer Always
Payment methods
Cash, Check

Resume

AVVO RATING 9.2 (Superb)

Work Experience

  • Volunteer Mediatior
  • Los Angeles County Superior Court
  • 2011 - Present
  • Consultation attorney
  • Wilkinson Senior Center
  • 2000 - Present
  • Attorney
  • Law Office of Brian J. Sheppard
  • 1998 - Present
  • Consultation Attorney
  • Providence Health System "Beyond 50" program
  • 2003 - 2007
  • Pro bono Attorney
  • Harriett Buhai Center For Family Law
  • 1995 - 1996
View all work experience

Education

  • H & R Block
  • Certificate of Completion
  • 2010
  • University of California at Los Angeles
  • Professional Designation in Personal Financial Planning
  • 1996
  • Univ of LaVerne COL
  • Law
  • 1994
  • University of Massachusetts, Amherst
  • M.S.
  • 1983
  • Univ of California Berkeley
  • Undergraduate
  • 1979
View all education

Sample of Legal Cases

  • Beneficiary v. Beneficiary
  • Client prevailed
  • UCLA v. Student
  • Finding for student
  • Client v. Landlord - Farmer's Insurance
  • Plaintiff prevailed in settlement

Associations

  • Los Angeles County Bar Association
  • 2000 - Present
  • Southern California Council of Elder Law Attorneys
  • 2000 - Present
  • San Fernando Valley Estate Planning Council
  • 1994 - Present
  • San Fernando Valley Bar Association
  • 1994 - Present
  • National Academy of Elder Law Attorneys
  • 1993 - Present
  • Southern California Council of Elder Law Attorneys
  • Treasurer
  • 2004 - 2006
View all associations

Languages Spoken

  • Spanish
  • English

Honors and Awards

  • Cert. of Recognition - Mediation of Highest Dollar Value Case
  • U.S. Bankrutpcy Court
  • 2006
  • Certificate of Recognition - Most Mediations Settled
  • United State Bankruptcy Court
  • 2005
  • Senior Volunteer of the Year
  • Wilkinson Senior Center
  • 2004

Publications

  • Published weekly at "BrianSheppardLaw.com". Go to my website link above or LinkedIn or Facebook for current edition.
  • Elderupdates.com
  • 2014
  • Valley Lawyer Magazine (SFVBA)
  • On the Future of Lawyers and Lawyering
  • 2014
  • Los Angeles Daily Journal
  • Minimum Wage Raise Overdue
  • 2013
  • Los Angeles Daily Journal
  • Where Are Unions Going?
  • 2013
  • Los Angeles Daily Journal
  • Budget Cuts Hit Probate Department Especially Hard
  • 2013
  • Los Angeles Daily Journal
  • Is Medicare Fair? A Few Modest Proposals For Change
  • 2013
  • Los Angeles Daily Journal
  • Reducing Cost of Medicare While Increasing Revenues
  • 2013
  • Los Angeles Daily Journal
  • Mayoral Candidates Must Tackle Pension Reform
  • 2013
  • Los Angeles Daily Journal
  • LA Mayor Must Tackle Pension Reform
  • 2013
  • Los Angeles Daily Journal
  • Disabled Adults Need to Be Heard in Sacramento, Too
  • 2013
  • Los Angeles Daily Journal
  • Instead of LIcensing Non-Lawyers...
  • 2013
  • Self-published
  • Professional Responsibility for California Lawyers
  • 1990
View all publications

Speaking Engagements

  • California CPA/CPE meeting
  • California Conservatorships - A General Overview
  • 2015
  • Filipino Support Group
  • Public Benefits and Developmentally Disabled Adults
  • 2014
  • L.A. Caregiver Resource Center
  • Financial/Asset Management
  • 2006
  • Antelope Valley Senior Center
  • General Remarks RE: Medi-Cal and the DRA
  • 2006
  • Wilkinson Senior Center
  • Living Trusts as a Means of Avoiding Probate
  • 2004
  • L.A. Caregiver Resource Association
  • Fianncial Man. & Health Care Decisions
  • 2004
  • Wilkinson Senior Center
  • Living Trusts
  • 2003
  • L.A. Caregiver Resource Association
  • Power of Attorney Documents
  • 2003
  • Providence Hospital Beyond 50 Program
  • Living Trusts as a Means of Avoiding Probate
  • 2002
  • Optimists Club
  • Basics of Medi-Cal
  • 2002
  • Various engagements since 1995
  • Living Trusts, Estate Planning, Conservatorships
  • N/A
View all speaking engagements

Attorney endorsements

Received (6)
Given (3)
Endorse Brian
Estate planning Attorney | Aug 15
Relationship: Fellow lawyer in community
"I endorse this lawyer. Brian Sheppard is a well-respected attorney in the community. He is knowledgeable and cares about his clients. He is not only his clients' lawyer; he is also their trusted counselor."
Probate Attorney | Sep 14
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | Sep 07
Relationship: Fellow lawyer in community
"I endorse this top-notch lawyer. Well respected and very good reputation in the community."
Wills and living wills Attorney | Jul 31
Relationship: Fellow lawyer in community
"I endorse this lawyer. Brian Sheppard is extremely knowledgeable, thorough and ethical in his area of practice, Wills, Living Trust, and Probate. I trust him completely."
Elder law Attorney | Jul 31
Relationship: Worked together on matter
"Brian is extremely knowledgeable, ethical, diligent and detail oriented when working on behalf of a client. He is thorough and very, very competent and is more than reasonable with his fees. I refer all of my relevant practice area cases to him."
Estate planning Attorney | Jul 30
Relationship: Worked together on matter
"I endorse this lawyer. Brian is my office's go to guy for any question relating to estate planning, probate or elder law. He has an encyclopedic knowledge of the probate code and real world experience."
View more endorsements
Defective and dangerous products
Estate planning
Chapter 13 bankruptcy