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Practice areas

Licensed

  1. Trusts: 30%
    23 years
  2. Estate Planning: 30%
    23 years
  3. Tax: 30%
    23 years
  4. Probate: 10%
    23 years

Payment

Fees:

Hourly ($475/hour)

Payment types:

Check, Credit card

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Contact info

Berliner Cohen

10 Almaden Blvd, 11th Floor
San Jose, CA, 95113

Berliner Cohen

10 Almaden Boulevard Suite 1100

San Jose, CA, 95113-2270

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Resume

License
StateStatusAcquiredUpdated
CAActive199305/24/2016
COInactive199506/15/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Work experience
TitleCompany nameDuration
Board Member and Past Board ChairmanGoodwill of Silicon Valley2008 - Present
PartnerBerliner Cohen2000 - Present
Trust OfficerComerica Bank & Trust1998 - 2000
PartnerLaw Offices of Brian L. Shetler1996 - 1998
Contract AttorneyHeller Ehrman White & McAuliffe1993 - 1996
Associations
Association namePosition nameDuration
Society of Trusts & Estates Practictioners - Silicon ValleyCo-Founder, Board Member2012 - Present
American Bar AssociationMember2000 - Present
Silicon Valley Planned Giving CouncilPast Chair and Board Member2000 - Present
State Bar of ColoradoMember1995 - Present
State Bar of CaliforniaMember1993 - Present
Santa Clara County Bar AssociationMember & Past ExComm Member of Trusts & Estates Section1993 - Present
Silicon Valley Bar AssociationMemberN/A
Northwest Colorado Bar AssociationMemberN/A
Publications
Publication nameTitleDate
Berliner Cohen Newsletter and Website ArticleIRS Follows Up on Interim Due Diligence Guidance Required in Grantmaking to Other Nonprofits2009
Originally in Montaq; Also on Berliner Cohen websiteBequests to Non-Citizen Spouses Taxable Unless Special Trusts (QDOTs) Are Created2009
Previously in out of print publication, now on Berliner Cohen websiteKeeping the Faith: Fiduciary Duties – Forming LLCs to Hold Real Property2005
Macrohistory & Macrohistorians: Perspectives on Individual, Social and Civilizational Change"Augustine" and "Hegel" chapters1997
Education
School nameMajorDegreeGraduated
Golden Gate University School of LawTaxationLL.M - Master of Laws2003
Santa Clara University School of LawLawJD - Juris Doctor1992
University of Hawaii, ManoaPolitical ScienceMA - Masters1989
University of Hawaii, ManoaJournalism and Mass CommunicationBA - Bachelor of Arts1986
Speaking engagements
Conference nameTitleDate
Kasner SymposiumLife Insurance Planning and Insurance Trusts2013
Meeting of the Santa Clara County Estate Planning Council2010 Tax Act2011
Various Non-Profit BoardsPlanned Giving for Non-profit Board MembersN/A
Numerous Nonprofit EventsEstate Planning Seminars: Basic and SophisticatedN/A