Based in Los Angeles, Brian is certified by the State Bar of California's Board of Legal Specialization as a legal specialist in estate planning, trust, and probate law. He focuses his practice on estate and income tax planning and trust and estate administration for high-net-worth individuals. Brian has designed and drafted revocable trusts, wills, advanced healthcare directives, durable powers of attorney, irrevocable life insurance trusts, charitable remainder trusts, and grantor retained annuity trusts. He has obtained favorable private letter rulings, counseled clients through administration issues and tax exposures, and prepared and reviewed federal estate and gift tax returns.
Prior to working as an attorney, Brian was a senior tax associate at an accounting firm, where he assisted clients with income tax planning, responded to IRS and FTB audits, and prepared and reviewed federal and multi-state income tax returns.