estate planning law

BIG Firm experience – Solo attention and Price

Who Brian Is

Brian Berman is an experienced estate planning attorney who focuses as much on the people as the numbers.

What Brian Does

Brian helps clients with their estate planning needs ranging from core estate plans to complex gift/estate tax planning.

Where Brian Works

Brian operates an almost exclusively virtual practice using the latest technology to aid, rather than replace, personal touch.

EXCELLENT COMMUNICATION

Estate planning is about telling one’s story.  Brian listens to his clients just as much as he talks.

DEEP EXPERTISE

Brian has practiced estate planning, and only estate planning, since 2009.  His experience translates into your peace of mind.

DETAIL FOCUSED

The technical nature of estate planning requires accuracy.  Brian sweats the details without losing sight of the big picture.

TRUSTED ADVISOR

Brian puts clients’ needs first. Clients will always get the advice that is best for them with honesty and clarity.

Have questions about estate planning?

Wide experience. narrow focus.

PRACTICE AREAS

Practice Areas

INdustries Frequently served

column2-image1Basic Estate Planning

column3-image1Entrepreneurs

column2-image1Wealth Transfer

column3-image1Tech Founders

column2-image1Business Succession Planning

column3-image1Real Estate Holders

column2-image1Post-Death Administration

column3-image1Entertainment Talent

column2-image1California Property Tax 

FREQUENTLY SERVICED INDUSTRIES

column3-image1Athletes

column2-image1Business Entity Formation

column3-image1PE/VC Partners

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Let’s work together

Brian will work with you and your other advisors to give you the highest quality advice possible.