Introducing Brian Berman Law, P.C.! I am excited to announce that I am opening a new virtual solo estate planning practice and am ready to serve clients. I am currently a partner in the Private Client Services group of Greenberg Glusker LLP, where I have spent 15 years handling the full range of estate planning needs for ultra-high net worth individuals and their family. I am taking that knowledge and experience and bringing it to a wider world of clients beginning June 5, 2023.
In my new practice, I will be providing services that range from core estate planning, to certain advanced wealth planning, to post-death administration. You can read more about the services I provide and the industries I often serve here. I am bringing select clients over with me in order to save space for new clients. Whether you have never gone through the estate planning process before or you are a veteran looking to update your plan, contact me to see how I can be of service.
I’m doing things a little differently, in that I am providing this service almost exclusively virtually to allow for more flexible scheduling for both me and my clients. You can read more about the tools I am using to effectively work with clients here. I will also be sharing updates about developments in estate planning, so be sure to subscribe below. I look forward to working with you!