Brian counsels individuals and families on a wide range of estate planning issues, including core estate planning, complex tax planning and wealth transfer, business succession, and post-death trust administration.
A native of the suburbs of Detroit, Brian graduated with honors from Washington University in St. Louis, where he double-majored in Political Science and Spanish Language & Literature and double-minored in Applied Microeconomics and Jewish Studies. After spending a year in Washington, D.C. working in software and volunteering at the U.S. Holocaust Museum, Brian moved to California to attend law school.
After graduating from UCLA School of Law, Brian spent almost 15 years at LA powerhouse firm Greenberg Glusker LLP, where he was a partner in its prestigious Private Client Services group. During that time, Brian counseled ultra-high net-worth families, primarily from the real estate, technology and entertainment industries, in all aspects of estate planning. An expert in both federal transfer taxes (gift, estate and generation-skipping transfer tax) and California property tax, Brian decided to open his own virtual solo practice to bring that expertise and experience to a wider range of families.
When Brian is not working, he enjoys spending time with his wife, Katie, and two sons, Jonah and Levi. With whatever time is left over, Brian pursues his passion for computer programming as an accomplished web application developer. Brian has built and maintains several applications, including a custom reporting/CRM dashboard and the Snoozr reminder app. Brian also invented LadinoType, the first and only transliteration engine for the Ladino language, and Brian is often consulted by scholars around the world about the writing system of Ladino known as “Solitreo.”