Los Angeles Attorney
Brian D. Berman
Phone: 310.553.3610
Email: bberman@greenbergglusker.com
Languages: English
Brian Berman is an attorney in Greenberg Glusker’s Private Client Services Group.
Brian counsels high net worth individuals and families on a wide range of estate planning issues, including complex tax planning, wealth transfer, business succession, non-profit organizations and post-death trust administration. Brian focuses on clients in the real estate, technology and entertainment sectors.
Professional Affiliations
Awards
- Southern California Super Lawyers Rising Stars, 2018 – 2019
Bar Admissions
- California
Education
- University of California, Los Angeles School of Law (J.D., 2009)
- Washington University in St. Louis (with honors, 2005)
- Spanish Language & Literature
- Political Science
Representative Matters
- Counseled Tech Startup Founder on Advance Tax Planning Through Use of Founder Stock Transfers to GRAT.
- Counseled high net worth families in the creation of comprehensive core estate plans and advanced planning techniques that minimized transfer taxes and ensured that family values were preserved.
- Represented two extended families in the creation of a unified business succession plan for the management of an inter- generational real estate holdings company.
- Counseled a technology giant on transfer tax advantageous strategies for litigation of a technology patent portfolio.
- Represented a young technology entrepreneur in establishing a business through structures that minimize liability and maximize personal privacy.
- Advised clients regarding transfer restrictions on equity in corporations and limited partnerships.
- Represented a parent in the installment sale of a significant stake in a $100 million dollar equipment parts supplier to irrevocable grantor trusts for son with significant tax savings.
- Counseled families in the creation of multitier limited partnerships to transfer closely held businesses for the children’s benefit while preserving control by the parents.
- Represented family in creation of comprehensive estate plan based on Halahkic Jewish law principles.
- Advised a young beneficiary of $300+ Million trust on his duties and responsibilities as beneficiary, trustee and officer/director of trust-owned businesses.
- Represented clients in the creation of a series of QPRTs to transfer both a primary residence and a vacation home to children at very little gift tax cost.
- Successfully argued for reversal of property tax reassessment by county assessor’s office following a client’s transfer of multiple interests in businesses holding real property.
- Represented a widow and children in the complex administration of multiple trusts following husband/father’s death.
- Worked with family law counsel to implement the estate planning components of Alist celebrity’s divorce settlement.
- Represented partners in real estate Holdings Company in restructuring business to provide added liability protection.
