Mr. Brett A. Bjornson is a California Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Bjornson’s areas of expertise include estate planning, trust administration, probate, income and estate tax matters, as well as comprehensive litigation support. His highly unique ‘trifecta’ of qualifications includes a Jurist Doctorate, a CPA designation (inactive), and a Master of Science degree in Federal Income Taxation.
Estate Planning Services
Mr. Bjornson’s practice was originally founded to provide comprehensive and sophisticated estate planning services that emphasize personalized attention and hands-on client service. From drafting simple wills and trusts to formulating complex, customized estate plans, the Firm combines unparalleled technical expertise in all aspects of estate planning with exceptional compassion and sensitivity to delicate family dynamics. Mr. Bjornson works with his clients to continually protect and preserve their hard-earned assets over time, as economic and personal circumstances shift.
Forensic Accounting & Litigation Support Services
Mr. Bjornson also serves as an invaluable strategic consultant to litigators across a vast array of matters spanning hundreds of cases. His meticulous behind-the-scenes research and forensic expertise frees the trial team to focus on presenting the best case. Adhering to the highest standards of performance, discretion and integrity, Mr. Bjornson responds swiftly on his clients’ behalf to inquiries, examinations and requests for forensic accounting reviews. His multidisciplinary background allows him to disentangle the most challenging and complex financial transactions, even with flawed and/or incomplete data.
Mr. Bjornson is experienced in dealing with high net worth individuals and the implementation of GRATs, QPRTs, CRTs, CLATs, IDGTs and family entities.
Mr. Bjornson has held leadership positions in many professional, civic and community organizations. Mr. Bjornson is the former Chairman of the Planned Giving Council of the Lucile Salter Packard Children’s Hospital at Stanford University and a past member of the Board of Managers of the Palo Alto YMCA. He is a former member of the board of directors of the Pacific Palisades Chamber of Commerce, the Peninsula Chapter of CSCPAs and the CPA/BAR Alliance of Palo Alto, of which he is a former Chairman of the Estate Planning Group.
Mr. Bjornson is admitted to the California State Bar and to practice in U.S. Tax Court. He is a member of the Los Angeles County Bar Association, the Santa Monica Bar Association, the Beverly Hills Bar Association and the Beverly Hills Estate Planning Council.
He holds a a Bachelor of Science in business administration with an accounting option from California State University at Hayward (1981) and a Master of Science in Federal Income Taxation from California State University at Hayward (1987). Mr. Bjornson received his Juris Doctor from the Southwestern University School of Law in 2004. He is a resident of our Santa Monica office.
Santa Monica Office