Brian D. Berman



Brian Berman is an associate in Greenberg Glusker’s Family/Strategic Wealth Planning Group.  Mr. Berman counsels high net worth individuals and families on issues involving tax planning, wealth transfer, business succession, non-profit organizations and post-death trust administration.

Representative Matters

  • 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 multi-tiered 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 A-list celebrity’s divorce settlement.
  • Represented partners in real estate holdings company in restructuring business to provide added liability protection.