Brett Alan Bjornson

Brett Alan Bjornson has been licensed to practice law in California since 2004, when he was admitted to the State Bar of California. ^[1] He is a graduate of Southwestern Law School in Los Angeles and practices out of Santa Monica, where his firm handles probate, trust administration, estate planning, and related tax matters. ^[1][2]

Bjornson is also a certified public accountant, and his firm's background material describes his direct experience working with the IRS as informing his approach to estate, gift, and income tax issues that arise in trust and estate administration. ^[2] His practice covers the preparation of core estate planning documents, including wills, revocable trusts, powers of attorney, and advance healthcare directives, as well as trust administration matters such as marshaling assets, obtaining appraisals, and filing estate tax returns on behalf of a decedent's estate. ^[2]

According to his firm's website, Bjornson also handles probate litigation matters, including disputes involving testamentary capacity, undue influence, breaches of fiduciary duty by a trustee, and the appointment or removal of a fiduciary. ^[2] He has also represented clients in Heggstad petitions, a limited probate proceeding used when an asset was left out of a decedent's trust but there is evidence the decedent intended for the asset to be held in trust. ^[2]

Bjornson is a member of the California Lawyers Association, where the State Bar of California lists him in the Trusts & Estates and Taxation sections. ^[1] His self-reported practice areas with the State Bar are Taxation, Trusts & Estates, and Wills & Probate. ^[1] He can be reached through his firm's office on Santa Monica Boulevard in Santa Monica. ^[1][2]