David Brillant | Brillant Law Firm

David, widely recognized as one of Northern California’s leading legal talents, has earned accolades from Super Lawyers, particularly excelling in trust and estate litigation. David is a rare dual-certified specialist in estate planning and taxation. His impressive career spans numerous cases where he vigorously represented trustees and beneficiaries in disputes of all sizes, consistently achieving favorable outcomes.

David’s unique strength lies in his holistic approach. Unlike many in the field, he boasts a background as a complex civil litigator, having handled everything from intricate business and construction disputes to confronting formidable tax authorities like the IRS and the California Franchise Tax Board. In addition to his prowess in trust and estate litigation, he adeptly navigates estate planning, trust administration, and probate services, offering a comprehensive legal solution for his clients.

Throughout his career, David has guided numerous trustees in trust administration, from routine cases to intricate scenarios. He firmly believes that trustees without competent legal guidance expose themselves to unnecessary risk. With an astute grasp of the unique circumstances of each case, he deftly determines the optimal legal strategy to achieve the trustee’s objectives. His commitment to clear, candid communication sets him apart.

David’s clientele spans diverse industries, from construction and manufacturing to real estate, retail, and professional services. His unwavering commitment is not merely to provide legal counsel but to deeply understand his clients’ businesses, offering guidance rooted in practical insights.

From small, family-owned businesses to publicly traded corporations, David’s extensive experience shines. The Brillant Law Firm, under his leadership, remains dedicated to representing clients in any legal scenario they may encounter. Their mission is unwavering: to protect their clients’ interests.

I. Tax law updates and insights | 2:00pm – 2:30pm

II. IRC Section 2036: Implied life estates and estate planning implications | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Reciprocal trust doctrine: Legal challenges and planning strategies | 3:10pm – 3:40pm

IV. Spousal Lifetime Access Trusts (SLATs): Tax advantages and considerations | 3:40pm – 4:10pm