Brennan & Roland, A Professional Corporation

Edward V. Brennan, Esq.
 eb@brennanroland.com

  • Fellow, American College of Trust and Estate Counsel
  • Listed in Best Lawyers in America
  • Certified Specialist in Taxation Law - State Bar of California, Board of Legal Specialization
  • Certified Specialist in Probate, Estate Planning and Trust Law - State Bar of California, Board of Legal Specialization
  • Retained as an Expert Witness in cases involving Probate Law, Tax Law, Valuation Issues, Standard of Care and Fiduciary Duties in Tax, Trust and Estate Matters by over twenty major law firms, banks and financial institutions

Publications:

  • Planning For Community Property Retirement Benefits and IRAs, Estate Planning, Vol. 29, No. 4, April 2002
  • Naming A Trust as Beneficiary of a Retirement Plan or IRA, California Trusts and Estates Quarterly,Vol. 7 Issue 3, Winter 2001
  • Turning Sand Into Glass: Clarifying Retirement Benefits in the Estate Plan, Forty-Seventh Annual Institute on Federal Taxation, Univ. Southern California Law Center (1995)     
  • Community Property Interests in Qualified Plans and IRAs, California Tax Lawyer November 1993
  • Challenges, Risks and Malpractice Avoidance for the Estate Planning Attorney, Estate Planning and California Probate Reporter June 1991
  • The Holding Company, A Creative Estate Planning Tool, Trusts and Estates, 716, Vol. 14, No.10- October 1975    

Teaching and Lecturing:

  • First American Trust & Estate Planning Forum: San Diego and Orange County
  • Continuing Education of the Bar: "Estate Planning, IRAs, Pension and Other Retirement Benefits," "So You Have Become a Trustee - Now What?", "Estate Planning Malpractice and Legal Ethics," and "Estate Planning for Contaminated Real Estate"
  • Lectures on Estate Planning for Retirement Benefits to the following groups: Southern Arizona Estate Planning Council, Southern California Tax and Estate Planning Forum, California CPA Foundation Educational Institute, Seattle CPA/Attorney Forum, USC Tax Institute, and California Bankers Association
  • Lawyers Mutual Seminar: "Avoiding Malpractice in Estate Planning and Estate Administration"
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