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Marion L. Brown, Director
Mr. Brown is one of the few attorneys who has been certified as a specialist by the California State Bar Board of Legal Specialization in both Taxation Law (1973-1998) and in Probate, Estate Planning and Trust Law (since 1991). Additionally, he has more than thirty years' experience in estate planning, estate administration, and transactions involving closely held businesses. As a result, he is uniquely qualified to coordinate a client's tax, business, and personal planning needs.
Special Expertise
- Comprehensive estate plans
- Revocable living trusts
- Wills
- Financial and healthcare powers of attorney
- Irrevocable life insurance trusts
- Annual gift programs
- Generation-skipping trusts
- Family partnerships
- Family limited liability companies
Academic Credentials
- J.D., Stanford University
- B.B.A., magna cum laude, University of Notre Dame
Professional Designations
- State Bar of California Certified Specialist in Taxation Law (1973-1998)
- State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law (since 1991)
Professional Affiliations
- California Continuing Education of the Bar, Lecturer
- San Mateo County Bar Association - Estate Planning/Probate Section
- State Bar of California
Civic Affiliations
Honors and Awards
- Selected to the Northern California Super Lawyers® list, 2009-2011
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Phone: 650-342-9600
Fax: 650-342-7685
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