Bart FloodAttorney

Wendel Rosen Black & Dean LLP 1111 Broadway, 24th FloorOakland, CA 94607
TEL:
510.834.6600
FAX:
510.834.1928
VCARD:
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Profile

Bart advises clients on all aspects of estate and wealth transfer planning, including analyzing estate and gift taxation matters, counseling individuals and their families with regards to their business succession, wealth management and estate planning needs, preparing wills and trust agreements, probating estates, administering trusts, and advising fiduciaries in connection with administration and investment of estate and trust assets. 

Bart has experience helping clients minimize gift, estate and generation-skipping transfer taxes through life insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, intentionally defective grantor trusts, spousal lifetime access trusts and annual exclusion gifting.

Bart is also experienced in navigating California's complex property tax rules governing change of ownership and reassessment of real estate. He assists clients with wealth transfer plans that avoid reassessment of the underlying real estate transferred.

Speaking

"Nuts and Bolts of Drafting, Part 1,” a 3-Day Seminar sponsored by Guide Dogs for the Blind: Drafting and Designing Revocable Trusts in California, April 2016, San Francisco

Affiliations


East Bay Community Foundation’s Professional Advisor Leadership Counsel

  • Member, 2016


Alameda County Bar Association

  • Member, 2014


East Bay Trusts and Estates Lawyers

  • Member, 2014


East Bay Estate Planning Council

  • Member, 2014