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Bart Flood

Bart Flood
Attorney

t: 510.834.6600
f: 510.834.1928
bflood@wendel.com

Education

Golden Gate University School of Law; LL.M., Taxation, with Honors

University of California, Hastings College of the Law; J.D.

Georgetown University, Washington, D.C.; B.A., cum laude

Admissions

State Bar of California

  • Profile
  • AFFILIATIONS
  • Recognition
  • INSIGHTS

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.

East Bay Community Foundation

  • Professional Advisor Leadership Counsel
  • Member, 2016 – present

Alameda County Bar Association

  • Member, 2014 – present

East Bay Trusts and Estates Lawyers

  • Member, 2014 – present

East Bay Estate Planning Council

  • Member, 2014 – present
  • Selected for inclusion in Northern California Super Lawyers magazine “Rising Stars” list, 2018 – 2019

Publications

New SECURE Act Legislation Brings Big Changes to Estate Planning for Retirement Benefits

New SECURE Act Legislation Brings Big Changes to Estate Planning for Retirement Benefits

05/14/2020 | Wendel Rosen LLP

Signed into law on December 20, 2019, and made effective January 1, 2020, Setting Every Community Up for Retirement Enhancement (the “SECURE Act”) has radically changed the estate planning landscape…

Full Article

Events

Nuts and Bolts of Drafting, Part 1

Nuts and Bolts of Drafting, Part 1

04/22/2016 | Guide Dogs for the Blind

Wendel Rosen Trusts and Estates attorney Bart Flood will present "Nuts and Bolts of Drafting, Part 1,” a 3-Day Seminar sponsored by Guide Dogs for the Blind: Drafting and Designing…

Full Article

News

Bart Flood and Lisa Lenherr’s Partnership Elevations Featured in Various Publications

Bart Flood and Lisa Lenherr’s Partnership Elevations Featured in Various Publications

01/17/2020 | Wendel Rosen LLP

 Wendel Rosen attorneys Bart Flood and Lisa Lenherr were recently elevated to partner, effective Jan. 1, and the news of their elevations published in numerous publications, including The Recorder and…

Full Article
Wendel Rosen Elevates Bart Flood and Lisa Lenherr to Partner

Wendel Rosen Elevates Bart Flood and Lisa Lenherr to Partner

01/06/2020 | Wendel Rosen LLP

Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the state, announces that Bart Flood and Lisa Lenherr have been elevated to partner, effective Jan….

Full Article
Wendel Rosen Sees 22 Attorneys Named as 2019 Northern California Super Lawyers and Rising Stars

Wendel Rosen Sees 22 Attorneys Named as 2019 Northern California Super Lawyers and Rising Stars

07/08/2019

Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the state, announces that 22 attorneys have been named to the 2019 edition of Northern California…

Full Article
Date Category Publication Title
07/10/2018 Press Release Wendel Rosen LLP  Wendel Rosen Sees 26 Attorneys Named 2018 Northern California Super Lawyers and Rising Stars

Education

Golden Gate University School of Law; LL.M., Taxation, with Honors

University of California, Hastings College of the Law; J.D.

Georgetown University, Washington, D.C.; B.A., cum laude

Admissions

State Bar of California