We are pleased to announce that Brian Gray, Gary Krausz, and Yishai Kabaker have been honored as “Top Estate and Wealth Management Non-Attorney Professionals” by the Los Angeles and San Francisco Daily Journal. This highly competitive inaugural list celebrates and recognizes non-legal professionals who play a key role in the estate and wealth management fields. The Daily Journal profiled Brian, Gary, and Yishai and their individual practices as well as the ways they partner with estate attorneys and wealth managers to serve high-net-worth clients, noting their keen ability to help clients use and maintain various trust structures, maintain compliance, and navigate complex trust and estate litigation with sophisticated forensic audit and analysis.
Brian’s profile spotlights his experience maintaining sophisticated estate plans on behalf of high-net-worth individuals through collaboration with estate planning attorneys. Since joining Gursey Schneider in 2012, he assists business owners achieve their long-term goals by tailoring their tax strategies accordingly. Additionally in his practice, he arranges fiduciary income tax returns, issues income and deductions among beneficiaries, and helps conduct administration of estates to provide port-mortem support for successor trustees. “I’ve always loved puzzles, and tax planning offers the same intellectual challenge,” Brian shared with the Daily Journal.
In addition to his work in wealth and estate management, as a tax partner at Gursey Schneider, Brian and his team specialize in Qualified Small Business Stock, or “QSBS,” specifically on how to best stack QSBS exclusions by leveraging non-grantor trusts. He described this work to the Daily Journal as, “both technically rigorous and highly personal.”
In his profile for the Daily Journal supplement, Yishai is recognized for his 15 years in the wealth management sector. In his practice, Yishai consults with fiduciaries as he uses trust documents to implement grantors’ estate plans. In the Daily Journal Yishai states, “We consult with the attorneys and support them in the formation process of various trusts,” and continues on to say, “Then we follow the trust documents to help the fiduciaries implement the grantor’s plan through the compliance process.”
“I really enjoy the collaborative nature of estate planning where a whole team can come together to help taxpayers execute on their vision for themselves and their families,” Yishai told the Daily Journal. “I think there are a lot of powerful things that can be accomplished through the strategic use of trusts.”
The Daily Journal goes on to highlight the more than 30 years of auditing experience Gary brings to his work as a forensic accountant in trust and estate litigation. “As forensic accountants, we play a vital role in the trust and estate administration by tracing and valuing assets, uncovering misappropriated funds, and resolving complex financial disputes,” Gary explained to the Daily Journal. “By delivering accurate analysis and expert testimony, forensic accountants equip trust and estate attorneys and the probate courts with reliable financial data that strengthens their legal case, ensures fiduciary compliance and helps protect beneficiaries’ interests.”
Read the full profiles in the Daily Journal’s Estate and Wealth Management issue below (subscription required.)