Serving Ventura and Santa Barbara counties, we are licensed to practice in all California courts and U.S. District courts in the Central District of California and the Eastern District of California. 30+ years practice.
A boutique law firm, our legal practice areas include Business Law, Tax Law, Estate Planning, Estate Administration, Probate Law, as well as Business and Estate Litigation.
Approximately 70% of our practice is in the areas of estate planning, estate administration, and probate law, which includes post-mortem trust administration. We handle both simple and complex family estate planning and business succession planning, including inter vivos and post mortem tax related issues. The remaining areas of our law practice include business entity formation, business litigation, and estate litigation.
Ventura County Office
290 Maple Court
Ventura, CA 93003
No charge for initial consultation
9:00 AM - 5:00 PM and by appointment
Law Offices of Brian L. Fox, APLC
705 Laguna Street
Santa Barbara, CA 93101
Our firm handles both simple and complex estate planning for singles, married couples, and domestic partners.
Upon meeting with our clients to assess their unique family issues and needs, proper estate planning typically includes a multi-disciplinary approach that considers client assets, existing businesses, retirement plans, insurance policies, children and other family members, family members with disabilities, immediate health concerns, property titling considerations, tax avoidance and/or minimization, gifting, and proper document drafting of revocable or irrevocable trusts, wills, vesting deeds, powers of attorney for legal/financial matters, and powers of attorney for health issues. Priority is given to tax considerations and immediate document drafting to address pending client health matters.
With 30+ years of firm experience, our firm is ready to handle probate, conservatorship, and guardianship court matters. Additionally, our firm handles small estate and trust estate administrations, ordinarily in office, without court involvement.
Probate and estate administration, including both small estate administration and trust administration, are areas of law that encompass most of the ordinary decedent estate issues that arise in California. Probate refers to the area of law whereby both testate (with a will) and intestate (without a will) estates in California that typically exceed $150,000 in probatable assets, are managed with court supervision before assets can be inherited by family members. Probate includes other matters that are court supervised, including conservatorship issues for adults who lack capacity, and guardianship matters for minors. Small estate administration includes a number of statutory methods for distributing estates that will not require court supervision. Trust administration includes all of the statutorily required processes that a trustee of a trust will employ, usually with attorney guidance and supervision, upon the death or other contingent event of a trust settlor, where a trust document typically directs the distribution of trust income and principal to beneficiaries who are usually family members and/or charities. Our firm has extensive experience planning, drafting, and administering to a variety of types of trusts including revocable and irrevocable trusts, as well as many types of trusts created for specific tax-related reasons.
Mr. Fox is a licensed member of the State Bar of California, The Santa Barbara County Bar Association, and the Ventura County Bar Association. Licensed and in practice since 1989, his professional practice primarily focuses in areas of Business Law, Tax Law, Estate Planning, Trust and Probate Estate Administration, and Litigation.
Mr. Fox earned his Bachelor's degree in 1985 at Oregon State University, Corvallis, OR and his Juris Doctorate degree in 1988 at St. John's University School of Law, Jamaica, New York.
Bar Number: 141625
Oregon State University
B.S., Political Science, 1985
St. John's University School of Law
J.D. - Juris Doctorate, 1988
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