Timothy C. Brugh counsels individuals and families with substantial wealth regarding trusts, estate and tax planning, and philanthropy. Tim guides his clients in developing tax efficient estate plans that are in line with their objectives and values.
He has extensive experience implementing and administering large and complex trusts, estates, and charitable entities. He is also well-versed in advising families on governance practices to manage family wealth and business interests over generations.
Recently returning to private practice after 11 years as a Director of Fiduciary Services, Tim has seasoned knowledge and skill in representing individuals and corporate fiduciaries in trust and estate administration and litigation matters.
REPRESENTATIVE EXPERIENCE : Tim has particular experience advising founders, investors and executives of successful private and public companies on issues including planning for interests in venture capital and private equity interests, anticipated IPO and M&A transactions, and qualified small business stock.
- M.A., Golden Gate University, 2012
- LL.M., Taxation, Golden Gate University School of Law, 1998
- J.D., Santa Clara University School of Law, 1993
- B.S., California State University, Fresno, 1990
ADMISSIONS : California
Rate : $$$$