Marion L. Brown
Marion L. Brown, Director

Mr. Brown is one of the few attorneys who has been certified as a specialist by the California State Bar Board of Legal Specialization in both Taxation Law (1973-1998) and in Probate, Estate Planning and Trust Law (since 1991). Additionally, he has more than thirty years' experience in estate planning, estate administration, and transactions involving closely held businesses. As a result, he is uniquely qualified to coordinate a client's tax, business, and personal planning needs.

Special Expertise

  • Comprehensive estate plans
  • Revocable living trusts
  • Wills
  • Financial and healthcare powers of attorney
  • Irrevocable life insurance trusts
  • Annual gift programs
  • Generation-skipping trusts
  • Family partnerships
  • Family limited liability companies

Academic Credentials

  • J.D., Stanford University
  • B.B.A., magna cum laude, University of Notre Dame

Professional Designations

  • State Bar of California Certified Specialist in Taxation Law (1973-1998)
  • State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law (since 1991)

Professional Affiliations

  • California Continuing Education of the Bar, Lecturer
  • San Mateo County Bar Association - Estate Planning/Probate Section
  • State Bar of California

Civic Affiliations

  • Rotary Club of San Mateo

Honors and Awards

  • Selected to the Northern California Super Lawyers® list, 2009 and 2010



Practice Areas

  • Estate Planning, Trusts & Wealth Transfer