Scott D. Ross, Partner | Trust & Estates

Scott D. Ross is a Certified Specialist in Probate, Estate Planning and Trust Law, California Board of Legal Specialization, a designation held by fewer than 3% of estate planning attorneys. Scott specializes in estate planning for high net worth individuals, including entrepreneurs, executives, owners of closely held businesses, and physicians. His practice emphasizes wealth preservation and asset protection. Scott works with clients to prepare customized estate plans involving generation-skipping trusts, charitable remainder trusts, charitable lead trusts, family limited partnerships, family limited liability companies, grantor retained annuity trusts (GRATs), irrevocable insurance trusts, and private family foundations. He has extensive experience in legal issues involving federal estate, gift and generation skipping taxation. Scott uses a values based planning approach, working with parents to structure plans which focus on inherited wealth having a positive effect on their heirs, on providing divorce protection for their heirs, and on leaving a legacy in the broadest sense of the word. Scott also assists surviving spouses, children, successor trustees, and executors in the administration of trusts and estates following a death. Scott has been recognized for his accomplishments by being selected by his peers to be listed in Northern California Super Lawyers in Estate Planning and Probate, and in The Best Lawyers in America in Tax Law and Trusts and Estates. Inclusion in these directories is based on detailed evaluations of lawyers by other lawyers, and the only way to gain mention in the directories is to be elected by your fellow attorneys. Over the last 25 years only about 2000 lawyers have been designated nationwide to be honored in Trusts & Estates Law to The Best Lawyers in America.

Bar Admissions:

Santa Clara County Bar Association (Member, Estate Planning and Probate Section); State Bar of California (Member, Estate Planning, Trust and Probate Section).

Education:

Wesleyan University
(BA, summa cum laude ’78)
Stanford University
(JD, ’82)
Golden Gate University
(MA, Taxation ’97)

Email: sross@beckross.com  
Phone: (408) 938-7900
Fax: 408-938-0790

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