Trust Reformation and Decanting Update

Bryan D. Kirk, Director of Estate and Financial Planning and Trust Counsel, is responsible for overseeing financial and estate planning services for Fiduciary Trust. In addition, he regularly consults with clients across the country and internationally on the integration of their goals and circumstances into their financial and estate plans. Bryan has broad experience in multi-generational asset management and transfer planning, including estate, gift, generation-skipping transfer and income tax planning, charitable giving, philanthropy, family education and governance, liability and risk management, real property matters and complex assets, such as private equity and debt. He serves as Chief Fiduciary Officer of Fiduciary Trust International of California and is a member of Fiduciary Trust’s Management and Operating committees. Before joining Fiduciary Trust, he was a partner with Botto Law Group LLP in San Francisco. He earned his law degree from University of California, Berkeley, and graduated, cum laude, from Claremont McKenna College with a Bachelor of Arts degree in literature and government. He is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California and a full member of the Society of Trusts and Estates Practitioners (STEP) and the Palo Alto Area Bar Association. Bryan is also a CERTIFIED FINANCIAL PLANNER ^TM professional. A sixth generation Californian, he lives in Palo Alto, California, with his wife and three children.

Anna Soliman, Managing Director, Trust Counsel, is a senior trusts and estates advisor with broad experience in the area of estate planning and trust and estate administration, including preparing and reviewing estate tax returns and gift tax returns, and leading audits against the Internal Revenue Service (IRS). Anna was most recently an attorney in private practice in Los Angeles, where her responsibilities included crafting and preparing complex estate plans and business succession plans for high-net-worth individuals. She also assisted clients in matters ranging from trust administration and probate to IRS audits. Earlier in her career, she worked for the IRS as an estate tax attorney and served as deputy district attorney in the Sacramento County District Attorney’s Office. Anna earned her Master of Laws (LLM) from Chapman University School of Law, her Juris Doctor degree from the University of California Davis School of Law, and her Bachelor of Arts degree in philosophy, cum laude, from the University of California at Irvine. She is admitted to the California State Bar.