The International Academy of Estate and Trust Law


2024 Academy Roster

The following list is for reference and non-marketing purposes only. Use of the list for marketing purposes is strictly prohibited.
 
 
Max Gutierrez Jr.

331 Darrell Road
Hillsborough, CA 94010
U.S.A.

Phone: 650 342 2884
Email: maxgutierrez@comcast.net

PRACTICE

Member of the San Francisco based law firm of Brobeck, Phleger & Harrison, where he heads the Trust and Estates department and the Family Law department firm-wide. Estate planning for family wealth transfers, including income, gift, estate and generation-skipping tax planning, both domestic and international. Family law practice involves premarital and dissolution of marriage cases, including significant tax and financial planning in the context of complex business structures.

ORGANIZATIONS

Past President of the International Academy of Estate and Trust Law, Past Regent of the American College of Trust and Estate Counsel and past Chair of the Real Property, Probate and Trust Law Section of the American Bar Association. Past Chair of the Executive Committees of the Probate and Trust Law and of the Family Law Sections of the State Bar of California.

PUBLICATIONS

Gutierrez on Marital Deduction Planning : (No. 96-08.11) Library of Congress, Card Number: 96-77191.
Expatriation Worth The Trip?: The 27th Annual Philip E. Heckerling Institute on Estate Planning, Volume 27, 1993.
Oops! The State Income Taxation of Multi-Jurisdictional Trusts: The 25th Annual Philip E. Heckerling Institute on Estate Planning, Volume 25, 1991.
Drafting Premarital and Postmarital Agreements, Max Gutierrez, Jr./Raymond H. Young; Estate Planning 1991 UCLA/California Continuing Education of the Bar 1991 Estate Planning Institute.
Godzilla Meets Rodan: Generation Skipping Transfer/Marital Deduction Planning: The 23rd Annual Philip J. Heckerling Institute on Estate Planning, Volume 23, 1990.
The Five Trust Plan: Allocations and Clauses: UCLA/Calfornia Continuing Education of the Bar, 1990.
Marital Deduction Planning for the Non-Citizen Spouse: 1990 Biennial Reports, Venice and Florence, Italy, The International Academy of Estate and Trust Law.

EDUCATIONAL HISTORY

LL.M., Georgetown University Law Center, 1960;
J.D., cum laude, University of San Francisco School of Law, 1959;
B.A., University of California at Berkeley, 1953





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