Practice Overview

Rob Browning counsels clients in complex tax and wealth planning, estate planning, and trust administration matters. His practice is primarily focused on developing and implementing creative solutions for his high net worth clients’ complex tax issues, including creating the structures necessary to effect their wealth planning objectives.

Many of Rob’s clients are multi-generational families with significant businesses with whom he has worked to create effective succession plans. Complex family dynamics often come into play in this area of practice. Older generations understand and appreciate Rob’s high level of skill and experience, while younger generations find it easy to relate to him because he is a relatively young practitioner in the field. Rob’s broad tax knowledge and his effective communication skills allow him to provide his clients with guidance in areas besides estate planning, as well.

Professional Activities

Rob is a member of the Estate Planning, Tax and Real Property Section and the Probate and Trust Section of the American Bar Association; the Section of Taxation and the Trusts and Estates Section of the California State Bar; the Estate Planning, Probate and Trust Section of the Santa Clara County Bar Association; and the Silicon Valley Bar Association. He also is proud to serve as a member of the Board of Directors of Hope Services and as a member of the Board of Trustees of the Foundation for Hope. Rob authors written materials for professional continuing education seminars, and has served as a panel member at such programs.