BBR LLP - Certified Public Accountants and Consultants

Mission Statement Office Locations Community Involvement Company History

Accounting Advisory Services Audit & Review Estates & Trusts Litigation Support Financial Planning Tax Services Valuations

Directory Partners Bruce Dunlap Susan L. Gibson Court Hanson Ward S. Pynn Thomas C. Rockwell James Rotter Chris Steinbruner Jan Vanderbilt Principals E. Bradley Dewey

BBR Culture Career Benefits Current Openings Professional Networking

Estates, Trust and Wealth Preservation

At BBR LLP we realize that planning for the future is an individualized approach and not a cookie cutter solution. Trained financial experts are available to assist you in a variety of circumstances.

Services Offered for Estates, Trusts and Wealth Preservation

Estate planning
Estate and gift tax returns
Estate and trust income tax return
Buy and sell agreements
Trust accounting
Preparation of court accounting
Analysis for division of assets

Contact a Partner for Estates, Trusts and Wealth Preservation

Susan Gibson, CPA
Ward Pynn, CPA

Carmel Office

Bruce Dunlap, CPA, CVA
Thomas C. Rockwell, CPA
Chris Steinbruner, CPA
Jan Vanderbilt, CPA

Other Services

Advisory Services

Audit and Review

Estates and Trusts

Litigation Support

Financial Planning

BBR LLP, Certified Public Accountants and Consultants is a full service accounting firm with offices in Carmel Rancho, San Francisco , and Walnut Creek, California. Services include Accounting, Advisory Services, Audit & Review, Estates & Trusts, Financial Planning, Litigation Support, Tax Services & Planning, Valuations and Wealth Management.